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Oracle VocadoStudent FinancialPlanning Cloud
Configuration Reference for VocadoStudent Financial Planning
21C
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student Financial Planning
21C
F42706-02
Copyright © 2020, 2021, Oracle and/or its affiliates.
Authors: The Student Management Information Development Team
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Contents
Preface .................................................................................................................................. i
1 Getting Started 1Overview of Configuration References ...................................................................................................................................... 1
2 Configuration 3Overview ........................................................................................................................................................................................... 3
CIP Code Rules Guide .................................................................................................................................................................. 10
COA Guide ....................................................................................................................................................................................... 11
COA College Financing Plan Guide .......................................................................................................................................... 16
COA Term Academic Year Guide ............................................................................................................................................... 18
Common Process Messaging Guide ........................................................................................................................................ 20
Disbursements Guide ................................................................................................................................................................... 21
Doc Metadata Guide .................................................................................................................................................................... 24
Documents Guide ......................................................................................................................................................................... 28
Exit Counseling Guide ................................................................................................................................................................. 33
FAS Fund Config Guide .............................................................................................................................................................. 35
Fund Priority Guide ..................................................................................................................................................................... 43
Grant Repay Guide ....................................................................................................................................................................... 45
ISIR Assumptions Guide ............................................................................................................................................................. 46
ISIR C Codes Guide ...................................................................................................................................................................... 48
ISIR C Codes to Fields Guide ..................................................................................................................................................... 50
ISIR Discrepancy Guide ................................................................................................................................................................ 51
ISIR Highlights Guide ................................................................................................................................................................... 53
ISIR Management Guide ............................................................................................................................................................. 55
ISIR Reject Codes Guide ............................................................................................................................................................. 56
ISIR Reject To C-Codes Guide ................................................................................................................................................... 58
ISIR Reject Codes To Fields Guide ............................................................................................................................................ 59
ISIR Verification Codes Guide ................................................................................................................................................... 60
Letter Guide ................................................................................................................................................................................... 62
Non Federal Fund Attributes Guide ......................................................................................................................................... 65
Origination Property Guide ....................................................................................................................................................... 68
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Package Schedule Attributes Guide ........................................................................................................................................ 69
Package Schedule Guide ............................................................................................................................................................ 72
Pell Schedule Guide ..................................................................................................................................................................... 73
Professional Judgment Guide ................................................................................................................................................... 74
R2T4 Break Type Guide .............................................................................................................................................................. 76
R2T4 Charges Guide .................................................................................................................................................................... 77
R2T4 CHBD Guide ........................................................................................................................................................................ 79
R2T4 Guide .................................................................................................................................................................................... 82
R2T4 SAFI Request Guide .......................................................................................................................................................... 84
Regulatory Deadlines Guide ...................................................................................................................................................... 88
Roles Guide .................................................................................................................................................................................... 91
SAML Attribute Guide ................................................................................................................................................................. 93
School Guide ................................................................................................................................................................................. 94
Student Hold Guide .................................................................................................................................................................... 101
Title IV Criteria Guide ................................................................................................................................................................ 102
Trigger Guide ............................................................................................................................................................................... 105
3 Baseline Configuration 1092019-2020 Configured Baseline Documents ....................................................................................................................... 109
2020-2021 Configured Baseline Documents ......................................................................................................................... 117
2021-2022 Configured Baseline Documents ........................................................................................................................ 126
2019-2020 Configured Baseline Document Metadata ....................................................................................................... 134
2020-2021 Configured Baseline Document Metadata ....................................................................................................... 158
2021-2022 Configured Baseline Document Metadata ........................................................................................................ 185
2019-2020 Configured ISIR Discrepancy Rules .................................................................................................................... 212
2020-2021 Configured ISIR Discrepancy Rules .................................................................................................................... 223
2021-2022 Configured ISIR Discrepancy Rules .................................................................................................................... 237
2019-2020 ISIR Document Request Rules and Code Clearing Logic .............................................................................. 250
2020-2021 ISIR Document Request Rules and Code Clearing Logic .............................................................................. 283
2021-2022 ISIR Document Request Rules and Code Clearing Logic ............................................................................... 313
4 ISIR Field Names 3432019-2020 ISIR Field Names ................................................................................................................................................... 343
2020-2021 ISIR Field Names .................................................................................................................................................... 365
2021-2022 ISIR Field Names .................................................................................................................................................... 388
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Preface
PrefaceThis preface introduces information sources that can help you use the application and this guide.
Using Oracle Applications
HelpTo find guides for Oracle Applications, go to the Oracle Help Center at http://docs.oracle.com/.
Additional Resources• Community: Use Oracle Cloud Customer Connect to get information from experts at Oracle, the partner
community, and other users.
• Training: Take courses on Oracle Cloud from Oracle University.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website.
Diversity and Inclusion
Oracle is fully committed to diversity and inclusion. Oracle respects and values having a diverse workforce that increasesthought leadership and innovation. As part of our initiative to build a more inclusive culture that positively impacts ouremployees, customers, and partners, we're working to remove insensitive terms from our products and documentation.We're also mindful of the necessity to maintain compatibility with our customers' existing technologies and the need toensure continuity of service as Oracle's offerings and industry standards evolve. Because of these technical constraints,our effort to remove insensitive terms is ongoing and will take time and external cooperation.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Preface
Contacting Oracle
Access to Oracle SupportOracle customers that have purchased support have access to electronic support through My Oracle Support. Forinformation, visit My Oracle Support or visit Oracle Accessibility Learning and Support if you are hearing impaired.
Comments and SuggestionsPlease give us feedback about Oracle Applications Help and guides! You can send an e-mail to:[email protected].
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 1Getting Started
1 Getting Started
Overview of Configuration References This is supplemental reference information for understanding and implementing configuration of Oracle VocadoStudent Financial Planning (SFP).
This Guide includes reference materials that supplement guidance in the Implementation and User Guides to configureSFP:
• Configuration Guides - These topics have details for every Configuration Workbook; one topic per Workbook.Each topic includes details for each field in the Workbook, if there's an equivalent Financial Aid System (FAS)user interface to do the configuration, required permissions, and other considerations and information for theWorkbook.
• Baseline Configuration - These topics have details about some of the Award Year-specific configurationdelivered by Oracle. They do not cover all delivered Baseline Configuration.
There are topics that relate one-to-one with specific Configuration Workbooks:
◦ Configured Baseline Documents topics are related to the Documents Guide.
◦ Configured Baseline Document Metadata topics are related to the Doc Metadata Guide.
◦ ISIR Discrepancy Rules topics are related to the ISIR Discrepancy Guide.
There are also topics describing the logic for the Verification document request and Institutional StudentInformation Record (ISIR) code clearing logic which use multiple Configuration Workbooks.
• Institutional Student Information Record (ISIR) Field Names - These topics list Award Year-specific SFPdatabase Column (Field) Names for equivalent ISIR Field Names. The SFP Column Names are used for Groovyscripts.
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Chapter 1Getting Started
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 2Configuration
2 Configuration
Overview You can setup the system using UIs and Configuration Workbooks.
Here are the ways you can set up Student Financial Planning:
• UI: There are system setup pages in both the Administrative and the Student Self Service UIs.
◦ The Administrative UI is sometimes also referenced as the Financial Aid System (FAS) or FAS UI.
◦ The Student Self Service UI is sometimes also referenced as the Self Service Portal. Users with a SelfService User Admin role permission can access the Settings menu in Student Self Service UI.
For more information, see UI Configuration.
• Configuration Workbooks: Oracle delivers a Baseline Configuration of these CSV files with every release. Eachfile represents setup values for pre-defined areas. Some of the files use embedded Groovy scripts for morecomplex instructions. You can modify these CSV files to meet your school's requirements and then uploadthem using the FAS UI.
For more information see Configuration Workbooks.
UI Configuration
Configuration Managed in the FAS UI
Category Pages Description
FAS Management Fund Allocation Management Allows you to modify and monitor fiscal limitsfor Campus Based and configured Non Federalfund types. Users can create an allocationschedule, add funds to the schedule, makeadjustments, and monitor awarding anddisbursing of funds against the schedule.
FAS Management QC Holds Management Allows you to select which QC Hold types tobe initiated globally by selecting the QC Holdsselection indicators for a specific hold type. Ifselected, QC holds will be set when a studenthits a pre-defined hold trigger, and will bereleased individually based on user selection orsending the FASQCHold release event messagefor a population of hold IDs.
FAS Management Regulatory Management Allows you to set-up the FAFSA completionstart/end date for an Award Year, which isused to determine open FAFSA award years fortriggering FAFSA notifications.
G5 Management Available Drawdowns Allows you to view a listing of all availabledrawdown amounts and Allows you to input
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Chapter 2Configuration
the control number per transaction after thedrawdown has been completed.
G5 Management G5 Transaction History Allows a user to view a history of drawdowntransactions (including individualdisbursements linked to the transaction) aswell as add/edit the control number for thetransaction
Security Management Password Policy Allows you to define a set of global passwordpolicy rules
Security Management Roles Management Allows you to create specific Roles and managewhich General Permission and DocumentPermissions are enabled for each role.
Security Management User Management Allows you to manage users and roleassignments
System Management Administrative Relief Allows you to view/edit the various close-outdates in the system for all configured fundcodes. (e.g. Awarding close-out, Fund close-outand COD close-out)
System Management Disbursement Administration Allows you to manually modify disbursementrecords on a student record. Examplefunctions: update disbursement status, updatedisbursement number, update disbursementsequent number, send originations to COD, etc.
System Management Load ISIRs Allows you to manually load an ISIR file
Note: Maximum upload file size: 1MB
System Management Load Message File Allows you to manually load MPG files, i.e. SAFI, Document Receipt Event, etc.
Note: Maximum upload file size: 10MB
System Management SAIG Errors Allows you to view SAIG errors specificallyreceived from NSLDS (Transfer Monitoringand/or FA History files) and CPS (ISIR files).
System Management SAIG Administration Allows you to set their TG number andpassword for SAIG mailbox access. The UI willdisplay a history of prior TG credentials thathave been modified.
System Management Configuration Administration Allows you to upload configuration workbooksto make updates to SFP configuration.Additionally, users are able to download copy ofcurrent configuration workbooks.
Configuration Managed in the Student Self-Service UIConfiguration done in the Student Self Service UI is found in Self-Service Setup.
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Chapter 2Configuration
Configuration Workbooks
OverviewProvide an overview of the workbook. What's in it and what the configuration drives in the system. What processes itinvokes and so on.
Configuration Managed via CSV
Group Category Workbook Type Naming Standard Description
Documents Documents %_DOCUMENTS.csv This workbook allows institutionsto define their institutionaldocuments and set additionalrelated parameters (i.e. manualreview required, studentnotification messages, etc.)
Documents Document Data %_DOCMETADATA.csv This workbook allows institutionsto define associated metadatafields for Document Codes basedon the Documents workbook, andset additional related parameters(i.e. data type, enumeration values, etc.)
ISIR ISIR Reject Codes %_ISIR_REJECT_CODES.csv This workbook allows institutionsto define code clearing logic andassociate any additional studentnotification messages per SARreject code.
ISIR ISIR C Codes %_ISIR_C_CODES.csv This workbook allows institutionsto define code clearing logic,any document requests, and anyadditional student notificationmessages per SAR c-code.
ISIR ISIR Reject to Fields %_ISIR_REJECT_CODES_TO_FIELDS.csv
This workbook allows institutionsto associate SAR reject codes toISIR field names.
ISIR ISIR Reject to C Codes %_ISIR_REJECT_TO_C_CODES.csv This workbook allows institutionsto associate SAR reject codes toSAR comment codes.
ISIR ISIR C Codes to Fields %_ISIR_C_CODES_TO_FIELDS.csv This workbook allows institutionsto associate SAR c-codes to ISIRfield names.
ISIR ISIR Verification Codes %_ISIR_VERIFICATION_CODES.csv This workbook allows institutionsto define verification clearing logic, any document requests, and anyadditional student notificationmessages per verificationcomment code and tracking group.
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ISIR ISIR Discrepancy Rules %_ISIR_DISCREP.csv This workbook allows institutionsto define logic per ISIR field todetermine discrepancies (i.e.conflicting information) thatshould trigger ISIR corrections.
ISIR ISIR Assumptions %_ISIR_ASSUMPT.csv This workbook allows institutionsto define code clearing logic andassociate any additional studentnotification messages per ISIRassumption field.
ISIR ISIR Management %_ISIR_MGMT.csv This workbook allows institutionsto define material change criteriato determine what record shouldbe flagged when subsequent ISIRtransactions are received, peraward year.
ISIR ISIR Highlights %_HIGHLIGHT.csv This workbook allows institutionsto define code clearing logic andassociate any additional studentnotification messages per ISIRhighlight field.
ISIR PJ %_PJ.csv This workbook allows institutionsto define their ProfessionalJudgment types, and associate anyinitiating documents and criteriafor each PJ process.
Packaging Fund Priority %_FUND_PRIORITY.csv This workbook allows institutionsto set the order at which SFPevaluates the student's eligibilityfor funds (e.g. Pell is first, thenother grants, and finally loans)
Packaging FAS Fund Config %_FAS_FUND_CONFIG.csv This workbook allows schoolsto configure/define specificdetails around each fund, suchas went to freeze the fund, thecriteria required to be met beforeoriginating Title IV funds, etc.
Packaging Non Federal Fund Attributes %_NFR_ATTRIB.csv This workbook allows schoolsto configure any non-federalfund they would like to packagestudents for (whether automatedor manual).
Packaging Package Schedule %_PACKAGE_SCHEDULE.csv For nonterm institutions, thisconfiguration determines whethera student's payment period oracademic year can end in themiddle of a course.
Packaging Package Schedule Attributes %_PKGSCHEDATTRIB.csv This workbook allows institutionsto configure calculation todetermine the number of monthsfor a student, and how to treat thesummer term if there is enrollmentin the summer.
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Packaging COA %_COA.csv This workbook is where institutionsconfigure the Cost of Attendanceitems.
Packaging COA Term AcY %_COA_TERM_ACY.csv This workbook defines what makesa student a full time full yearstudent. This will be used whendetermining the Pell COA.
Packaging Title IV Award Criteria %_T4_CRIT.csv This workbook allows institutionsto configure the awarding criteriafor Title IV funds.
Packaging Origination Properties %_ORIGINATION_PROPERTY.csv This workbook allows institutionsto configure the origination criteriafor Title IV funds requiring CODcommunication.
Disbursements Disbursement %_DISB.csv This workbook allows institutionsto define disbursement criteriaper fund code, that will beleveraged in addition to regulatorydisbursement rules that exist inthe financial aid system. It alsoallows institutions to define howlong a disbursement has to meetthe criteria before it is canceledand whether a disbursementmessage should be triggered upondisbursing the fund.
School School %_SCHOOL.csv This workbook allows institutionsto establish general school leveldetails necessary for processingfinancial aid. Some parametersdefined here include: FederalSchool ID, OPEIDs, Right to CancelDeadline, etc.
School Regulatory Deadlines %_REGULATORY_DEADLINE.csv This workbook allows institutionsto define the regulatory dates thatshould be considered per awardyear for transmitting files with CPSand COD (i.e. ISIR Correction Start/End Dates, COD Origination Start/End Dates).
School Roles %_ROLE.csv This workbook allows institutionsto define permissions for eachuser account role that shouldbe established for accessing thefinancial aid system.
School Student Holds %_STUDENT_HOLD.csv This workbook allows institutionsto define types of student recordholds, and whether the valid ISIRprocess will run for each studenton the respectively defined type ofStudent Record Hold.
R2T4 R2T4 Charge %_R2T4_CHARGE.csv This workbook allows institutionsto define the charge types thatshould be used when determiningcharges in the R2T4 calculation.
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Chapter 2Configuration
R2T4 R2T4 %_R2T4.csv This workbook allows institutionsto define any delay timeframethat should be considered whentriggering an R2T4 calculation, based on the type of withdrawal(e.g. Official vs Unofficialwithdrawal).
R2T4 R2T4 Break Types %_R2T4_BREAK_TYPE.csv This workbook allows non-terminstitutions to define how breaksshould be treated when calculatingthe R2T4 Rate of Progression (i.e.whether unapproved course breaksare considered or whether LOAbreaks should be inclusive of theLOA start date).
R2T4 R2T4 SAFI Request %_R2T4_SAFI_REQUEST.csv This workbook allows institutionsto define how many days aftera student withdrawals, that thefinancial aid system should requestthe R2T4 SAFI (i.e. SAFI thatis flagged to trigger the R2T4calculation).
R2T4 R2T4 CHBD %_R2T4_CHBD.csv This workbook allows institutionsto set additional criteria that shouldbe considered when determiningCould Have Been Disbursedcriteria per fund code, based onAdmissions and/or Academicstatuses from the SAFI.
R2T4 Grant Repayment %_GRANTREPAY.csv This workbook allows institutionsto define the repayment fund codethat should be used to indicate agrant overpayment repayment inthe SAFI.
Notifications CCM %_CCM.csv This workbook allows institutionsto define message content thatshould be populated in outboundmessages for defined processes(e.g. ISIR Verification).
Notifications Notification Triggers %_TRIGGER.csv This workbook allows institutionsto define criteria and studentmessaging for financial aidnotifications, e.g. when an MPN orEntrance Counseling Completion isrequired.
Notifications Letters %_LETTER.csv This workbook allows customersto associate letter codes that havebeen defined in the reportingtool, to the appropriate messagetriggering action.
Notifications Exit Counseling %_EXIT_COUNSELING.csv This workbook allows institutionsto define criteria and studentmessaging for exit counselingnotifications.
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Chapter 2Configuration
If you are deleting configuration, it is generally advisable to ensure no transactional data has been created leveragingthe configuration.
Update and Maintain Configuration SettingsUpdating and managing your institutions configuration settings is important. Below you will find some suggestionsbased on learned best practices for updating and maintaining your system's configurations that have been updated tomeet your school's specific processes, goals, and objectives annually, from release to release and as needed.
Annual Award Year Configuration UpdatesAnytime the U.S. Department of Education rolls out new or updated guidelines, Oracle automatically updates theBaseline Configuration as part of the product updates. Here are the Configuration Workbooks that require annualupdates:
• %_DOCUMENTS.csv
• %_DOCMETADATA.csv
• %_ISIR_C_CODES.csv
• %_ISIR_REJECT_CODES.csv
• %_ISIR_DISCREP.csv
• %_ISIR_ASSUMPT.csv
• %_HIGHLIGHT.csv
• %_ISIR_MGMT.csv
• %_PJ.csv
• %_ISIR_C_CODES_TO_FIELDS.csv
• %_ISIR_VERIFICATION_CODES.csv
• %_ISIR_REJECT_TO_C_CODES.csv
• %_ISIR_REJECT_CODES_TO_FIELDS.csv
• %_FAS_FUND_CONFIG.csv
• %_NFR_ATTRIB.csv
• %_COA.csv
• %_T4_CRIT.csv
• %_R2T4.csv
• %_REGULATORY_DEADLINE.csv
Here's how you update Configuration Workbooks that require annual updates:
1. Download the latest configuration from the Configuration Administration screen in the Student FinancialPlanning user interface.
2. Open the .csv file.a. Copy each row of the latest Aid Year.b. Take note of the last row, before pasting the copied rows.c. Paste the copied rows after the last entry and do not leave any empty rows.d. Within each of the newly pasted rows, if there is an ID column, update the values in the ID column so that
all IDs are unique and in order. For example, if the 2016 Aid Year ends with ID 450, then begin the 2017Aid Year IDs with 451.
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e. Within each of the newly pasted rows, update all necessary column values to the new Aid Year values.This usually means updating the Aid Year and Program Start Date columns if they exist, but each workbook is different. Any column that includes Aid Year specific information should be updated to the newAid Year values. For example:
i. Update the Aid Year column from 2016 (Old Aid Year) to 2017 (New Aid Year).ii. Update the Program Start Date column from the 2016 values (for example, 01/01/2016) to the 2017
values (for example, 01/01/2017).iii. Update any other columns that are Aid Year specific. This varies by workbook.
New Release Configuration UpdatesAs an institution, you can choose if and when you consume an update to the Baseline Configuration. For moreinformation, see Configuration Administration .
CIP Code Rules Guide
OverviewBeginning in the 2020-2021 Award Year, new 2020 Classification of Instructional Program (CIP) codes are introducedby the U.S. Department of Education (ED). This change occurs approximately every 10 years for program reportingpurposes. This workbook is used to define which CIP codes have changed from the 2010 to the 2020 year. Any changedCIP codes from 2018-2019 to 2019-2020 should include a row in this workbook. This configuration enables the correctCIP code for an academic program to be communicated to COD if its CIP code has been changed from the 2010 year CIPclassification to the 2020 year CIP classification.
Note: This configuration is only required for schools that have originations for 2019-2020 and prior Award Years.
Defining the Configuration.csv FileThe following table provides details about each column housed in the csv file. This table illustrates the field name,identifies the designated column, indicates if the field is required or not, provides the field type to inform you if the datais an enumeration, an integer, a string, text, a date or if the field is alphanumeric, and so on. There is a description of thefield, the acceptable values that can be entered into the field, and additional notes when applicable.
CIP_CODE_RULES.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
CIP Code Year A N String CIP CodeClassification yearfrom SAFI.
2010 ED introducednew CIP Codesbeginning with the2020-2021 AwardYear; the first since2010.
Program Code B Y String Academic ProgramCode
Any string thatmatches a school
Should list2019-2020 and
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defined programcode.
prior ProgramCode value.
CIP Code C Y String Academic ProgramCIP Code
Must be an EDestablished CIPCode.
Use the CIP Codefor 2019-2020 andprior Award Years.
*Not required - If field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou don't have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to view theconfiguration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > USDE > Common Record Information2. Select:
◦ Origination Request.
◦ Origination Response.
◦ Disbursement Request.
◦ Disbursement Response.
3. Select Fund Type.4. Select Award Year.5. Click View Complete COD XML.6. View CIP Code.
COA Guide
OverviewThis workbook is where institutions configure their Cost of Attendance items.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the user
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if the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
COA.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Item Title A Y String Item Title AlphanumericASCII text, up to255 characters
You can use anyAlphanumericValue. Example Values:
• Tuition
• Resource Fee
• PersonalMiscellaneous
• TransportationCosts
• Room andBoard
Component Title B Y String Component Title AlphanumericASCII text, up to255 characters
Institution mayuse freeform texthere to provide adescription for thecost of attendancevalue.
Config Title C Y String Config Title AlphanumericASCII text, up to255 characters
In the BaselineConfiguration, Config_Title isbased on multiplevalues using theCONCATENATEformula inMicrosoft Excel.You can use anynaming conventionyou choose, but the Config_Title needs toidentify all of theCOA Items for agrouping.
Enrollment Status D Y Enumeration Enrollment Status List ofenumerations
• FULL_TIME
• THREE_QUARTER_TIME
• HALF_TIME
• LESS_THAN_HALF_TIME
The onlyacceptable valuesare included in theenumerated list. To viewdescriptionssee: EnrollmentStatuses
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• NOT_ATTENDING
Program Type E Y Enumeration Program Type List ofenumerations
• CERTIFICATE_GRADUATE
• CERTIFICATE_UNDERGRADUATE
• ASSOCIATE
• BACHELORS
• GRADUATE
• DOCTORAL
• CERTIFICATE_POST_BACCALAUREATE
• NON_CREDENTIAL
The onlyacceptable valuesare included in theenumerated list.
Program Modality F Y Enumeration Program Modality List ofenumerations
• GROUND
• ONLINE
The onlyacceptable valuesare included in theenumerated list.
Additional COAComponents
G N Boolean Use this Groovyscript to morediscretely identitythe COA Item. If left blank, theCOA values applyto all studentswith the specifiedenrollment status, program type, andmodality for thegiven award year.In other words, theabsence of a scriptis synonymouswith a "returntrue".
Path to GroovyScript
This Groovyscript is evaluatedwhenever Packageor Repackage istriggered. For moreinformation, seeConsiderationsfor Configurationlater in this topic.Do not return avalue for both thisfield and the CostValue field for thesame COA item.
COA ComponentCost Type
H Y Enumeration Name of COAComponent Item
List ofenumerations
• STANDARD
• BUDGET
• MILITARY
• STANDARD_LOAN_FEE
• LOAN_FEES
The onlyacceptable valuesare included in theenumerated list.
• STANDARD:Tuition andFees Costs
• BUDGET:Budget Costs
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• CHARGES
• ADJUSTMENT
• MILITARY:Military Costs
• STANDARD_LOAN_FEE:Add a fixed, configuredloan fee forall students, regardlessof the loanamount
• LOAN_FEES: Adda dynamic, calculatedloan fee forall studentswith loans,depending oncurrent rateof loan fees
• CHARGES:Charges
• ADJUSTMENT:Adjustments
COA ItemApplicability
I Y Enumeration Type of BudgetItem
List ofenumerations
• PER_MONTH
• PER_CREDIT
• PER_COURSE
• PER_TERM
• FIXED
For purposes ofPell Grant COAcalculation, COAItems with a PER_MONTH, PER_CREDIT, PER_COURSE, or PER_TERM Applicabilityare proratedusing the setupin the COA TermAcademic YearGuide, and COAItems with a FIXEDApplicability arenot prorated.
Cost Value J Y • Numeric
• Groovy script
Amount of BudgetItem
• For a numericvalue, anypositive valueup to twodecimals.
• Path toGroovy script.
Numeric examplevalues:
• 30
• 150.50
• 3600.99
Do not enter orreturn a value forboth this field andthe AdditionalCOA Componentsfield for the sameCOA item.
Aid Year K Y String Aid Year associatedto Budget Item
AlphanumericASCII text, up to255 characters
Format: CCYY-CCYY Example Values
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• 2019-2020
• 2020-2021
Prev Item Title L N String Previous Item Title Deprecated Deprecated, usedin old version ofconfigurationloader.
Prev ComponentTitle
M N String PreviousComponent Title
Deprecated Deprecated, usedin old version ofconfigurationloader.
Prev Config Title N N String Previous ConfigTitle
Deprecated Deprecated, usedin old version ofconfigurationloader.
*Not required - If field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to view theconfiguration in the UI.
• Student
See Set General Permissions Matrix
Considerations for Configuration• Regarding Per-term COA versus Academic Year COA, use specific binding in the COA column to make those line
items Per-term COA focused.
• Config Title must be unique for each selection group, and a particular student/package must belong to onlyone Config Title.
◦ For example, given any combination of Enrollment Status, Program Type, Program Modality, and AidYear, if an Additional COA Components (Additional COA Comps) Groovy script is written to capture allstudents in the School of Nursing, the logical inverse of the script would need to be added to all the otherCOA rows for that Aid Year to capture all students who do not belong to the School of Nursing.
◦ This ensures:- All students being passed to the packaging engine for COA calculation fit in only one selection
group.- Each of the groups must have a unique Config Title so the packaging engine can calculate COA
based on a configured set of Cost Values.
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Note: If there is no Additional COA Components (Additional COA Comps) Groovy script for anyConfig Title selection group (combination of Enrollment Status, Program Type, Program Modality,and Aid Year), the corresponding Cost Values apply to all students of that group. If an Additional COAComponents (Additional COA Comps) Groovy scripts are introduced for any Config Title selectiongroup, then all COA configuration rows for that Aid Year must have Groovy scripts that include orexclude all students accordingly.
• Use the Enrollment Status field to configure the Enrollment Status by term based on a student's course load asreceived from a SAFI integration message. The Enrollment Status calculation is triggered for every repackage,and the Groovy configuration script is run for each individual term to determine the appropriate status.
The Award Packaging process uses the determined term enrollment status when packaging the student forfunds. For example, when a student is evaluated the student for Direct Loans, the process ensures that is notless than half time for the term being evaluated.
Here are some examples of Enrollment Status rules you can configure:
◦ When to update the term enrollment status based on the most recent SAFI data for that term.
◦ When to freeze/not update an individual term enrollment status and ignore the latest SAFI data.
◦ What the current and future term enrollment statuses should be a term withdrawn student.
◦ What the current and future term enrollment status should be for a program withdrawn student.
Note: Configuration for Enrollment Status for packaging Pell Grants is done in the FAS Fund ConfigConfiguration Workbook. This supersedes Enrollment Status configuration in the COA ConfigurationWorkbook.
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Summary > Packaging2. Student Search > Student Summary > Financial Information > Packaging
The COA is visible in the Packaging Summary and in the COA graphic
Click the icon in the Packaging Summary to view additional Cost of Attendance (COA) and Tuition and Fees information
Understanding How the Baseline Configuration WorksBaseline configuration includes a demonstrable example of how COA configuration workbook will look once completed.
Oracle expects each institution to configure this workbook and not leverage the delivered baseline configuration for anynon-testing, non-demonstrable purposes.
COA College Financing Plan Guide
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OverviewThis workbook allows institutions to configure a mapping of Cost of Attendance (COA) item types from their COA.csvworkbooks to the defined COA categories within the College Financing Plan. When rendering the College FinancingPlan, the COA items display appropriately using client customized COA.csv workbooks. Additionally, SFP self service willconsume the proper configured category per COA item via a new <CfpCategory> tag included at the Item Title level onthe Financial Plan Outbound message.
Defining the Configuration .csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
COA_CFP.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
COA Item Title A N Text Name of the COAItem
Item Title valuesfrom COA.csv
Includes Books, PersonalMiscellaneous, Resource Fee, Room and Board, TransportationCosts, Tuition
Aid Year B Y Text Aid Year AlphanumericASCII text, up to225 characters.Aid Years maybe concatenatedusing the '~' (tilde)delimiter.
Format: CCYY-CCYY Example Values:
• 2019-2020
• 2020-2021
• 2020-2021~2021-2022
College FinancingPlan Category
C N Text Categories usedin the CollegeFinancing Plan asdetermined by ED
AlphanumericASCII text, up to 4,000 characters
Values are:
• Books andSupplies
• OtherEducationCosts
• Tuition andFees
• Housing andMeals
• Transportation
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to view theconfiguration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
Student > Financial > College Financing Plan
Understanding How the Baseline Configuration WorksThe baseline configuration maps the Item Types for COA.csv to the College Financing Category:
• Books = Books and Supplies
• Personal Miscellaneous = Other Education Costs
• Resource Fee = Tuition and Fees
• Room and Board = Housing and Meals
• Transportation Costs = Transportation
• Tuition = Tuition and Fees
COA Term Academic Year Guide
OverviewThis workbook defines what makes a student a full time full year student. This will be used when determining the PellCOA.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
COA_TERM_ACY.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Program Type A Y Enumeration Program Type List ofenumerations
The onlyacceptable values
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• CERTIFICATE_GRADUATE
• CERTIFICATE_UNDERGRADUATE
• ASSOCIATE
• BACHELORS
• GRADUATE
• DOCTORAL
• CERTIFICATE_POST_BACCALAUREATE
• NON_CREDENTIAL
are included in theenumerated list.
Number of Courses B Y Integer Number of Coursesin Academic Year
Any positiveinteger
Example Values
• 8
• 12
Number of Credits C Y Integer Number of Creditsin Academic Year
Any positiveinteger
Example Values
• 24
• 30
• 45
Number of Months D Y Integer Number of Monthsin Academic Year
Any positiveinteger
Example Values
• 8
• 9
Number of Terms E Y Integer Number of Termsin Academic Year
Any positiveinteger
Example Values
• 2
• 3
• 4
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to view theconfiguration in the UI.
• Student
See Set General Permissions Matrix
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Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Summary2. The COA is visible in the Package section of the summary screen.3. Student Search > Student > Financial Information > Packaging4. The COA is visible in the Packaging Summary and in the COA graphic.5. Click the icon in the Packaging Summary to view additional Cost of Attendance (COA) and Tuition and Fees
information.
Understanding How the Baseline Configuration WorksThe baseline configuration is setup the same for each program type
• Number of Courses: 8
• Number of Credits: 24
• Number of Months: 8
• Number of Terms: 2
Common Process Messaging Guide
OverviewThis workbook allows institutions to define message content that should be populated in outbound messages fordefined processes (e.g. ISIR Verification).
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
CCM.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Process MessageCode Key (systemdefined)
A Y String Process MessageCode/Key
AlphanumericASCII text
MessageNotification
B Y String The outboundnotificationmessage used tocommunicate tothe student detailsabout a definedprocess.
AlphanumericASCII text
The messageis included inthe OutboundNotification.Example: <Messaging>
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<ProcessMessaging>YourISIR has beenfinalized andwill be usedto determineyour FinancialAid eligibilityfor funding.</ProcessMessaging> </Messaging>
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to view theconfiguration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Student Summary > Activity (Right Side Bar) > Letters2. Student Search > Student > Student Record > Student Letters3. Student Search > Student > Student History/Comments > Student History
Understanding How the Baseline Configuration WorksThe following Processes have configured messages in the Baseline Configuration.
• At Will Document Request
• ISIR Review Process Initiated Message
• ISIR is Valid Message
• PJ Completed Messaging
• PJ Review Initiated Messaging
Disbursements Guide
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OverviewThis workbook allows you to define institutional disbursement criteria per fund code, that is leveraged in addition toregulatory disbursement rules that exist in the financial aid system. It also allows you to define how long a disbursementhas to meet the criteria before it is canceled and whether a disbursement message should be triggered upon disbursingthe fund.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
DISBURSEMENT.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
OPEID A Y String U.S. Departmentof Educationassigned OPEID
8 digit number Refer to the OPEIDcolumn of SchoolWorkbook andensure that theOPEIDs in both thisworkbook and theSchool workbookremain in sync.
• List theprimaryOPEID first ifmultiple exist
• Separateeach OPEIDwith the "~"character
• Example:12345677~12345678~12345679
• First 6charactersof first validvalue will beupdated toSCHOOL_CONFIGURATION.OPEID
Fund Code B Y String Fund code used toidentify fund
Any Fund codeconfigured in FAS_FUND_CONFIG.csv
Example Values
• DSUB
• DUNSUB
• FSEOG
• GPLUS
• IASG
• PELL
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• PLUS
• TEACH
DisbursementCriteria
C Y Groovy Script;boolean returnvalue
This is intended tospecify the criteriathat must be metbefore a fund canbe disbursed.
Path to GroovyScript
Valid logical queryreturning booleanvalue
• true
• false
You can use anycombination ofthe followingparameters:
• ISIR Fields
• StudentRecord Fields
• DocumentMeta-Datafields
• StudentStates
DisbursementCriteria Description
D Y String The descriptionof the criteriathat must be metbefore a fundcan be disbursed.This descriptionis displayed inthe SFP UserInterface and inthe DisbursementOutboundMessage.
AlphanumericASCII text, up to4000 characters
Users can identifycriteria in the UIby using thesedescriptionsand overridethe criterion ifnecessary.
Deadline to MeetDisbursementCriteria
E N Integer The number ofdays that thedisbursementcriteria mustbe met fromthe AnticipatedDisbursementDate. If thedisbursementcriteria is not metby that date, thedisbursement willbe canceled.
Any positiveInteger
Example Values
• 90
• 180
DisbursementOutboundMessage Indicator
F Y Boolean To specify whetherthe systemshould send anoutbound messageindicating that thedisbursement isready to disbursefor NFR or hasbeen disbursed forTitle IV
Return Value ofTrue/False
Example Values
• TRUE
• FALSE
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*Not required - If field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to view theconfiguration in the UI.
• Student
• Override Disbursing Criteria
See Set General Permissions Matrix
Related Topics• Disbursing
• Override Disbursement Criteria
Doc Metadata Guide
OverviewThis workbook allows institutions to define associated metadata fields for Document Codes based on the Documentsworkbook, and set additional related parameters (i.e. data type, enumeration values, etc.)
Note: Oracle delivers Baseline Configuration for this Guide by Award Year. Please see the Baseline Configurationtopics in the Configuration Reference for Vocado Student Financial Planning in the Oracle Help Center for moreinformation.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
Document Metadata Table
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Document Code A Y String The documentcode that is sentin the integration
AlphanumericASCII text, up to255 characters
The documentcode must existin both the
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message from thestudent self serviceor DocumentManagementSystem (DMS).
DOCMETADATA.csvandDOCUMENTS.csv
Aid Year B Y String Aid Year associatedto the document.
AlphanumericASCII text, up to255 characters
Format: CCYY-CCYY Example Values
• 2019-2020
• 2020-2021
Attribute Code C Y String The Attribute Codeassociated withthe documentmetadataAttribute_Namethat can be used inany document.
AlphanumericASCII text, up to255 characters
BaselineConfigurationAttribute Codesstart with AC1001.
Attribute Name D Y String The name ofmetadata field.
AlphanumericASCII text, up to255 characters
You can definedifferent AttributeNames for uniquecombinations ofDocument Codesand AttributeCodes. For example,Attribute field codeAC1015 (adjustedgross income) canbe labeled as:
• "AdjustedGross Income- line 4 in TaxForm 1040"for DocumentCode: 1040.
• AdjustedGross Income- line 11 in TaxForm 1040X"for DocumentCode: 1040X.
Display Order E Y Integer The order in whichthe attribute_names aredisplayed in theSFP user interfacescreen.
Any PositiveInteger
Example Values
• 1
• 2
• 3
Data Type F Y String The type of datathat can be usedfor the attribute.
AlphanumericASCII text, up to255 characters
Example Values
• Boolean
• Double
• Enumeration
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• Integer
• String
Enum Mapping* G N Comma SeparatedValues
Enumerationmappings for data
AlphanumericASCII text,
Text must beseparated bycommas andthe values arerepresented in adropdown menu. Example Values
• Gender: Male,Female
• Tax CalendarYear: 2018,2019,2020
AdditionalResolution Action
H N Groovy Script The logic fordocument typesand documentcodes required toresolve additionaldata discrepancy(includingsubsequentdocumentrequests), alongwith whetherall requesteddocuments arerequired or justone of requesteddocuments isrequired.
Path to GroovyScript
If requireddocument isn'talready present inthe system. Any combinationof parameters
• Notification
• Documentsbeingrequested
Is Required? I Y Boolean Tells the systemif the documentmetadata field isrequired.
Return Value ofTrue/False
Example Values
• TRUE
• FALSE
Subtype J N Enumeration Subtype AttributeCode
List ofenumerations
• Y
• N
SFP checks theconfiguration todetermine if theDocument and/orMetadata shouldbe stored withmultiple versionsas a documentSub-Type (e.g.W2s for multipleemployers,different StudentStatements usedto resolve differenttasks).
Field Start Date K N Deprecated Deprecated Deprecated Deprecated
Field End Date* L N Deprecated Deprecated Deprecated Deprecated
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Prev DocumentCode
M N Deprecated Deprecated Deprecated Deprecated
Prev AttributeCode
N N Deprecated Deprecated Deprecated Deprecated
*Not required - If field is blank: date types are persistent, alert types not displayed.
Enable the Configuration in the UIYou must associate General and Document permissions to roles in order for users to view documents, documentmetadata and to complete tasks associated with documents.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• General Permissions
◦ Dashboard- Required if the user will be working Review Document for Approval Tasks associated with a
document
◦ Document Review Task- Required if the user will be working Review Document for Approval Tasks associated with a
document
◦ NFF Forms Task Review- Required if the user will be working Process an NFF Document Tasks associated with a Non-Federal
Funds document
• Document Permissions through Roles Management in order to view documents within the Student FinancialPlanning User Interface.
◦ View Document- Required for any document a user needs to be able to view- A user can request documents even if they do not have permission to view the document once
received
◦ Doc Review Task- Required for any document a user needs to complete an associated Review Document for Approval
task
◦ NFF Forms Task- Required for any Non-Federal Funds document a user needs to complete a Process an NFF
Document task
Considerations for Configuration• Document Metadata is dependent on the Documents csv file. If you update Document Meta, you need to make
sure you update the associated document(s) csv. when you load the updated configuration in through the userinterface, make sure both the documents and document metadata csv are in the same zip folder or if separate,you upload the documents csv file before loading the document metadata csv.
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Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Received Documents > ISIR Information2. Dashboard > Review Document for Approval Task Queue
Documents Guide
OverviewThis workbook allows institutions to define their institutional documents and set additional related parameters (i.e.manual review required, student notification messages, etc.)
Note: Oracle delivers Baseline Configuration for this Guide by Award Year. Please see the Baseline Configurationtopics in the Configuration Reference for Vocado Student Financial Planning in the Oracle Help Center for moreinformation.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
Documents.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Document Name A Y String The name ofdocument.
AlphanumericASCII text, up to255 characters
N/A
Document Code B Y String The documentcode (from theDMS).
AlphanumericASCII text, up to255 characters
Unique to eachDocument Name.The DocumentCode is usedto referencedocuments inother configurationcsv files.
Active DocumentDates
C Y String The Aid Yearassociatedto documentattribute.
AlphanumericASCII text, up to255 characters
If blank, documentis considered aLifetime document If Aid Year is given, document is validfor the specifiedAid Year
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FORMAT: CCYY-CCYY Example Values
• 2019-2020
• 2020-2021
Document Type D N Enumeration Allows theDocument to beassociated with aDocument Type toenhance filtering inthe user interface.
List ofenumerations
• Other
• Tax Forms
• StudentIdentification
• TaxTranscripts
Document Typein BaselineConfiguration isset to Other for alldocuments.
Require Approval E Y Boolean Tells the systemif the documentrequires manualapproval afterreceiving adocument receiptmessage in SFPfrom the studentself serviceor documentmanagementsystem?
Return Value ofTrue/False
Example Values
• TRUE
• FALSE
TRUE, triggers aReview Documentfor Approval task.
RequiresAdditionalApproval
F N Deprecated Deprecated Deprecated Deprecated
Security G N Deprecated Deprecated Deprecated Deprecated
Days UntilDocumentReminder SentAfter OriginalRequest
H N Deprecated Deprecated Deprecated Deprecated
StudentNotificationMessage Content
I Y String The outboundnotificationmessage usedto communicateto the documentcollectionreason and/orrequirements tothe student.
AlphanumericASCII text, up to 4,000 characters
NA
Request At Will J Y Boolean Tells the systemif the documentcan be requestedmanually by a userat-will.
Return Value ofTrue/False
Example Values
• TRUE
• FALSE
Document OwnerLogic
K N Groovy Script;enumerationreturn value
You can create ascript that enablesSFP to determine
Path to GroovyScript
In the baselineconfiguration thisfield is left Blank.
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the documentowner and returnan Enumerationthat identifies thedocument owner.
If blank or owneris not specifiedby data receivedvia integrationthe documentowner defaults toStudent. If value is Parent, the documentowner defaults toFather List of possibleenumerations
• Student
• Spouse
• Parent
• Parent 1
• Parent 2
• Mother
• Father
FA Acceptance L Y Groovy Script;Boolean returnvalue
This script is usedto determine theFinancial Aid (FA)Acceptance of adocument.
Path to GroovyScript
Valid logical queryreturning Booleanvalue:
• true
• false
Unsolicited ProcessManual Review
M Y Boolean Tells the systemif the documentrequires approvalwhen it is receivedin SFP unsolicited.
Return Value ofTrue/False
Example Values
• TRUE
• FALSE
TRUE, triggers aReview Documentfor Approval task.
VerificationReporting Flag
N N Enumeration Flag to indicateif the documentis a VerificationReportingdocument andwhat category ofdocument it cansatisfy.
N/A Example Values:
• HIGH_SCHOOL_COMPLETION
• STATEMENT_OF_EDUCATIONAL_PURPOSE_DOCUMENT
• STUDENT_IDENTIFICATION_DOCUMENT
• Blank
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NFR DOC QUETASK
O Y Boolean Tells the systemif the associatedNon-Federal Fundsdocument requiresmanual approvalafter receivingthe documentreceipt messagein SFP from thestudent self serviceor documentmanagementsystem.
Return Value ofTrue/False
Example Values
• TRUE
• FALSE
TRUE, triggers aProcess an NFRDocument task
Document Followup RequestMessage
P N Deprecated Deprecated Deprecated Deprecated
DocumentCancellation Script
Q N Groovy Script;Boolean returnvalue
This script is usedto determinewhen a DocumentRequest can beCanceled.
Path to GroovyScript
In the BaselineConfiguration,these fields are leftblank. Valid logical query(NULLS allowed)returning Booleanvalue:
• true
• false
PREV_DOC_CODE R N Deprecated Deprecated Deprecated Deprecated
Hide_In_Self_Service_UI
S N Boolean If value is set toTrue, documentsof this type arehidden in the SelfService UI, oncematched to astudent record.
Return Value ofTrue/False
N/A
No_Doc_Image T N Boolean Indicates if aDocument requiresan image whensubmitted inthe Student SelfService UI.
TRUE, FALSE, orblank
• If value isTRUE, thedocumentdoesn'trequire adocumentimage
• If valueis FALSEor blank(default) thedocumentrequires adocumentimage.
Considerations for Configuration1. Baseline Configuration assumes full automation for certain scenarios (e.g. Verification V1) based on data input
by the student in the portal and the system makes ISIR corrections based on that data. SFP automates as many
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documents as possible, besides non-metadata documents like a Student Statements. There is a mappingbetween document metadata fields to ISIR fields, and if the doc metadata (student submitted value) does notmatch, an ISIR correction is triggered
2. If the institution wants to make sure there are opportunities to review student inputs prior to fully automatingthe rest of the pipe, they can set any/all documents to require manual review in the documents workbook as it’sa boolean data type.
3. If you add a custom document, make sure to create the associated Attribute Codes and update the DocumentMetadata as necessary.
Enable the Configuration in the UIYou have complete flexibility to create divisions of labor through Roles Management. As an Administrator you cancreate, view, and update all roles based on permission mapping. In addition, you can enable Document Permissionsbased on a user's area of expertise. You must set document permissions for each Role in order for users to be able toview and edit documents and to be able to complete document related tasks.
There are three areas you can enable/disable document permissions.
View Document NFF Forms Task Doc Review Task
Visibility to specific documents Approve/Reject documents associated withNon-Federal Funds (NFF) through the Processan NFF Document task queue
Approve/Reject documents through the ReviewDocument for Approval task queue
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to complete themanual processing steps listed below.
• Administration
See Set General Permissions Matrix
Manual Processing StepsLog into the Student Financial Planning User Interface (UI)
1. Navigate to Administration > Security Management > Roles Management2. Select the Role you want to enable or update permissions.3. Click the Document Permissions tab.4. Check the box to enable the Document Permission.5. Uncheck the box to disable the Document Permission.6. Click Save.
• Click the Check-Box in the header row to enable/disable all documents for that column (on that page)
• Make sure to enable/disable Document Permissions on each available page
• If an Award Year is not listed, the document is considered a Lifetime Document
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Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Documents > Received Documents > ISIR Information2. Dashboard > Review Document for Approval Task Queue
Related Topics• Configured Baseline Documents
• Configured Baseline Document Metadata
• Documents
Exit Counseling Guide
OverviewThis workbook allows institutions to define criteria and student messaging for exit counseling notifications.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
EXIT_COUNSELING.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
TriggerDeterminingOutstandingTitle IV Fundsfor GraduatingStudents Criteria
A Y Groovy Script;boolean returnvalue
Additional GroovyConfiguration
Path to GroovyScript
Used to determinethe outstandingTitle IV Fundsfor GraduatingStudents Criteria Valid logicalGroovy scriptreturning booleanvalue
• true
• false
TriggerDeterminingOutstandingTitle IV Fundsfor WithdrawnStudents Criteria
B Y Groovy Script;boolean returnvalue
Additional GroovyConfiguration
Path to GroovyScript
Used to determinethe outstandingTitle IV Fundsfor WithdrawnStudents Criteria
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Valid logicalGroovy scriptreturning booleanvalue
• true
• false
OutboundMessage whenTEACH ExitCounselingfor GraduatingStudents isRequired
C Y String To display amessage whenTEACH ExitCounselingfor GraduatingStudents isRequired
AlphanumericASCII text, up to255 characters
N/A
OutboundMessage whenTEACH ExitCounselingfor WithdrawnStudents isRequired
D Y String To display amessage whenTEACH ExitCounselingfor WithdrawnStudents isRequired
AlphanumericASCII text, up to255 characters
N/A
OutboundMessage whenTitle IV LoansExit Counselingfor GraduatingStudents isRequired
E Y String To display amessage whenTitle IV LoansExit Counselingfor GraduatingStudents isRequired
AlphanumericASCII text, up to255 characters
N/A
OutboundMessage whenTitle IV LoansExit Counselingfor WithdrawnStudents isRequired
F Y String To display amessage whenTitle IV LoansExit Counselingfor WithdrawnStudents isRequired
AlphanumericASCII text, up to255 characters
N/A
OutboundMessage whenTitle IV Loans ExitCounseling Follow-up for GraduatingStudents isRequired
G Y String To display amessage whenTitle IV Loans ExitCounseling Follow-up for GraduatingStudents isRequired
AlphanumericASCII text, up to255 characters
N/A
OutboundMessage whenTitle IV Loans ExitCounseling Follow-up for WithdrawnStudents isRequired
H Y String To display amessage whenTitle IV Loans ExitCounseling Follow-up for WithdrawnStudents isRequired
AlphanumericASCII text, up to255 characters
N/A
OutboundMessage whenTEACH ExitCounseling Follow-up for GraduatingStudents isRequired
I Y String To display amessage whenTEACH ExitCounseling Follow-up for GraduatingStudents isRequired
AlphanumericASCII text, up to255 characters
N/A
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OutboundMessage whenTEACH ExitCounseling Follow-up for WithdrawnStudents isRequired
J Y String To display amessage whenTEACH ExitCounseling Follow-up for WithdrawnStudents isRequired
AlphanumericASCII text, up to255 characters
N/A
FOLLOW_UP_TRIGGER_NO_OF_DAYS
K Y Integer Number ofdays followingthe triggeringof outboundmessages
Any positivenumber
N/A
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to enable and viewthe configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Student Summary > Activity (right side bar) > Letters2. Student Search > Student > Student Record > Student Letters3. Student Search Student Student Summary Activity (right side bar) Notifications4. Student Search > Student > Student Record > Notifications
FAS Fund Config Guide
OverviewThis workbook allows schools to configure/define specific details around each fund, such as when to freeze the fund,the criteria required to be met before originating Title IV funds, etc.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
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FAS_FUND_CONFIG.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Fund Code A Y String Code identifyingthe fund
Must match a fundcode as configuredin the Fund PriorityCSV
Example Values
• DSUB
• DUNSUB
• FSEOG
• GPLUS
• IASG
• PELL
• PLUS
• TEACH
• TPC
Effective Date B Y Date The date theconfiguration itemis put into effect
Date Format: YYYY-DD-MM Example Value
• 2019-01-01
Manually AwardIndicator
C Y Boolean Is the fundawarded manually
Return Value ofTrue/False
Example Values
• TRUE
• FALSE
Aid Year D N String The Aid Yearassociated to fundtype
Award Year Required for anyfund awardedbased on Aid Year. Format: CCYY-CCYY Example Values
• 2019-2020
• 2020-2021
Fund Close OutDate
E Y Date The date thesystem will nolonger disbursefunds for the fundin the specificaward year
Date Format: YYYY-DD-MM Example Values
• 2020-09-30
• 2021-06-30
Date can beoverridden on theAdministrativeRelief screen in theUser Interface.
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Pell Formula Type F Y Deprecated Deprecated Deprecated Deprecated
Pell_Minimum_Regulatory_Amount
G Y Integer Pell Grantminimumregulatory awardamount.
NA NA
FSEOG EFC Limit H Y Integer The FSEOGeligibility limit forEFC
Any non-negativeinteger
Example Values
• 0
• 50
• 100
FSEOGInstitutional AYLimit
I Y Integer The FSEOG aidyear limit value.(Amount PP* Number ofDisbursements)should total toinstitutional ayamount
Any non-negativeinteger
Example Values
• 250
• 500
FSEOGInstitutional PPAward
J Y Integer The institutionallyset payment periodaward amount forFSEOG
Any non-negativeinteger
Example Values
• 250
• 500
FSEOG NeedBased Elig Min
K Y Integer The minimumFSEOG eligibilityneed value
Any non-negativeinteger
Example Values
• 50
• 100
TEACH FormulaType ID
L Y String TEACH Formulaused usedto calculateTEACH Award forassociated SchoolTerm Type
TEACH_FORMULA_4
Deprecated asof award year2017-2018
TEACH EligibleProgram Info
M Y String TEACH programeligibility based onPrograms Codesand Location inwhich a studentcan be eligible fora TEACH Grant(TEACH EligibleProgram)
AlphanumericASCII text
Value(s) arereceived in theSAFI message Deprecated asof award year2017-2018
Medical_Eligible_Program_Amount_Info
N N Groovy A Groovy scriptto identify howmuch AdditionalUnsubsidizedDirect Loan fundsthat a student in aselected medicalprogram canreceive.
Groovy script Returns an integer.
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Perkins EFC Limit O N Integer The Perkinseligibility limit forEFC
Any non-negativeinteger
Deprecated asof award year2017-2018
Perkins Inel NSLDSLoan SCodes
P N Enumeration Configuration of allNSLDS loan statuscodes on FAH filethat determine thestudent is ineligiblefor a Perkins loan
List ofenumerations
• DC
• DK
• DS
• OD
Deprecated asof award year2017-2018
Perkins DocsRequired
Q N Enumeration Allow the schoolto specify Perkins-specific documentcodes
Document_Codemust exist inDOCUMENTS.csv
Deprecated asof award year2017-2018
Perkins Inst AwardAmount ACY
R N Integer Institutionally setPerkins awardamount - Full AcYaward
Any non-negativeinteger
Deprecated asof award year2017-2018
PERKINSInstitutional AwardLimit
S N Integer The Perkins aidyear limit value
Any non-negativeinteger
Deprecated asof award year2017-2018
Perkins NeedBased Elig Min
T N Integer The minimumPerkins eligibleneed value
Any non-negativeinteger
Deprecated asof award year2017-2018
Origination Criteria U N Groovy Script;boolean returnvalue
Additional GroovyConfiguration
Path to GroovyScript
A Groovy Scriptthat evaluatesOrigination Criteriathat has to be metbefore a fund canbe originated withCOD. The scriptevaluates whetherOrigination Criteriais Met and returnsa Boolean value ofTrue/False. Valid logical queryreturning Booleanvalue:
• true
• false
Awarding CloseOut Date
V Y Date The date thesystem will nolonger Awardfunds for the fundin the specificaward year
Date Format: YYYY-DD-MM Example Values
• 2020-09-30
• 2021-06-30
Date can beoverridden on theAdministrative
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Relief screen in theUser Interface.
Award OverridingCriteria
W N Groovy script;returns AwardInfoobject
Additional Criteriawhen DeterminingAward EligibilityAmount
Path to GroovyScript
Example Values ofAward Info Object:
• awardInfo.MaxAmount(sum)
• RetainedAmount(sum)
This configurationallows schools to:
• Freeze awardsby term
• Determinewhen tounfreezeawards.
• Addadditionalcriteria toset or adjustamountsfrom thegenerichardcodedfund output.
Year Round PELLIndicator
X N Enumeration Allows PellCalculator forthat AY to useRegulatoryPEU limit andconsider mostadvantageous AYfor crossover AY
List ofenumerations
• TRUE
• FALSE
The onlyacceptable valuesare included in theenumerated list. The Year RoundPell Indicator isapplicable to PellOnly and for AwardYears 2017-2018and later. If left blank, thedefault value isFALSE.
Enrollment StatusOverride (CensusDates)
Y Y Groovy script;returns anEnrollmentStatusobject value of:
• Less than halftime
• Half time
• ¾ time
• Full-Time
Groovy script todetermine whetherthe calculatedenrollment status(as defined inthe School CSV'sEnrollment StatusDeterminationcolumn) should beoverridden.
Path to GroovyScript
Example Usages:• Allowing
regulatorypolicies setaround re-calculatingPellenrollmentstatus for astudent ona per termbasis.
• Allowingcommoninstitutional
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policies to beset around re-calculatingPellenrollmentstatus for astudent.
• Users can seta census/pell-re-calculationdate withinthe scriptin order todeterminewhether tore-calculateor set theenrollmentstatus for thestudents' Pellcalculation.
• Freezingenrollmentstatus asof a certaincensus date.
Example Inputs:
• ProgramCode
• Courses
• SAFI CreationDate
• Course startdate
• Course enddate
• Course units
• Course status
• ARA Indicator
• Pell Re-calculationDate
• Pell Termenrollmentstatus (fromprior packageVersion)
• Pell Eligibility(from priorpackageversion)
Baselineconfigurationprovides an
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example script forhow to override theenrollment statusbased on a setof known censusdates.
Percent ofAward Amountthat Applies toInstitutional Match
Z N N/A N/A N/A Allows schoolto track FundCodes andamount appliedto fund code (bypercentage) thatapply to schools'institutional capitalcontribution.
AwardYearSelection Criteria
AA N Groovy script;returns an AwardYear/Aid Year
Used to determinewhich award yearto use for PellGrant crossoverperiods.
Award Year AvailableOutcomes:
• ReturncrossoverHelper.useCurrentAlternative
• ReturncrossoverHelper.useUpcomingAlternative
• ReturncrossoverHelper.useDefaultAlternative
If configurationcolumn is leftblank, the defaultalternative logic isused.
DisbursementDates
AB N Groovy script You can configureanticipateddisbursementsdates based on thedesired schedulefor each paymentperiod/term of anacademic year.
Date This configurationonly affects Title IVFunds. A subset ofavailable groovybindings includes:
• NSLDSinformation
• PaymentPeriodinformation
• Loan Periodinformation
• Additionallya helpermethod isprovided forschools thatneed to delaydisbursementsby 30 daysfor first-time,first-yearundergraduateborrowersbased on
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their cohortdefault rate.
If the configurationis left BLANK, defaultdisbursement datefunctionality isused to determinedisbursementdates. If the configurationoutput isinvalid, existingdisbursement datefunctionality isused to determinedisbursementdates and an erroris included inApplication EventError Report. If the configurationis set, rules forsetting the 30day disbursementdelay for first-time, first-yearborrowers areignored. Current Leave ofAbsence systemlogic supersedesthis configurationwhen settingAnticipatedDisbursementDates.
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to enable and viewthe configuration in the UI.
• Student
See Set General Permissions Matrix
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Fund Priority Guide
OverviewThis workbook allows institutions to set the order at which SFP evaluates the student's eligibility for funds (for example,Pell is first, then other grants, and finally loans).
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform theuser if the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, and so on. There is adescription of the field, the acceptable values that can be entered into the field, and additional notes when applicable.
FUND_PRIORITY.csv
Field Name Column Required? Field Type Description Accepted Values
Fund Type A Y Enumeration Category of Fund TITLE_IV_GRANT, TITLE_IV_DIRECT_LOAN, STUDENT_RESOURCES, NFR_GRANT, NFR_LOAN, DISCOUNT, CASH, GRANT_OVERPAYMENT
Fund Description B Y String Description of Fund Alphanumeric ASCIItext, up to 255characters
Fund Code C Y String Fund code used toidentify fund
TIV PRE-CONFIGUREDBY Oracle
Fund Award Priority D Y Integer Priority/Order in whichfunds are awardedif eligibility is met.Among NFR_LOANFund Types withan AlternativeCommonLine LoanIndicator = TRUE,Fund Codes used forun-configured loanproducts must fall lastin priority.
N/A
Fund Refund Priority E Y Integer Priority/Order in whichfunds refunded
N/A
Start Date F Y Date Date configurationbecomes enabled
Date in YYYY-MM-DD
Fund AcceptanceRequired
G Y Boolean To specify if fundrequires acceptance
Return Value of True/False
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Field Name Column Required? Field Type Description Accepted Values
from student beforedue date or date ofdisbursement
Fund Acceptance DueDate
H N Integer The number of daysa student is allowedto accept their fundsbefore they areremoved from thepackage
Any positive integer
Award Year Based I Y Boolean To specify if the fundis based on the awardyear
• True
• False
These Fund Typesmust have Award YearBased = False:
• STUDENT_ RESOURCES.
• DISCOUNT.
• CASH.
• GRANT_ OVERPAYMENT
• NFR_LOAN(if AlternativeCommonLineLoan indicator isset to TRUE).
Reduce Need Indicator J Y Boolean Configuration tospecify whether thefund will be used tocover the Student'sNeed
Return Value of True/False
Fund Acceptance PerPP (Term)
K Y Boolean Fund Acceptance setPer Payment Periodif Fund Acceptance isprovided.
Note: This shouldalways be set to'True' if you areusing native SFPStudent Self-Service.
Return Value of True/False
AlternativeCommonLine LoanIndicator
L N Boolean To specify if the fundis an AlternativeCommonLine Loan.
• True
• blank
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required Permissions
You must have a role with the following General Permission(s) through Roles Management in order to view theconfiguration in the UI.
• Student
See Set General Permissions Matrix
Grant Repay Guide
OverviewThis workbook allows institutions to define the repayment fund code that should be used to indicate a grantoverpayment repayment in the SAFI.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
GRANTREPAY.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Repayment FundCode
A Y String Fund Code thatcan be applied toa Title IV GrantOverpayment forrepayment
AlphanumericASCII text, up to255 characters
You can use anyconfigured FundCode Example Values:
• FSEOG_RP
• IASG_RP
• PELL_RP
• TEACH_RP
FUND CODE TOREPAY
B Y String Title IV Fund Codethat the GrantOverpayment"Fund Code" canbe applied towhen the Multi-Fund RepaymentIndicator is False
AlphanumericASCII text, up to255 characters
You can use anyTitle IV Grant FundCode Example Values:
• FSEOG
• IASG
• PELL
• TEACH
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IS MULTI FUND C Y Boolean Indicates whetherthe fund code canbe used to repaymultiple GrantOverpayment fundcodes
Return Value ofTrue/False
Example Values:
• TRUE
• FALSE
*Not required - If field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
• Dashboard
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Student > Financial Information > R2T4 Informationa. Grant Overpayments are visible in Steps 9 and 10 of the R2T4 Calculationb. Student Search > Student > Student > Financial Information > Grand Overpaymentsc. Dashboard > Review Grant Overpayment and Notify NSLDS and DRSd. Dashboard > Review Grant Overpayment Resolution to NSLDS and DRS
Related Topics• Grant Overpayments
• Report Grant Overpayments Resolution
• R2T4 Information
ISIR Assumptions Guide
OverviewThis workbook allows institutions to define code clearing logic and associate any additional student notificationmessages per ISIR assumption field.
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Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_ASSUMPT.csv
Field Name Column Required? Field Type Description AcceptedValues
AdditionalInformation
Groovy ReturnValue
Associated ISIRField
A Y Alphanumeric ISIR fieldname with theassumption
Valid ISIR fields, alphanumericASCII text, up to255 characters
N/A
Aid Year B Y Alphanumeric Aid YearISIR Code isassociated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
Auto CodeClearing Logic
C Y Query Logic to correctISIR field fromdocument data
Path to query • Make surequery isa validlogicalquery
• Ensurepath togroovyscript iscorrect
return true;(Clears Code) return false;(Manual Review)
DocumentsRequired
D N Query Logic fordocument typesand documentcodes requiredto resolve code(includingsubsequentdocumentrequests), alongwith whetherall documentsare required vs.some
Path to query If requireddocument isn'talready presentin the system
• Make surequery isa validlogicalquery
• Ensurepath togroovyscript iscorrect
N/A (no returnneeded, documentrequestsare fired offthrough methodcalls such as:documentRequest.addDocument("DocCode", "DocOwner")
AdditionalNotificationMessage
E N Text Additionalnotificationto student(exclusive ofdocumentnotifications)
AlphanumericASCII text, up to 4,000characters
N/A
ResolutionRequired
F N Boolean Doesassumption
• TRUE
• FALSE
Only appliesto Verificationcodes
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requireresolution?
*Not required - IF field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
ISIR C Codes Guide
OverviewThis workbook allows institutions to define code clearing logic, any document requests, and any additional studentnotification messages per SAR c-code.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_C_CODES.csv
Field Name Column Required? Field Type Description AcceptedValues
AdditionalInstructions
Groovy ReturnValue
Code Number A Y Alphanumeric ISIR CodeNumber
AlphanumericASCII text, up to255 characters
N/A N/A
Aid Year B Y Alphanumeric Aid YearISIR Code isassociated to
AlphanumericASCII text, up to255 characters
N/A N/A
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in YYYY-YYYYformat
Auto CodeClearing Logic
C Y Query Logic to correctISIR field fromdocument data
Valid logicalquery
N/A return true;(Clears Code) return false;(Manual Review)
DocumentsRequired
D N Query Logic fordocument typesand documentcodes requiredto resolve code(includingsubsequentdocumentrequests), alongwith whetherall documentsare required vs.some
Valid logicalquery
If requireddocument isn'talready presentin the system
N/A (no returnneeded, documentrequestsare fired offthrough methodcalls such as:documentRequest.addDocument("DocCode", "DocOwner")
AdditionalNotificationMessage
E N Text Additionalnotificationto student(exclusive ofdocumentnotifications)
AlphanumericASCII text, up to 4,000characters
N/A N/A
Future AutoClear
F N Boolean True: If codecleared oncealready, itwill clearautomatically onfuture ISIRs forthe same awardyear as well asfuture awardyears False: If codecleared oncealready, itwill clearautomatically onfuture ISIRs forthe same awardyear Null: Ignorepreviousclearances ofcode
True, False, null N/A N/A
*Not required - IF field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
Refer also to the Baseline Configuration documentation in the Toolbox chapter.
ISIR C Codes to Fields Guide
OverviewThis workbook allows institutions to associate Student Aid Report (SAR) C-Codes to ISIR field names.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_C_CODES_TO_FIELDS.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Code Number A Y Alphanumeric ISIR Code Number AlphanumericASCII text, up to255 characters
N/A
Aid Year B Y Alphanumeric Aid Year ISIR Codeis associated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
ISIR Field Name C Y Alphanumeric Associated ISIRField Name
AlphanumericASCII text, up to255 characters
N/A
*Not required - IF field is blank: date types are persistent, alert types not displayed
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Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
ISIR Discrepancy Guide
OverviewThis workbook allows institutions to define logic per ISIR field to determine discrepancies (i.e. conflicting information)that should trigger ISIR corrections.
Note: Oracle delivers Baseline Configuration for this Guide by Award Year. Please see the Baseline Configurationtopics in the Configuration Reference for Vocado Student Financial Planning in the Oracle Help Center for moreinformation.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_DISCREP.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
ISIR Field A Y String ISIR field withdata discrepancy.Acceptable valuesare defined on2019-2020 ISIRField Names
Valid ISIR fields, alphanumericASCII text, up to255 characters, as defined on2019-2020 ISIRField Names
N/A
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Discrepancy_Evaluation_Script
B Y Groovy script This script isintended todetermine whetheran ISIR correctionfor a given ISIRfield is required, and if so, whatvalue from whatsource to correctthe ISIR field to.
Relative path toGroovy script
Baselineconfigurationprovides examplesof making ISIRdiscrepancydeterminationsand correctingISIR fields whenneeded. There can be ascript for everycorrectable ISIRfiled, as definedby the "CorrectionData EntrySpecifications"section of theEDE TechnicalReference, aspublished by theU.S. Department ofEducation.
Additional_Doc_Req_Script
C N Groovy script This script isintended todeterminewhether additionaldocumentationshould be collectedfor a student inorder to ascertainwhether anISIR correctionis needed;if additionaldocumentationis needed, thisscript can alsotrigger documentrequests for theaforementioneddocumentation.
Relative path toGroovy script
N/A
Required_Documents_Script
D N Groovy script This script is usedto determinewhether theDiscrepancyEvaluation Scriptshould be runbased on whetherall requireddocumentsnecessary to makethe ISIR correctiondeterminationalready exist onthe student record.
Relative path toGroovy script
If no requireddocuments areconfigured, SFP will simplyrun throughall discrepancyevaluation scriptsfor each ISIR fieldduring the ISIRReview process.
Aid Year E Y Alphanumeric Aid Year ISIRAction isassociated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
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Additional_Doc_Req_Msg
F N Text Additionalnotification tostudent (exclusiveof documentnotifications)
AlphanumericASCII text, up to 4,000 characters
N/A
Manual_Discrepancy_Clear_Req
G N Boolean Does discrepancyrequire approvalonce received insystem?
• TRUE
• FALSE
N/A
Description H N Text Description ofdiscrepancy rule
AlphanumericASCII text, up to 4,000 characters
N/A
*Not required - IF field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
ISIR Highlights Guide
OverviewThis workbook allows institutions to define code clearing logic and associate any additional student notificationmessages per ISIR highlight field.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_HIGHLIGHT.csv
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Field Name Column Required? Field Type Description AcceptedValues
Groovy ReturnValue
AdditionalInstructions
ISIR Field Name A Y Alphanumeric ISIR fieldname with thehighlight
Valid ISIR fields, alphanumericASCII text, up to255 characters
N/A N/A
Aid Year B Y Alphanumeric Aid YearISIR Code isassociated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A N/A
Auto CodeClearing Logic
C Y Query Logic to correctISIR field fromdocument data
Path to query
return true;(Clears Code) return false;(Manual Review)
• Make surethere isa validlogicalquery
• Ensurepath iscorrect
DocumentsRequired
D N Query Logic fordocument typesand documentcodes requiredto resolve code(includingsubsequentdocumentrequests), alongwith whetherall documentsare required vs.some
Path to query N/A (no returnneeded, documentrequestsare fired offthrough methodcalls such as:documentRequest.addDocument("DocCode", "DocOwner")
If requireddocument isn'talready presentin the system
• Make surethere isa validlogicalquery
• Ensurepath iscorrect
AdditionalNotificationMessage
E N Text Additionalnotificationto student(exclusive ofdocumentnotifications)
AlphanumericASCII text, up to 4,000characters
N/A N/A
ResolutionRequired
F N Boolean Doesassumptionrequireresolution?
• TRUE
• FALSE
N/A Only appliesto Verificationcodes
Flag Index G Y Alphanumeric Numeric valueassociated tohighlight
AlphanumericASCII text, up to255 characters
N/A N/A
*Not required - IF field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
Related Topics• 2019-2020 Configured Baseline Documents
ISIR Management Guide
OverviewThis workbook allows institutions to define material change criteria to determine what record should be flagged whensubsequent ISIR transactions are received, per award year.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_MGMT.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Use SubsequentISIR
A N Query Business rules todefine which fieldson ISIR will triggeran ISIR reviewwhen subsequentISIRs enter SFP fora Student
Path to query • Valid querywith list offields
• Valid fieldsare all fieldson ISIR
• Ensure pathto groovyscript isaccurate
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Award Year B Y Alphanumeric Award YearISIR Action isassociated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
* SEE SCHOOL WORKBOOK FOR ADDITIONAL ISIR MATCHING CRITERIA
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
ISIR Reject Codes Guide
OverviewThis workbook allows institutions to define code clearing logic and associate any additional student notificationmessages per SAR reject code.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_REJECT_CODES.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation /Groovy ReturnValue
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Code Number A Y Alphanumeric ISIR Code Number AlphanumericASCII text, up to255 characters
N/A
Aid Year B Y Alphanumeric Aid Year ISIR Codeis associated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
Auto Code ClearingLogic
C Y Query Logic to correctISIR field fromdocument data
Valid logical query return true; (ClearsCode) return false;(Manual Review)
DocumentsRequired
D N Query Logic fordocument typesand documentcodes requiredto resolve code(includingsubsequentdocumentrequests), alongwith whether alldocuments arerequired vs. some
Valid logical query N/A (no returnneeded, documentrequestsare fired offthrough methodcalls such as:documentRequest.addDocument("DocCode", "DocOwner")
AdditionalNotificationMessage
E N Text Additionalnotification tostudent (exclusiveof documentnotifications)
AlphanumericASCII text, up to 4,000 characters
N/A
*Not required - IF field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
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Related Topics• 2019-2020 Configured Baseline Documents
ISIR Reject To C-Codes Guide
OverviewThis workbook allows institutions to associate SAR reject codes to SAR comment codes.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_REJECT_TO_C_CODES.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Code Number A Y Alphanumeric ISIR Code Number AlphanumericASCII text, up to255 characters
N/A
C-Code Numberfor Rejects
B N Alphanumeric ISIR C-CodeNumber for rejects
AlphanumericASCII text, up to255 characters
N/A
Aid Year C Y Alphanumeric Aid Year ISIR Codeis associated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
*Not required -IF field is blank:date types arepersistent, alerttypes not displayed
N/A N/A N/A N/A N/A N/A
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
ISIR Reject Codes To Fields Guide
OverviewThis workbook allows institutions to associate SAR reject codes to ISIR field names.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_REJECT_CODES_TO_FIELDS.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Code Number A Y Alphanumeric ISIR Code Number AlphanumericASCII text, up to255 characters
N/A
Aid Year B Y Alphanumeric Aid Year ISIR Codeis associated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
ISIR Field Name C Y Alphanumeric Associated ISIRField Name
AlphanumericASCII text, up to255 characters
N/A
*Not required -IF field is blank:date types arepersistent, alerttypes not displayed
N/A N/A N/A N/A N/A N/A
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Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
ISIR Verification Codes Guide
OverviewThis workbook allows institutions to define verification clearing logic, any document requests, and any additionalstudent notification messages per verification comment code and tracking group.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ISIR_VERIFICATION_CODES.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Code Number A Y Alphanumeric ISIR Code Number AlphanumericASCII text, up to255 characters
N/A
Aid Year B Y Alphanumeric Aid Year ISIR Codeis associated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
Auto Code ClearingLogic
C Y Query Logic to correctISIR field fromdocument data
Valid logical query Groovy ReturnValues:
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return true; (ClearsCode) return false;(Manual Review)
DocumentsRequired
D N Query Logic fordocument typesand documentcodes requiredto resolve code(includingsubsequentdocumentrequests), alongwith whether alldocuments arerequired vs. some
Valid logical query If requireddocument isn'talready present inthe system Groovy ReturnValues: N/A (no returnneeded, documentrequestsare fired offthrough methodcalls such as:documentRequest.addDocument("DocCode", "DocOwner")
AdditionalNotificationMessage
E N Text Additionalnotification tostudent (exclusiveof documentnotifications)
AlphanumericASCII text, up to 4,000 characters
N/A
VerificationTracking Group
F N Alphanumeric Tracking group for13/14+ award yearverification
AlphanumericASCII text, up to255 characters
• Verification_Tracking_Group
• AGGREGATE
• CHILD_SUPPORT
• CUSTOM
• HOUSEHOLD_RESOURCES
• STANDARD
Only applies toVerification codes
*Not required - IF field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > USDE > ISIR Information
Letter Guide
OverviewThis workbook allows customers to associate letter codes that have been defined in the reporting tool, to theappropriate message triggering action.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
LETTER.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
MAPPING_ ACTIVE A Y Enumeration Determines if theTriggering Event isactivated to triggerLetters.
List ofenumerations
• TRUE
• FALSE
N/A
MESSAGE_CLASS B Y Enumeration Name of LetterTriggering Event.
List ofenumerations
• FasValidIsirProcessStatusInformationEvent
• FasStudentNotificationEvent
• FasDisbursementInformationEvent
• FasDisbursementAcceptanceInformationEvent
• FasDisbursementCancelEvent
N/A
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• FasSapAcademicInformationEvent
• FasDisbursementAcceptanceInformationEvent
• FasStudentAwardInformationEvent
• FasDisbursementInformationV2Event
• FasDisbursementAcceptanceInformationV2Event
• FasDisbursementAcceptanceV2Event
• FasFinancialPlanOutboundV2Event
• FasReturnToLenderV2Event
• FasStudentAwardInformationV2Event
• FasStudentFundAcceptanceV2Event
• FasStudentFundAwardCanceledV2Event
REPORT_NAME C Y Enumeration Name of JRXMLfile called by theLetter TriggeringEvent.
List ofenumerations
• FasDocumentRequestReport
• FasSapAcademicInformationReport
• FasSapAppealsProcessInformationReport
• FasStudentAwardInformationReport
• FasDisbursementInformationReport
N/A
DEFN_ACTIVE D Y Enumeration Determines if theLetter is active inSFP.
List ofenumerations
• TRUE
• FALSE
N/A
CUSTOMER_LETTER_CODE
E Y String Customer-definedLetter Code ofLetter.
AlphanumericASCII text, up to255 characters
N/A
LETTER_CODE F Y String Letter Code ofLetter that SFPuses within itsLetter triggeringlogic. This LetterCode must matchthe Letter Codereturned by thecorresponding _LetterCode.jrxmlfile.
AlphanumericASCII text, up to255 characters
N/A
LETTER_DESC G Y String Description/Nameof Letter.
AlphanumericASCII text, up to255 characters
N/A
LETTER_DELAY H N Integer Letter Delay Measured inMinutes:
• 1 = 1min
• 60 = 1hr
• 120 =2hr
A NULL value forthis field allows itsrespective Letterto be generated inreal-time.
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Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to enable and viewthe configuration in the UI.
• Student
See Set General Permissions Matrix
Considerations for ConfigurationThe following event messages can be leveraged to trigger a letter.
• FasDocumentRequestEvent
• FasDocumentRejectedEvent
• FasDocumentRequestCanceledEvent
• FasStudentNotificationEvent
• FasFinancialPlanOutboundEvent
• FasSapAppealsProcessInformationEvent
• FasSapAcademicInformationEvent
• TitleIvEligibilityCheckFailed
• FasStudentAwardInformationEvent
• FasCreditBalanceInformationEvent
• FasDisbursementInformationEvent
• FasDisbursementCancelEvent
• FasDisbursementAcceptanceInformationEvent
• FasGrantOverpaymentReferralEvent
• FasValidIsirProcessStatusInformationEvent
• FasProfessionalJudgementProcessOutboundEvent
• FasReturnToLenderEvent
• FasStudentRecordHoldPlacedEvent
• FasStudentAwardInformationV2Event
• FasDisbursementAcceptanceInformationV2Event
• TeachEligibilityCheckFailed
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Student Summary > Activity (Right Side Bar) > Letters2. Student Search > Student > Student Record > Student Letters
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Related Topics• Student Letters
• Implementing Letters
• Implementing Reports
Non Federal Fund Attributes Guide
OverviewThis workbook allows schools to configure any non-federal fund they would like to package students for (whetherautomated or manual).
Defining the Configuration.csv FileThe following table provides details about each column housed in the csv file. This table illustrates the field name,identifies the designated column, indicates if the field is required or not, provides the field type to inform the user if thedata is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, and so on. There's a descriptionof the field, the acceptable values that can be entered into the field, and additional notes when applicable.
NFR_ATTRIB.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Fund Code A Y Enum Code identifyingthe fund
Alphanumeric upto 255 characters
N/A
Manually AwardIndicator
B Y Boolean To specify whetherthe fund awardamount can notbe determined(i.e. for some NFRfunds and all OtherResources andDiscounts)
• TRUE
• FALSE
N/A
Fund Eligibility C N Query To specify theeligibility rules foreach NFF fund.
Path to GroovyScript
This Groovyscript is evaluatedwhenever:
• Package orRepackage istriggered andan NFF fundis considered.
• An NFF Fundis manuallyadded andthe NFFworkflow isinvoked.
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Fund AllocationIndicator
D Y Boolean To specify if thefund type has anassociated fundconfigured in SFP
• TRUE
• FALSE
N/A
Fund MaximumProjected AwardAmount
E N Query/Integer To specify therules to determinethe maximumamount of fundinga student mayreceive
Path to GroovyScript
Check path togroovy script
AdjustmentsRequire OutsideCommunicationIndicator
F Y Boolean Allows the systemto understandwhen to kick out tomanual review ifthe fund amountsare adjusted due toFund Acceptance, Packaging Engine, and so on.
• TRUE
• FALSE
N/A
Re-Evaluate Priorto DisbursingIndicator
G Y Boolean Allows the systemto determine whento initiate the Re-evaluate NFF Fundtask for a FinancialAid Officer tore-evaluatethe studentseligibility for thedisbursement
• TRUE
• FALSE
N/A
Fund Award YearLimit
H N Integer To specify the rulesto determine theaward year limits ifone exists
Any PositiveNumber
N/A
Fund Annual YearLimit
I N Query/Integer To specify the rulesto determine theannual year limitsif one exists
Path to GroovyScript
Check path togroovy script
Fund AggregateLimit
J N Query/Integer To specify the rulesto determine theaggregate limits(lifetime limits) ifone exists
Path to GroovyScript
Check path togroovy script
Fund MinimumAmount
K N Query/Integer To specify if thereis a minimumamount the fund isrequired to meet
Path to GroovyScript
Check path togroovy script
NFR FundDisbursementDates
L Y Query/Date To specify how thefund disbursementdates are set(inclusive)
Path to GroovyScript
Check path togroovy script
NFR Periods M N Query To specify thedisbursementperiods
Path to GroovyScript
Check path togroovy script
Aid Year N N Enum To specify theAward Year
Aid Year in YYYY-YYYY format
N/A
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Aid Year Close OutDate
O N Date The date thesystem will nolonger disbursefunds for the fundin the specificaward year(inclusive)
Date in YYYY-MM-DD formate
N/A
NFR AwardingCriteria
P Y Query A logical query thatshould be ran todetermine whetherthe fund has metall configuredawarding criteria
Path to GroovyScript
Check path togroovy script
Effective Start Date Q Y Date To allow updatesin the middle of anAward Year (if fundis restricted to anaward year)
Date in YYYY-MM-DD format
N/A
DisbursementCriteria Required
R Y Boolean Only for holdingor releasingdisbursementsfor NFR_LOANFund Types thathave AlternativeCommonLine LoanIndicator code =TRUE in FUND_PRIORITY.csv.
• TRUE
• FALSE
If TRUE, an “H”is sent in theApplication Sendfile to “Hold”disbursementsuntil notified bythe school torelease them. If FALSE, an“R” is sent inthe ApplicationSend file anddisbursementsare released bylender without theschool evaluatingadditionaldisbursementcriteria. Also, the system doesnot evaluate anydisbursementcriteriaconfigured in theDISBURSEMENT.cvsfor this fund code.
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• General Permissions
◦ Student
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◦ NFF Workflow
• Document Permissions
See Set General Permissions Matrix
Considerations for Configuration• When you open this workbook, Microsoft Excel may automatically reformat the dates. You may be required to
update the Date columns to the following custom date format YYYY-MM-DD.
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
• Student Search > Student > Financial Information > Non-Federal Funds
• Student Search > Student > Financial Information > Packaging
• Student Search > Student > Documents > Received Documents
• Dashboard > Process an NFF Document (Task)
• Dashboard > Re-Evaluate NFF Fund (Task)
Origination Property Guide
OverviewThis workbook allows institutions to configure the origination criteria for Title IV funds requiring COD communication.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
ORIGINATION_PROPERTY.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Property A Y String OriginationPropertiesshouldUseRequestedDateForOriginatedDisbursements:Some schoolsmight decide thata disbursement isoriginated as soonas it's requestedwhile some
shouldUseRequestedDateForOriginatedDisbursementsUsed for R2T4Purposes
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other schoolsmight considera disbursementto be originatedonly once the CODresponse has beenaccepted.
Value B Y Boolean Property ActiveTrue/False
• True
• False
True in BaselineConfiguration
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to enable and viewthe configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > Financial Information > R2T4 Information
Understanding How the Baseline Configuration WorksThe property shouldUseRequestedDateForOriginatedDisbursements is True in the Baseline configuration; thereforethe the date the origination/disbursement file was sent to COD is being used when completing a Return to Title IVcalculation.
Package Schedule Attributes Guide
OverviewThis workbook allows institutions to configure calculation to determine the number of months for a student, and how totreat the summer term if there is enrollment in the summer.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
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PKGSCHEDATTRIB.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
OPEID A Y String U.S. Departmentof Educationassigned OPEID
8 digit number
Refer to the OPEIDcolumn of SchoolWorkbook andensure that theOPEIDs in both thisworkbook and theSchool workbookremain in sync.
• List theprimaryOPEID first ifmultiple exist
• Separateeach OPEIDwith the "~"character
• Example:12345677~12345678~12345679
• First 6charactersof first validvalue will beupdated toSCHOOL_CONFIGURATION.OPEID
NonTerm ACYMonths
B No Query Non-Term ACYMonths Calculation
Valid logical query(i.e. Groovy Script)
Applied to allOPEIDs listed inSchool Workbook
Term PP Months C No Query Term PP MonthsCalculation
Valid logical query(i.e. Groovy Script)
Applied to allOPEIDs listed inSchool Workbook
Minimum Numberof Credits in FinalAcademic Yearbefore MovingCourses intoPrevious AcademicYear
D Yes Integer Number of creditsin the student'sfinal academic year
Any positiveinteger
Applied to allOPEIDs listed inSchool Workbook
Summer TermScript
E N Groovy Script;EnumerationReturn Value
Defines if theSummer Termshould be treatedas a Header orTrailer
Path to GroovyScript
This is whereyou can controlif the SummerTerm should bepackaged andif it should bepackaged as aHeader or Trailer. If this field isblank the systemautomaticallydefaults students
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with an enrollmentin a Summer Termto be a SummerTrailer unless theSummer Term isprior to the 1stacademic year, then the SummerTerm is considereda Header
Grade LevelProgression
F N Groovy script;integer
Returns a gradelevel which isused to determineannual borrowinglimits for studentloans.
Groovy Script If not script isprovided, or scriptproduces an error, than the gradelevel calculationis made using anexisting hardcodedscript.
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to enable and viewthe configuration in the UI.
• Student
See Set General Permissions Matrix
Understanding How the Baseline Configuration WorksConfigure the Summer Term as a Header or Trailer
Using groovy script, you can configure the system to add a Summer Term automatically as a Header or a Trailer, if thereis enrollment in the term. The configuration to control this behavior has two controls, first the CSV file and second, thegroovy script.
1. The CSV Filea. PKGSCHEDATTRIB.csvb. Column: SUMMER_TERM_SCRIPT (this will be the file path)c. Data Type: Groovy Script
• Level: Set per OPEID
◦ The Groovy Script
The following code block is a simple sample Groovy Script that would return a Summer Term as a Summer Trailer.Sample Summer Trailer Groovy Script
1 return "trailer" ;
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Summer Header or Trailer Groovy Script: ExplainedYou have complete flexibility through Groovy Scripting to treat Summer Terms as Headers or Trailers globally or for veryspecific student populations.
Review the following table to see an example of a few simple scripts and their descriptions.
Sample Groovy Script Description
return "header"; The system automatically defaults students with an enrollment in a Summer Term to be a SummerHeader
return "trailer"; The system automatically defaults students with an enrollment in a Summer Term to be a SummerTrailer If the Summer Term is prior to the 1st academic year, then the Summer Term is considered a Header
null The system automatically defaults students with an enrollment in a Summer Term to be a SummerTrailer If the Summer Term is prior to the 1st academic year, then the Summer Term is considered a Header
Related Topics• Summer Headers and Trailers
Package Schedule Guide
OverviewFor Non-Term institutions, this configuration determines whether a student's payment period or academic year can endin the middle of a course.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
Package_Schedule.csv
Field Name Column Required? Field Type Description Accepted Values Additional Values
Field A Y String Pre DefinedConfigurationDescription Field
AlphanumericASCII text, up to255 characters
Example Value
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Field Name Column Required? Field Type Description Accepted Values Additional Values
Academic YearEnd Date within aCourse Config
Value B Y Boolean N/A • TRUE
• FALSE
N/A
Note: This configuration workbook is for NonTerm schools only
Enable the Configuration in the UIUnderstanding How the Baseline Configuration Works
Required Permissions
You must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Pell Schedule Guide
OverviewUse this configuration to determine Federal Pell Grant award amounts. This configuration is delivered and updated aspart of Baseline Configuration using the US Department of Education Pell Grant Payment Schedules, but you can alsoupdate it.
Defining the Configuration.csv FileThis table provides details about each column in the CSV file:
• Field Name.
• Column identifier.
• If the field is required.
• Field Type (enumeration, integer, string, text, date, alphanumeric, and so on).
• Field Description, which includes accepted values and additional information.
PELL_SCHEDULE.csv
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Field Name Column Required? Field Type Description
Aid_Year A Y String Aid Year of Pell GrantPayment Schedule
Enrollment_Status B Y String Student's enrollment statusfor Pell Grant award.
COA_Min C Y Integer Minimum Cost ofAttendance for Pell Grantaward amount.
COA_Max D Y Integer Maximum Cost ofAttendance for Pell GrantAward Amount.
EFC_Min E Y Integer Minimum Estimated FamilyContribution for Pell Grantaward amount.
EFC_Max F Y Integer Maximum Estimated FamilyContribution for Pell Grantaward amount.
Pell_Amount G Y Integer Pell Grant award amount.
Enable the Configuration in the UIThere is no UI setup to enable this configuration.
Professional Judgment Guide
OverviewThis workbook allows institutions to define their Professional Judgment types, and associate any initiating documentsand criteria for each PJ process.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
PJ.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
ProfessionalJudgement TypeName
A Y Alphanumeric Type ofProfessionalJudgement
AlphanumericASCII text, up to255 characters
N/A
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ProfessionalJudgement TypeCode
B Y Alphanumeric Code for the typeof ProfessionalJudgement
AlphanumericASCII text, up to255 characters
N/A
Aid Year C Y Alphanumeric Aid Year ISIRAction isassociated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
PJ InitiatingDocument
D Y Alphanumeric Document thatinitiates the PJ
AlphanumericASCII text, up to255 characters, with validdocument codes
N/A
PJ InitiationCondition
E Y Query Logical querydescribing how PJis initiated
• AlphanumericASCII text, up to 255characters
• Path togroovy script
• Document(s)should bedefined inPreCert_DocCol_Documents
• Ensure pathto groovyscript isaccurate
• Ensurethe queryis a validconditionalquery
PJ Special CaseFlag
F Y Boolean Whetheradministrativeapproval isrequired for this PJ
• TRUE
• FALSE
N/A
RequiredDocument
G N Query Logic usedto determinePJ approval/rejections
Path to groovyscript
• Ensure pathto groovyscript isaccurate
• Ensurethe queryis a validconditionalquery
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
• Documents (PJ Initiating documents, View and Task View)
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• Updating Professional Judgement Decision Status
• Professional Judgement Review Task
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > Financial Information > Professional Judgement2. Dashboard > Updating Professional Judgement Decision Status Task Queue3. Dashboard > Professional Judgement Review Task4. Dashboard > Review Document for Approval Task
R2T4 Break Type Guide
OverviewThis workbook allows non-term institutions to define how breaks should be treated when calculating the R2T4 Rate ofProgression (i.e. whether unapproved course breaks are considered or whether LOA breaks should be inclusive of theLOA start date).
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
R2T4_BREAK_TYPE.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
CalculateUnapprovedCourse Breaks
A Y Enumeration Type of withdrawalto trigger R2T4calculation
• TRUE
• FALSE
N/A
Exclude IndicatorOverlapping LOA
B Y Enumeration Indicatorto ExcludeOverlapping LOAand unapprovedcourse breaks
• TRUE
• FALSE
N/A
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and/or view the configuration in the UI.
• Student
See Set General Permissions Matrix
Considerations for Configuration• This configuration is for Non-Term institutions only
• The Baseline configuration for both fields is set to FALSE
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Financial Information > R2T4 Information2. Break types are visible in Step 2 of the R2T4 calculation
Understanding How the Baseline Configuration Works
Calculate Unapproved Course BreaksThe baseline configuration is set to FALSE which means the system will not take Unapproved Course Breaks intoconsideration when calculating the R2T4.
Related Topics• R2T4 Information
R2T4 Charges Guide
OverviewThis workbook allows institutions to define the charge types that should be used when determining charges in the R2T4calculation.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
R2T4_Charges.csv
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Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
OPEID A Y String USDE assignedOPEID
8 digit number Refer to the OPEIDcolumn of SchoolWorkbook andensure that theOPEIDs in both thisworkbook and theSchool workbookremain in sync.
• List theprimaryOPEID first ifmultiple exist
• Separateeach OPEIDwith the "~"character
• Example:12345677~12345678~12345679
• First 6charactersof first validvalue will beupdated toSCHOOL_CONFIGURATION.OPEID
State of LegalResidence
B Y String State of legalresidence ISIRvalue
See State/Country/Jurisdiction Codesin the ProcessingCodes section ofthe EDE Tech Ref.
N/A
Primary ProgramModality
C Y Enumeration Modality of thestudent's primaryprogram.
• Ground
• Online
N/A
Charge Types D Y Enumeration Applicable chargetypes to beused to sumall institutionalcharges in theR2T4 calculation
• Tuition
• STRF
• Taxes
• Misc
• Resource
N/A
*Not required - If field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to enable and/orview the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Financial Information > R2T4 Information
Related Topics• R2T4 Information
R2T4 CHBD Guide
OverviewThis workbook allows institutions to set additional criteria that should be considered when determining Could HaveBeen Disbursed (CHBD) criteria per fund code, based on Admissions and/or Academic statuses from the SAFI.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
R2T4_CHBD.csv
Field Name Column Required? Field Type Description AcceptedValues
Field/TableReference
AdditionalInformation
OPEID A Y String U.S. Departmentof Educationassigned OPEID
8 digit number Refer to theOPEID columnof SchoolWorkbook.
Refer to theOPEID columnof SchoolWorkbook andensure that theOPEIDs in boththis workbookand the Schoolworkbookremain in sync.
• List theprimaryOPEID first
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if multipleexist
• SeparateeachOPEID withthe "~"character
• Example:12345677~12345678~12345679
• First 6charactersof firstvalid valuewill beupdated toSCHOOL_CONFIGURATION.OPEID
Fund Code B Y String Fund Codewhose CHBDEligibilityCriteria will beevaluated
Any Title IVFund Code
FUND_CODE.R2T4_CFG_CHBD
N/A
AcademicStatuses
C N String The list ofall possibleacademicstatuses thatneeds to be in, in order to meetCHBD eligibility.
Any validAcademicStatus. If listingmultiple values, separate eachvalue with thePipe character(e.g. |).
ACADEMIC_STATUSES.R2T4_CFG_CHBD
N/A
AdmissionStatuses
D N String The list ofall possibleadmissionstatuses thatneeds to be in, in order to meetCHBD eligibility.
Any validAdmissionStatus. If listingmultiple values, separate eachvalue with thePipe character(e.g. |).
ADMISSION_STATUSES.R2T4_CFG_CHBD
N/A
Academic StatusesThe Academic status is defined by the institutions Student Information System (SIS)
Status Description
RG Regular
AP Academic Probation
DA Disqualified for Admission
AD Academic Disqualification
SD Scholastic Disqualification
SS Scholastic Suspension
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EX Expulsion
Admission StatusesThe Admission status is defined by the institutions Student Information System (SIS)
Status Description
AM Admitted
CD Conditional
DC Denied for Cause
DE Admission Deadline Exceeded
DF Deferred
DN Denied
ND Non-Degree
OP Orientation Pending
PV Provisional
RE Re-entry Required
RI Registered International Credits
RG Regular
RR Registered
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to enable and viewthe configuration in the UI.
• Student
See Set General Permissions Matrix
Considerations for Configuration• If you are using a third party SIS, you need to map your institutions Academic and Admissions statuses to the
available Academic and Admissions statuses in SFP. If you are using Oracle, Peoplesoft Campus Solutions, thismapping is not required.
• You can configure additional criteria that should be evaluated when determining if a fund meets CHBDeligibility.
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• You can configure the system to use the COD Request Date or the COD Acceptance Date to determine if loanfunds should be included in the CHBD field.
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Financial Information > R2T4 Information2. CHBD details are visible in Steps 1 and 3 of the R2T4 calculation
Related Topics• R2T4 Information
R2T4 Guide
OverviewThis workbook allows institutions to define any delay timeframe that should be considered when triggering an R2T4calculation, based on the type of withdrawal (e.g. Official vs Unofficial withdrawal).
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
R2T4.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
OPEID A Y String USDE assignedOPEID
8 digit number Refer to the OPEIDcolumn of SchoolWorkbook andensure that theOPEIDs in both thisworkbook and theSchool workbookremain in sync.
• List theprimaryOPEID first ifmultiple exist
• Separateeach OPEIDwith the "~"character
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• Example:12345677~12345678~12345679
• First 6charactersof first validvalue will beupdated toSCHOOL_CONFIGURATION.OPEID
Withdrawal Type B Y Enumeration Type of withdrawalto trigger R2T4calculation
• Deceased
• OfficialWithdrawal
• UnofficialWithdrawal
• AdministrativeWithdrawal
N/A
State of LegalResidence
C Y String State of legalresidence ISIRvalue
See State/Country/Jurisdiction Codesin the ProcessingCodes section ofthe EDE Tech Ref
N/A
R2T4 Start DateTime Frame
D Y Integer Time frame totrigger R2T4calculation (Dayspast the DOD)
Whole number 0 orgreater
N/A
Enrollment Statuses (Sub Type)
Status Code Description
Deceased D Student is deceased
Official Withdraw OW Student has officially withdrawn from allcourses at this institution
Unofficial Withdraw UW Student stopped attending all classes at thisinstitution but did not officially withdraw Student did not re-enroll at this institution forthe next regular (non-summer) term withoutcompleting the course of study
Administrative Withdraw AW Student has been withdrawn due to a failure topay tuition and fees
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to enable and/orview the configuration in the UI.
• Student
See Set General Permissions Matrix
Considerations for Configuration• Make sure to account for any state specific guidelines.
• You must map any institutional Enrollment Status Sub Types to the SFP acceptable values:
◦ Deceased
• Official Withdrawal
• Unofficial Withdrawal
• Administrative Withdrawal
You do not have to use these values if they are not applicable to your institution.
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Record > Financial Information > R2T4 Information
Understanding How the Baseline Configuration WorksTo remain compliant Student Financial Planning completes the R2T4 calculation within 30 days from the Date ofDetermination (DOD). However, Student Financial Planning will not trigger the R2T4 calculation until the configuredtime frame has elapsed based on configuration for the enrollment status sub-type within the Student Academic andFinancial Information (SAFI) message.
When a SAFI message is received with the following Enrollment Status Sub Type, the system triggers the R2T4 process:
• Deceased - Immediately
• Official Withdrawal - Immediately
• Unofficial Withdrawal - On the 15th Day
◦ If the student resides in the state of Nevada, the R2T4 process is triggered immediately for an unofficialwithdrawal.
• Administrative Withdrawal - Immediately
R2T4 SAFI Request Guide
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OverviewProvide an overview of the workbook. What's in it and what the config drives in the system. What processes it invokesetc.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
R2T4_SAFI_REQUEST.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
OPEID A Yes String U.S. Departmentof Educationassigned OPEID
8 digit number Refer to the OPEIDcolumn of SchoolWorkbook andensure that theOPEIDs in both thisworkbook and theSchool workbookremain in sync.
• List theprimaryOPEID first ifmultiple exist
• Separateeach OPEIDwith the "~"character
• Example:12345677~12345678~12345679
• First 6charactersof first validvalue will beupdated toSCHOOL_CONFIGURATION.OPEID
Number of DaysBefore R2T4SAFI Should BeRequested
B Yes Integer The numberof days beforerequesting a SAFImessage afterDOD.
Any positiveinteger
Default value ofworkbook is set to28 days.
The system determines if other processes are pending before completing a calculation
Student Financial Planning evaluates all pending processes before beginning a calculation. Some processes can causethe R2T4 calculation to be put on hold until the other pending process is completed, to ensure an accurate calculationsuch as, Pending R2T4 SAFI .
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Examples:
• If an ISIR was received before the OLDA but is not valid, the R2T4 will not be completed until the ISIR becomesvalid or until the R2T4 Calculation Deadline has been met
• If the student is in the process of being packaged/re-packaged, the R2T4 will not be completed until thepackaging/re-packaging process is complete
• Before completing the R2T4, Student Financial Planning determines if all disbursements with a Payment IDhave a Student Academic Financial Information (SAFI) - Ledger Posting Date that has been reconciled with theDisbursement Date
R2T4 Process Pending Reasons
Status Description
Pending Configured Delay The school can configure the R2T4 to trigger immediately or after a specific number of days basedon the type of withdrawal. For example, if a student has a withdrawal type of Official Withdrawal, andthe configured delay is 0 days, the R2T4 calculation may be triggered once the enrollment status isreceived. However, if a student has a withdrawal type of Unofficial Withdrawal, and R2T4 calculationhas a configured delay of 14 days the R2T4 calculation will be triggered on the 15th day from thestudent's Date of Determination (DOD). Withdrawal Types. See also: Enrollment Status (Sub Types)
• Official Withdrawal
• Unofficial Withdrawal
• Administrative Withdrawal
• Deceased
Notes: The default trigger time frame for all withdrawal types will be 0 days if no configuration isdefined. Any changes that effect the trigger time frame that are received before the R2T4 calculation istriggered, do not change the scheduled calculation. For example, if the student's DOD is changedwithin the time period that an R2T4 calculation is scheduled, the calculation will still be triggered onthe day it was originally intended.
Pending R2T4 SAFI The R2T4 calculation is ready to be calculated and Student Financial Planning has requested an R2T4SAFI (i.e. the ReturnToTitleIvSafiIndicator is true). Student Financial Planning will wait until the newSAFI is received, and will allow any repackaging prior to doing the R2T4 calculation
Pending Valid ISIR Process If the status of an active award year ISIR (associated to the payment period) is Pending, StudentFinancial Planning will wait for the open Valid ISIR process to be completed before triggering the R2T4
Pending Packaging Process If the Academic Year Packaging status for the payment period being assessed is Pending Repackage, Student Financial Planning waits until until the packaging or repackaging process is completed beforedoing the R2T4
Pending Ledger Date Reconciliation If the Ledger Posting Date in the Student Resource Element of the latest SAFI does not equal thedisbursement date for the matching payment ID or have all the payment IDs, Student FinancialPlanning waits until until a new SAFI is received and completes the reconciliation prior to doing theR2T4
Pending Change of Program Task Queue The R2T4 calculation is pending the completion of an Evaluate Student Change of Program task.Student Financial Planning waits because if the student remains in the same payment period the R2T4calculation will be canceled.
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Pending Override Completion If there is an R2T4 override that is still processing, the calculation will wait for it to be completed beforedoing the R2T4 calculation.
Note: Student Financial Planning triggers the R2T4 calculation 30 days from the Date of Determination, to ensurethat the calculation is run within the required time frame set by the Department of Education (i.e. 45 days to processreturn of funds to the Department of Education and 30 days to request authorization to make a post-withdrawaldisbursement of Title IV loan funds). Student Financial Planning does consider the current state of the active ISIR,package and disbursements at this time. If the active ISIR(s) for the associated award years of the payment periodbeing assessed for R2T4 are not in a status of Valid or Unverified, the system triggers a cancellation of all futuredisbursements that rely upon the active ISIR(s). The R2T4 calculation persists based on the current state of anticipateddisbursements that have been canceled (and/or have a cancellation reason set).
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Considerations for Configuration• The R2T4 SAFI can be sent to SFP at anytime, but the system will not request until the configured time frame
to allow the school to make any adjustments necessary and to give the system to complete any neededrepackaging before completing the calculation.
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Financial Information > R2T4 Information2. You can view the R2T4 Pending Process Reasons on the Landing page
Understanding How the Baseline Configuration WorksStudent Financial Planning triggers the R2T4 calculation 30 days from the Date of Determination, to ensure that thecalculation is run within the required time frame set by the Department of Education (i.e. 45 days to process return offunds to the Department of Education and 30 days to request authorization to make a post-withdrawal disbursementof Title IV loan funds). Student Financial Planning does consider the current state of the active ISIR, package anddisbursements at this time. If the active ISIR(s) for the associated award years of the payment period being assessed forR2T4 are not in a status of Valid or Unverified, the system triggers a cancellation of all future disbursements that relyupon the active ISIR(s). The R2T4 calculation persists based on the current state of anticipated disbursements that havebeen canceled (and/or have a cancellation reason set).
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R2T4 Process Pending Reason: The R2T4 calculation is ready to be calculated and Student Financial Planning hasrequested an R2T4 SAFI (i.e. the ReturnToTitleIvSafiIndicator is true). Student Financial Planning will wait until the newSAFI is received, and will allow any repackaging prior to doing the R2T4 calculation.
OPEID Number_of_Days_Before_R2T4_SAFI_Request
30640000 28
Related Topics• R2T4 Information
Regulatory Deadlines Guide
OverviewThis workbook allows institutions to define the regulatory dates that should be considered per award year fortransmitting files with CPS and COD (i.e. ISIR Correction Start/End Dates, COD Origination Start/End Dates).
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
REGULATORY_DEADLINES.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Award Year A Y Alphanumeric Aid Year fields areassociated to
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
FAFSA Start Date B Y Date Start Date ofFAFSA Completiondeadline The earliest dateSFP will accept anISIR from CPS
Date in MM/DD/YYYY format
Oraclerecommendssetting this datein the FAS UI.See RegulatoryManagement .
FAFSA End Date C Y Date End Date ofFAFSA Completiondeadline The last date SFPwill request/accept
Date in MM/DD/YYYY format
Oraclerecommendssetting this datein the FAS UI.See RegulatoryManagement .
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an ISIR from CPS.If a request ispending when thisdate is reached, SFP cancels therequest.
ISIR CorrectionStart Date
D Y Date Start Date ofISIR Correctiondeadline The earliest dateSFP will submitISIR Corrections toCPS
Date in MM/DD/YYYY format
N/A
ISIR Correction EndDate
E Y Date End Date ofISIR Correctiondeadline The last date SFPwill submit ISIRCorrections to CPS
Date in MM/DD/YYYY format
N/A
ISIR VerificationStart Date
F Y Date Start Date ofISIR Verificationdeadline The earliest dateSFP will trigger theISIR VerificationProcess
Date in MM/DD/YYYY format
N/A
ISIR VerificationEnd Date
G Y Date End Date ofISIR Verificationdeadline The last date SFPwill trigger theISIR VerificationProcess
Date in MM/DD/YYYY format
N/A
COD Origination/Disbursement StartDate - TIV Grants &Loans
H Y Date Start Date ofCOD Origination/Disbursementdeadline for TIVGrants and Loans The earliest dateSFP will sendCOD Origination/Disbursement datafor TIV Grants andLoans
Date in MM/DD/YYYY format
N/A
Days fromStudent'sEnrollment
I Y Integer The numberof days afterthe student'senrollment that theISIR Verification
Legal integer >= 0 N/A
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Process must becompleted
ISIR Award YearStart Date
J Y Date Start date of theaward year.
Date in MM/DD/YYYY format.
N?A
ISIR Award YearEnd Date
K Y Date End date of theaward year.
Date in MM/DD/YYYY format.
N/A
*Not required - If field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Administration
• Student
See Set General Permissions Matrix for additional information.
Considerations for Configuration• These dates are based on guidelines set by the U.S. Department of Education. You can set more restrictive
dates but you should not set less restrictive dates.
• When you open this workbook the date format may be automatically changed by Excel. You may have toupdate the date format (e.g. MM/DD/YYYY) of all date columns before saving and deploying updates to theenvironment.
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Administration > FAS Management > Regulatory Management2. Student Search > Student Record > USDE > ISIR3. Student Search > Student Record > USDE > Common Record Information4. Student Search > Student Record > Financial Information > Disbursing
Understanding How the Baseline Configuration WorksFAFSA Completion Dates
The system begins to accept ISIRs in SFP from CPS as of the FAFSA_Start_Date and stops accepting ISIRs as of theFAFSA_End_Date.
ISIR Correction DatesThe system submits ISIR corrections to CPS as of the ISIR_Correction_Start_Date and stops submitting ISIR Correctionsto CPS as of the ISIR_Correction_End_Date.
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Roles Guide
OverviewThis workbook is used to setup three role types in addition to a System Administrator role. When an instance isinitialized this workbook is used to create a Super User, Financial Aid Staff, and a Read Only role. These roles provide avariation in permissions to assist you with user acceptance testing.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
Roles.csv
Field Name Column Required Field Type Description Accepted Values AdditionalInformation
Role Code A Y String Code associated toRole
• SUPER_USER
• FA_STAFF
• ADVS_READ_ONLY
N/A
Role Description B Y String Description Role N/A
Permissions C Y Enumeration System DefinedPermissions
SELECT * FROMPERMISSION
N/A
This is for initialization of an environment setup. Once UI for document permissions is accessed, this workbook willcease to function as we do not want actions taken in the UI to be overwritten
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration. To update an manage Roles,General and Document Permissions on an ongoing basis through the Student Financial Planning user Interface, youmust have the Administration General Permission enabled for your Role.
Required PermissionsYou must have a role with this General Permission through Roles Management in order to enable and view theconfiguration in the UI: Administration.
See Set General Permissions Matrix
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Considerations for ConfigurationWhen your environments are provisioned this workbook is used for the initialization of the environment setup. Oncethe user interface for document permissions is accessed, this workbook will cease to function as we do not wantactions taken in the UI to be overwritten. After initialization all configurations for General Permissions and DocumentPermissions should be updated in the Roles Management screen of the Student Financial Planning user interface.
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
• Administration > Security Management > Roles Management
• Select a specific role to see it's associated General Permissions and Document Permissions.
Understanding How the Baseline Configuration WorksThe following roles are delivered with Student Financial Planning:
System Administrator RoleThe System Administrator role comes with all permissions enabled except:
• Fund Eligibility Viewer
• General Read-Only
• Reports
SAIG AdministratorThe SAIG Administrator role comes with only the following permissions enabled:
• Administration
• SAIG Errors
Financial Aid Staff UserThe SAIG Administrator role comes with only the following permissions enabled:
• At Will Sap Status Updater
• Dashboard
• Document Review Task
• G5 Drawdown
• Grant Over Payment Resolution Task Review
• Grant Over Payment Task Review
• ISIR Matching Task
• ISIR Review Task
• ISIR Status Override
• ISIR Verification Task
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• NFF Eval Review Task
• NFF Forms Task Review
• NFF Workflow
• Over Award Review Task
• Professional Judgement Review Task
• SAP Appeal Review Task
• SAP Review Task
• Student
• Student Holds
• Student Letters
• Task
• Transfer Change of Program Evaluator
• Transfer Overlapping Academic Years Evaluator
Related Topics• Roles Management
• Create a New Role
• Set General Permissions Matrix
• Set Document Permissions
• Set General Permissions Read Only
• User Management
• Password Policy
SAML Attribute Guide
OverviewThis workbook allows institutions to define user-friendly names for data items used in the Security Assertion MarkupLanguage (SAML) single sign-on feature for student self-service.
Define the Configuration.csv FileThis table provides details about each column housed in the csv file. The table illustrates the field name, identifies thedesignated column, indicates if the field is required or not, provides the field type to inform the user if the data is anenumeration, an integer, a string, text, a date or if the field is alphanumeric, and so on. There is a description of thefield, the acceptable values that can be entered into the field, and additional notes when applicable.
SAML_ATTRIBUTE.csv
Field Name Column Required Field Type Description Accepted Values AdditionalInformation
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Data_Item A Y Fixed text Fixed list ofSAML Assertionattributes
AlphanumericASCII text, up to255 characters
Example Values:• First Name
• Last Name
SAML_Atribute_Name
B Y String (Length1-255 chars)
Customer definedSAML attributename
AlphanumericASCII text, up to255 characters
Example Values:• FirstName
• LastName
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with this General Permission through Roles Management in order to enable and view theconfiguration in the UI: Administration.
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Service User Interface for users with an Admin role.
1. Navigate to Settings > SAML Attribute Name Mapping .2. Select the data item to modify.3. Enter an Attribute Name or Friendly Name and click Save.
School Guide
OverviewThis workbook allows institutions to establish general school level details necessary for processing financial aid. Someparameters defined here include, for example: Federal School ID, OPEIDs, and Right to Cancel Deadline.
This workbook also contains school specific information like your school and/or campus name and data that enablesintegration with U.S. Department of Education (ED) systems. The information housed in this workbook provides agateway to transmit or consume information such as ISIR data with the Central Processing System (CPS), originationand disbursement messages with the Common Originations and Disbursements (COD) system. In order to connect toTD Client, your institution must update the school's Federal School Code, OPEIDs, COD Routing ID, and TG Mailbox inthis workbook.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the
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user if the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, for example. There is adescription of the field, the acceptable values that can be entered into the field, and additional notes when applicable.
School.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Federal SchoolCode
A Y String U.S. Departmentof Educationassigned federalschool code
AlphanumericASCII text, 6characters
N/A
COD Routing ID B Y String U.S. Departmentof Educationassigned CODRouting (Entity) ID
8 digit number N/A
OPEID C Y String U.S. Departmentof Educationassigned OPEID
8 digit number • List theprimaryOPEID first ifmultiple exist
• Separateeach OPEIDwith the "~"character
• Example:12345677~12345678~12345679
• First 6charactersof first validvalue areupdated toSCHOOL_CONFIGURATION.OPEID
• Refer tothe OPEIDcolumn ofthis SchoolWorkbookwhen anotherworkbookrequiresthe schoolOPEIDs andensure thatthe OPEIDsin bothworkbooksremain insync.
Disable_Pace_of_Completion
D N Groovy Disable the Paceof Completioncalculation for SAP.
TRUE, FALSE, blank
You can overridethis in the SAPUI. Baseline valueis set to blankwhich means Paceof Completioncalculation isenabled.
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Minimum Pace ofCompletion
E Y Double Minimum Pace ofCompletion %
Any numericalvalue
Baseline value isset to 0.67.
MaximumApproved SAPAppeals
F Y Integer Maximum numberof approved SAPappeals that can berequested for anystudent record.
Any PositiveNumber
Baseline value isset to 2.
SAP AppealsInitiating Doc
G Y String SAP AppealDocument
Valid configureddocument code
Document studentmust submit tostart the SAPAppeal process.Baseline value isSAPAppealRequest.
Prior_Year_Determination_Credit_Balance
H N Enumeration How the systemshould determinewhat is the prioryear is whencalculating $200prior year FAcharges duringcredit balancedetermination.
Academic Year, Award Year/LoanPeriod
N/A
Right to CancelDeadline
I Y Integer The number ofdays after thedisbursementmessage has beensent in which thestudent can accepta lower amount ofthe disbursementor cancel the fundwithout applyingthe Right to Cancelrules
Any positiveinteger
DisbursementManagement
Number of Daysdelay to DetermineDisbursementDates
J Y Integer The number ofdays that shouldbe added to orremoved fromthe paymentperiod/loanpayment periodto determine thedisbursementdates.
Any integer DisbursementManagement This is onlyapplicable to TitleIV funds. NFFdisbursements aremanaged in theNFF workbook. -10 would setdisbursement dateto 10 days prior thestart of the term. consideration, because coursestart date may bedifferent than theTerm start date, you may need toadd disbursementcriteria to limitdisbursementsfrom going out toearly prior to the
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first course startdate.
Late DisbursementAcceptanceDeadlineTimeframe
K Y Integer Number of daysfrom when theLate DisbursementInformation wassent in whichDisbursementAcceptance mustbe received withinby the system.
Any positiveinteger
DisbursementManagement
PWD AcceptanceDeadlineTimeframe
L Y Integer Number ofdays fromwhen the PWDDisbursementInformation wassent in whichDisbursementAcceptance mustbe received by thesystem.
Any positiveinteger
Post-Withdrawal
GrantOverpaymentStudentNotification
M Y String Configuredmessage whengrant overpaymentexists
AlphanumericASCII text, up to255 characters
N/A
Valid ISIR Deadlinefor Non-WithdrawnStudents
N Y Integer Number of daysfrom when the ISIRinformation forNon-Withdrawnstudentsdisbursements wassent in which validISIR fields mustbe receivedby thesystem.
Any positiveinteger
Note: DEADLINE FORWITHDRAWNSTUDENTS:Valid ISIRDeadlineConfigurationfor WithdrawnStudents =R2T4_CFG_DEADLINE.NUMBER_OF_DAYS- 1 day
R2T4 Deadline O Y Integer This is the numberof days the systemwaits from theDOD beforeforcing an R2T4calculation if thecalculation ispending for anyreason.
Any positiveinteger
N/A
Include PriorYear OutstandingBalance?
P Y Integer Election forwhether the PriorYear OutstandingBalance shouldbe calculatedand included todetermine thecredit balanceamount
TRUE, FALSE N/A
Total COA LoanFee To Add
Q Y Enumeration Defines whichloan fee isadded
NONE
N/A
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to the student'sTotal Cost ofAttendance, if thepackaging engineis packaging thestudent for thatCost of Attendance
ACTUAL_LOAN_FEE STANDARD_LOAN_FEE
Actual COA LoanFee To Add
R Y Enumeration Defines whichloan fee is addedto the student'sActual Cost ofAttendance, if thepackaging engineis packaging thestudent for thatCost of Attendance
NONE ACTUAL_LOAN_FEE STANDARD_LOAN_FEE
N/A
Change ofProgram - MaxDays Out ofAttendance
S Y Integer Maximum numberof days that astudent can be outof attendance andstill be consideredcontinuouslyenrolled for thefirst condition tostay in the samePayment Period.
Any positiveinteger
N/A
Validate Numberof Break Days forLOA/Breaks
T Y Boolean Indicates if systemshould validateNumber of BreakDays in LOA/Breaks inboundmessage
TRUE, FALSE N/A
Effective Dateof Full FirstAcademic Years forExternal Transfer /Advancing DegreeStudents
U Y Date Effective date bywhich Client wantsNew packaginglogic to becomeeffective The greater of thepackaging startdate/program startdate is comparedto this field if greater than theconfig date - thenuses new logic
Date in YYYY-MM-DD
N/A
Count RepeatCourses inSAP - Pace ofCompletion?
V Y Boolean Indicates ifsystem shouldcount RepeatCourses towardsStudents' Paceof Completioncomponent of SAPCalculation.
TRUE, FALSE Baseline value isset to TRUE so thatany repeat coursesfrom the SAFI areincluded in theSAP calculation.
Count RepeatCourses in SAP -Max Time Frame?
W Y Boolean Indicates if systemshould countRepeat Coursestowards Students'
TRUE, FALSE Baseline value isset to TRUE so thatany repeat coursesfrom the SAFI are
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Max Time Framecomponent of SAPCalculation
included in theSAP calculation.
Days Between FAHFile Requests
X Y Integer Days after theinitial FAH Filerequest is sentupon receipt ofISIR; Next FAH Filerequest
Any positiveinteger
N/A
Backdated LOAReturn DisbursedFunds Policy
Y Y Boolean Return loan fundsdisbursed duringbackdated LOA?
TRUE, FALSE Table integertranslated
Additional ISIRMatching Criteria
Z Y Enumeration Additional Criteriathat are used tomatch Student toISIR Record if initialattempt of SSNfails
Note: Thisvalue is ignoredif an ISIRMatchingCriteriaCombination(Column AE) isprovided
0100, 0011 0100 = “SCHOOL_CODE_AND_CURRENT_SSN” 0011 = “SCHOOL_CODE_AND_CURRENT_SSN_THEN_LAST_NAME_AND_DOB”
Enrollment_Status_Determination
AA Y Query To specific howthe systemshould determinethe student'senrollment status
Valid logical queryreturning oneof the followingenrollmentstatuses, "NOT_ATTENDING", "LESS_THAN_HALF_TIME", "HALF_TIME", "THREE_QUARTER_TIME", or "FULL_TIME"
N/A
Create User TaskIf Automatic ISIRMatching Fails
AB Y Boolean Indicates if systemshould createa matchinguser task whenautomaticallymatching ISIRs toStudents when thecriteria specifiedfails
TRUE, FALSE N/A
ISIR MatchingCriteriaCombination
AC Y Enumeration Criteria valuesavailable for usewhen matchingISIRs to Students
• SSN
• DOB
• LAST_NAME
• FIRST_NAME
Combine anyof these withany other singlecriterion to createa Matching Criteriacombination:
• SSN
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Note: Thelegacy ISIRmatching logic(Column AC- AdditionalISIR MatchingCriteria) is usedif this value isnot provided.
• MIDDLE_INITIAL
• EMAIL_ADDRESS
• GENDER
• ZIP
• PHONE_NUMBER
• SSN MatchFlags (no SISequivalents)
◦ SSN_MATCH_FLAG_1
◦ SSN_MATCH_FLAG_2
◦ SSN_MATCH_FLAG_3
◦ SSN_MATCH_FLAG_4
◦ SSN_MATCH_FLAG_5
◦ SSN_MATCH_FLAG_6
◦ SSN_MATCH_FLAG_7
◦ SSN_MATCH_FLAG_8
MatchingCriteria combo(for example -SSN~DOB)
• LAST_NAME
• DOB
• PHONE_NUMBER
• EMAIL_ADDRESS
Examples ofSyntax:
• Use the ~symbol toseparatefields in eachcombination.
• Use the |symbol toseparatematchingcombinations.
Example ValidMatching Rules:
• SSN~LAST_NAME~FIRST_NAME
Ruletranslatesto: Match onSSN AND LastName ANDFirst Name.
• SSN~LAST_NAME~FIRST_NAME|SSN~DOB|SSN
Ruletranslatesto: Match onSSN AND LastName ANDFirst Name.If no results, then matchon SSN ANDDOB, if noresults, thenmatch onSSN.
Active CIP CodeYear
AD N String CIP CodeClassification yearfrom SAFI.
2010,2020 ED introducednew CIP Codesbeginning with the2020-2021 AwardYear; the firstsince 2010. Thisfield determineswhich classification
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year to use (2010or 2020) forCOD reportingpurposes.
SAP_Evaluation_Period_Determination_Script
AE Y Groovy Determineswhether toevaluate SAPon a Term/Payment Periodor Academic Yearbasis.
TRUE (AcademicYear),FALSE(Term/PaymentPeriod)
You candefine specificpopulations tobe evaluateddifferently.Students with aprior SAP statusof FD, FW, or FP, are evaluated byTerm/PaymentPeriod regardlessof configuration.Baseline valueis set to returnFALSE, whichevaluates by Term/Payment Period.
Considerations for ConfigurationFor testing the system, none of the fields in this workbook are required to be updated.
The only fields that are required to be updated in this workbook for use in a production environment are:
• School Name
• Campus Name
• Federal School Code
• COD Routing ID
• OPEID
• TG Mailbox
Student Hold Guide
OverviewThis workbook allows institutions to define types of student record holds, and whether the valid ISIR process will run foreach student on the respectively defined type of Student Record Hold.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
STUDENT_HOLD.csv
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Field Name Column Required? Field Type Description Accepted Values AdditionalInstructions
Student_Record_Hold_Type
A Y String Label of theStudent RecordHold
AlphanumericASCII text, up to255 characters
Example Values
• Fraud
Allow_Val_Isir_Proc B Y Boolean To specify whetherthe system shouldrun the ValidISIR Process forany student onthe respectivelydefined type ofStudent RecordHold
Return Value ofTrue/False
Example Values
• TRUE
• FALSE
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) through Roles Management in order to enable and viewthe configuration in the UI.
• Student
• Student Holds
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student Summary > Student Holds > Student Record Hold
Title IV Criteria Guide
OverviewThis workbook allows institutions to configure the awarding criteria for Title IV funds.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
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T4_CRIT.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
OPEID A Y String U.S. Departmentof Educationassigned OPEID
8 digit number Refer to the OPEIDcolumn of SchoolWorkbook andensure that theOPEIDs in both thisworkbook and theSchool workbookremain in sync.
• List theprimaryOPEID first ifmultiple exist
• Separateeach OPEIDwith the "~"character
• Example:12345677~12345678~12345679
• First 6charactersof first validvalue will beupdated toSCHOOL_CONFIGURATION.OPEID
Enrollmentstatuses
B N Enumeration The list ofall possibleenrollmentstatuses thatneeds to be inin order to meetawarding criteria
• AM -Admitted/Not Started
• F - Full Time
• H - Half-timeor more, butless than full-time
• L - Less thanhalf- time
• A - ApprovedLeave ofAbsence
• X - NeverAttended
• C - Cancel *
• G - Graduated
• D - Deceased*
• W -Withdrawn(voluntary orinvoluntary)
Separate statusesusing the PipeCharacter "|"
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Academic statuses C N String The list of allpossible academicstatuses thatneeds to be inin order to meetawarding criteria
• RG - Regular
• AP -AcademicProbation
Separate statusesusing the PipeCharacter "|"
Admissionstatuses
D N String The list of allpossible admissionstatuses thatneeds to be inin order to meetawarding criteria
• RG - Regular
• AM -Admitted
• PV -Provisional
Separate statusesusing the PipeCharacter "|"
Eligibility - HighSchool Equivalence
E N Boolean determine whetherto evaluate ISIRField #29 (HSDiploma orEquivalent) whencalculating GeneralTitle IV eligibility.
• TRUE
• FALSE
N/A
BBAY Start DateOffset
F N Integer The academicyear start dateis less than theconfigured numberof days in thefuture
Any positivenumber
N/A
Course Start DateOffset
G N Integer There is at leastone course inthe academicyear that is in anystatus other thanProjected and thestart date of thatcourse is less thanthe configurednumber of days inthe future
Any positivenumber
N/A
Aid Year H N Alphanumeric Aid Year associatedto fund
AlphanumericASCII text, up to255 charactersin YYYY-YYYYformat
N/A
Effective Start Date I N Date Date configurationbecomes enabled
Date in YYYY-MM-DD format
N/A
*Not required - If field is blank: date types are persistent, alert types not displayed
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
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Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Financial Information > Packaging2. Click the active link next to a Title IV fund in the fund information table3. Click the second tab of the pop-out dialog box "Accepted and Awarded Amounts"
Understanding How the Baseline Configuration WorksAwarding Criteria
In the baseline configuration for the student to progress to an Awarded status they must have an acceptable Enrollment,Academic, and Admissions status and the BBAY Start Date and Course Start Date must be less than 180 days in thefuture. Their High School Equivalence can be false, but if it is false, the student does not meet Title IV General Eligibilityrequirements and will be considered inelible for Title IV Funds in the baseline configuration.
Trigger Guide
OverviewThis workbook allows institutions to define criteria and student messaging for financial aid notifications; for example,when an Master Promissory Noter Entrance Counseling Completion is required.
Defining the Configuration.csv FileThe following table is intended to provide details about each column housed in the csv file. This table illustrates the fieldname, identifies the designated column, indicates if the field is required or not, provides the field type to inform the userif the data is an enumeration, an integer, a string, text, a date or if the field is alphanumeric, etc. There is a description ofthe field, the acceptable values that can be entered into the field, and additional notes when applicable.
TRIGGER.csv
Field Name Column Required? Field Type Description Accepted Values AdditionalInformation
Message Class A Y Enumeration Type of message tobe configured
Use the singleletter in yourworkbook column:
• A (forAgreement
NA
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to ServeAcknowledgement).
• E (forEntranceCounseling).
• I (forInformedBorrower).
• M (for MasterPromissoryNote).
• P (for PLUSLoans).
• T (for TEACHGrants).
Message When NoLonger Required
B N Text Message onlyappears in FAS UI.
AlphanumericASCII text, up to 4,000 characters
N/A
Message WhenRequired
C N Text Message onlyappears in FAS UI.
AlphanumericASCII text, up to 4,000 characters
N/A
Required Criteria D N Query, Groovyscript
Type of student forwhich message isrequired.
Valid logical query, Groovy script, andany combinationof the followingparameters:
• ISIR Status
• ISIR Fields
• PackagingStatus
• Fund Codes
• Fund Status
• DisbursementStatus
• FundAcceptance
For Groovy Script:• Data Type:
Groovy
• Level: Setper MessageClass
• Default:DefinedBaselineConfigCriteria
• Definition:Users cancreate criteriafor when eachmessageclassnotificationshould betriggered onthe studentrecord, using:
◦ FinancialPlanAPI
◦ ProgramAPI
◦ IsirRecordAPI
◦ FasStudentAPI
◦ FundAcceptanceAPI
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Required TriggerEvent
E N Enumeration When is theoutbound messagerequired?
• ISIR_MATCHED
• PACKAGE_UPDATED
ISIR is matched, Packaging Status !=NULL
MPN Type F N Enumeration What type of MPNdoes the rule applyto?
• GRADUATE_PLUS
• PLUS
• SUBSIDIZED_UNSUBSIDIZED
N/A
Entrance Type G N Enumeration What type of ECdoes the rule applyto?
• PLUS
• SUBSIDIZED_UNSUBSIDIZED
N/A
Plus CreditDecision Type
H N Enumeration What type of PLUSdoes the rule applyto?
• GRADUATE_PLUS
• PLUS
N/A
Informed BorrowerType (AnnualStudent LoanAcknowledgement.
I N Enumeration What type of loandoes the rule applyto?
• SUBSIDIZED_UNSUBSIDIZED_GRADUATE_PLUS
• PLUS
N/A
Enable the Configuration in the UIYou do not have to complete any setup in the user interface to enable this configuration.
Required PermissionsYou must have a role with the following General Permission(s) and/or Document Permission(s) through RolesManagement in order to enable and view the configuration in the UI.
• Student
See Set General Permissions Matrix
Configuration in the User InterfaceThe configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
1. Student Search > Student > Student Summary > ISIR Information > Activity (Right Side Bar) > Letters2. Student Search > Student > Student Record > Student Letters
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3 Baseline Configuration
2019-2020 Configured Baseline Documents
This topic includes the Oracle-delivered configuration for the 2019-2020 Award Year for the Documents Guide.
Document Name Document Code Active Document Dates Manual Review Required? Document RequestMessage
1099G 1099G Aid Year No Your 1099-G is required tocomplete your financial aidverification process. Form 1099-G is requestedto report unemploymentcompensation as well asany state or local incometax refunds you receivedthat year.
Amended Tax Return Form1040x
1040x Aid Year No Your tax return is requiredto complete your financialaid verification process. The Amended U.S.Individual Income TaxReturn is used for taxpayerswho needed to correctmistakes made on TaxForm 1040, Tax Form1040A, Tax Form 1040EZ,Tax Form 1040NR, or TaxForm 1040NR-EZ.
Foreign Tax Transcript ForeignTaxTranscript Aid Year No Your foreign tax transcriptis required to completeyour financial aidverification process. A Foreign Tax Transcriptis used for a person whohas returns from a foreignnation in a given tax year.
IRS Tax Extension Form4868
IRSForm4868 Aid Year No Your extension form isrequired to complete yourfinancial aid verificationprocess. IRS Extension Form 4868is used for taxpayers whoare not able to file theirfederal individual incometax return by the due date,
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and are not able to getan automatic 6-monthextension of time to file.
Non-filing Statement NonFilingStatement Aid Year Yes Your non-filing statement isrequired to complete yourfinancial aid verificationprocess. A Verification of Non-filing should be requestedfrom the IRS stating thatyou have not filed an IRSincome tax return for therequested tax year.
Professional JudgmentApplication
PJApp Aid Year Yes A professional judgmentapplication may berequested to allow afinancial aid administratorto review your uniquesituation and adjust thecost of attendance ordata in the FAFSA used tocalculate your EFC.
Rollover Statement RolloverStatement Aid Year No Your statement is requiredto complete your financialaid verification process. Your FAFSA indicates thatan IRS rollover was reportedon your federal tax returnfor the specified tax year.Please confirm the amountof the IRS-authorizedrollover amount reportedon the return. For your reference, arollover is described as thefollowing: Untaxed portionsof IRA distributions arereported as lines 15a minus15b on the IRS 1040 andlines 11a minus 11b on the1040A. Untaxed portionsof pension and annuitydistributions are reportedas lines 16a minus 16bon the 1040 and lines12a minus 12b on the1040A. Sometimes, theseamounts are "rolled over"into another qualified IRA, pension, or annuity plan, so these rollover amountsare not actually receivedas untaxed income. Therollover amount is verifiedand subtracted from theuntaxed IRA distributionamount or untaxed pensionand annuity distribution
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amount, as applicable. Therollover amount cannot bea negative number.
SAP Appeals Request SAPAppealRequest Aid Year Yes A sap appeal may berequested to allow afinancial aid administratorto review your uniquesituation and adjust yourrecent satisfactor academicprogress record for thelatest period.
Self Employment Statement SelfEmploymentStatement Aid Year No A self employmentstatement is required tocomplete your financial aidverification process. If self-employed, pleaseprovide a signed statementwith the amounts of yourAGI and U.S. income taxespaid for the tax year.
Statement of EducationPurpose - Campus
SOEP-Campus Aid Year No Your statement is requiredto complete your financialaid verification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisdocument, and requestadditional information ifnecessary. Students must sign astatement of educationalpurpose that certifieswho you are and that thefederal student aid thatyou may receive will onlybe used for educationalpurposes and for the costof attending the schoolfor this aid year. Pleasecomplete the Statementof Education Purposeletter you received inperson at your school andpresent a valid, unexpired,government-issued photoidentification (ID) such asa passport or a driver’slicense or other state-issued ID, then submit thesigned document.
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Statement of EducationPurpose - Notary
SOEP-Notary Aid Year Yes Your statement is requiredto complete your financialaid verification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisdocument, and requestadditional information ifnecessary. Students must sign astatement of educationalpurpose that certifies whoyou are and that the federalstudent aid that you mayreceive will only be used foreducational purposes andfor the cost of attendingthe school for this aidyear. Please complete theStatement of EducationPurpose letter you receivedin person at your schooland present a valid,unexpired, government-issued photo identification(ID) such as a passport ora driver’s license or otherstate-issued ID. If you areunable to appear at yourschool, you must go to anotary public and sign thestatement of educationalpurpose, then submit thesigned document, includingthe certification stamp fromthe notary.
US Tax Return Transcript TaxReturnTranscript Aid Year No Your tax return is requiredto complete your financialaid verification process. A tax return transcriptshould be requested fromthe IRS, which showsmost line items from yourtax return (Form 1040,1040A, or 1040EZ) as it wasoriginally filed, includingany accompanying formsand schedules. It does notreflect any changes you, your representative, or the
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IRS made after the returnwas filed.
Verification WorksheetIndependent
VW-Ind Aid Year No Your verification worksheetis required to completeyour financial aidverification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisworksheet, and requestadditional information ifnecessary.
Verification WorksheetDependent
VW-Dep Aid Year No Your verification worksheetis required to completeyour financial aidverification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisworksheet, and requestadditional information ifnecessary.
W2 W2 Aid Year No Your W2 is required tocomplete your financial aidverification process. Form W-2's are providedto employees from everyemployer engaged ina trade or businesswho pays for work or aservice, including noncashpayments of $600 or morefor the year, from whom:
• Income, socialsecurity, or Medicaretax was withheld.
• Income tax wouldhave been withheldif the employee had
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claimed no morethan one withholdingallowance or had notclaimed exemptionfrom withholding onForm W-4, Employee'sWithholdingAllowance Certificate.
Non-Driver's LicenseIdentification Card
NonDriversLicenseID Expiration Date No Your identification card isrequired to complete yourfinancial aid verificationprocess. DMV offers identificationcards to residents whoneed an official form ofidentification, but do notwant or need a driverlicense.
Passport Passport Expiration Date No Your passport is required tocomplete your financial aidverification process. A passport is an officialdocument issued by agovernment, certifyingthe holder's identity andcitizenship and entitlingthem to travel under itsprotection to and fromforeign countries andshould contain the holder'sname, place and date ofbirth, an issuing agencyand an expiration date.
State-issued Driver'sLicense
DriversLicense Expiration Date No Your driver's license isrequired to complete yourfinancial aid verificationprocess. A driver's license is anofficial document used foridentification that permitsa specific individual tooperate one or more typesof motorized vehicles, suchas a motorcycle, car, truck, or bus on a public road.
State-issued IdentificationCard
StateIssuedID Expiration Date No Your identification card isrequired to complete yourfinancial aid verificationprocess. DMV offers identificationcards to residents whoneed an official form ofidentification, but do notwant or need a driverlicense.
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Death Certificate DeathCertificate Lifetime Yes Your death certificate isrequired to complete yourfinancial aid verificationprocess. The death certificate shouldbe the official statement, signed by a physician, indicating the cause, date, and place of the person'sdeath.
GED Certificate GEDCert Lifetime No Your GED Certificate isrequired to complete yourfinancial aid verificationprocess. The General EducationDevelopment/ GeneralEducation Diploma (GED)or High School EquivalencyCertificate, shows that youhave a level of knowledgeequivalent to a high schoolgraduate and is used toverify secondary education.
GED Transcript GEDTranscript Lifetime No Your GED Transcript isrequired to complete yourfinancial aid verificationprocess. General EducationDevelopment/ GeneralEducation Diploma (GED)transcripts provide asubstantial verificationof your academic history.Refer to the GED TestingService to find specificdirections for yourindividual state and followthe requirements to requesta copy of your transcripts.
High School Diploma HSDiploma Lifetime No Your high school diploma isrequired to complete yourfinancial aid verificationprocess. An official high schooldiploma should be receivedupon successful graduationfrom high school and isused to verify secondaryeducation.
High School Transcript HSTranscript Lifetime No Your high school transcriptis required to complete
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your financial aidverification process. High school transcriptsprovide a substantialverification of youracademic history. Refer toyour high school to findspecific directions andfollow the requirementsto request a copy of yourtranscripts.
Home School Certificate HomeSchoolCert Lifetime No Your home schoolcertificate is required tocomplete your financial aidverification process. A home school certificatecan be received uponsuccessful completion of ahome school program andis used to verify secondaryeducation.
Legal Name ChangeDocument
LegalNameChange Lifetime Yes Your legal name changedocument is required tocomplete your financial aidverification process. The government-issueddocument evidencing yourlegal name change underfederal or state law.
Marriage Certificate MarriageCertificate Lifetime Yes Your marriage certificate isrequired to complete yourfinancial aid verificationprocess. An original or certified copyof your marriage certificateevidencing your legal namechange under federal orstate law.
Secondary School LeavingCertificate
SecondarySchoolLeavingCert Lifetime No Your certificate is requiredto complete your financialaid verification process. The Secondary SchoolLeaving Certificate is acertification obtained bya student on successfulcompletion of anexamination at the endof study at the secondaryschooling level.
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State High SchoolEquivalency Certificate
StateHSEquivalencyCert Lifetime No Your certificate is requiredto complete your financialaid verification process. For students who lefthigh school beforegraduation may completean examination to securea high school equivalencycredential and will beawarded a certifcate.
2020-2021 Configured Baseline Documents
This topic includes the Oracle-delivered configuration for the 2020-2021 Award Year for the Documents Guide.
Document Name Document Code Active Document Dates Manual Review Required? Document RequestMessage
1099G 1099G Aid Year No Your 1099-G is required tocomplete your financial aidverification process. Form 1099-G is requestedto report unemploymentcompensation as well asany state or local incometax refunds you receivedthat year.
Amended Tax Return Form1040x
1040x Aid Year No Your tax return is requiredto complete your financialaid verification process. The Amended U.S.Individual Income TaxReturn is used for taxpayerswho needed to correctmistakes made on TaxForm 1040.
Foreign Tax Transcript ForeignTaxTranscript Aid Year No Your foreign tax transcriptis required to completeyour financial aidverification process. A Foreign Tax Transcriptis used for a person whohas returns from a foreignnation in a given tax year.
IRS Tax Extension Approval IRSExtensionApproval Aid Year No Your extension approvalform is required to
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complete your financial aidverification process. This form is used to verifythe IRS’s approval ofan extension beyondthe automatic six-month extension for theappropriate tax year.
IRS Tax Extension Form4868
IRSForm4868 Aid Year No Your extension form isrequired to complete yourfinancial aid verificationprocess. IRS Extension Form 4868is used for taxpayers whoare not able to file theirfederal individual incometax return by the due date,and are not able to getan automatic 6-monthextension of time to file.
IRS Tax Return 1040 1040 Aid Year No Your tax return is requiredto complete your financialaid verification process. Your Individual IncomeTax Return is the annualincome tax return filed bycitizens or residents of theUnited States and must beinclude all signatures of thetax filers.
Non-filing Statement NonFilingStatement Aid Year Yes Your non-filing statement isrequired to complete yourfinancial aid verificationprocess. A Verification of Non-filing(VNF) should be requestedfrom the IRS stating thatyou have not filed an IRSincome tax return for therequested tax year. If you are not able to obtaina VNF from the IRS orrelevant tax authority, youmay submit a statementcertifying your attempt. If you are a dependentstudent, you can provide astatement certifying yournon filing status, and arenot required to requesta VNF from the IRS orrelevant tax authority.
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Professional JudgmentApplication
PJApp Aid Year Yes A professional judgmentapplication may berequested to allow afinancial aid administratorto review your uniquesituation and adjust thecost of attendance ordata in the FAFSA used tocalculate your EFC.
Rollover Statement RolloverStatement Aid Year No Your statement is requiredto complete your financialaid verification process. Your FAFSA indicates thatan IRS rollover was reportedon your federal tax returnfor the specified tax year.Please confirm the amountof the IRS-authorizedrollover amount reportedon the return. For your reference, arollover is described as thefollowing: Untaxed portionsof IRA distributions andportions are reported aslines 4a minus 4b on the1040. Sometimes, theseamounts are "rolled over"into another qualified IRA, pension, or annuity plan, so these rollover amountsare not actually receivedas untaxed income. Therollover amount is verifiedand subtracted from theuntaxed IRA distributionamount or untaxed pensionand annuity distributionamount, as applicable. Therollover amount cannot bea negative number.
SAP Appeals Request SAPAppealRequest Aid Year Yes A sap appeal may berequested to allow afinancial aid administratorto review your uniquesituation and adjustyour recent satisfactoryacademic progress recordfor the latest period.
Self Employment Statement SelfEmploymentStatement Aid Year No A self employmentstatement is required tocomplete your financial aidverification process. If self-employed, pleaseprovide a signed statementwith the amounts of yourAGI and U.S. income taxespaid for the tax year.
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Statement of EducationPurpose - Campus
SOEP-Campus Aid Year No Your statement is requiredto complete your financialaid verification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisdocument, and requestadditional information ifnecessary. Students must sign astatement of educationalpurpose that certifieswho you are and that thefederal student aid thatyou may receive will onlybe used for educationalpurposes and for the costof attending the schoolfor this aid year. Pleasecomplete the Statementof Education Purposeletter you received inperson at your school andpresent a valid, unexpired,government-issued photoidentification (ID) such asa passport or a driver’slicense or other state-issued ID, then submit thesigned document.
Statement of EducationPurpose - Notary
SOEP-Notary Aid Year Yes Your statement is requiredto complete your financialaid verification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisdocument, and requestadditional information ifnecessary. Students must sign astatement of educationalpurpose that certifies who
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you are and that the federalstudent aid that you mayreceive will only be used foreducational purposes andfor the cost of attendingthe school for this aidyear. Please complete theStatement of EducationPurpose letter you receivedin person at your schooland present a valid,unexpired, government-issued photo identification(ID) such as a passport ora driver’s license or otherstate-issued ID. If you areunable to appear at yourschool, you must go to anotary public and sign thestatement of educationalpurpose, then submit thesigned document, includingthe certification stamp fromthe notary.
Student Statement StudentStatement Aid Year Yes A student statement isrequired to complete yourfinancial aid verificationprocess. Please provide a signedstatement with informationabout your specificsituation to be reviewed bya financial aid advisor.
US Tax Return Transcript TaxReturnTranscript Aid Year No Your tax return is requiredto complete your financialaid verification process. A tax return transcriptshould be requested fromthe IRS, which shows mostline items from your taxreturn (Form 1040) as it wasoriginally filed, includingany accompanying formsand schedules. It does notreflect any changes you, your representative, or theIRS made after the returnwas filed.
Verification WorksheetIndependent
VW-Ind Aid Year No Your verification worksheetis required to completeyour financial aidverification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.
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Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisworksheet, and requestadditional information ifnecessary.
Verification WorksheetDependent
VW-Dep Aid Year No Your verification worksheetis required to completeyour financial aidverification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisworksheet, and requestadditional information ifnecessary.
W2 W2 Aid Year No Your W2 is required tocomplete your financial aidverification process. Form W-2's are providedto employees from everyemployer engaged ina trade or businesswho pays for work or aservice, including noncashpayments of $600 or morefor the year, from whom:
• Income, socialsecurity, or Medicaretax was withheld.
• Income tax wouldhave been withheldif the employee hadclaimed no morethan one withholdingallowance or had notclaimed exemptionfrom withholding onForm W-4, Employee'sWithholdingAllowance Certificate.
Non-Driver's LicenseIdentification Card
NonDriversLicenseID Expiration Date No Your identification card isrequired to complete yourfinancial aid verificationprocess.
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DMV offers identificationcards to residents whoneed an official form ofidentification, but do notwant or need a driverlicense.
Passport Passport Expiration Date No Your passport is required tocomplete your financial aidverification process. A passport is an officialdocument issued by agovernment, certifyingthe holder's identity andcitizenship and entitlingthem to travel under itsprotection to and fromforeign countries andshould contain the holder'sname, place and date ofbirth, an issuing agencyand an expiration date.
State-issued Driver'sLicense
DriversLicense Expiration Date No Your driver's license isrequired to complete yourfinancial aid verificationprocess. A driver's license is anofficial document used foridentification that permitsa specific individual tooperate one or more typesof motorized vehicles, suchas a motorcycle, car, truck, or bus on a public road.
State-issued IdentificationCard
StateIssuedID Expiration Date No Your identification card isrequired to complete yourfinancial aid verificationprocess. DMV offers identificationcards to residents whoneed an official form ofidentification, but do notwant or need a driverlicense.
Death Certificate DeathCertificate Lifetime Yes Your death certificate isrequired to complete yourfinancial aid verificationprocess. The death certificate shouldbe the official statement, signed by a physician, indicating the cause, date, and place of the person'sdeath.
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GED Certificate GEDCert Lifetime No Your GED Certificate isrequired to complete yourfinancial aid verificationprocess. The General EducationDevelopment/ GeneralEducation Diploma (GED)or High School EquivalencyCertificate, shows that youhave a level of knowledgeequivalent to a high schoolgraduate and is used toverify secondary education.
GED Transcript GEDTranscript Lifetime No Your GED Transcript isrequired to complete yourfinancial aid verificationprocess. General EducationDevelopment/ GeneralEducation Diploma (GED)transcripts provide asubstantial verificationof your academic history.Refer to the GED TestingService to find specificdirections for yourindividual state and followthe requirements to requesta copy of your transcripts.
High School Diploma HSDiploma Lifetime No Your high school diploma isrequired to complete yourfinancial aid verificationprocess. An official high schooldiploma should be receivedupon successful graduationfrom high school and isused to verify secondaryeducation.
High School Transcript HSTranscript Lifetime No Your high school transcriptis required to completeyour financial aidverification process. High school transcriptsprovide a substantialverification of youracademic history. Refer toyour high school to findspecific directions andfollow the requirementsto request a copy of yourtranscripts.
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Home School Certificate HomeSchoolCert Lifetime No Your home schoolcertificate is required tocomplete your financial aidverification process. A home school certificatecan be received uponsuccessful completion of ahome school program andis used to verify secondaryeducation.
Legal Name ChangeDocument
LegalNameChange Lifetime Yes Your legal name changedocument is required tocomplete your financial aidverification process. The government-issueddocument evidencing yourlegal name change underfederal or state law.
Marriage Certificate MarriageCertificate Lifetime Yes Your marriage certificate isrequired to complete yourfinancial aid verificationprocess. An original or certified copyof your marriage certificateevidencing your legal namechange under federal orstate law.
Secondary School LeavingCertificate
SecondarySchoolLeavingCert Lifetime No Your certificate is requiredto complete your financialaid verification process. The Secondary SchoolLeaving Certificate is acertification obtained bya student on successfulcompletion of anexamination at the endof study at the secondaryschooling level.
State High SchoolEquivalency Certificate
StateHSEquivalencyCert Lifetime No Your certificate is requiredto complete your financialaid verification process. For students who lefthigh school beforegraduation may completean examination to securea high school equivalencycredential and will beawarded a certifcate.
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2021-2022 Configured Baseline Documents
This topic includes the Oracle-delivered configuration for the 2021-2022 Award Year for the Documents Guide. Therewas no change from the 2020-2021 Award Year.
Document Name Document Code Active Document Dates Manual Review Required? Document RequestMessage
1099G 1099G Aid Year No Your 1099-G is required tocomplete your financial aidverification process. Form 1099-G is requestedto report unemploymentcompensation as well asany state or local incometax refunds you receivedthat year.
Amended Tax Return Form1040x
1040x Aid Year No Your tax return is requiredto complete your financialaid verification process. The Amended U.S.Individual Income TaxReturn is used for taxpayerswho needed to correctmistakes made on TaxForm 1040.
Foreign Tax Transcript ForeignTaxTranscript Aid Year No Your foreign tax transcriptis required to completeyour financial aidverification process. A Foreign Tax Transcriptis used for a person whohas returns from a foreignnation in a given tax year.
IRS Tax Extension Approval IRSExtensionApproval Aid Year No Your extension approvalform is required tocomplete your financial aidverification process. This form is used to verifythe IRS’s approval ofan extension beyondthe automatic six-month extension for theappropriate tax year.
IRS Tax Extension Form4868
IRSForm4868 Aid Year No Your extension form isrequired to complete your
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financial aid verificationprocess. IRS Extension Form 4868is used for taxpayers whoare not able to file theirfederal individual incometax return by the due date,and are not able to getan automatic 6-monthextension of time to file.
IRS Tax Return 1040 1040 Aid Year No Your tax return is requiredto complete your financialaid verification process. Your Individual IncomeTax Return is the annualincome tax return filed bycitizens or residents of theUnited States and must beinclude all signatures of thetax filers.
Non-filing Statement NonFilingStatement Aid Year Yes Your non-filing statement isrequired to complete yourfinancial aid verificationprocess. A Verification of Non-filing(VNF) should be requestedfrom the IRS stating thatyou have not filed an IRSincome tax return for therequested tax year. If you are not able to obtaina VNF from the IRS orrelevant tax authority, youmay submit a statementcertifying your attempt. If you are a dependentstudent, you can provide astatement certifying yournon filing status, and arenot required to requesta VNF from the IRS orrelevant tax authority.
Professional JudgmentApplication
PJApp Aid Year Yes A professional judgmentapplication may berequested to allow afinancial aid administratorto review your uniquesituation and adjust thecost of attendance ordata in the FAFSA used tocalculate your EFC.
Rollover Statement RolloverStatement Aid Year No Your statement is requiredto complete your financialaid verification process.
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Your FAFSA indicates thatan IRS rollover was reportedon your federal tax returnfor the specified tax year.Please confirm the amountof the IRS-authorizedrollover amount reportedon the return. For your reference, arollover is described as thefollowing: Untaxed portionsof IRA distributions andportions are reported aslines 4a minus 4b on the1040. Sometimes, theseamounts are "rolled over"into another qualified IRA, pension, or annuity plan, so these rollover amountsare not actually receivedas untaxed income. Therollover amount is verifiedand subtracted from theuntaxed IRA distributionamount or untaxed pensionand annuity distributionamount, as applicable. Therollover amount cannot bea negative number.
SAP Appeals Request SAPAppealRequest Aid Year Yes A sap appeal may berequested to allow afinancial aid administratorto review your uniquesituation and adjustyour recent satisfactoryacademic progress recordfor the latest period.
Self Employment Statement SelfEmploymentStatement Aid Year No A self employmentstatement is required tocomplete your financial aidverification process. If self-employed, pleaseprovide a signed statementwith the amounts of yourAGI and U.S. income taxespaid for the tax year.
Statement of EducationPurpose - Campus
SOEP-Campus Aid Year No Your statement is requiredto complete your financialaid verification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the information
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you reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisdocument, and requestadditional information ifnecessary. Students must sign astatement of educationalpurpose that certifieswho you are and that thefederal student aid thatyou may receive will onlybe used for educationalpurposes and for the costof attending the schoolfor this aid year. Pleasecomplete the Statementof Education Purposeletter you received inperson at your school andpresent a valid, unexpired,government-issued photoidentification (ID) such asa passport or a driver’slicense or other state-issued ID, then submit thesigned document.
Statement of EducationPurpose - Notary
SOEP-Notary Aid Year Yes Your statement is requiredto complete your financialaid verification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisdocument, and requestadditional information ifnecessary. Students must sign astatement of educationalpurpose that certifies whoyou are and that the federalstudent aid that you mayreceive will only be used foreducational purposes andfor the cost of attendingthe school for this aidyear. Please complete theStatement of EducationPurpose letter you receivedin person at your schooland present a valid,unexpired, government-issued photo identification(ID) such as a passport or
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a driver’s license or otherstate-issued ID. If you areunable to appear at yourschool, you must go to anotary public and sign thestatement of educationalpurpose, then submit thesigned document, includingthe certification stamp fromthe notary.
Student Statement StudentStatement Aid Year Yes A student statement isrequired to complete yourfinancial aid verificationprocess. Please provide a signedstatement with informationabout your specificsituation to be reviewed bya financial aid advisor.
US Tax Return Transcript TaxReturnTranscript Aid Year No Your tax return is requiredto complete your financialaid verification process. A tax return transcriptshould be requested fromthe IRS, which shows mostline items from your taxreturn (Form 1040) as it wasoriginally filed, includingany accompanying formsand schedules. It does notreflect any changes you, your representative, or theIRS made after the returnwas filed.
Verification WorksheetIndependent
VW-Ind Aid Year No Your verification worksheetis required to completeyour financial aidverification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisworksheet, and requestadditional information ifnecessary.
Verification WorksheetDependent
VW-Dep Aid Year No Your verification worksheetis required to complete
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your financial aidverification process. Your application forfinancial aid has beenselected for verification.Verification is a processmandated by the U.S.Department of Educationthat requires the school tocompare the informationyou reported on your FreeApplication for FederalStudent Aid (FAFSA) to thisworksheet, and requestadditional information ifnecessary.
W2 W2 Aid Year No Your W2 is required tocomplete your financial aidverification process. Form W-2's are providedto employees from everyemployer engaged ina trade or businesswho pays for work or aservice, including noncashpayments of $600 or morefor the year, from whom:
• Income, socialsecurity, or Medicaretax was withheld.
• Income tax wouldhave been withheldif the employee hadclaimed no morethan one withholdingallowance or had notclaimed exemptionfrom withholding onForm W-4, Employee'sWithholdingAllowance Certificate.
Non-Driver's LicenseIdentification Card
NonDriversLicenseID Expiration Date No Your identification card isrequired to complete yourfinancial aid verificationprocess. DMV offers identificationcards to residents whoneed an official form ofidentification, but do notwant or need a driverlicense.
Passport Passport Expiration Date No Your passport is required tocomplete your financial aidverification process.
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A passport is an officialdocument issued by agovernment, certifyingthe holder's identity andcitizenship and entitlingthem to travel under itsprotection to and fromforeign countries andshould contain the holder'sname, place and date ofbirth, an issuing agencyand an expiration date.
State-issued Driver'sLicense
DriversLicense Expiration Date No Your driver's license isrequired to complete yourfinancial aid verificationprocess. A driver's license is anofficial document used foridentification that permitsa specific individual tooperate one or more typesof motorized vehicles, suchas a motorcycle, car, truck, or bus on a public road.
State-issued IdentificationCard
StateIssuedID Expiration Date No Your identification card isrequired to complete yourfinancial aid verificationprocess. DMV offers identificationcards to residents whoneed an official form ofidentification, but do notwant or need a driverlicense.
Death Certificate DeathCertificate Lifetime Yes Your death certificate isrequired to complete yourfinancial aid verificationprocess. The death certificate shouldbe the official statement, signed by a physician, indicating the cause, date, and place of the person'sdeath.
GED Certificate GEDCert Lifetime No Your GED Certificate isrequired to complete yourfinancial aid verificationprocess. The General EducationDevelopment/ GeneralEducation Diploma (GED)or High School EquivalencyCertificate, shows that youhave a level of knowledge
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equivalent to a high schoolgraduate and is used toverify secondary education.
GED Transcript GEDTranscript Lifetime No Your GED Transcript isrequired to complete yourfinancial aid verificationprocess. General EducationDevelopment/ GeneralEducation Diploma (GED)transcripts provide asubstantial verificationof your academic history.Refer to the GED TestingService to find specificdirections for yourindividual state and followthe requirements to requesta copy of your transcripts.
High School Diploma HSDiploma Lifetime No Your high school diploma isrequired to complete yourfinancial aid verificationprocess. An official high schooldiploma should be receivedupon successful graduationfrom high school and isused to verify secondaryeducation.
High School Transcript HSTranscript Lifetime No Your high school transcriptis required to completeyour financial aidverification process. High school transcriptsprovide a substantialverification of youracademic history. Refer toyour high school to findspecific directions andfollow the requirementsto request a copy of yourtranscripts.
Home School Certificate HomeSchoolCert Lifetime No Your home schoolcertificate is required tocomplete your financial aidverification process. A home school certificatecan be received uponsuccessful completion of ahome school program andis used to verify secondaryeducation.
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Legal Name ChangeDocument
LegalNameChange Lifetime Yes Your legal name changedocument is required tocomplete your financial aidverification process. The government-issueddocument evidencing yourlegal name change underfederal or state law.
Marriage Certificate MarriageCertificate Lifetime Yes Your marriage certificate isrequired to complete yourfinancial aid verificationprocess. An original or certified copyof your marriage certificateevidencing your legal namechange under federal orstate law.
Secondary School LeavingCertificate
SecondarySchoolLeavingCert Lifetime No Your certificate is requiredto complete your financialaid verification process. The Secondary SchoolLeaving Certificate is acertification obtained bya student on successfulcompletion of anexamination at the endof study at the secondaryschooling level.
State High SchoolEquivalency Certificate
StateHSEquivalencyCert Lifetime No Your certificate is requiredto complete your financialaid verification process. For students who lefthigh school beforegraduation may completean examination to securea high school equivalencycredential and will beawarded a certifcate.
2019-2020 Configured Baseline Document Metadata
This topic includes the Oracle-delivered configuration for the 2019-2020 Award Year for the Doc Metadata Guide.
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DocumentCode
Attribute Code Attribute Name Display Order Data Type Enum Mapping Is Required? AdditionalResolutionActions
1040x AC1084 Tax Form Type 1 Enumeration 1040,1040A/EZ,Foreign TaxReturn,U.S.Territory TaxReturn
Yes N/A
1040x AC1015 Adjusted GrossIncome
2 Double N/A Yes N/A
1040x AC1016 Taxes Paid 3 Double N/A Yes N/A
1040x AC1017 Untaxed IRADistributiontotal
4 Double N/A Yes N/A
1040x AC1018 UntaxedPensions Total
5 Double N/A Yes N/A
1040x AC1019 IRA Deduction 6 Double N/A Yes N/A
1040x AC1020 Tax-ExemptInterest
7 Double N/A Yes N/A
1040x AC1021 EducationCredits
8 Double N/A Yes N/A
1040x AC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately, QualifyingWidower w/Dependent,Single
Yes N/A
1099G AC1008 Social SecurityNumber
1 String N/A Yes N/A
1099G AC1064 Payer's FederalIdentificationNumber
2 String N/A Yes N/A
1099G AC1013 Box 1 Amount 3 Double N/A Yes Sums all 1099G, W2 and SelfEmployedStatementIncomeamounts todetermine ifStudent wasrequired to fileper Thresholdamount rules.If Student isrequired to filesupporting Docsare requested.
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1099G AC1014 Box 4 Amount 4 Double N/A Yes N/A
1099G AC1012 Tax CalendarYear
5 Enumeration 2014, 2015, 2016, 2017
Yes N/A
DriversLicense AC1001 First Name 1 String N/A Yes N/A
DriversLicense AC1002 Last Name 2 String N/A Yes N/A
DriversLicense AC1003 Date of Birth 3 Date N/A Yes N/A
DriversLicense AC1004 Gender 4 Enumeration Male,Female Yes N/A
DriversLicense AC1005 Expiration Date 5 Date N/A Yes ChecksExpirationDate, RequestUpdatedDocument
DriversLicense AC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia, Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts, Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire, New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon, Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont, Virginia,Washington,West Virginia,
Yes Value "Other"requiresManuallyReviewed
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Wisconsin,Wyoming,U.S.government,District ofColumbia, TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands, TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands, The FederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmerican Indian or Alaska NativeTribe,Other
DriversLicense AC1070 ID Number 7 String N/A Yes N/A
ForeignTaxTranscriptAC1084 Tax Form Type 1 Enumeration 1040,1040A/EZ,Foreign TaxReturn,U.S.Territory TaxReturn
Yes N/A
ForeignTaxTranscriptAC1015 Adjusted GrossIncome
2 Double N/A Yes N/A
ForeignTaxTranscriptAC1016 Taxes Paid 3 Double N/A Yes N/A
ForeignTaxTranscriptAC1017 Untaxed IRADistributiontotal
4 Double N/A Yes N/A
ForeignTaxTranscriptAC1018 UntaxedPensions Total
5 Double N/A Yes N/A
ForeignTaxTranscriptAC1019 IRA Deduction 6 Double N/A Yes N/A
ForeignTaxTranscriptAC1020 Tax-ExemptInterest
7 Double N/A Yes N/A
ForeignTaxTranscriptAC1021 EducationCredits
8 Double N/A Yes N/A
ForeignTaxTranscriptAC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,
Yes N/A
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Married FilingSeparately, QualifyingWidower w/Dependent,Single
GEDCert AC1001 First Name 1 String N/A Yes N/A
GEDCert AC1002 Last Name 2 String N/A Yes N/A
GEDCert AC1069 City 3 String N/A Yes N/A
GEDCert AC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA, MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR, RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes N/A
GEDCert AC1006 Graduation Date 5 Date N/A Yes FutureGraduationDate RequiresManual Review
GEDTranscript AC1001 First Name 1 String N/A Yes N/A
GEDTranscript AC1002 Last Name 2 String N/A Yes N/A
GEDTranscript AC1069 City 3 String N/A Yes N/A
GEDTranscript AC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA, MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR, RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes N/A
GEDTranscript AC1006 Graduation Date 5 Date N/A Yes FutureGraduation
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HomeSchoolCert AC1001 First Name 1 String N/A Yes N/A
HomeSchoolCert AC1002 Last Name 2 String N/A Yes N/A
HomeSchoolCert AC1069 City 3 String N/A Yes N/A
HomeSchoolCert AC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA, MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR, RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes N/A
HomeSchoolCert AC1006 Graduation Date 5 Date N/A Yes FutureGraduationDate RequiresManual Review
HSDiploma AC1001 First Name 1 String N/A Yes N/A
HSDiploma AC1002 Last Name 2 String N/A Yes N/A
HSDiploma AC1068 School Name 3 String N/A Yes N/A
HSDiploma AC1069 City 4 String N/A Yes N/A
HSDiploma AC1067 State 5 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA, MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR, RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes N/A
HSDiploma AC1006 Graduation Date 6 Date N/A Yes FutureGraduationDate RequiresManual Review
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HSTranscript AC1001 First Name 1 String N/A Yes N/A
HSTranscript AC1002 Last Name 2 String N/A Yes N/A
HSTranscript AC1068 School Name 3 String N/A Yes N/A
HSTranscript AC1069 City 4 String N/A Yes N/A
HSTranscript AC1067 State 5 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA, MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR, RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes N/A
HSTranscript AC1006 Graduation Date 6 Date N/A Yes FutureGraduationDate RequiresManual Review
IRSForm4868 AC1007 Signature Date 1 Date N/A Yes N/A
IRSForm4868 AC1012 Tax CalendarYear
2 Enumeration 2014, 2015, 2016, 2017
Yes N/A
LegalNameChangeAC1095 Previous LastName
1 String N/A Yes N/A
LegalNameChangeAC1096 Current LastName
2 String N/A Yes N/A
MarriageCertificateAC1095 Previous LastName
1 String N/A Yes N/A
MarriageCertificateAC1096 Current LastName
2 String N/A Yes N/A
NonDriversLicenseIDAC1001 First Name 1 String N/A Yes N/A
NonDriversLicenseIDAC1002 Last Name 2 String N/A Yes N/A
NonDriversLicenseIDAC1003 Date of Birth 3 Date N/A Yes N/A
NonDriversLicenseIDAC1004 Gender 4 Enumeration Male,Female Yes N/A
NonDriversLicenseIDAC1005 Expiration Date 5 Date N/A Yes ChecksExpirationDate, RequestUpdatedDocument
NonDriversLicenseIDAC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,
Yes Value "Other"requires
140
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Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia, Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts, Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire, New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon, Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont, Virginia,Washington,West Virginia,Wisconsin,Wyoming,U.S.government,District ofColumbia, TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands, TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands,
ManuallyReviewed
141
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The FederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmerican Indian or Alaska NativeTribe,Other
NonDriversLicenseIDAC1070 ID Number 7 String N/A Yes N/A
NonFilingStatementAC1007 Signature Date 1 Date N/A Yes N/A
Passport AC1001 First Name 1 String N/A Yes N/A
Passport AC1002 Last Name 2 String N/A Yes N/A
Passport AC1003 Date of Birth 3 Date N/A Yes N/A
Passport AC1004 Gender 4 Enumeration Male,Female Yes N/A
Passport AC1005 Expiration Date 5 Date N/A Yes ChecksExpirationDate, RequestUpdatedDocument
Passport AC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia, Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts, Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire, New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon,
Yes Value "Other"requiresManuallyReviewed
142
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Chapter 3Baseline Configuration
Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont, Virginia,Washington,West Virginia,Wisconsin,Wyoming,U.S.government,District ofColumbia, TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands, TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands, The FederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmerican Indian or Alaska NativeTribe,Other
Passport AC1070 ID Number 7 String N/A Yes N/A
RolloverStatementAC1076 RolloverAmount
1 Double N/A Yes N/A
RolloverStatementAC1007 Signature Date 2 Date N/A Yes N/A
SecondarySchoolLeavingCertAC1001 First Name 1 String N/A Yes N/A
SecondarySchoolLeavingCertAC1002 Last Name 2 String N/A Yes N/A
SecondarySchoolLeavingCertAC1069 City 3 String N/A Yes N/A
SecondarySchoolLeavingCertAC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,
Yes N/A
143
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Chapter 3Baseline Configuration
MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA, PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
SecondarySchoolLeavingCertAC1006 Graduation Date 5 Date N/A Yes FutureGraduationDate RequiresManual Review
SelfEmploymentStatementAC1015 Adjusted GrossIncome
1 Double N/A Yes Sums all SelfEmployedStatement, 1099G andW2 Incomeamounts todetermine ifStudent wasrequired to fileper Thresholdamount rules.If Student isrequired to filesupporting Docsare requested.
SelfEmploymentStatementAC1016 Taxes Paid 2 Double N/A Yes N/A
SelfEmploymentStatementAC1007 Signature Date 3 Date N/A Yes N/A
SOEP-Campus AC1001 First Name 1 String N/A Yes N/A
SOEP-Campus AC1002 Last Name 2 String N/A Yes N/A
SOEP-Campus AC1068 School Name 3 String N/A Yes N/A
SOEP-Campus AC1071 SchoolRepresentativeFirst Name
4 String N/A Yes N/A
SOEP-Campus AC1072 SchoolRepresentativeLast Name
5 String N/A Yes N/A
SOEP-Campus AC1007 Signature Date 6 Date N/A Yes N/A
SOEP-Notary AC1001 First Name 1 String N/A Yes N/A
SOEP-Notary AC1002 Last Name 2 String N/A Yes N/A
SOEP-Notary AC1068 School Name 3 String N/A Yes N/A
SOEP-Notary AC1073 Contains NotarySeal?
4 Enumeration Yes,No Yes N/A
SOEP-Notary AC1074 Notary FirstName
5 String N/A Yes N/A
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SOEP-Notary AC1075 Notary LastName
6 String N/A Yes N/A
SOEP-Notary AC1007 Signature Date 7 Date N/A Yes N/A
StateHSEquivalencyCertAC1001 First Name 1 String N/A Yes N/A
StateHSEquivalencyCertAC1002 Last Name 2 String N/A Yes N/A
StateHSEquivalencyCertAC1069 City 3 String N/A Yes N/A
StateHSEquivalencyCertAC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA, MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR, RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes N/A
StateHSEquivalencyCertAC1006 Graduation Date 5 Date N/A Yes FutureGraduationDate RequiresManual Review
StateIssuedID AC1001 First Name 1 String N/A Yes N/A
StateIssuedID AC1002 Last Name 2 String N/A Yes N/A
StateIssuedID AC1003 Date of Birth 3 Date N/A Yes N/A
StateIssuedID AC1004 Gender 4 Enumeration Male,Female Yes N/A
StateIssuedID AC1005 Expiration Date 5 Date N/A Yes ChecksExpirationDate, RequestUpdatedDocument
StateIssuedID AC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana, Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,
Yes Value "Other"requiresManuallyReviewed
145
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana, Nebraska,Nevada,NewHampshire,New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon, Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia, Wisconsin,Wyoming,U.S.government,District ofColumbia,TheCommonwealthof Puerto Rico,AmericanSamoa,Guam, The VirginIslands,TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands, The FederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmerican Indianor Alaska NativeTribe,Other
StateIssuedID AC1070 ID Number 7 String N/A Yes N/A
TaxReturnTranscriptAC1084 Tax Form Type 1 Enumeration 1040,1040A/EZ,Foreign TaxReturn,U.S.Territory TaxReturn
Yes N/A
146
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TaxReturnTranscriptAC1015 Adjusted GrossIncome
2 Double N/A Yes N/A
TaxReturnTranscriptAC1016 Taxes Paid 3 Double N/A Yes N/A
TaxReturnTranscriptAC1017 Untaxed IRADistributiontotal
4 Double N/A Yes N/A
TaxReturnTranscriptAC1018 UntaxedPensions Total
5 Double N/A Yes N/A
TaxReturnTranscriptAC1019 IRA Deduction 6 Double N/A Yes N/A
TaxReturnTranscriptAC1020 Tax-ExemptInterest
7 Double N/A Yes N/A
TaxReturnTranscriptAC1021 EducationCredits
8 Double N/A Yes N/A
TaxReturnTranscriptAC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately,QualifyingWidower w/Dependent,Single
Yes N/A
VW-Dep AC1097 Parent's MaritalStatus
1 Enumeration Single,Married/remarried,Separated,Divorced
Yes N/A
VW-Dep AC1098 Parent'sNumber ofFamily Members
2 Integer N/A Yes N/A
VW-Dep AC1099 Parent'sNumber inCollege
3 Integer N/A Yes N/A
VW-Dep AC1024 HouseholdMember Name- 1
4 String N/A Yes N/A
VW-Dep AC1034 HouseholdMember Age - 1
5 Integer N/A Yes N/A
VW-Dep AC1044 HouseholdMemberRelationship(s)to student - 1
6 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
Yes N/A
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VW-Dep AC1054 College/University Name- 1
7 String N/A Yes N/A
VW-Dep AC1025 HouseholdMember Name- 2
8 String N/A No N/A
VW-Dep AC1035 HouseholdMember Age - 2
9 Integer N/A No N/A
VW-Dep AC1045 HouseholdMemberRelationship(s)to student - 2
10 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Dep AC1055 College/University Name- 2
11 String N/A No N/A
VW-Dep AC1026 HouseholdMember Name- 3
12 String N/A No N/A
VW-Dep AC1036 HouseholdMember Age - 3
13 Integer N/A No N/A
VW-Dep AC1046 HouseholdMemberRelationship(s)to student - 3
14 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Dep AC1056 College/University Name- 3
15 String N/A No N/A
VW-Dep AC1027 HouseholdMember Name- 4
16 String N/A No N/A
VW-Dep AC1037 HouseholdMember Age - 4
17 Integer N/A No N/A
VW-Dep AC1047 HouseholdMemberRelationship(s)to student - 4
18 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-
No N/A
148
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Dep AC1057 College/University Name- 4
19 String N/A No N/A
VW-Dep AC1028 HouseholdMember Name- 5
20 String N/A No N/A
VW-Dep AC1038 HouseholdMember Age - 5
21 Integer N/A No N/A
VW-Dep AC1048 HouseholdMemberRelationship(s)to student - 5
22 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Dep AC1058 College/University Name- 5
23 String N/A No N/A
VW-Dep AC1029 HouseholdMember Name- 6
24 String N/A No N/A
VW-Dep AC1039 HouseholdMember Age - 6
25 Integer N/A No N/A
VW-Dep AC1049 HouseholdMemberRelationship(s)to student - 6
26 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Dep AC1059 College/University Name- 6
27 String N/A No N/A
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VW-Dep AC1030 HouseholdMember Name- 7
28 String N/A No N/A
VW-Dep AC1040 HouseholdMember Age - 7
29 Integer N/A No N/A
VW-Dep AC1050 HouseholdMemberRelationship(s)to student - 7
30 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Dep AC1060 College/University Name- 7
31 String N/A No N/A
VW-Dep AC1031 HouseholdMember Name- 8
32 String N/A No N/A
VW-Dep AC1041 HouseholdMember Age - 8
33 Integer N/A No N/A
VW-Dep AC1051 HouseholdMemberRelationship(s)to student - 8
34 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Dep AC1061 College/University Name- 8
35 String N/A No N/A
VW-Dep AC1032 HouseholdMember Name- 9
36 String N/A No N/A
VW-Dep AC1042 HouseholdMember Age - 9
37 Integer N/A No N/A
VW-Dep AC1052 HouseholdMemberRelationship(s)to student - 9
38 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-
No N/A
150
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Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Dep AC1062 College/University Name- 9
39 String N/A No N/A
VW-Dep AC1033 HouseholdMember Name- 10
40 String N/A No N/A
VW-Dep AC1043 HouseholdMember Age -10
41 Integer N/A No N/A
VW-Dep AC1053 HouseholdMemberRelationship(s)to student - 10
42 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Dep AC1063 College/University Name- 10
43 String N/A No N/A
VW-Dep AC1100 Response towhether parentsuccessfullyused IRS DRTtool to transfertax informationfrom the tax filersection
44 Enumeration Yes,Blank No N/A
VW-Dep AC1101 Response towhether parentplans to use theIRS DRT toolto transfer taxinformationfrom the tax filersection
45 Enumeration Yes,Blank No N/A
VW-Dep AC1079 Response towhether the IRSDRT tool wasnot availableto transfer taxinformationfrom the tax filersection
46 Enumeration Yes,Blank No N/A
VW-Dep AC1102 Response towhether theparent had
47 Enumeration Yes,Blank No N/A
151
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an "other"tax scenario(i.e. amendedtax return,granted a filingextension,victim ofidentity theftor filed a non-IRS tax return)from the tax filersection
VW-Dep AC1103 Response if theparent is notrequired andwill not file atax return forthis aid yearfrom the tax filersection
48 Enumeration Yes,Blank No N/A
VW-Dep AC1104 Response if theparent was notemployed andhad no incomein the aid yearfrom the non taxfiler section
49 Enumeration Yes,Blank No N/A
VW-Dep AC1105 Response ifthe parent wasemployed andhad incomein the aid yearfrom the non taxfiler section
50 Enumeration Yes,Blank No N/A
VW-Dep AC1007 Signature Date 51 Date N/A Yes N/A
VW-Dep AC1094 Signature LastName
52 String N/A Yes N/A
VW-Ind AC1093 Student'sMarital Status
1 Enumeration Single,Married/remarried,Separated,Divorced
Yes N/A
VW-Ind AC1022 Student'sNumber ofFamily Members
2 Integer N/A Yes N/A
VW-Ind AC1023 Student'sNumber inCollege
3 Integer N/A Yes N/A
VW-Ind AC1024 HouseholdMember Name- 1
4 String N/A Yes N/A
VW-Ind AC1034 HouseholdMember Age - 1
5 Integer N/A Yes N/A
VW-Ind AC1044 HouseholdMember
6 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-
Yes N/A
152
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Relationship(s)to student - 1
lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Ind AC1054 College/University Name- 1
7 String N/A Yes N/A
VW-Ind AC1025 HouseholdMember Name- 2
8 String N/A No N/A
VW-Ind AC1035 HouseholdMember Age - 2
9 Integer N/A No N/A
VW-Ind AC1045 HouseholdMemberRelationship(s)to student - 2
10 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Ind AC1055 College/University Name- 2
11 String N/A No N/A
VW-Ind AC1026 HouseholdMember Name- 3
12 String N/A No N/A
VW-Ind AC1036 HouseholdMember Age - 3
13 Integer N/A No N/A
VW-Ind AC1046 HouseholdMemberRelationship(s)to student - 3
14 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Ind AC1056 College/University Name- 3
15 String N/A No N/A
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VW-Ind AC1027 HouseholdMember Name- 4
16 String N/A No N/A
VW-Ind AC1037 HouseholdMember Age - 4
17 Integer N/A No N/A
VW-Ind AC1047 HouseholdMemberRelationship(s)to student - 4
18 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Ind AC1057 College/University Name- 4
19 String N/A No N/A
VW-Ind AC1028 HouseholdMember Name- 5
20 String N/A No N/A
VW-Ind AC1038 HouseholdMember Age - 5
21 Integer N/A No N/A
VW-Ind AC1048 HouseholdMemberRelationship(s)to student - 5
22 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Ind AC1058 College/University Name- 5
23 String N/A No N/A
VW-Ind AC1029 HouseholdMember Name- 6
24 String N/A No N/A
VW-Ind AC1039 HouseholdMember Age - 6
25 Integer N/A No N/A
VW-Ind AC1049 HouseholdMemberRelationship(s)to student - 6
26 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-
No N/A
154
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Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Ind AC1059 College/University Name- 6
27 String N/A No N/A
VW-Ind AC1030 HouseholdMember Name- 7
28 String N/A No N/A
VW-Ind AC1040 HouseholdMember Age - 7
29 Integer N/A No N/A
VW-Ind AC1050 HouseholdMemberRelationship(s)to student - 7
30 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Ind AC1060 College/University Name- 7
31 String N/A No N/A
VW-Ind AC1031 HouseholdMember Name- 8
32 String N/A No N/A
VW-Ind AC1041 HouseholdMember Age - 8
33 Integer N/A No N/A
VW-Ind AC1051 HouseholdMemberRelationship(s)to student - 8
34 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Ind AC1061 College/University Name- 8
35 String N/A No N/A
VW-Ind AC1032 HouseholdMember Name- 9
36 String N/A No N/A
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VW-Ind AC1042 HouseholdMember Age - 9
37 Integer N/A No N/A
VW-Ind AC1052 HouseholdMemberRelationship(s)to student - 9
38 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Ind AC1062 College/University Name- 9
39 String N/A No N/A
VW-Ind AC1033 HouseholdMember Name- 10
40 String N/A No N/A
VW-Ind AC1043 HouseholdMember Age -10
41 Integer N/A No N/A
VW-Ind AC1053 HouseholdMemberRelationship(s)to student - 10
42 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent, Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No N/A
VW-Ind AC1063 College/University Name- 10
43 String N/A No N/A
VW-Ind AC1077 Response towhether studentsuccessfullyused IRS DRTtool to transfertax informationfrom the tax filersection
44 Enumeration Yes,Blank No N/A
VW-Ind AC1078 Response towhether studentplans to use theIRS DRT toolto transfer taxinformationfrom the tax filersection
45 Enumeration Yes,Blank No N/A
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VW-Ind AC1079 Response towhether the IRSDRT tool wasnot availableto transfer taxinformationfrom the tax filersection
46 Enumeration Yes,Blank No N/A
VW-Ind AC1080 Response towhether thestudent hadan "other"tax scenario(i.e. amendedtax return,granted a filingextension,victim ofidentity theftor filed a non-IRS tax return)from the tax filersection
47 Enumeration Yes,Blank No N/A
VW-Ind AC1081 Response if thestudent is notrequired andwill not file atax return forthis aid yearfrom the tax filersection
48 Enumeration Yes,Blank No N/A
VW-Ind AC1082 Response if thestudent was notemployed andhad no incomein the aid yearfrom the non taxfiler section
49 Enumeration Yes,Blank No N/A
VW-Ind AC1083 Response if thestudent wasemployed andhad incomein the aid yearfrom the non taxfiler section
50 Enumeration Yes,Blank No N/A
VW-Ind AC1007 Signature Date 51 Date N/A Yes N/A
VW-Ind AC1094 Signature LastName
52 String N/A Yes If value doesnot equalISIR.Last Name, request one of(LegalNameChange,MarriageCertificate, DriversLicense, Passport,NonDriversLicenseID)
W2 AC1008 Social SecurityNumber
1 String N/A Yes N/A
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W2 AC1009 EIN 2 String Yes N/A
W2 AC1010 Box 1 Amount 3 Double N/A Yes Sums all W2, Self EmployedStatement and1099G Incomeamounts todetermine ifStudent wasrequired to fileper Thresholdamount rules.If Student isrequired to filesupporting Docsare requested.
W2 AC1011 Box 2 Amount 4 Double N/A Yes N/A
W2 AC1085 Box 12a Code 5 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No N/A
W2 AC1089 Box 12a Amount 6 Double N/A No N/A
W2 AC1086 Box 12b Code 7 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No N/A
W2 AC1090 Box 12b Amount 8 Double N/A No N/A
W2 AC1087 Box 12c Code 9 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No N/A
W2 AC1091 Box 12c Amount 10 Double N/A No N/A
W2 AC1088 Box 12d Code 11 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No N/A
W2 AC1092 Box 12d Amount 12 Double N/A No N/A
W2 AC1012 Tax CalendarYear
13 Enumeration 2014, 2015, 2016, 2017
N/A N/A
2020-2021 Configured Baseline Document Metadata
This topic includes the Oracle-delivered configuration for the 2020-2021 Award Year for the Doc Metadata Guide.
DocumentCode
Attribute Code Attribute Name Display Order Data Type Enum Mapping Is Required? AdditionalResolutionActions
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1040 AC1084 Tax Form Type 1 Enumeration 1040, ForeignTax Return, U.S.Territory TaxReturn
Yes
1040 AC1015 Adjusted GrossIncome (Line 7 - 1040)
2 Double Yes
1040 AC1016 Taxes Paid (Line 13 minusLine 46 ofSchedule 2 -Form 1040)
3 Double Yes
1040 AC1017 Untaxed IRADistribution andPension total (Lines 4a minus4b - 1040)
4 Double Yes
1040 AC1109 UntaxedPensions Total (Lines 16a minus16b - 1040, Lines12a minus 12b,N/A - 1040EZ)
5 Double Yes
1040 AC1019 IRA Deduction (Lines 28 + 32of Schedule 1 -1040)
6 Double Yes
1040 AC1020 Tax-ExemptInterest (Line 2a - 1040)
7 Double Yes
1040 AC1021 EducationCredits (Line 50of Schedule 3 -1040)
8 Double Yes
1040 AC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately,QualifyingWidower w/Dependent,Single
Yes If doc receivedfrom Studentand value =Married FilingSeparately, request thefollowingdocumentsfrom Spouse:(TaxReturnTranscriptOR 1040 OR
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1040x ORForeignTaxTranscript) If doc receivedfrom Parent1 and value =Married FilingSeparately, request thefollowingdocumentsfrom Parent 2:(TaxReturnTranscriptOR 1040 OR1040x ORForeignTaxTranscript)
1040 AC1007 Signature Date 1 Date Yes
1040x AC1084 Tax Form Type 1 Enumeration 1040, ForeignTax Return, U.S.Territory TaxReturn
Yes
1040x AC1015 Adjusted GrossIncome (Line 7 - 1040)
2 Double Yes
1040x AC1016 Taxes Paid (Line 13 minusLine 46 ofSchedule 2 -Form 1040)
3 Double Yes
1040x AC1017 Untaxed IRADistribution andPension total (Lines 4a minus4b - 1040)
4 Double Yes
1040x AC1109 UntaxedPensions Total (Lines 16a minus16b - 1040, Lines12a minus 12b,N/A - 1040EZ)
5 Double Yes
1040x AC1019 IRA Deduction (Lines 28 + 32of Schedule 1 -1040)
6 Double Yes
1040x AC1020 Tax-ExemptInterest
7 Double Yes
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(Line 2a - 1040)
1040x AC1021 EducationCredits (Line 50of Schedule 3 -1040)
8 Double Yes
1040x AC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately,QualifyingWidower w/Dependent,Single
Yes If doc receivedfrom Studentand value =Married FilingSeparately, request thefollowingdocumentsfrom Spouse:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript) If doc receivedfrom Parent1 and value =Married FilingSeparately, request thefollowingdocumentsfrom Parent 2:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript)
1040x AC1007 Signature Date 10 Date Yes
1099G AC1008 Social SecurityNumber
1 String Yes
1099G AC1064 Payer's FederalIdentificationNumber
2 String Yes
1099G AC1013 Box 1 Amount 3 Double Yes Sums all 1099G, W2 and SelfEmployedStatementIncomeamounts todetermine ifStudent wasrequired to fileper Thresholdamount rules.If Student isrequired to filesupporting Docsare requested.
1099G AC1014 Box 4 Amount 4 Double Yes
1099G AC1012 Tax CalendarYear
5 Enumeration 2014, 2015, 2016, 2017, 2018
Yes
DriversLicense AC1001 First Name 1 String Yes
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DriversLicense AC1002 Last Name 2 String Yes
DriversLicense AC1003 Date of Birth 3 Date Yes
DriversLicense AC1004 Gender 4 Enumeration Male,Female Yes
DriversLicense AC1005 Expiration Date 5 Date Yes ChecksExpirationDate, RequestUpdatedDocument
DriversLicense AC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire,New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming,U.S.government,District ofColumbia,TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands,TheCommonwealth
Yes Value "Other"requiresManuallyReviewed
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of the NorthernMariana Islands,The Republicof the MarshallIslands,TheFederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmericanIndianor AlaskaNative Tribe,Other
DriversLicense AC1070 ID Number 7 String Yes
ForeignTaxTranscriptAC1084 Tax Form Type 1 Enumeration 1040, ForeignTax Return, U.S.Territory TaxReturn
Yes
ForeignTaxTranscriptAC1015 Adjusted GrossIncome (Line 7 - 1040)
2 Double Yes
ForeignTaxTranscriptAC1016 Taxes Paid (Line 13 minusLine 46 ofSchedule 2 -Form 1040)
3 Double Yes
ForeignTaxTranscriptAC1017 Untaxed IRADistribution andPension total (Lines 4a minus4b - 1040)
4 Double Yes
ForeignTaxTranscriptAC1018 UntaxedPensions Total
5 Double Yes
ForeignTaxTranscriptAC1019 IRA Deduction (Lines 28 + 32of Schedule 1 -1040)
6 Double Yes
ForeignTaxTranscriptAC1020 Tax-ExemptInterest (Line 2a - 1040)
7 Double Yes
ForeignTaxTranscriptAC1021 EducationCredits (Line 50of Schedule 3 -1040)
8 Double Yes
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ForeignTaxTranscriptAC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately,QualifyingWidower w/Dependent,Single
Yes If doc receivedfrom Studentand value =Married FilingSeparately, request thefollowingdocumentsfrom Spouse:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript) If doc receivedfrom Parent1 and value =Married FilingSeparately, request thefollowingdocumentsfrom Parent 2:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript)
GEDCert AC1001 First Name 1 String Yes
GEDCert AC1002 Last Name 2 String Yes
GEDCert AC1069 City 3 String Yes
GEDCert AC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
GEDCert AC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
GEDTranscript AC1001 First Name 1 String Yes
GEDTranscript AC1002 Last Name 2 String Yes
GEDTranscript AC1069 City 3 String Yes
GEDTranscript AC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,
Yes
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MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
GEDTranscript AC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
HomeSchoolCert AC1001 First Name 1 String Yes
HomeSchoolCert AC1002 Last Name 2 String Yes
HomeSchoolCert AC1069 City 3 String Yes
HomeSchoolCert AC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
HomeSchoolCert AC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
HSDiploma AC1001 First Name 1 String Yes
HSDiploma AC1002 Last Name 2 String Yes
HSDiploma AC1068 School Name 3 String Yes
HSDiploma AC1069 City 4 String Yes
HSDiploma AC1067 State 5 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
HSDiploma AC1006 Graduation Date 6 Date Yes FutureGraduation
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Date RequiresManual Review
HSTranscript AC1001 First Name 1 String Yes
HSTranscript AC1002 Last Name 2 String Yes
HSTranscript AC1068 School Name 3 String Yes
HSTranscript AC1069 City 4 String Yes
HSTranscript AC1067 State 5 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
HSTranscript AC1006 Graduation Date 6 Date Yes FutureGraduationDate RequiresManual Review
IRSExtensionApprovalAC1012 Tax CalendarYear
1 Enumeration 2014, 2015, 2016, 2017, 2018
Yes
IRSExtensionApprovalAC1007 Signature Date 2 Date
IRSForm4868 AC1007 Signature Date 1 Date Yes
IRSForm4868 AC1012 Tax CalendarYear
2 Enumeration 2014, 2015, 2016, 2017, 2018
Yes
LegalNameChangeAC1095 Previous LastName
1 String Yes
LegalNameChangeAC1096 Current LastName
2 String Yes
MarriageCertificateAC1095 Previous LastName
1 String Yes
MarriageCertificateAC1096 Current LastName
2 String Yes
NonDriversLicenseIDAC1001 First Name 1 String Yes
NonDriversLicenseIDAC1002 Last Name 2 String Yes
NonDriversLicenseIDAC1003 Date of Birth 3 Date Yes
NonDriversLicenseIDAC1004 Gender 4 Enumeration Male,Female Yes
NonDriversLicenseIDAC1005 Expiration Date 5 Date Yes ChecksExpirationDate, Request
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UpdatedDocument
NonDriversLicenseIDAC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire,New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming,U.S.government,District ofColumbia,TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands,TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands,TheFederatedStates ofMicronesia,The Republic ofPalau,Federally
Yes Value "Other"requiresManuallyReviewed
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RecognizedAmericanIndianor AlaskaNative Tribe,Other
NonDriversLicenseIDAC1070 ID Number 7 String Yes
NonFilingStatementAC1007 Signature Date 1 Date Yes
Passport AC1001 First Name 1 String Yes
Passport AC1002 Last Name 2 String Yes
Passport AC1003 Date of Birth 3 Date Yes
Passport AC1004 Gender 4 Enumeration Male,Female Yes
Passport AC1005 Expiration Date 5 Date Yes ChecksExpirationDate, RequestUpdatedDocument
Passport AC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire,New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,
Yes Value "Other"requiresManuallyReviewed
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Wyoming,U.S.government,District ofColumbia,TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands,TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands,TheFederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmericanIndianor AlaskaNative Tribe,Other
Passport AC1070 ID Number 7 String Yes
RolloverStatementAC1076 RolloverAmount
1 Double Yes
RolloverStatementAC1007 Signature Date 2 Date Yes
SecondarySchoolLeavingCertAC1001 First Name 1 String Yes
SecondarySchoolLeavingCertAC1002 Last Name 2 String Yes
SecondarySchoolLeavingCertAC1069 City 3 String Yes
SecondarySchoolLeavingCertAC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
SecondarySchoolLeavingCertAC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
SelfEmploymentStatementAC1015 Adjusted GrossIncome (Line 7 - 1040)
1 Double Yes Sums all SelfEmployedStatement, 1099G andW2 Incomeamounts to
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determine ifStudent wasrequired to fileper Thresholdamount rules.If Student isrequired to filesupporting Docsare requested.
SelfEmploymentStatementAC1016 Taxes Paid (Line 13 minusLine 46 ofSchedule 2 -Form 1040)
2 Double Yes
SelfEmploymentStatementAC1007 Signature Date 3 Date Yes
SOEP-Campus AC1001 First Name 1 String Yes
SOEP-Campus AC1002 Last Name 2 String Yes
SOEP-Campus AC1068 School Name 3 String Yes
SOEP-Campus AC1071 SchoolRepresentativeFirst Name
4 String Yes
SOEP-Campus AC1072 SchoolRepresentativeLast Name
5 String Yes
SOEP-Campus AC1007 Signature Date 6 Date Yes
SOEP-Notary AC1001 First Name 1 String Yes
SOEP-Notary AC1002 Last Name 2 String Yes
SOEP-Notary AC1068 School Name 3 String Yes
SOEP-Notary AC1073 Contains NotarySeal?
4 Enumeration Yes,No Yes
SOEP-Notary AC1074 Notary FirstName
5 String Yes
SOEP-Notary AC1075 Notary LastName
6 String Yes
SOEP-Notary AC1007 Signature Date 7 Date Yes
StateHSEquivalencyCertAC1001 First Name 1 String Yes
StateHSEquivalencyCertAC1002 Last Name 2 String Yes
StateHSEquivalencyCertAC1069 City 3 String Yes
StateHSEquivalencyCertAC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,
Yes
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MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
StateHSEquivalencyCertAC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
StateIssuedID AC1001 First Name 1 String Yes
StateIssuedID AC1002 Last Name 2 String Yes
StateIssuedID AC1003 Date of Birth 3 Date Yes
StateIssuedID AC1004 Gender 4 Enumeration Male,Female Yes
StateIssuedID AC1005 Expiration Date 5 Date Yes ChecksExpirationDate, RequestUpdatedDocument
StateIssuedID AC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire,New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,
Yes Value "Other"requiresManuallyReviewed
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Virginia,Washington,West Virginia,Wisconsin,Wyoming,U.S.government,District ofColumbia,TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands,TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands,TheFederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmericanIndianor AlaskaNative Tribe,Other
StateIssuedID AC1070 ID Number 7 String Yes
TaxReturnTranscriptAC1084 Tax Form Type 1 Enumeration 1040, ForeignTax Return, U.S.Territory TaxReturn
Yes
TaxReturnTranscriptAC1015 Adjusted GrossIncome (Line 7 - 1040)
2 Double Yes
TaxReturnTranscriptAC1016 Taxes Paid (Line 13 minusLine 46 ofSchedule 2 -Form 1040)
3 Double Yes
TaxReturnTranscriptAC1017 Untaxed IRADistribution andPension total (Lines 4a minus4b - 1040)
4 Double Yes
TaxReturnTranscriptAC1109 UntaxedPensions Total (Lines 16a minus16b - 1040, Lines
5 Double Yes
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12a minus 12b,N/A - 1040EZ)
TaxReturnTranscriptAC1019 IRA Deduction (Lines 28 + 32of Schedule 1 -1040)
6 Double Yes
TaxReturnTranscriptAC1020 Tax-ExemptInterest (Line 2a - 1040)
7 Double Yes
TaxReturnTranscriptAC1021 EducationCredits (Line 50of Schedule 3 -1040)
8 Double Yes
TaxReturnTranscriptAC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately,QualifyingWidower w/Dependent,Single
Yes If doc receivedfrom Studentand value =Married FilingSeparately, request thefollowingdocumentsfrom Spouse:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript) If doc receivedfrom Parent1 and value =Married FilingSeparately, request thefollowingdocumentsfrom Parent 2:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript)
TaxReturnTranscriptAC1007 Signature Date 1 Date No
VW-Dep AC1097 Parent's MaritalStatus
1 Enumeration Married/Remarried,Never Married,Divorced/Separated,Widowed,Unmarried andBoth ParentsLiving together
Yes
VW-Dep AC1098 Parent'sNumber ofFamily Members
2 Integer Yes
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VW-Dep AC1099 Parent'sNumber inCollege
3 Integer Yes
VW-Dep AC1024 HouseholdMember Name- 1
4 String Yes
VW-Dep AC1034 HouseholdMember Age - 1
5 Integer Yes
VW-Dep AC1044 HouseholdMemberRelationship(s)to student - 1
6 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
Yes
VW-Dep AC1054 College/University Name- 1
7 String Yes
VW-Dep AC1025 HouseholdMember Name- 2
8 String No
VW-Dep AC1035 HouseholdMember Age - 2
9 Integer No
VW-Dep AC1045 HouseholdMemberRelationship(s)to student - 2
10 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1055 College/University Name- 2
11 String No
VW-Dep AC1026 HouseholdMember Name- 3
12 String No
VW-Dep AC1036 HouseholdMember Age - 3
13 Integer No
VW-Dep AC1046 HouseholdMemberRelationship(s)to student - 3
14 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
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VW-Dep AC1056 College/University Name- 3
15 String No
VW-Dep AC1027 HouseholdMember Name- 4
16 String No
VW-Dep AC1037 HouseholdMember Age - 4
17 Integer No
VW-Dep AC1047 HouseholdMemberRelationship(s)to student - 4
18 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1057 College/University Name- 4
19 String No
VW-Dep AC1028 HouseholdMember Name- 5
20 String No
VW-Dep AC1038 HouseholdMember Age - 5
21 Integer No
VW-Dep AC1048 HouseholdMemberRelationship(s)to student - 5
22 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1058 College/University Name- 5
23 String No
VW-Dep AC1029 HouseholdMember Name- 6
24 String No
VW-Dep AC1039 HouseholdMember Age - 6
25 Integer No
VW-Dep AC1049 HouseholdMemberRelationship(s)to student - 6
26 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
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VW-Dep AC1059 College/University Name- 6
27 String No
VW-Dep AC1030 HouseholdMember Name- 7
28 String No
VW-Dep AC1040 HouseholdMember Age - 7
29 Integer No
VW-Dep AC1050 HouseholdMemberRelationship(s)to student - 7
30 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1060 College/University Name- 7
31 String No
VW-Dep AC1031 HouseholdMember Name- 8
32 String No
VW-Dep AC1041 HouseholdMember Age - 8
33 Integer No
VW-Dep AC1051 HouseholdMemberRelationship(s)to student - 8
34 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1061 College/University Name- 8
35 String No
VW-Dep AC1032 HouseholdMember Name- 9
36 String No
VW-Dep AC1042 HouseholdMember Age - 9
37 Integer No
VW-Dep AC1052 HouseholdMemberRelationship(s)to student - 9
38 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
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VW-Dep AC1062 College/University Name- 9
39 String No
VW-Dep AC1033 HouseholdMember Name- 10
40 String No
VW-Dep AC1043 HouseholdMember Age -10
41 Integer No
VW-Dep AC1053 HouseholdMemberRelationship(s)to student - 10
42 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1063 College/University Name- 10
43 String No
VW-Dep AC1077 Response towhether studentsuccessfullyused IRS DRTtool to transfertax informationfrom the tax filersection
44 Enumeration Yes,Blank No
VW-Dep AC1078 Response towhether studentplans to use theIRS DRT toolto transfer taxinformationfrom the tax filersection
45 Enumeration Yes,Blank No
VW-Ind AC1079 Response towhether the IRSDRT tool wasnot availablefor the studentto transfer taxinformationfrom the tax filersection
46 Enumeration Yes,Blank No
VW-Ind AC1080 Response towhether thestudent hadan "other"tax scenario(i.e. amendedtax return,granted a filingextension,victim of
47 Enumeration Yes,Blank No
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identity theftor filed a non-IRS tax return)from the tax filersection
VW-Ind AC1081 Response if thestudent is notrequired andwill not file atax return forthis aid yearfrom the tax filersection
48 Enumeration Yes,Blank No
VW-Ind AC1082 Response if thestudent was notemployed andhad no incomein the aid yearfrom the non taxfiler section
49 Enumeration Yes,Blank No
VW-Ind AC1083 Response if thestudent wasemployed andhad incomein the aid yearfrom the non taxfiler section
50 Enumeration Yes,Blank No
VW-Dep AC1100 Response towhether parentsuccessfullyused IRS DRTtool to transfertax informationfrom the tax filersection
51 Enumeration Yes,Blank No
VW-Dep AC1101 Response towhether parentplans to use theIRS DRT toolto transfer taxinformationfrom the tax filersection
52 Enumeration Yes,Blank No
VW-Dep AC1115 Response towhether the IRSDRT tool wasnot availablefor the parentto transfer taxinformationfrom the tax filersection
53 Enumeration Yes,Blank No
VW-Dep AC1102 Response towhether theparent hadan "other"tax scenario(i.e. amendedtax return,
54 Enumeration Yes,Blank No
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granted a filingextension,victim ofidentity theftor filed a non-IRS tax return)from the tax filersection
VW-Dep AC1103 Response if theparent is notrequired andwill not file atax return forthis aid yearfrom the tax filersection
55 Enumeration Yes,Blank No
VW-Dep AC1104 Response if theparent was notemployed andhad no incomein the aid yearfrom the non taxfiler section
56 Enumeration Yes,Blank No
VW-Dep AC1105 Response ifthe parent wasemployed andhad incomein the aid yearfrom the non taxfiler section
57 Enumeration Yes,Blank No
VW-Dep AC1007 Signature Date 58 Date Yes
VW-Dep AC1094 Signature LastName
59 String Yes If value doesnot equalISIR.Last Name, request one of(LegalNameChange,MarriageCertificate, DriversLicense, Passport,NonDriversLicenseID)
VW-Dep AC1113 Parent SignatureDate
60 Date Yes
VW-Dep AC1114 Parent SignatureLast Name
61 String Yes If value doesnot equalISIR."Parent 1Last Name" orISIR."Parent 2Last Name", request one of(LegalNameChange,MarriageCertificate, DriversLicense, Passport,NonDriversLicenseID)from Parent 1
VW-Ind AC1093 Student'sMarital Status
1 Enumeration Single,Married/Remarried,Separated,
Yes
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Divorced orWidowed
VW-Ind AC1022 Student'sNumber ofFamily Members
2 Integer Yes
VW-Ind AC1023 Student'sNumber inCollege
3 Integer Yes
VW-Ind AC1024 HouseholdMember Name- 1
4 String Yes
VW-Ind AC1034 HouseholdMember Age - 1
5 Integer Yes
VW-Ind AC1044 HouseholdMemberRelationship(s)to student - 1
6 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
Yes
VW-Ind AC1054 College/University Name- 1
7 String Yes
VW-Ind AC1025 HouseholdMember Name- 2
8 String No
VW-Ind AC1035 HouseholdMember Age - 2
9 Integer No
VW-Ind AC1045 HouseholdMemberRelationship(s)to student - 2
10 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1055 College/University Name- 2
11 String No
VW-Ind AC1026 HouseholdMember Name- 3
12 String No
VW-Ind AC1036 HouseholdMember Age - 3
13 Integer No
VW-Ind AC1046 HouseholdMemberRelationship(s)to student - 3
14 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-law
No
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Sibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Ind AC1056 College/University Name- 3
15 String No
VW-Ind AC1027 HouseholdMember Name- 4
16 String No
VW-Ind AC1037 HouseholdMember Age - 4
17 Integer No
VW-Ind AC1047 HouseholdMemberRelationship(s)to student - 4
18 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1057 College/University Name- 4
19 String No
VW-Ind AC1028 HouseholdMember Name- 5
20 String No
VW-Ind AC1038 HouseholdMember Age - 5
21 Integer No
VW-Ind AC1048 HouseholdMemberRelationship(s)to student - 5
22 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1058 College/University Name- 5
23 String No
VW-Ind AC1029 HouseholdMember Name- 6
24 String No
VW-Ind AC1039 HouseholdMember Age - 6
25 Integer No
VW-Ind AC1049 HouseholdMemberRelationship(s)to student - 6
26 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-law
No
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Sibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Ind AC1059 College/University Name- 6
27 String No
VW-Ind AC1030 HouseholdMember Name- 7
28 String No
VW-Ind AC1040 HouseholdMember Age - 7
29 Integer No
VW-Ind AC1050 HouseholdMemberRelationship(s)to student - 7
30 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1060 College/University Name- 7
31 String No
VW-Ind AC1031 HouseholdMember Name- 8
32 String No
VW-Ind AC1041 HouseholdMember Age - 8
33 Integer No
VW-Ind AC1051 HouseholdMemberRelationship(s)to student - 8
34 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1061 College/University Name- 8
35 String No
VW-Ind AC1032 HouseholdMember Name- 9
36 String No
VW-Ind AC1042 HouseholdMember Age - 9
37 Integer No
VW-Ind AC1052 HouseholdMemberRelationship(s)to student - 9
38 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-law
No
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Sibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Ind AC1062 College/University Name- 9
39 String No
VW-Ind AC1033 HouseholdMember Name- 10
40 String No
VW-Ind AC1043 HouseholdMember Age -10
41 Integer No
VW-Ind AC1053 HouseholdMemberRelationship(s)to student - 10
42 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1063 College/University Name- 10
43 String No
VW-Ind AC1077 Response towhether studentsuccessfullyused IRS DRTtool to transfertax informationfrom the tax filersection
44 Enumeration Yes,Blank No
VW-Ind AC1078 Response towhether studentplans to use theIRS DRT toolto transfer taxinformationfrom the tax filersection
45 Enumeration Yes,Blank No
VW-Ind AC1079 Response towhether the IRSDRT tool wasnot availablefor the studentto transfer taxinformationfrom the tax filersection
46 Enumeration Yes,Blank No
VW-Ind AC1080 Response towhether thestudent hadan "other"
47 Enumeration Yes,Blank No
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tax scenario(i.e. amendedtax return,granted a filingextension,victim ofidentity theftor filed a non-IRS tax return)from the tax filersection
VW-Ind AC1081 Response if thestudent is notrequired andwill not file atax return forthis aid yearfrom the tax filersection
48 Enumeration Yes,Blank No
VW-Ind AC1082 Response if thestudent was notemployed andhad no incomein the aid yearfrom the non taxfiler section
49 Enumeration Yes,Blank No
VW-Ind AC1083 Response if thestudent wasemployed andhad incomein the aid yearfrom the non taxfiler section
50 Enumeration Yes,Blank No
VW-Ind AC1007 Signature Date 51 Date Yes
VW-Ind AC1094 Signature LastName
52 String Yes If value doesnot equalISIR.Last Name, request one of(LegalNameChange,MarriageCertificate, DriversLicense, Passport,NonDriversLicenseID)
W2 AC1008 Social SecurityNumber
1 String Yes
W2 AC1009 EIN 2 String Yes
W2 AC1010 Box 1 Amount 3 Double Yes Sums all W2, Self EmployedStatement and1099G Incomeamounts todetermine ifStudent wasrequired to fileper Thresholdamount rules.If Student isrequired to file
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supporting Docsare requested.
W2 AC1011 Box 2 Amount 4 Double Yes
W2 AC1085 Box 12a Code 5 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No
W2 AC1089 Box 12a Amount 6 Double No
W2 AC1086 Box 12b Code 7 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No
W2 AC1090 Box 12b Amount 8 Double No
W2 AC1087 Box 12c Code 9 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No
W2 AC1091 Box 12c Amount 10 Double No
W2 AC1088 Box 12d Code 11 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No
W2 AC1092 Box 12d Amount 12 Double No
W2 AC1012 Tax CalendarYear
13 Enumeration 2014, 2015, 2016, 2017, 2018
Yes
2021-2022 Configured Baseline Document Metadata
This topic includes the Oracle-delivered configuration for the 2021-2022 Award Year for the Doc Metadata Guide.
DocumentCode
Attribute Code Attribute Name Display Order Data Type Enum Mapping Is Required? AdditionalResolutionActions
1040 AC1084 Tax Form Type 1 Enumeration 1040, ForeignTax Return, U.S.Territory TaxReturn
Yes
1040 AC1015 Adjusted GrossIncome (Line 7 - 1040)
2 Double Yes
1040 AC1016 Taxes Paid
3 Double Yes
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(Line 13 minusLine 46 ofSchedule 2 -Form 1040)
1040 AC1017 Untaxed IRADistribution andPension total (Lines 4a minus4b - 1040)
4 Double Yes
1040 AC1109 UntaxedPensions Total (Lines 16a minus16b - 1040, Lines12a minus 12b,N/A - 1040EZ)
5 Double Yes
1040 AC1019 IRA Deduction (Lines 28 + 32of Schedule 1 -1040)
6 Double Yes
1040 AC1020 Tax-ExemptInterest (Line 2a - 1040)
7 Double Yes
1040 AC1021 EducationCredits (Line 50of Schedule 3 -1040)
8 Double Yes
1040 AC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately,QualifyingWidower w/Dependent,Single
Yes If doc receivedfrom Studentand value =Married FilingSeparately, request thefollowingdocumentsfrom Spouse:(TaxReturnTranscriptOR 1040 OR1040x ORForeignTaxTranscript) If doc receivedfrom Parent1 and value =Married FilingSeparately, request thefollowingdocumentsfrom Parent 2:(TaxReturnTranscriptOR 1040 OR
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1040x ORForeignTaxTranscript)
1040 AC1007 Signature Date 1 Date Yes
1040x AC1084 Tax Form Type 1 Enumeration 1040, ForeignTax Return, U.S.Territory TaxReturn
Yes
1040x AC1015 Adjusted GrossIncome (Line 7 - 1040)
2 Double Yes
1040x AC1016 Taxes Paid (Line 13 minusLine 46 ofSchedule 2 -Form 1040)
3 Double Yes
1040x AC1017 Untaxed IRADistribution andPension total (Lines 4a minus4b - 1040)
4 Double Yes
1040x AC1109 UntaxedPensions Total (Lines 16a minus16b - 1040, Lines12a minus 12b,N/A - 1040EZ)
5 Double Yes
1040x AC1019 IRA Deduction (Lines 28 + 32of Schedule 1 -1040)
6 Double Yes
1040x AC1020 Tax-ExemptInterest (Line 2a - 1040)
7 Double Yes
1040x AC1021 EducationCredits (Line 50of Schedule 3 -1040)
8 Double Yes
1040x AC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately,
Yes If doc receivedfrom Studentand value =Married FilingSeparately, request the
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QualifyingWidower w/Dependent,Single
followingdocumentsfrom Spouse:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript) If doc receivedfrom Parent1 and value =Married FilingSeparately, request thefollowingdocumentsfrom Parent 2:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript)
1040x AC1007 Signature Date 10 Date Yes
1099G AC1008 Social SecurityNumber
1 String Yes
1099G AC1064 Payer's FederalIdentificationNumber
2 String Yes
1099G AC1013 Box 1 Amount 3 Double Yes Sums all 1099G, W2 and SelfEmployedStatementIncomeamounts todetermine ifStudent wasrequired to fileper Thresholdamount rules.If Student isrequired to filesupporting Docsare requested.
1099G AC1014 Box 4 Amount 4 Double Yes
1099G AC1012 Tax CalendarYear
5 Enumeration 2014, 2015, 2016, 2017, 2018, 2019
Yes
DriversLicense AC1001 First Name 1 String Yes
DriversLicense AC1002 Last Name 2 String Yes
DriversLicense AC1003 Date of Birth 3 Date Yes
DriversLicense AC1004 Gender 4 Enumeration Male,Female Yes
DriversLicense AC1005 Expiration Date 5 Date Yes ChecksExpirationDate, RequestUpdatedDocument
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DriversLicense AC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire,New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming,U.S.government,District ofColumbia,TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands,TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands,TheFederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmericanIndianor Alaska
Yes Value "Other"requiresManuallyReviewed
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Native Tribe,Other
DriversLicense AC1070 ID Number 7 String Yes
ForeignTaxTranscriptAC1084 Tax Form Type 1 Enumeration 1040, ForeignTax Return, U.S.Territory TaxReturn
Yes
ForeignTaxTranscriptAC1015 Adjusted GrossIncome (Line 7 - 1040)
2 Double Yes
ForeignTaxTranscriptAC1016 Taxes Paid (Line 13 minusLine 46 ofSchedule 2 -Form 1040)
3 Double Yes
ForeignTaxTranscriptAC1017 Untaxed IRADistribution andPension total (Lines 4a minus4b - 1040)
4 Double Yes
ForeignTaxTranscriptAC1018 UntaxedPensions Total
5 Double Yes
ForeignTaxTranscriptAC1019 IRA Deduction (Lines 28 + 32of Schedule 1 -1040)
6 Double Yes
ForeignTaxTranscriptAC1020 Tax-ExemptInterest (Line 2a - 1040)
7 Double Yes
ForeignTaxTranscriptAC1021 EducationCredits (Line 50of Schedule 3 -1040)
8 Double Yes
ForeignTaxTranscriptAC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately,QualifyingWidower w/Dependent,Single
Yes If doc receivedfrom Studentand value =Married FilingSeparately, request thefollowingdocumentsfrom Spouse:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript)
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If doc receivedfrom Parent1 and value =Married FilingSeparately, request thefollowingdocumentsfrom Parent 2:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript)
GEDCert AC1001 First Name 1 String Yes
GEDCert AC1002 Last Name 2 String Yes
GEDCert AC1069 City 3 String Yes
GEDCert AC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
GEDCert AC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
GEDTranscript AC1001 First Name 1 String Yes
GEDTranscript AC1002 Last Name 2 String Yes
GEDTranscript AC1069 City 3 String Yes
GEDTranscript AC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
GEDTranscript AC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
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HomeSchoolCert AC1001 First Name 1 String Yes
HomeSchoolCert AC1002 Last Name 2 String Yes
HomeSchoolCert AC1069 City 3 String Yes
HomeSchoolCert AC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
HomeSchoolCert AC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
HSDiploma AC1001 First Name 1 String Yes
HSDiploma AC1002 Last Name 2 String Yes
HSDiploma AC1068 School Name 3 String Yes
HSDiploma AC1069 City 4 String Yes
HSDiploma AC1067 State 5 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
HSDiploma AC1006 Graduation Date 6 Date Yes FutureGraduationDate RequiresManual Review
HSTranscript AC1001 First Name 1 String Yes
HSTranscript AC1002 Last Name 2 String Yes
HSTranscript AC1068 School Name 3 String Yes
HSTranscript AC1069 City 4 String Yes
HSTranscript AC1067 State 5 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,
Yes
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GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
HSTranscript AC1006 Graduation Date 6 Date Yes FutureGraduationDate RequiresManual Review
IRSExtensionApprovalAC1012 Tax CalendarYear
1 Enumeration 2014, 2015, 2016, 2017, 2018, 2019
Yes
IRSExtensionApprovalAC1007 Signature Date 2 Date
IRSForm4868 AC1007 Signature Date 1 Date Yes
IRSForm4868 AC1012 Tax CalendarYear
2 Enumeration 2014, 2015, 2016, 2017, 2018, 2019
Yes
LegalNameChangeAC1095 Previous LastName
1 String Yes
LegalNameChangeAC1096 Current LastName
2 String Yes
MarriageCertificateAC1095 Previous LastName
1 String Yes
MarriageCertificateAC1096 Current LastName
2 String Yes
NonDriversLicenseIDAC1001 First Name 1 String Yes
NonDriversLicenseIDAC1002 Last Name 2 String Yes
NonDriversLicenseIDAC1003 Date of Birth 3 Date Yes
NonDriversLicenseIDAC1004 Gender 4 Enumeration Male,Female Yes
NonDriversLicenseIDAC1005 Expiration Date 5 Date Yes ChecksExpirationDate, RequestUpdatedDocument
NonDriversLicenseIDAC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,
Yes Value "Other"requiresManuallyReviewed
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Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire,New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming,U.S.government,District ofColumbia,TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands,TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands,TheFederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmericanIndianor AlaskaNative Tribe,Other
NonDriversLicenseIDAC1070 ID Number 7 String Yes
NonFilingStatementAC1007 Signature Date 1 Date Yes
Passport AC1001 First Name 1 String Yes
Passport AC1002 Last Name 2 String Yes
Passport AC1003 Date of Birth 3 Date Yes
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Passport AC1004 Gender 4 Enumeration Male,Female Yes
Passport AC1005 Expiration Date 5 Date Yes ChecksExpirationDate, RequestUpdatedDocument
Passport AC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire,New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming,U.S.government,District ofColumbia,TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The VirginIslands,TheCommonwealthof the NorthernMariana Islands,The Republicof the Marshall
Yes Value "Other"requiresManuallyReviewed
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Islands,TheFederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmericanIndianor AlaskaNative Tribe,Other
Passport AC1070 ID Number 7 String Yes
RolloverStatementAC1076 RolloverAmount
1 Double Yes
RolloverStatementAC1007 Signature Date 2 Date Yes
SecondarySchoolLeavingCertAC1001 First Name 1 String Yes
SecondarySchoolLeavingCertAC1002 Last Name 2 String Yes
SecondarySchoolLeavingCertAC1069 City 3 String Yes
SecondarySchoolLeavingCertAC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
SecondarySchoolLeavingCertAC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
SelfEmploymentStatementAC1015 Adjusted GrossIncome (Line 7 - 1040)
1 Double Yes Sums all SelfEmployedStatement, 1099G andW2 Incomeamounts todetermine ifStudent wasrequired to fileper Thresholdamount rules.If Student isrequired to filesupporting Docsare requested.
SelfEmploymentStatementAC1016 Taxes Paid (Line 13 minusLine 46 of
2 Double Yes
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Schedule 2 -Form 1040)
SelfEmploymentStatementAC1007 Signature Date 3 Date Yes
SOEP-Campus AC1001 First Name 1 String Yes
SOEP-Campus AC1002 Last Name 2 String Yes
SOEP-Campus AC1068 School Name 3 String Yes
SOEP-Campus AC1071 SchoolRepresentativeFirst Name
4 String Yes
SOEP-Campus AC1072 SchoolRepresentativeLast Name
5 String Yes
SOEP-Campus AC1007 Signature Date 6 Date Yes
SOEP-Notary AC1001 First Name 1 String Yes
SOEP-Notary AC1002 Last Name 2 String Yes
SOEP-Notary AC1068 School Name 3 String Yes
SOEP-Notary AC1073 Contains NotarySeal?
4 Enumeration Yes,No Yes
SOEP-Notary AC1074 Notary FirstName
5 String Yes
SOEP-Notary AC1075 Notary LastName
6 String Yes
SOEP-Notary AC1007 Signature Date 7 Date Yes
StateHSEquivalencyCertAC1001 First Name 1 String Yes
StateHSEquivalencyCertAC1002 Last Name 2 String Yes
StateHSEquivalencyCertAC1069 City 3 String Yes
StateHSEquivalencyCertAC1067 State 4 Enumeration AK,AL,AR,AS,AZ,CA,CO,CT,DC,DE,FL,FM,GA,GU,HI,IA,ID,IL,IN,KS,KY,LA,MA,MD,ME,MH,MI,MN,MO,MS,MT,NC,ND,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,PR,RI,SC,SD,TN,TX,UT,VA,VI,VT,WA,WI,WV,WY,FC
Yes
StateHSEquivalencyCertAC1006 Graduation Date 5 Date Yes FutureGraduationDate RequiresManual Review
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StateIssuedID AC1001 First Name 1 String Yes
StateIssuedID AC1002 Last Name 2 String Yes
StateIssuedID AC1003 Date of Birth 3 Date Yes
StateIssuedID AC1004 Gender 4 Enumeration Male,Female Yes
StateIssuedID AC1005 Expiration Date 5 Date Yes ChecksExpirationDate, RequestUpdatedDocument
StateIssuedID AC1066 Issuing Agency 6 Enumeration Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,NewHampshire,New Jersey,New Mexico,New York,NorthCarolina,NorthDakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming,U.S.government,District ofColumbia,TheCommonwealthof Puerto Rico,AmericanSamoa,Guam,The Virgin
Yes Value "Other"requiresManuallyReviewed
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Islands,TheCommonwealthof the NorthernMariana Islands,The Republicof the MarshallIslands,TheFederatedStates ofMicronesia,The Republic ofPalau,FederallyRecognizedAmericanIndianor AlaskaNative Tribe,Other
StateIssuedID AC1070 ID Number 7 String Yes
TaxReturnTranscriptAC1084 Tax Form Type 1 Enumeration 1040, ForeignTax Return, U.S.Territory TaxReturn
Yes
TaxReturnTranscriptAC1015 Adjusted GrossIncome (Line 7 - 1040)
2 Double Yes
TaxReturnTranscriptAC1016 Taxes Paid (Line 13 minusLine 46 ofSchedule 2 -Form 1040)
3 Double Yes
TaxReturnTranscriptAC1017 Untaxed IRADistribution andPension total (Lines 4a minus4b - 1040)
4 Double Yes
TaxReturnTranscriptAC1109 UntaxedPensions Total (Lines 16a minus16b - 1040, Lines12a minus 12b,N/A - 1040EZ)
5 Double Yes
TaxReturnTranscriptAC1019 IRA Deduction (Lines 28 + 32of Schedule 1 -1040)
6 Double Yes
TaxReturnTranscriptAC1020 Tax-ExemptInterest
7 Double Yes
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(Line 2a - 1040)
TaxReturnTranscriptAC1021 EducationCredits (Line 50of Schedule 3 -1040)
8 Double Yes
TaxReturnTranscriptAC1065 Filing Status 9 Enumeration Head ofHousehold,MarriedFiling Jointly,Married FilingSeparately,QualifyingWidower w/Dependent,Single
Yes If doc receivedfrom Studentand value =Married FilingSeparately, request thefollowingdocumentsfrom Spouse:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript) If doc receivedfrom Parent1 and value =Married FilingSeparately, request thefollowingdocumentsfrom Parent 2:(TaxReturnTranscriptOR 1040x ORForeignTaxTranscript)
TaxReturnTranscriptAC1007 Signature Date 1 Date No
VW-Dep AC1097 Parent's MaritalStatus
1 Enumeration Married/Remarried,Never Married,Divorced/Separated,Widowed,Unmarried andBoth ParentsLiving together
Yes
VW-Dep AC1098 Parent'sNumber ofFamily Members
2 Integer Yes
VW-Dep AC1099 Parent'sNumber inCollege
3 Integer Yes
VW-Dep AC1024 HouseholdMember Name- 1
4 String Yes
VW-Dep AC1034 HouseholdMember Age - 1
5 Integer Yes
VW-Dep AC1044 HouseholdMemberRelationship(s)to student - 1
6 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-law
Yes
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Sibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Dep AC1054 College/University Name- 1
7 String Yes
VW-Dep AC1025 HouseholdMember Name- 2
8 String No
VW-Dep AC1035 HouseholdMember Age - 2
9 Integer No
VW-Dep AC1045 HouseholdMemberRelationship(s)to student - 2
10 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1055 College/University Name- 2
11 String No
VW-Dep AC1026 HouseholdMember Name- 3
12 String No
VW-Dep AC1036 HouseholdMember Age - 3
13 Integer No
VW-Dep AC1046 HouseholdMemberRelationship(s)to student - 3
14 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1056 College/University Name- 3
15 String No
VW-Dep AC1027 HouseholdMember Name- 4
16 String No
VW-Dep AC1037 HouseholdMember Age - 4
17 Integer No
VW-Dep AC1047 HouseholdMemberRelationship(s)to student - 4
18 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-law
No
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Sibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Dep AC1057 College/University Name- 4
19 String No
VW-Dep AC1028 HouseholdMember Name- 5
20 String No
VW-Dep AC1038 HouseholdMember Age - 5
21 Integer No
VW-Dep AC1048 HouseholdMemberRelationship(s)to student - 5
22 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1058 College/University Name- 5
23 String No
VW-Dep AC1029 HouseholdMember Name- 6
24 String No
VW-Dep AC1039 HouseholdMember Age - 6
25 Integer No
VW-Dep AC1049 HouseholdMemberRelationship(s)to student - 6
26 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1059 College/University Name- 6
27 String No
VW-Dep AC1030 HouseholdMember Name- 7
28 String No
VW-Dep AC1040 HouseholdMember Age - 7
29 Integer No
VW-Dep AC1050 HouseholdMemberRelationship(s)to student - 7
30 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-law
No
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Sibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Dep AC1060 College/University Name- 7
31 String No
VW-Dep AC1031 HouseholdMember Name- 8
32 String No
VW-Dep AC1041 HouseholdMember Age - 8
33 Integer No
VW-Dep AC1051 HouseholdMemberRelationship(s)to student - 8
34 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1061 College/University Name- 8
35 String No
VW-Dep AC1032 HouseholdMember Name- 9
36 String No
VW-Dep AC1042 HouseholdMember Age - 9
37 Integer No
VW-Dep AC1052 HouseholdMemberRelationship(s)to student - 9
38 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Dep AC1062 College/University Name- 9
39 String No
VW-Dep AC1033 HouseholdMember Name- 10
40 String No
VW-Dep AC1043 HouseholdMember Age -10
41 Integer No
VW-Dep AC1053 HouseholdMember
42 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-
No
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Relationship(s)to student - 10
lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
VW-Dep AC1063 College/University Name- 10
43 String No
VW-Dep AC1077 Response towhether studentsuccessfullyused IRS DRTtool to transfertax informationfrom the tax filersection
44 Enumeration Yes,Blank No
VW-Dep AC1078 Response towhether studentplans to use theIRS DRT toolto transfer taxinformationfrom the tax filersection
45 Enumeration Yes,Blank No
VW-Ind AC1079 Response towhether the IRSDRT tool wasnot availablefor the studentto transfer taxinformationfrom the tax filersection
46 Enumeration Yes,Blank No
VW-Ind AC1080 Response towhether thestudent hadan "other"tax scenario(i.e. amendedtax return,granted a filingextension,victim ofidentity theftor filed a non-IRS tax return)from the tax filersection
47 Enumeration Yes,Blank No
VW-Ind AC1081 Response if thestudent is notrequired andwill not file atax return forthis aid yearfrom the tax filersection
48 Enumeration Yes,Blank No
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VW-Ind AC1082 Response if thestudent was notemployed andhad no incomein the aid yearfrom the non taxfiler section
49 Enumeration Yes,Blank No
VW-Ind AC1083 Response if thestudent wasemployed andhad incomein the aid yearfrom the non taxfiler section
50 Enumeration Yes,Blank No
VW-Dep AC1100 Response towhether parentsuccessfullyused IRS DRTtool to transfertax informationfrom the tax filersection
51 Enumeration Yes,Blank No
VW-Dep AC1101 Response towhether parentplans to use theIRS DRT toolto transfer taxinformationfrom the tax filersection
52 Enumeration Yes,Blank No
VW-Dep AC1115 Response towhether the IRSDRT tool wasnot availablefor the parentto transfer taxinformationfrom the tax filersection
53 Enumeration Yes,Blank No
VW-Dep AC1102 Response towhether theparent hadan "other"tax scenario(i.e. amendedtax return,granted a filingextension,victim ofidentity theftor filed a non-IRS tax return)from the tax filersection
54 Enumeration Yes,Blank No
VW-Dep AC1103 Response if theparent is notrequired andwill not file atax return for
55 Enumeration Yes,Blank No
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this aid yearfrom the tax filersection
VW-Dep AC1104 Response if theparent was notemployed andhad no incomein the aid yearfrom the non taxfiler section
56 Enumeration Yes,Blank No
VW-Dep AC1105 Response ifthe parent wasemployed andhad incomein the aid yearfrom the non taxfiler section
57 Enumeration Yes,Blank No
VW-Dep AC1007 Signature Date 58 Date Yes
VW-Dep AC1094 Signature LastName
59 String Yes If value doesnot equalISIR.Last Name, request one of(LegalNameChange,MarriageCertificate, DriversLicense, Passport,NonDriversLicenseID)
VW-Dep AC1113 Parent SignatureDate
60 Date Yes
VW-Dep AC1114 Parent SignatureLast Name
61 String Yes If value doesnot equalISIR."Parent 1Last Name" orISIR."Parent 2Last Name", request one of(LegalNameChange,MarriageCertificate, DriversLicense, Passport,NonDriversLicenseID)from Parent 1
VW-Ind AC1093 Student'sMarital Status
1 Enumeration Single,Married/Remarried,Separated,Divorced orWidowed
Yes
VW-Ind AC1022 Student'sNumber ofFamily Members
2 Integer Yes
VW-Ind AC1023 Student'sNumber inCollege
3 Integer Yes
VW-Ind AC1024 HouseholdMember Name- 1
4 String Yes
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VW-Ind AC1034 HouseholdMember Age - 1
5 Integer Yes
VW-Ind AC1044 HouseholdMemberRelationship(s)to student - 1
6 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
Yes
VW-Ind AC1054 College/University Name- 1
7 String Yes
VW-Ind AC1025 HouseholdMember Name- 2
8 String No
VW-Ind AC1035 HouseholdMember Age - 2
9 Integer No
VW-Ind AC1045 HouseholdMemberRelationship(s)to student - 2
10 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1055 College/University Name- 2
11 String No
VW-Ind AC1026 HouseholdMember Name- 3
12 String No
VW-Ind AC1036 HouseholdMember Age - 3
13 Integer No
VW-Ind AC1046 HouseholdMemberRelationship(s)to student - 3
14 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1056 College/University Name- 3
15 String No
VW-Ind AC1027 HouseholdMember Name- 4
16 String No
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VW-Ind AC1037 HouseholdMember Age - 4
17 Integer No
VW-Ind AC1047 HouseholdMemberRelationship(s)to student - 4
18 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1057 College/University Name- 4
19 String No
VW-Ind AC1028 HouseholdMember Name- 5
20 String No
VW-Ind AC1038 HouseholdMember Age - 5
21 Integer No
VW-Ind AC1048 HouseholdMemberRelationship(s)to student - 5
22 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1058 College/University Name- 5
23 String No
VW-Ind AC1029 HouseholdMember Name- 6
24 String No
VW-Ind AC1039 HouseholdMember Age - 6
25 Integer No
VW-Ind AC1049 HouseholdMemberRelationship(s)to student - 6
26 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1059 College/University Name- 6
27 String No
VW-Ind AC1030 HouseholdMember Name- 7
28 String No
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VW-Ind AC1040 HouseholdMember Age - 7
29 Integer No
VW-Ind AC1050 HouseholdMemberRelationship(s)to student - 7
30 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1060 College/University Name- 7
31 String No
VW-Ind AC1031 HouseholdMember Name- 8
32 String No
VW-Ind AC1041 HouseholdMember Age - 8
33 Integer No
VW-Ind AC1051 HouseholdMemberRelationship(s)to student - 8
34 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1061 College/University Name- 8
35 String No
VW-Ind AC1032 HouseholdMember Name- 9
36 String No
VW-Ind AC1042 HouseholdMember Age - 9
37 Integer No
VW-Ind AC1052 HouseholdMemberRelationship(s)to student - 9
38 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1062 College/University Name- 9
39 String No
VW-Ind AC1033 HouseholdMember Name- 10
40 String No
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VW-Ind AC1043 HouseholdMember Age -10
41 Integer No
VW-Ind AC1053 HouseholdMemberRelationship(s)to student - 10
42 Enumeration Aunt,Cousin,Daughter,Fiance,GodChild,Grandchild,Grandparent,In-law Parent,In-lawSibling,Nephew,Niece,Parent,Self,Sibling,SignificantOther,Son,Spouse,Step-Child,Step-Parent,Step-Sibling,UnbornChild,Uncle
No
VW-Ind AC1063 College/University Name- 10
43 String No
VW-Ind AC1077 Response towhether studentsuccessfullyused IRS DRTtool to transfertax informationfrom the tax filersection
44 Enumeration Yes,Blank No
VW-Ind AC1078 Response towhether studentplans to use theIRS DRT toolto transfer taxinformationfrom the tax filersection
45 Enumeration Yes,Blank No
VW-Ind AC1079 Response towhether the IRSDRT tool wasnot availablefor the studentto transfer taxinformationfrom the tax filersection
46 Enumeration Yes,Blank No
VW-Ind AC1080 Response towhether thestudent hadan "other"tax scenario(i.e. amendedtax return,granted a filingextension,victim ofidentity theftor filed a non-IRS tax return)from the tax filersection
47 Enumeration Yes,Blank No
VW-Ind AC1081 Response if thestudent is not
48 Enumeration Yes,Blank No
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required andwill not file atax return forthis aid yearfrom the tax filersection
VW-Ind AC1082 Response if thestudent was notemployed andhad no incomein the aid yearfrom the non taxfiler section
49 Enumeration Yes,Blank No
VW-Ind AC1083 Response if thestudent wasemployed andhad incomein the aid yearfrom the non taxfiler section
50 Enumeration Yes,Blank No
VW-Ind AC1007 Signature Date 51 Date Yes
VW-Ind AC1094 Signature LastName
52 String Yes If value doesnot equalISIR.Last Name, request one of(LegalNameChange,MarriageCertificate, DriversLicense, Passport,NonDriversLicenseID)
W2 AC1008 Social SecurityNumber
1 String Yes
W2 AC1009 EIN 2 String Yes
W2 AC1010 Box 1 Amount 3 Double Yes Sums all W2, Self EmployedStatement and1099G Incomeamounts todetermine ifStudent wasrequired to fileper Thresholdamount rules.If Student isrequired to filesupporting Docsare requested.
W2 AC1011 Box 2 Amount 4 Double Yes
W2 AC1085 Box 12a Code 5 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No
W2 AC1089 Box 12a Amount 6 Double No
W2 AC1086 Box 12b Code 7 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,
No
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S,T,V,W,Y,Z,AA,BB,DD,EE,FF
W2 AC1090 Box 12b Amount 8 Double No
W2 AC1087 Box 12c Code 9 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No
W2 AC1091 Box 12c Amount 10 Double No
W2 AC1088 Box 12d Code 11 Enumeration A,B,C,D,E,F,G,H,J,K,L,M,N,P,Q,R,S,T,V,W,Y,Z,AA,BB,DD,EE,FF
No
W2 AC1092 Box 12d Amount 12 Double No
W2 AC1012 Tax CalendarYear
13 Enumeration 2014, 2015, 2016, 2017, 2018, 2019
Yes
2019-2020 Configured ISIR Discrepancy Rules
This topic includes the Oracle-delivered configuration for the 2019-2020 Award Year for the ISIR Discrepancy Guide.
The baseline configuration standard is that for any document metadata field that has a coordinating ISIR field (forexample, ISIR.Student’s Date of Birth = DriversLicense.Date of Birth), where the document metadata value is differentfrom the ISIR value, replace the ISIR value with the document metadata value; thereby triggering an ISIR correction.
Tech ReferenceISIR Field
SFP ISIR FieldReference
SFP DocumentCode
SFP DocumentName
Attribute Code Attribute Name /Meta Data Field
ISIR DiscrepancyRules
Student’s Date ofBirth
DATEOFBIRTH DriversLicense State-issuedDriver's License
AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Date ofBirth
DATEOFBIRTH NonDriversLicenseID Non-Driver'sLicenseIdentification Card
AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Date ofBirth
DATEOFBIRTH StateIssuedID State-issuedIdentification Card
AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Date ofBirth
DATEOFBIRTH Passport Passport AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTHSDiploma High SchoolDiploma
N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =1, then Update ISIRfield to 1
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTHSTranscript High SchoolTranscript
N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =1, then Update ISIRfield to 1
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTGEDCert GED Certificate N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =2, then Update ISIRfield to 2
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTGEDTranscript GED Transcript N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =2, then Update ISIRfield to 2
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTHomeSchoolCert Home SchoolCertificate
N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =3, then Update ISIRfield to 3
Student’s LastName
STUDENTLASTNAMELegalNameChange Legal NameChange Document
AC1096 Current Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEMarriageCertificate MarriageCertificate
AC1096 Current Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEDriversLicense State-issuedDriver's License
AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMENonDriversLicenseID Non-Driver'sLicenseIdentification Card
AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Student’s LastName
STUDENTLASTNAMEStateIssuedID State-issuedIdentification Card
AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEPassport Passport AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1093 Student's MaritalStatus
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1044 HouseholdMemberRelationship(s) tostudent - 1
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1045 HouseholdMemberRelationship(s) tostudent - 2
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1046 HouseholdMemberRelationship(s) tostudent - 3
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1047 HouseholdMemberRelationship(s) tostudent - 4
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1048 HouseholdMemberRelationship(s) tostudent - 5
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1049 HouseholdMemberRelationship(s) tostudent - 6
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1050 HouseholdMemberRelationship(s) tostudent - 7
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to
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"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1051 HouseholdMemberRelationship(s) tostudent - 8
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1052 HouseholdMemberRelationship(s) tostudent - 9
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1053 HouseholdMemberRelationship(s) tostudent - 10
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORMSelfEmploymentStatementSelf EmploymentStatement
AC1015 Adjusted GrossIncome
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORMTaxReturnTranscript US Tax ReturnTranscript
AC1015 Adjusted GrossIncome
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040x US Tax ReturnAmended
AC1015 Adjusted GrossIncome
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORMForeignTaxTranscript Foreign TaxTranscript
AC1015 Adjusted GrossIncome
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITSTaxReturnTranscript US Tax ReturnTranscript
AC1021 Education Credits Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITS1040x US Tax ReturnAmended
AC1021 Education Credits Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITSForeignTaxTranscript Foreign TaxTranscript
AC1021 Education Credits Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Are you male orfemale?
STUDENTSEX DriversLicense State-issuedDriver's License
AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX NonDriversLicenseID Non-Driver'sLicenseIdentification Card
AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX StateIssuedID State-issuedIdentification Card
AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX Passport Passport AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student'sExemptionsClaimed
STUDENTSEXEMPTIONSCLAIMEDN/A N/A N/A N/A • IFISIR.STUDENTMARITALSTATUS= 1 &ISIR.STUDENTSEXEMPTIONSCLAIMED != 1 Set ISIRCorrection = 1
• IFISIR.STUDENTMARITALSTATUS= 2 &ISIR.STUDENTSEXEMPTIONSCLAIMED< 2 Set ISIRCorrection = 2
• IFISIR.STUDENTMARITALSTATUS= 4 &ISIR.STUDENTSEXEMPTIONSCLAIMED< 2 Set ISIRCorrection = 2
Student’s InterestIncome
STUDENTSINTERESTINCOMETaxReturnTranscript US Tax ReturnTranscript
AC1020 Tax-ExemptInterest
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s InterestIncome
STUDENTSINTERESTINCOME1040x US Tax ReturnAmended
AC1020 Tax-ExemptInterest
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s InterestIncome
STUDENTSINTERESTINCOMEForeignTaxTranscript Foreign TaxTranscript
AC1020 Tax-ExemptInterest
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRADistributions
STUDENTSIRADISTRIBUTIONSTaxReturnTranscript US Tax ReturnTranscript
AC1017 Untaxed IRADistribution total
Where MetaDatavalue is different
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from ISIR value, Replace withMetaData value.
Student’s IRADistributions
STUDENTSIRADISTRIBUTIONS1040x US Tax ReturnAmended
AC1017 Untaxed IRADistribution total
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRADistributions
STUDENTSIRADISTRIBUTIONSForeignTaxTranscript Foreign TaxTranscript
AC1017 Untaxed IRADistribution total
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTSTaxReturnTranscript US Tax ReturnTranscript
AC1019 IRA Deduction Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTS1040x US Tax ReturnAmended
AC1019 IRA Deduction Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTSForeignTaxTranscript Foreign TaxTranscript
AC1019 IRA Deduction Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to F orS, then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
Student’s Numberin College
STUDENTSNUMBERINCOLLEGEVW-Ind VerificationWorksheetIndependent
AC1023 Student's Numberin College
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Numberof Family Members
STUDENTSNUMBEROFFAMILYMEMBERSVW-Ind VerificationWorksheetIndependent
AC1022 Student's Numberof Family Members
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s PensionPayments
STUDENTSPENSIONPAYMENTSW2 W2 • AC1085 • Box 12a Code • If Box 12a-d has codes
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• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
equal to D,E, G, or H,then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
Student's TaxReturn Completed
STUDENTSTAXRETURNCOMPLETED• W2
• 1099G
• SelfEmploymentStatement
• IRSForm4868
• NonFilingStatement
• W2
• 1099G
• SelfEmploymentStatement
• ExtensionForm IRSForm 4868
• Non-filingStudentStatement
N/A N/A • IFTaxReturnTranscript, 1040x,ForeignTaxTranscriptreceived &&ISIR value= BLANK,3,2 Set ISIRCorrection = 1
• IFIRSForm4868received &&ISIR Value= BLANK,3 Set ISIRCorrection = 2
• IFNonFilingStatementreceived &&threshold notexceeded &&ISIR Value= BLANKSet ISIRCorrection = 3
Student's TaxReturn FilingStatus
STUDENTSTAXRETURNFILINGSTATUS• TaxReturnTranscript
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1065 Filing Status Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Typeof 2016 Tax FormUsed?
STUDENTSTYPEOFTAXFORMUSED• TaxReturnTranscript
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1084 Tax Form Type Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value,
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Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONS1040x US Tax ReturnAmended
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAIDSelfEmploymentStatementSelf EmploymentStatement
AC1016 Taxes Paid Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAIDTaxReturnTranscript US Tax ReturnTranscript
AC1016 Taxes Paid Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAID1040x US Tax ReturnAmended
AC1016 Taxes Paid Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAIDForeignTaxTranscript Foreign TaxTranscript
AC1016 Taxes Paid Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parent's MaritalStatus
PARENTSMARITALSTATUSVW-Dep VerificationWorksheetDependent
AC1097 Parent's MaritalStatus
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents' Number ofFamily Members
PARENTSNUMBEROFFAMILYMEMBERSVW-Dep VerificationWorksheetDependent
AC1098 Parent's Number ofFamily Members
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ Numberin College (Parentsexcluded)
PARENTSNUMBERINCOLLEGEVW-Dep VerificationWorksheetDependent
AC1099 Parent's Number inCollege
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORMSelfEmploymentStatementSelf EmploymentStatement
AC1015 Adjusted GrossIncome
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORMTaxReturnTranscript US Tax ReturnTranscript
AC1015 Adjusted GrossIncome
Where MetaDatavalue is differentfrom ISIR value,
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Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040x US Tax ReturnAmended
AC1015 Adjusted GrossIncome
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORMForeignTaxTranscript Foreign TaxTranscript
AC1015 Adjusted GrossIncome
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ExemptionsClaimed
PARENTSEXEMPTIONSCLAIMEDN/A N/A N/A N/A • IFISIR.PARENTSMARITALSTATUS= 1 &ISIR.PARENTSEXEMPTIONSCLAIMED< 2 Set ISIRCorrection = 2
Parents’Educational Credits
PARENTSEDUCATIONALCREDITSTaxReturnTranscript US Tax ReturnTranscript
AC1021 Education Credits Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’Educational Credits
PARENTSEDUCATIONALCREDITS1040x US Tax ReturnAmended
AC1021 Education Credits Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’Educational Credits
PARENTSEDUCATIONALCREDITSForeignTaxTranscript Foreign TaxTranscript
AC1021 Education Credits Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOMETaxReturnTranscript US Tax ReturnTranscript
AC1020 Tax-ExemptInterest
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOME1040x US Tax ReturnAmended
AC1020 Tax-ExemptInterest
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOMEForeignTaxTranscript Foreign TaxTranscript
AC1020 Tax-ExemptInterest
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRADistributions
PARENTSIRADISTRIBUTIONSTaxReturnTranscript US Tax ReturnTranscript
AC1017 Untaxed IRADistribution total
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Parents’ IRADistributions
PARENTSIRADISTRIBUTIONS1040x US Tax ReturnAmended
AC1017 Untaxed IRADistribution total
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRADistributions
PARENTSIRADISTRIBUTIONSForeignTaxTranscript Foreign TaxTranscript
AC1017 Untaxed IRADistribution total
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTSTaxReturnTranscript US Tax ReturnTranscript
AC1019 IRA Deduction Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTS1040x US Tax ReturnAmended
AC1019 IRA Deduction Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTSForeignTaxTranscript Foreign TaxTranscript
AC1019 IRA Deduction Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to F orS, then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
Parents’ PensionPayments
PARENTSPENSIONPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to D,E, G, or H,then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
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Parents’ Tax ReturnCompleted?
PARENTSTAXRETURNCOMPLETED• W2
• 1099G
• SelfEmploymentStatement
• IRSForm4868
• NonFilingStatement
• W2
• 1099G
• SelfEmploymentStatement
• ExtensionForm IRSForm 4868
• Non-filingStudentStatement
N/A N/A • IFTaxReturnTranscript, 1040x,ForeignTaxTranscriptreceived &&ISIR value= BLANK,3,2 Set ISIRCorrection = 1
• IFIRSForm4868received &&ISIR Value= BLANK,3 Set ISIRCorrection = 2
• IFNonFilingStatementreceived &&threshold notexceeded &&ISIR Value= BLANKSet ISIRCorrection = 3
Parents’ Tax ReturnFiling Status
PARENTSTAXRETURNFILINGSTATUS• TaxReturnTranscript
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1065 Filing Status Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ Type of2016 Tax FormUsed?
PARENTSTYPEOFTAXFORMUSED• TaxReturnTranscript
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1084 Tax Form Type Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONS1040x US Tax ReturnAmended
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAIDSelfEmploymentStatementSelf EmploymentStatement
AC1016 Taxes Paid Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAIDTaxReturnTranscript US Tax ReturnTranscript
AC1016 Taxes Paid Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAID1040x US Tax ReturnAmended
AC1016 Taxes Paid Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAIDForeignTaxTranscript Foreign TaxTranscript
AC1016 Taxes Paid Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student'sPermanent Steate
PERMANENTSTATE N/A N/A N/A N/A IFISIR.PERMANENTSTATE== "FC" &SFP.ADDRESS_STATE != "FC"
• Triggerdiscrepancy
• Triggermanualreview
2020-2021 Configured ISIR Discrepancy Rules
This topic includes the Oracle-delivered configuration for the 2020-2021 Award Year for the ISIR Discrepancy Guide.
The baseline configuration standard is that for any document metadata field that has a coordinating ISIR field (forexample, ISIR.Student’s Date of Birth = DriversLicense.Date of Birth), where the document metadata value is differentfrom the ISIR value, replace the ISIR value with the document metadata value; thereby triggering an ISIR correction.
Tech ReferenceISIR Field
SFP ISIR FieldReference
SFP DocumentCode
SFP DocumentName
Attribute Code Attribute Name /Meta Data Field
ISIR DiscrepancyRules
Student’s Date ofBirth
DATEOFBIRTH DriversLicense State-issuedDriver's License
AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Date ofBirth
DATEOFBIRTH NonDriversLicenseID Non-Driver'sLicenseIdentification Card
AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value,
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Replace withMetaData value.
Student’s Date ofBirth
DATEOFBIRTH StateIssuedID State-issuedIdentification Card
AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Date ofBirth
DATEOFBIRTH Passport Passport AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTHSDiploma High SchoolDiploma
N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =1, then Update ISIRfield to 1
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTHSTranscript High SchoolTranscript
N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =1, then Update ISIRfield to 1
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTGEDCert GED Certificate N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =2, then Update ISIRfield to 2
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTGEDTranscript GED Transcript N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =2, then Update ISIRfield to 2
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTHomeSchoolCert Home SchoolCertificate
N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =3, then Update ISIRfield to 3
Student’s LastName
STUDENTLASTNAMELegalNameChange Legal NameChange Document
AC1096 Current Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEMarriageCertificate MarriageCertificate
AC1096 Current Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Student’s LastName
STUDENTLASTNAMEDriversLicense State-issuedDriver's License
AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMENonDriversLicenseID Non-Driver'sLicenseIdentification Card
AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEStateIssuedID State-issuedIdentification Card
AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEPassport Passport AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1093 Student's MaritalStatus
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1044 HouseholdMemberRelationship(s) tostudent - 1
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1045 HouseholdMemberRelationship(s) tostudent - 2
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1046 HouseholdMemberRelationship(s) tostudent - 3
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1047 HouseholdMemberRelationship(s) tostudent - 4
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1048 HouseholdMemberRelationship(s) tostudent - 5
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
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Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1049 HouseholdMemberRelationship(s) tostudent - 6
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1050 HouseholdMemberRelationship(s) tostudent - 7
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1051 HouseholdMemberRelationship(s) tostudent - 8
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1052 HouseholdMemberRelationship(s) tostudent - 9
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1053 HouseholdMemberRelationship(s) tostudent - 10
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORMSelfEmploymentStatementSelf EmploymentStatement
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORMTaxReturnTranscript US Tax ReturnTranscript
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040 IRS Tax Return1040
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040x US Tax ReturnAmended
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORMForeignTaxTranscript Foreign TaxTranscript
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Student’sEducational Credits
STUDENTSEDUCATIONALCREDITSTaxReturnTranscript US Tax ReturnTranscript
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITS1040 IRS Tax Return1040
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITS1040x US Tax ReturnAmended
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITSForeignTaxTranscript Foreign TaxTranscript
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX DriversLicense State-issuedDriver's License
AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX NonDriversLicenseID Non-Driver'sLicenseIdentification Card
AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX StateIssuedID State-issuedIdentification Card
AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX Passport Passport AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student'sExemptionsClaimed
STUDENTSEXEMPTIONSCLAIMEDN/A N/A N/A N/A • IFISIR.STUDENTMARITALSTATUS= 1 &ISIR.STUDENTSEXEMPTIONSCLAIMED != 1 Set ISIRCorrection = 1
• IFISIR.STUDENTMARITALSTATUS= 2 &ISIR.STUDENTSEXEMPTIONSCLAIMED< 2 Set ISIRCorrection = 2
• IFISIR.STUDENTMARITALSTATUS= 4 &ISIR.STUDENTSEXEMPTIONSCLAIMED
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
< 2 Set ISIRCorrection = 2
Student’s InterestIncome
STUDENTSINTERESTINCOMETaxReturnTranscript US Tax ReturnTranscript
AC1020 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s InterestIncome
STUDENTSINTERESTINCOME1040 IRS Tax Return1040
AC1020 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s InterestIncome
STUDENTSINTERESTINCOME1040x US Tax ReturnAmended
AC1020 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s InterestIncome
STUDENTSINTERESTINCOMEForeignTaxTranscript Foreign TaxTranscript
AC1020 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPortions of IRADistributions andPensions
STUDENTSUNTAXEDIRADISTANDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPortions of IRADistributions andPensions
STUDENTSUNTAXEDIRADISTANDPENSIONS1040 IRS Tax Return1040
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPortions of IRADistributions andPensions
STUDENTSUNTAXEDIRADISTANDPENSIONS1040x US Tax ReturnAmended
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPortions of IRADistributions andPensions
STUDENTSUNTAXEDIRADISTANDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTSTaxReturnTranscript US Tax ReturnTranscript
AC1019 IRA Deduction(Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Student’s IRAPayments
STUDENTSIRAPAYMENTS1040 IRS Tax Return1040
AC1019 IRA Deduction(Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTS1040x US Tax ReturnAmended
AC1019 IRA Deduction(Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTSForeignTaxTranscript Foreign TaxTranscript
AC1019 IRA Deduction(Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to D,E, F, G, H orS, then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
Student’s Numberin College
STUDENTSNUMBERINCOLLEGEVW-Ind VerificationWorksheetIndependent
AC1023 Student's Numberin College
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Numberof Family Members
STUDENTSNUMBEROFFAMILYMEMBERSVW-Ind VerificationWorksheetIndependent
AC1022 Student's Numberof Family Members
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s PensionPayments
STUDENTSPENSIONPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to D,E, G, or H,then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Student's TaxReturn Completed
STUDENTSTAXRETURNCOMPLETED• W2
• 1099G
• SelfEmploymentStatement
• IRSForm4868
• NonFilingStatement
• W2
• 1099G
• SelfEmploymentStatement
• ExtensionForm IRSForm 4868
• Non-filingStudentStatement
N/A N/A • IFTaxReturnTranscript, 1040x,ForeignTaxTranscriptreceived &&ISIR value= BLANK,3,2 Set ISIRCorrection = 1
• IFIRSForm4868received &&ISIR Value= BLANK,3 Set ISIRCorrection = 2
• IFNonFilingStatementreceived &&threshold notexceeded &&ISIR Value= BLANKSet ISIRCorrection = 3
Student's TaxReturn FilingStatus
STUDENTSTAXRETURNFILINGSTATUS• TaxReturnTranscript
• 1040
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• IRS TaxReturn 1040
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1065 Filing Status Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Typeof 2018 Tax FormUsed?
STUDENTSTYPEOFTAXFORMUSED• TaxReturnTranscript
• 1040
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• IRS TaxReturn 1040
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1084 Tax Form Type Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONS1040 IRS Tax Return1040
AC1109 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value,
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
(Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONS1040x US Tax ReturnAmended
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAIDSelfEmploymentStatementSelf EmploymentStatement
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAIDTaxReturnTranscript US Tax ReturnTranscript
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAID1040 IRS Tax Return1040
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAID1040x US Tax ReturnAmended
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAIDForeignTaxTranscript Foreign TaxTranscript
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parent's MaritalStatus
PARENTSMARITALSTATUSVW-Dep VerificationWorksheetDependent
AC1097 Parent's MaritalStatus
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents' Number ofFamily Members
PARENTSNUMBEROFFAMILYMEMBERSVW-Dep VerificationWorksheetDependent
AC1098 Parent's Number ofFamily Members
Where MetaDatavalue is differentfrom ISIR value,
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Replace withMetaData value.
Parents’ Numberin College (Parentsexcluded)
PARENTSNUMBERINCOLLEGEVW-Dep VerificationWorksheetDependent
AC1099 Parent's Number inCollege
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORMSelfEmploymentStatementSelf EmploymentStatement
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORMTaxReturnTranscript US Tax ReturnTranscript
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040 IRS Tax Return1040
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040x US Tax ReturnAmended
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORMForeignTaxTranscript Foreign TaxTranscript
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ExemptionsClaimed
PARENTSEXEMPTIONSCLAIMEDN/A N/A N/A N/A • IFISIR.PARENTSMARITALSTATUS= 1 &ISIR.PARENTSEXEMPTIONSCLAIMED< 2 Set ISIRCorrection = 2
Parents’Educational Credits
PARENTSEDUCATIONALCREDITSTaxReturnTranscript US Tax ReturnTranscript
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’Educational Credits
PARENTSEDUCATIONALCREDITS1040 IRS Tax Return1040
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’Educational Credits
PARENTSEDUCATIONALCREDITS1040x US Tax ReturnAmended
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Parents’Educational Credits
PARENTSEDUCATIONALCREDITSForeignTaxTranscript Foreign TaxTranscript
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOMETaxReturnTranscript US Tax ReturnTranscript
AC1111 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOME1040 IRS Tax Return1040
AC1020 Tax-ExemptInterest (Line 2a - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOME1040x US Tax ReturnAmended
AC1020 Tax-ExemptInterest (Line 2a - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOMEForeignTaxTranscript Foreign TaxTranscript
AC1020 Tax-ExemptInterest (Line 2a - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPortions of IRADistributions andPensions
PARENTSUNTAXEDIRADISTANDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPortions of IRADistributions andPensions
PARENTSUNTAXEDIRADISTANDPENSIONS1040 IRS Tax Return1040
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPortions of IRADistributions andPensions
PARENTSUNTAXEDIRADISTANDPENSIONS1040x US Tax ReturnAmended
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPortions of IRADistributions andPensions
PARENTSUNTAXEDIRADISTANDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTSTaxReturnTranscript US Tax ReturnTranscript
AC1019 IRA Deduction
Where MetaDatavalue is differentfrom ISIR value,
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
(Lines 28 + 32 ofSchedule 1 - 1040)
Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTS1040 IRS Tax Return1040
AC1019 IRA Deduction (Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTS1040x US Tax ReturnAmended
AC1019 IRA Deduction (Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTSForeignTaxTranscript Foreign TaxTranscript
AC1019 IRA Deduction (Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to F orS, then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
Parents’ PensionPayments
PARENTSPENSIONPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to D,E, G, or H,then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
Parents’ Tax ReturnCompleted?
PARENTSTAXRETURNCOMPLETED• W2
• 1099G
• SelfEmploymentStatement
• IRSForm4868
• NonFilingStatement
• W2
• 1099G
• SelfEmploymentStatement
N/A N/A • IFTaxReturnTranscript, 1040x,ForeignTaxTranscriptreceived &&ISIR value= BLANK,
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
• ExtensionForm IRSForm 4868
• Non-filingStudentStatement
3,2 Set ISIRCorrection = 1
• IFIRSForm4868received &&ISIR Value= BLANK,3 Set ISIRCorrection = 2
• IFNonFilingStatementreceived &&threshold notexceeded &&ISIR Value= BLANKSet ISIRCorrection = 3
Parents’ Tax ReturnFiling Status
PARENTSTAXRETURNFILINGSTATUS• TaxReturnTranscript
• 1040
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• IRS TaxReturn 1040
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1065 Filing Status Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ Type of2018 Tax FormUsed?
PARENTSTYPEOFTAXFORMUSED• TaxReturnTranscript
• 1040
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• IRS TaxReturn 1040
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1084 Tax Form Type Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONS1040 IRS Tax Return1040
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONS1040x US Tax ReturnAmended
AC1109 Untaxed PensionsTotal
Where MetaDatavalue is different
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
(Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
from ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAIDSelfEmploymentStatementSelf EmploymentStatement
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAIDTaxReturnTranscript US Tax ReturnTranscript
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAID1040 IRS Tax Return1040
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAID1040x US Tax ReturnAmended
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAIDForeignTaxTranscript Foreign TaxTranscript
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student'sPermanent Steate
PERMANENTSTATE N/A N/A N/A N/A IFISIR.PERMANENTSTATE== "FC" &SFP.ADDRESS_STATE != "FC"
• Triggerdiscrepancy
• Triggermanualreview
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
2021-2022 Configured ISIR Discrepancy Rules
This topic includes the Oracle-delivered configuration for the 2021-2022 Award Year for the ISIR Discrepancy Guide.There were no changes from the 2020-2021 Award Year.
The baseline configuration standard is that for any document metadata field that has a coordinating ISIR field (forexample, ISIR.Student’s Date of Birth = DriversLicense.Date of Birth), where the document metadata value is differentfrom the ISIR value, replace the ISIR value with the document metadata value; thereby triggering an ISIR correction.
Tech ReferenceISIR Field
SFP ISIR FieldReference
SFP DocumentCode
SFP DocumentName
Attribute Code Attribute Name /Meta Data Field
ISIR DiscrepancyRules
Student’s Date ofBirth
DATEOFBIRTH DriversLicense State-issuedDriver's License
AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Date ofBirth
DATEOFBIRTH NonDriversLicenseID Non-Driver'sLicenseIdentification Card
AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Date ofBirth
DATEOFBIRTH StateIssuedID State-issuedIdentification Card
AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Date ofBirth
DATEOFBIRTH Passport Passport AC1003 Date of Birth Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTHSDiploma High SchoolDiploma
N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =1, then Update ISIRfield to 1
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTHSTranscript High SchoolTranscript
N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =1, then Update ISIRfield to 1
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTGEDCert GED Certificate N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
2, then Update ISIRfield to 2
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTGEDTranscript GED Transcript N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =2, then Update ISIRfield to 2
HS Diploma orEquivalent
HSDIPLOMAOREQUIVALENTHomeSchoolCert Home SchoolCertificate
N/A N/A If Doc Exists andis Acceptableand ISIR fieldHS Diploma orEquivalent is Not =3, then Update ISIRfield to 3
Student’s LastName
STUDENTLASTNAMELegalNameChange Legal NameChange Document
AC1096 Current Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEMarriageCertificate MarriageCertificate
AC1096 Current Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEDriversLicense State-issuedDriver's License
AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMENonDriversLicenseID Non-Driver'sLicenseIdentification Card
AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEStateIssuedID State-issuedIdentification Card
AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s LastName
STUDENTLASTNAMEPassport Passport AC1002 Last Name Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1093 Student's MaritalStatus
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1044 HouseholdMemberRelationship(s) tostudent - 1
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1045 HouseholdMemberRelationship(s) tostudent - 2
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1046 HouseholdMemberRelationship(s) tostudent - 3
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1047 HouseholdMemberRelationship(s) tostudent - 4
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1048 HouseholdMemberRelationship(s) tostudent - 5
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1049 HouseholdMemberRelationship(s) tostudent - 6
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1050 HouseholdMemberRelationship(s) tostudent - 7
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1051 HouseholdMemberRelationship(s) tostudent - 8
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1052 HouseholdMemberRelationship(s) tostudent - 9
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
Student’s MaritalStatus
STUDENTMARITALSTATUSVW-Ind VerificationWorksheetIndependent
AC1053 HouseholdMemberRelationship(s) tostudent - 10
If Meta Data Value= Spouse andISIR value not 2, updated ISIR to"2 = Married/remarried"
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORMSelfEmploymentStatementSelf EmploymentStatement
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORMTaxReturnTranscript US Tax ReturnTranscript
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040 IRS Tax Return1040
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040x US Tax ReturnAmended
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s AdjustedGross Income fromIRS form
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORMForeignTaxTranscript Foreign TaxTranscript
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITSTaxReturnTranscript US Tax ReturnTranscript
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITS1040 IRS Tax Return1040
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITS1040x US Tax ReturnAmended
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’sEducational Credits
STUDENTSEDUCATIONALCREDITSForeignTaxTranscript Foreign TaxTranscript
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX DriversLicense State-issuedDriver's License
AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX NonDriversLicenseID Non-Driver'sLicenseIdentification Card
AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Are you male orfemale?
STUDENTSEX StateIssuedID State-issuedIdentification Card
AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Are you male orfemale?
STUDENTSEX Passport Passport AC1004 Gender Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student'sExemptionsClaimed
STUDENTSEXEMPTIONSCLAIMEDN/A N/A N/A N/A • IFISIR.STUDENTMARITALSTATUS= 1 &ISIR.STUDENTSEXEMPTIONSCLAIMED != 1 Set ISIRCorrection = 1
• IFISIR.STUDENTMARITALSTATUS= 2 &ISIR.STUDENTSEXEMPTIONSCLAIMED< 2 Set ISIRCorrection = 2
• IFISIR.STUDENTMARITALSTATUS= 4 &ISIR.STUDENTSEXEMPTIONSCLAIMED< 2 Set ISIRCorrection = 2
Student’s InterestIncome
STUDENTSINTERESTINCOMETaxReturnTranscript US Tax ReturnTranscript
AC1020 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s InterestIncome
STUDENTSINTERESTINCOME1040 IRS Tax Return1040
AC1020 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s InterestIncome
STUDENTSINTERESTINCOME1040x US Tax ReturnAmended
AC1020 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s InterestIncome
STUDENTSINTERESTINCOMEForeignTaxTranscript Foreign TaxTranscript
AC1020 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPortions of IRADistributions andPensions
STUDENTSUNTAXEDIRADISTANDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Student’s UntaxedPortions of IRADistributions andPensions
STUDENTSUNTAXEDIRADISTANDPENSIONS1040 IRS Tax Return1040
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPortions of IRADistributions andPensions
STUDENTSUNTAXEDIRADISTANDPENSIONS1040x US Tax ReturnAmended
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPortions of IRADistributions andPensions
STUDENTSUNTAXEDIRADISTANDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTSTaxReturnTranscript US Tax ReturnTranscript
AC1019 IRA Deduction(Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTS1040 IRS Tax Return1040
AC1019 IRA Deduction(Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTS1040x US Tax ReturnAmended
AC1019 IRA Deduction(Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTSForeignTaxTranscript Foreign TaxTranscript
AC1019 IRA Deduction(Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s IRAPayments
STUDENTSIRAPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to D,E, F, G, H orS, then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Student’s Numberin College
STUDENTSNUMBERINCOLLEGEVW-Ind VerificationWorksheetIndependent
AC1023 Student's Numberin College
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s Numberof Family Members
STUDENTSNUMBEROFFAMILYMEMBERSVW-Ind VerificationWorksheetIndependent
AC1022 Student's Numberof Family Members
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s PensionPayments
STUDENTSPENSIONPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to D,E, G, or H,then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
Student's TaxReturn Completed
STUDENTSTAXRETURNCOMPLETED• W2
• 1099G
• SelfEmploymentStatement
• IRSForm4868
• NonFilingStatement
• W2
• 1099G
• SelfEmploymentStatement
• ExtensionForm IRSForm 4868
• Non-filingStudentStatement
N/A N/A • IFTaxReturnTranscript, 1040x,ForeignTaxTranscriptreceived &&ISIR value= BLANK,3,2 Set ISIRCorrection = 1
• IFIRSForm4868received &&ISIR Value= BLANK,3 Set ISIRCorrection = 2
• IFNonFilingStatementreceived &&threshold notexceeded &&ISIR Value= BLANKSet ISIRCorrection = 3
Student's TaxReturn FilingStatus
STUDENTSTAXRETURNFILINGSTATUS• TaxReturnTranscript
• 1040
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• IRS TaxReturn 1040
AC1065 Filing Status Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
Student’s Typeof 2018 Tax FormUsed?
STUDENTSTYPEOFTAXFORMUSED• TaxReturnTranscript
• 1040
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• IRS TaxReturn 1040
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1084 Tax Form Type Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONS1040 IRS Tax Return1040
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONS1040x US Tax ReturnAmended
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s UntaxedPensions
STUDENTSUNTAXEDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAIDSelfEmploymentStatementSelf EmploymentStatement
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAIDTaxReturnTranscript US Tax ReturnTranscript
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAID1040 IRS Tax Return1040
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAID1040x US Tax ReturnAmended
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student’s U.S.Income Tax Paid
STUDENTSUSINCOMETAXPAIDForeignTaxTranscript Foreign TaxTranscript
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parent's MaritalStatus
PARENTSMARITALSTATUSVW-Dep VerificationWorksheetDependent
AC1097 Parent's MaritalStatus
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents' Number ofFamily Members
PARENTSNUMBEROFFAMILYMEMBERSVW-Dep VerificationWorksheetDependent
AC1098 Parent's Number ofFamily Members
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ Numberin College (Parentsexcluded)
PARENTSNUMBERINCOLLEGEVW-Dep VerificationWorksheetDependent
AC1099 Parent's Number inCollege
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORMSelfEmploymentStatementSelf EmploymentStatement
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORMTaxReturnTranscript US Tax ReturnTranscript
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040 IRS Tax Return1040
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM1040x US Tax ReturnAmended
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Parents’ AdjustedGross Income fromIRS form
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORMForeignTaxTranscript Foreign TaxTranscript
AC1015 Adjusted GrossIncome (Line 7 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ExemptionsClaimed
PARENTSEXEMPTIONSCLAIMEDN/A N/A N/A N/A • IFISIR.PARENTSMARITALSTATUS= 1 &ISIR.PARENTSEXEMPTIONSCLAIMED< 2 Set ISIRCorrection = 2
Parents’Educational Credits
PARENTSEDUCATIONALCREDITSTaxReturnTranscript US Tax ReturnTranscript
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’Educational Credits
PARENTSEDUCATIONALCREDITS1040 IRS Tax Return1040
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’Educational Credits
PARENTSEDUCATIONALCREDITS1040x US Tax ReturnAmended
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’Educational Credits
PARENTSEDUCATIONALCREDITSForeignTaxTranscript Foreign TaxTranscript
AC1021 Education Credits(Line 50 ofSchedule 3 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOMETaxReturnTranscript US Tax ReturnTranscript
AC1111 Tax-ExemptInterest (Line 2a -1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOME1040 IRS Tax Return1040
AC1020 Tax-ExemptInterest (Line 2a - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOME1040x US Tax ReturnAmended
AC1020 Tax-ExemptInterest (Line 2a - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ InterestIncome
PARENTSINTERESTINCOMEForeignTaxTranscript Foreign TaxTranscript
AC1020 Tax-ExemptInterest (Line 2a - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPortions of IRADistributions andPensions
PARENTSUNTAXEDIRADISTANDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1017 Untaxed IRADistribution andPension total
Where MetaDatavalue is differentfrom ISIR value,
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
(Lines 4a minus 4b- 1040)
Replace withMetaData value.
Parents’ UntaxedPortions of IRADistributions andPensions
PARENTSUNTAXEDIRADISTANDPENSIONS1040 IRS Tax Return1040
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPortions of IRADistributions andPensions
PARENTSUNTAXEDIRADISTANDPENSIONS1040x US Tax ReturnAmended
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPortions of IRADistributions andPensions
PARENTSUNTAXEDIRADISTANDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1017 Untaxed IRADistribution andPension total (Lines 4a minus 4b- 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTSTaxReturnTranscript US Tax ReturnTranscript
AC1019 IRA Deduction (Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTS1040 IRS Tax Return1040
AC1019 IRA Deduction (Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTS1040x US Tax ReturnAmended
AC1019 IRA Deduction (Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTSForeignTaxTranscript Foreign TaxTranscript
AC1019 IRA Deduction (Lines 28 + 32 ofSchedule 1 - 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ IRAPayments
PARENTSIRAPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• If Box 12a-d has codesequal to F orS, then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummed
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
• Box 12dAmount
MetaDatavalues.
Parents’ PensionPayments
PARENTSPENSIONPAYMENTSW2 W2 • AC1085
• AC1089
• AC1086
• AC1090
• AC1087
• AC1091
• AC1088
• AC1092
• Box 12a Code
• Box 12aAmount
• Box 12b Code
• Box 12bAmount
• Box 12c Code
• Box 12cAmount
• Box 12d Code
• Box 12dAmount
• If Box 12a-d has codesequal to D,E, G, or H,then Sumthe amountvalues.
• WhereMetaDatavalue isdifferent fromISIR value, Replace withSummedMetaDatavalues.
Parents’ Tax ReturnCompleted?
PARENTSTAXRETURNCOMPLETED• W2
• 1099G
• SelfEmploymentStatement
• IRSForm4868
• NonFilingStatement
• W2
• 1099G
• SelfEmploymentStatement
• ExtensionForm IRSForm 4868
• Non-filingStudentStatement
N/A N/A • IFTaxReturnTranscript, 1040x,ForeignTaxTranscriptreceived &&ISIR value= BLANK,3,2 Set ISIRCorrection = 1
• IFIRSForm4868received &&ISIR Value= BLANK,3 Set ISIRCorrection = 2
• IFNonFilingStatementreceived &&threshold notexceeded &&ISIR Value= BLANKSet ISIRCorrection = 3
Parents’ Tax ReturnFiling Status
PARENTSTAXRETURNFILINGSTATUS• TaxReturnTranscript
• 1040
• 1040x
• ForeignTaxTranscript
• US Tax ReturnTranscript
• IRS TaxReturn 1040
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
AC1065 Filing Status Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ Type of2018 Tax FormUsed?
PARENTSTYPEOFTAXFORMUSED• TaxReturnTranscript
• 1040
• 1040x
• US Tax ReturnTranscript
AC1084 Tax Form Type Where MetaDatavalue is differentfrom ISIR value,
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
• ForeignTaxTranscript• IRS TaxReturn 1040
• Amended TaxReturn Form1040x
• Foreign TaxTranscript
Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONSTaxReturnTranscript US Tax ReturnTranscript
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONS1040 IRS Tax Return1040
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONS1040x US Tax ReturnAmended
AC1109 Untaxed PensionsTotal (Lines 16a minus16b - 1040, Lines12a minus 12b, N/A- 1040EZ)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ UntaxedPensions
PARENTSUNTAXEDPENSIONSForeignTaxTranscript Foreign TaxTranscript
AC1018 Untaxed PensionsTotal
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAIDSelfEmploymentStatementSelf EmploymentStatement
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAIDTaxReturnTranscript US Tax ReturnTranscript
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAID1040 IRS Tax Return1040
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAID1040x US Tax ReturnAmended
AC1016 Taxes Paid
Where MetaDatavalue is different
249
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
(Line 13 minus Line46 of Schedule 2 -Form 1040)
from ISIR value, Replace withMetaData value.
Parents’ U.S.Income Tax Paid
PARENTSUSINCOMETAXPAIDForeignTaxTranscript Foreign TaxTranscript
AC1016 Taxes Paid (Line 13 minus Line46 of Schedule 2 -Form 1040)
Where MetaDatavalue is differentfrom ISIR value, Replace withMetaData value.
Student'sPermanent Steate
PERMANENTSTATE N/A N/A N/A N/A IFISIR.PERMANENTSTATE== "FC" &SFP.ADDRESS_STATE != "FC"
• Triggerdiscrepancy
• Triggermanualreview
2019-2020 ISIR Document Request Rules and CodeClearing Logic
OverviewInstitutional Student Information Records (ISIR) are checked upon receipt to determine if the student has beenflagged for verification; looking for a C-code of 170 or 171. If selected, the Financial Aid System (FAS) identifies the ISIRverification tracking flag to determine which required business rules to evaluate. Requests for any required documentsare triggered first. Upon receipt of all required documents, a system review of the student's ISIR and document datadetermines if any additional documentation or manual review is required before meeting the regulatory criteria to clearverification for the specific verification group.
Verification Tracking Group 1The Verification Tracking Group1 (V1) is the Standard Verification Group. Students/Parents in this group must verifythe following:
Tax Filers
• Adjusted gross income (AGI)
• U.S. income tax paid
• Untaxed portions of IRA distributions
• Untaxed portions of pensions
• IRA deductions and payments
• Tax-exempt interest income
• Education credits
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
• Household size
• Number in college
Non-Tax Filers
• Income earned from work (IEW)
• Household size
• Number in college
Dependent StudentsScenario 1: Taxes Completed & IRS Data was Transferred from IRS Parent's Tax Return Completed?:
• (1) Already Completed
Parent's Marital Status:
• (1) Married/Remarried
• (4) Widowed
Parent's IRS Request Flag:
• (02) IRS data for the parent was transferred from the IRS and was not changed by the user prior to submissionof an application or correction
Requested Documents
SFP requests the following documents to verify: Tax Related Information
• Verification Worksheet Dependent from Student
• Rollover Statement from Parent 1 if:
◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed PensionsData Field Flag has a value equal to:
- 1 = IRS data was transferred and not changed by user OR- 2 = IRS data was transferred and changed by user to a different value OR- 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction
OR- 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous
transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
Scenario 2: Taxes Completed & IRS Data was Transferred from IRS
Parent's Tax Return Completed?:
• (1) Already Completed
Parent's Marital Status:
• ◦ (2) Never married
◦ (3) Divorced/separated
◦ (5) Unmarried and both parents living together
Parent's IRS Request Flag:
• ◦ (02) IRS data for the parent was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• Rollover Statement from Parent 1 and Parent 2 if:◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed Pensions
Data Field Flag has a value equal to:◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 3: Taxes Completed & IRS Data was not Transferred from IRS
Parent's Tax Return Completed?:
• (1) Already Completed
Parent's Marital Status:
• ◦ (1) Married/Remarried
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 3Baseline Configuration
◦ (4) Widowed
Parent's IRS Request Flag:
• ◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access)
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1
◦ Tax Transcript
◦ 1040x
◦ Foreign Tax Transcript
• Rollover Statement from Parent 1 if:
◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
• Once an acceptable tax document is received if the Tax Filing Status = Married Filing Separately, StudentFinancial Planning requests one of the following documents from Parent 2:
◦ Tax Return Transcript OR
◦ 1040X OR
◦ Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
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Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 4: Taxes Completed & IRS Data was not Transferred from IRS
Parent's Tax Return Completed?:
• (1) Already Completed
Parent's Marital Status:
• (2) Never married
• (3) Divorced/separated
• (5) Unmarried and both parents living together
Parent's IRS Request Flag:
• ◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access)
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1 and Parent 2
◦ Tax Transcript
◦ 1040x
◦ Foreign Tax Transcript
• Rollover Statement from Parent 1 and Parent 2 if:
◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
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◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 5: Taxes Completed & IRS Data was transferred from IRS, but parent filed and amended tax return
Parent's Tax Return Completed?:
• (1) Already Completed
Parent's Marital Status:
• ◦ (1) Married/Remarried
◦ (4) Widowed
Parent's IRS Request Flag:
• ◦ (07) IRS data for the parent was transferred from IRS, but the IRS indicated that the parent filed anamended tax return
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• Tax Transcript from Parent 1
• 1040x from Parent 1
• Rollover Statement from Parent 1 if:
◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
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Supporting Document Request Rules
• Once an acceptable tax document is received if the Tax Filing Status = Married Filing Separately, StudentFinancial Planning requests one of the following documents from Parent 2:
◦ Tax Return Transcript OR
◦ 1040X OR
◦ Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 6: Taxes Completed & IRS Data was transferred from IRS, but parent filed and amended tax return
Parent's Tax Return Completed?:
• (1) Already Completed
Parent's Marital Status:
• ◦ (2) Never married
◦ (3) Divorced/separated
◦ (5) Unmarried and both parents living together
Parent's IRS Request Flag:
• ◦ (07) IRS data for the parent was transferred from IRS, but the IRS indicated that the parent filed anamended tax return
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• Tax Transcript from Parent 1 and Parent 2
• 1040x from Parent 1 and Parent 2
• Rollover Statement from Parent 1 and Parent 2 if:
◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
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◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 7: Taxes Not Completed & Marital Status is Married/Remarried
Parent's Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Parent's Marital Status:
• ◦ (1) Married/Remarried
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1 and Parent 2
◦ W2
◦ 1099G
◦ Self Employment Statement
Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determine ifthe parent is required to file based on the tax award year guidelines in IRS Publication 17. If the parent's incomeis equal to or greater than the tax award year threshold, and the Parent's Marital Status = (1) Married/remarriedthen Student Financial Planning requests one of the following documents from the Parent 1:
◦ IRS Extension 4868 ** OR
◦ One of the following:
◦ Tax Return Transcript
◦ 1040X
◦ Foreign Tax Transcript
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Supporting Document Request Rules
• Once an acceptable tax document is received, if the Tax Filing Status = Married Filing Separately, StudentFinancial Planning requests the following documents from Parent 2:
◦ One of the following:
◦ Tax Return Transcript
◦ 1040X
◦ Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 8: Taxes Not Completed & Marital Status is Not Married
Parent's Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Parent's Marital Status:
• (2) Never married
• (3) Divorced/separated
• (5) Unmarried and both parents living together
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1 and Parent 2
◦ W2
◦ 1099G
◦ Self Employment Statement
Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determine ifthe parent is required to file based on the tax award year guidelines in IRS Publication 17. If the parent's incomeis equal to or greater than the tax award year threshold, and the Parent's Marital Status = (2) Never married (3)
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Divorced/separated (5) Unmarried and both parents living together, then Student Financial Planning requestsone of the following documents from Parent 1 and Parent 2:
◦ IRS Extension 4868 ** OR
◦ One of the following:
◦ Tax Return Transcript
◦ 1040X
◦ Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 9: Taxes Not Completed & Marital Status is Widowed
Parent's Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Parent's Marital Status:
• ◦ (4) Widowed
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1
◦ W2
◦ 1099G
◦ Self Employment Statement
Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determine ifthe parent is required to file based on the tax award year guidelines in IRS Publication 17. If the parent's incomeis equal to or greater than the tax award year threshold, and if the Parent's Marital Status = (4) Widowed thenStudent Financial Planning requests one of the following documents from the Parent 1:
◦ IRS Extension 4868 ** OR
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◦ One of the following:- Tax Return Transcript- 1040X- Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 10: Student does not match Scenarios 1 - 9
• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a CompleteISIR Review task which requires manual review
Independent StudentScenario 1: Taxes Completed & IRS Data was Transferred from IRS
Student’s Tax Return Completed?:
• (1) Already Completed
Student IRS Request Flag:
• (02) IRS data for the student was transferred from the IRS and was not changed by the user prior to submissionof an application or correction
Requested Documents
SFP requests the following document(s) to verify:
Tax Related Information
• Verification Worksheet Independent
• Rollover Statement if:
◦ Field 191: Student IRS IRA Distributions Data Field Flag and/or Field 192: Student IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
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SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 2: Taxes Completed & IRS Data was not Transferred from IRS
Student’s Tax Return Completed?:
• (1) Already Completed
Student IRS Request Flag:
• ◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access)
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Independent
• One of the following:
◦ Tax Return Transcript
◦ 1040X
◦ Foreign Tax Transcript
• Rollover Statement if:
◦ Field 191: Student IRS IRA Distributions Data Field Flag and/or Field 192: Student IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
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◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 3: Taxes Completed & IRS Data was not Transferred from IRS
Student’s Tax Return Completed?:
• (1) Already Completed
Student IRS Request Flag:
• ◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed anamended tax return
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Independent
• Tax Return Transcript
• 1040X
• Rollover Statement if:
◦ Field 191: Student IRS IRA Distributions Data Field Flag and/or Field 192: Student IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
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• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 4: Taxes have not been filed & Marital Status is Single, Divorced or Widowed
Student’s Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Student's Marital Status:
• (1) Single
• (4) Divorced or Widowed
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Independent
• Non-Filing Statement
• One of the following
◦ W2
◦ 1099G
◦ Self Employment Statement
Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determineif the student is required to file based on the tax award year guidelines in IRS Publication 17. If the student'sincome is equal to or greater than the tax award year threshold, Student Financial Planning requests one of thefollowing documents from the Student:
◦ IRS Extension 4868 ** OR
◦ One of the following:- Tax Return Transcript- 1040X- Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after requested documents including the Tax ReturnTranscript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) have been receivedand are Acceptable
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• However, if the student provided an IRS Extension 4868 due to the tax award year threshold, the C-Code is notcleared automatically. Once this document is Acceptable, Student Financial Planning triggers a Complete ISIRReview task which requires manual review
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 5: Taxes have not been filed & Marital Status is Married/Remarried or Separated
Student’s Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Student's Marital Status:
• ◦ (2) Married/Remarried
◦ (3) Separated
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Independent
• Non-Filing Statement *
• One of the following
◦ W2 *
◦ 1099G *
◦ Self Employment Statement *
Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determineif the student is required to file based on the tax award year guidelines in IRS Publication 17. If the student'sincome is equal to or greater than the tax award year threshold, Student Financial Planning requests one of thefollowing documents from the Student:
◦ IRS Extension 4868 ** OR
◦ One of the following:- Tax Return Transcript *- 1040X *- Foreign Tax Transcript *
* Indicates a document request for the Student and Spouse
** Indicates a document that results in Student Financial Planning triggering a Complete ISIR Review task
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
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Code Clearing Logic
• Student Financial Planning clears this code automatically after requested documents including the Tax ReturnTranscript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) have been receivedand are Acceptable
• However, if the student provided an IRS Extension 4868 due to the tax award year threshold, the C-Code is notcleared automatically. Once this document is Acceptable, Student Financial Planning triggers a Complete ISIRReview task which requires manual review
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 6: Student does not match Scenarios 1 - 5
• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a CompleteISIR Review task which requires manual review
Verification Tracking Group 4The Verification Tracking Group 4 (V4) is the Custom Verification Group. Students in this group must verify thefollowing:
All Students
• High School Completion Status
• Identity
• Statement of Educational Purpose
Dependent and Independent StudentsScenario: All Students
Requested Documents
SFP requests one of the following document(s) from each group to verify:
Hight School Completion
• HS Diploma
• HS Transcript
• GED Cert
• GED Transcript
• State HS Equivalency Cert
• Secondary School Leaving Cert
• Home School Cert
Identity
• Drivers License
• Non-Drivers License ID
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• State Issued ID
• Passport
Educational Purpose Statement of Educational Purpose (SOEP)
• SOEP-Campus
• SOEP-Notary
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• If student has an acceptable document from each group (High School Completion, Identity andEducational Purpose) then SFP clears this C-Code.
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Verification Tracking Group 5The Verification Tracking Group5 (V5) is the Aggregate Verification Group. Students in this group must verify thefollowing:
Student's Parents are Tax Filers
• Adjusted gross income (AGI)
• U.S. income tax paid
• Untaxed portions of IRA distributions
• Untaxed portions of pensions
• IRA deductions and payments
• Tax-exempt interest income
• Education credits
• Household size
• Number in college
Student's Parents are Non-Tax Filers
• Income earned from work (IEW)
• Household size
• Number in college
Regardless of Tax Filing Status
• High School Completion
• Identity
• Educational Purpose
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Dependent and Independent StudentsScenario: All Students
Requested Documents
SFP requests one of the following document(s) from each group in addition to Tax Related documentation in all ofthe following scenarios for both Dependent and Independent Students to verify:
Hight School Completion
• HS Diploma
• HS Transcript
• GED Cert
• GED Transcript
• State HS Equivalency Cert
• Secondary School Leaving Cert
• Home School Cert
Identity
• Drivers License
• Non-Drivers License ID
• State Issued ID
• Passport
Educational Purpose Statement of Educational Purpose (SOEP)
• SOEP-Campus
• SOEP-Notary
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Dependent StudentScenario 1: Taxes Completed & IRS Data was Transferred from IRS
Parents' Tax Return Completed?:
• (1) Already Completed
Parents' Marital Status:
• ◦ (1) Married/Remarried
◦ (4) Widowed
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Parents' IRS Request Flag:
• ◦ (02) IRS data for the parent was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• Rollover Statement from Parent 1 if:
◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 2: Taxes Completed & IRS Data was Transferred from IRS
Parents' Tax Return Completed?:
• (1) Already Completed
Parents' Marital Status:
• (2) Never married
• (3) Divorced/separated
• (5) Unmarried and both parents living together
Parents' IRS Request Flag:
• ◦ (02) IRS data for the parent was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction
Requested Documents
SFP request the following documents to verify:
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Tax Related Information
• Verification Worksheet Dependent from Student
• Rollover Statement from Parent 1 and Parent 2 if:◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed Pensions
Data Field Flag has a value equal to:◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 3: Taxes Completed & IRS Data was not Transferred from IRS
Parents' Tax Return Completed?:
• (1) Already Completed
Parents' Marital Status:
• ◦ (1) Married/Remarried
◦ (4) Widowed
Parents' IRS Request Flag:
• ◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access)
Requested Documents
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SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1
◦ Tax Transcript
◦ 1040x
◦ Foreign Tax Transcript
• Rollover Statement from Parent 1 if:
◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
Supporting Document Request Rules
• Once an acceptable tax document is received if the Tax Filing Status = Married Filing Separately, StudentFinancial Planning requests one of the following documents from Parent 2:
◦ Tax Return Transcript OR
◦ 1040X OR
◦ Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 4: Taxes Completed & IRS Data was not Transferred from IRS
Parents' Tax Return Completed?:
• (1) Already Completed
Parents' Marital Status:
• (2) Never married
• (3) Divorced/separated
• (5) Unmarried and both parents living together
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Parents' IRS Request Flag:
• ◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access)
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1 and Parent 2
◦ Tax Transcript
◦ 1040x
◦ Foreign Tax Transcript
• Rollover Statement from Parent 1 and Parent 2 if:
◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 5: Taxes Completed & IRS Data was transferred from IRS, but parent filed and amended tax return
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Parents' Tax Return Completed?:
• (1) Already Completed
Parents' Marital Status:
• ◦ (1) Married/Remarried
◦ (4) Widowed
Parents' IRS Request Flag:
• ◦ (07) IRS data for the parent was transferred from IRS, but the IRS indicated that the parent filed anamended tax return
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• Tax Transcript from Parent 1
• 1040x from Parent 1
• Rollover Statement from Parent 1 if:◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed Pensions
Data Field Flag has a value equal to:◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
Supporting Document Request Rules
• Once an acceptable tax document is received if the Tax Filing Status = Married Filing Separately, StudentFinancial Planning requests one of the following documents from Parent 2:
◦ Tax Return Transcript OR
◦ 1040X OR
◦ Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
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Scenario 6: Taxes Completed & IRS Data was transferred from IRS, but parent filed and amended tax return
Parents' Tax Return Completed?:
• (1) Already Completed
Parents' Marital Status:
• (2) Never married
• (3) Divorced/separated
• (5) Unmarried and both parents living together
Parents' IRS Request Flag:
• ◦ (07) IRS data for the parent was transferred from IRS, but the IRS indicated that the parent filed anamended tax return
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• Tax Transcript from Parent 1 and Parent 2
• 1040x from Parent 1 and Parent 2
• Rollover Statement from Parent 1 and Parent 2 if:
◦ Field 201: Parent IRS IRA Distributions Data Field Flag and/or Field 202: Parent IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 7: Taxes Not Completed & Marital Status is Married/Remarried
Parents' Tax Return Completed?:
• (2) Will File
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• (3) Will Not File
Parents' Marital Status:
• ◦ (1) Married/Remarried
Parents' Tax Return Filing Status:
• ◦ (1) Single
◦ (2) Married – filed joint return
◦ (4) Head of household
◦ (5) Qualifying widow(er)
◦ (6) Don’t know
◦ Blank
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1
◦ W2
◦ 1099G
◦ Self Employment Statement
Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determine ifthe parent is required to file based on the tax award year guidelines in IRS Publication 17. If the Parents' incomeis equal to or greater than the tax award year threshold, and the Parents' Marital Status = (1) Married/remarriedthen Student Financial Planning requests one of the following documents from the Parent 1:
◦ IRS Extension 4868 ** OR
◦ One of the following:
◦ Tax Return Transcript
◦ 1040X
◦ Foreign Tax Transcript
Supporting Document Request Rules
• Once an acceptable tax document is received, if the Tax Filing Status = Married Filing Separately, StudentFinancial Planning requests the following documents from Parent 2:
◦ One of the following:
◦ Tax Return Transcript
◦ 1040X
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◦ Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 8: Taxes Not Completed & Marital Status is Married/Remarried
Parents' Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Parents' Marital Status:
• ◦ (1) Married/Remarried
Parents' Tax Return Filing Status:
• ◦ (3) Married – filed separate return
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1and Parent 2
◦ W2
◦ 1099G
◦ Self Employment Statement
Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determine ifthe parent is required to file based on the tax award year guidelines in IRS Publication 17. If the Parents' incomeis equal to or greater than the tax award year threshold, and the Parents' Marital Status = (1) Married/remarriedthen Student Financial Planning requests one of the following documents from the Parent 1:
◦ IRS Extension 4868 ** OR
◦ One of the following:
◦ Tax Return Transcript
◦ 1040X
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◦ Foreign Tax Transcript
Supporting Document Request Rules
• Once an acceptable tax document is received, if the Tax Filing Status = Married Filing Separately, StudentFinancial Planning requests the following documents from Parent 2:
◦ One of the following:
◦ Tax Return Transcript
◦ 1040X
◦ Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 9: Taxes Not Completed & Marital Status is Not Married
Parents' Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Parents' Marital Status:
• (2) Never married
• (3) Divorced/separated
• (5) Unmarried and both parents living together
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1 and Parent 2
◦ W2
◦ 1099G
◦ Self Employment Statement
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Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determine ifthe parent is required to file based on the tax award year guidelines in IRS Publication 17. If the Parents' incomeis equal to or greater than the tax award year threshold, and the Parents' Marital Status = (2) Never married (3)Divorced/separated (5) Unmarried and both parents living together, then Student Financial Planning requestsone of the following documents from Parent 1 and Parent 2:
◦ IRS Extension 4868 ** OR
◦ One of the following:
◦ Tax Return Transcript
◦ 1040X
◦ Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 10: Taxes Not Completed & Marital Status is Widowed
Parents' Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Parents' Marital Status:
• ◦ (4) Widowed
Requested Documents
SFP request the following documents to verify:
Tax Related Information
• Verification Worksheet Dependent from Student
• One of the following from Parent 1
◦ W2
◦ 1099G
◦ Self Employment Statement
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Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determine ifthe parent is required to file based on the tax award year guidelines in IRS Publication 17. If the Parents' incomeis equal to or greater than the tax award year threshold, and if the Parents' Marital Status = (4) Widowed thenStudent Financial Planning requests one of the following documents from the Parent 1:
◦ IRS Extension 4868 ** OR
◦ One of the following:- Tax Return Transcript- 1040X- Foreign Tax Transcript
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Independent StudentScenario1: Taxes Completed & IRS Data was Transferred from IRS
Student’s Tax Return Completed?:
• (1) Already Completed
Student IRS Request Flag:
• (02) IRS data for the student was transferred from the IRS and was not changed by the user prior to submissionof an application or correction
Requested Documents
SFP request the following documents to verify
Tax Related Information
• Verification Worksheet Independent
• Rollover Statement if:
◦ Field 191: Student IRS IRA Distributions Data Field Flag and/or Field 192: Student IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
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ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 2: Taxes Completed & IRS Data was not Transferred from IRS
Student’s Tax Return Completed?:
• (1) Already Completed
Student IRS Request Flag:
• ◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web
• (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web and electedto use it, but did not transfer IRS data into the FAFSA
• (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission of anapplication or correction
• (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction
• (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, but did notelect to use it
• (06) IRS data for the student was transferred from the IRS, but a subsequent change made the student ineligibleto use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the application method utilizedby the student (i.e., paper FAFSA, EDE, or FAA Access)
Requested Documents
SFP request the following documents to verify
Tax Related Information
• Verification Worksheet Independent
• One of the following:
◦ Tax Return Transcript
◦ 1040X
◦ Foreign Tax Transcript
• Rollover Statement if:
◦ Field 191: Student IRS IRA Distributions Data Field Flag and/or Field 192: Student IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
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◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 3: Taxes Completed & IRS Data was not Transferred from IRS
Student’s Tax Return Completed?:
• (1) Already Completed
Student IRS Request Flag:
• ◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed anamended tax return
Requested Documents
SFP request the following documents to verify
Tax Related Information
• Verification Worksheet Independent
• Tax Return Transcript
• 1040X
• Rollover Statement if:
◦ Field 191: Student IRS IRA Distributions Data Field Flag and/or Field 192: Student IRS Untaxed PensionsData Field Flag has a value equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
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Code Clearing Logic
• Student Financial Planning clears this code automatically after the requested documents have been receivedand are Acceptable
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 4: Taxes have not been filed & Marital Status is Single, Divorced or Widowed
Student’s Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Student's Marital Status:
• (1) Single
• (4) Divorced or Widowed
Requested Documents
SFP request the following documents to verify
Tax Related Information
• Verification Worksheet Independent
• Non-Filing Statement
• One of the following
◦ W2
◦ 1099G
◦ Self Employment Statement
Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determineif the student is required to file based on the tax award year guidelines in IRS Publication 17. If the student'sincome is equal to or greater than the tax award year threshold, Student Financial Planning requests one of thefollowing documents from the Student:
◦ IRS Extension 4868 ** OR- One of the following:
◦ Tax Return Transcript
◦ 1040X
◦ Foreign Tax Transcript
** Indicates a document that results in Student Financial Planning triggering a Complete ISIR Review task
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
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Code Clearing Logic
• Student Financial Planning clears this code automatically after requested documents including the Tax ReturnTranscript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) have been receivedand are Acceptable
• However, if the student provided an IRS Extension 4868 due to the tax award year threshold, the C-Code is notcleared automatically. Once this document is Acceptable, Student Financial Planning triggers a Complete ISIRReview task which requires manual review
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 5: Taxes have not been filed & Marital Status is Married/Remarried or Separated
Student’s Tax Return Completed?:
• (2) Will File
• (3) Will Not File
Student's Marital Status:
• ◦ (2) Married/Remarried
◦ (3) Separated
Requested Documents
SFP request the following documents to verify
Tax Related Information
• Verification Worksheet Independent *
• Non-Filing Statement *
• One of the following
◦ W2 *
◦ 1099G *
◦ Self Employment Statement *
Supporting Document Request Rules
• Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to determineif the student is required to file based on the tax award year guidelines in IRS Publication 17. If the student'sincome is equal to or greater than the tax award year threshold, Student Financial Planning requests one of thefollowing documents from the Student:
◦ IRS Extension 4868 ** OR
◦ One of the following:- Tax Return Transcript *- 1040X *- Foreign Tax Transcript *
* Indicates a document request for the Student and Spouse
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** Indicates a document that results in Student Financial Planning triggering a Complete ISIR Review task
ISIR Discrepancy & Corrections
SFP compares the received document meta-data to ISIR field values and automatically submits ISIR corrections basedon the following ISIR Discrepancy Rules
Code Clearing Logic
• Student Financial Planning clears this code automatically after requested documents including the Tax ReturnTranscript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) have been receivedand are Acceptable
• However, if the student provided an IRS Extension 4868 due to the tax award year threshold, the C-Code is notcleared automatically. Once this document is Acceptable, Student Financial Planning triggers a Complete ISIRReview task which requires manual review
• If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of thesubsequent "Corrected" ISIR
Scenario 6: Student does not match Scenarios 1 - 5
• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a CompleteISIR Review task which requires manual review
2020-2021 ISIR Document Request Rules and CodeClearing Logic
OverviewUpon receipt, an Institutional Student Information Record (ISIR) from the U.S. Department of Education (ED) is checkedto determine if the student is selected for verification of their financial aid application and to which Verification Groupthey have been assigned.
ED selects students for verification and indicates so by adding the appropriate SAR (Student Aid Report) CommentCode (also known as a C-Code) to the ISIR:
• C-Code 171 - student independent from parents.
• C-Code 170 - student dependent upon parents.
Also, ED assigns selected students to one of three Verification Tracking Groups:
• V1 - Standard Verification Tracking Group.
• V4 - Custom Verification Tracking Group.
• V5 - Aggregate Verification Tracking Group.
The Verification Tracking Groups broadly determine what documents are required for a student to clear verification.Verfication requirements are futher refined within each Group based on dependency status, tax filing status, and otherfactors. Students may move from one Group to another during the course of verification. This topic describes the logicfor all three Groups and the various scenarios under each Group.
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Requests for any required documents are triggered based on the appropriate logic for the student. Upon receipt of allrequired documents, additional review of the student's ISIR and document data determines if any more documentationor manual review is required before clearing verification.
Note: This topic often refers to documents being Acceptable. This refers to the actual system status of the requesteddocument.
For additional information about Verification, refer to the Application and Verification Guide on the ED website.
Criteria for Independent Students: Standard Verification Tracking Group(IndV1)Students must verify the following:
• If they are tax filers:
◦ adjusted gross income.
◦ U.S. income tax paid.
◦ untaxed portions of IRA distributions and pensions.
◦ IRA deductions and payments.
◦ tax-exempt interest income.
◦ education credits.
◦ household size.
◦ number in college.
• If they are not tax filers:
◦ income earned from work.
◦ household size.
◦ number in college.
IndV1 Scenario 1: Taxes Completed and IRS Data was Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (02) IRS data for the student was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Independent from Student.- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR
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• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on aprevious transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV1 Scenario 2: Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web.
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA.
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction.
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction.
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it.
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents
◦ Tax Related Information- Verification Worksheet Independent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
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◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV1 Scenario 3: Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed anamended tax return.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV1 Scenario 4: Taxes have not been filed and Marital Status is Single, Divorced or Widowed• Student’s Tax Return Completed?:
◦ - (2) Will File.- (3) Will Not File.
• Student’s Marital Status:
◦ - (1) Single.- (4) Divorced or Widowed.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- One of the following from Student:
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◦ Tax Return Transcript.
◦ 1040.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV1 Scenario 5: Taxes have not been filed and Marital Status is Married/Remarried or Separated• Student’s Tax Return Completed?:
◦ - (2) Will File.- (3) Will Not File.
• Student’s Marital Status:
◦ - (2) Married/Remarried.- (3) Separated.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Independent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
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• Once an Acceptable tax document is received, if the Student's Tax Filing Status= Married Filing Separately, Student Financial Planning requests the followingdocuments from Spouse:
- One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Student Financial Planning clears this code automatically after requested documents including the TaxReturn Transcript, 1040, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold)have been received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review .
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
IndV1 Scenario 6: Student does not match Scenarios 1 - 5• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a Complete
ISIR Review task which requires manual review.
Criteria for Independent Students: Custom Verification Tracking Group(IndV4)IndV4 Scenario: All Students
• One document from each of the following groups is requested:
◦ High School Completion:- HS Diploma.- HS Transcript.- GED Cert.- GED Transcript.- State HS Equivalency Cert.- Secondary School Leaving Cert.- Home School Cert.
◦ Identity:- Drivers License.- Non-Drivers License ID.- State Issued ID.- Passport.
◦ Statement of Educational Purpose (SOEP):- SOEP-Campus.- SOEP-Notary.
• Code Clearing Logic
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◦ If student has an Acceptable document from each group (High School Completion, Identity, and SOEP),then SFP clears this C-Code.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
Criteria for Independent Students: Aggregate Verification Tracking Group(IndV5)Scenario: All Students
• One document from each of the following groups is requested:
◦ High School Completion:- HS Diploma.- HS Transcript.- GED Cert.- GED Transcript.- State HS Equivalency Cert.- Secondary School Leaving Cert.- Home School Cert.
◦ Identity:- Drivers License.- Non-Drivers License ID.- State Issued ID.- Passport.
◦ Statement of Educational Purpose (SOEP):- SOEP-Campus.- SOEP-Notary.
• Code Clearing Logic
◦ If student has an Acceptable document from each group (High School Completion, Identity, and SOEP),then SFP clears this C-Code.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
IndV5 Scenario 1: Taxes Completed and IRS Data was Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (02) IRS data for the student was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Independent from Student.- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR
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• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on thistransaction OR
• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on aprevious transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 2: Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with the
option to use it in FAFSA on the Web.◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web and
elected to use it, but did not transfer IRS data into the FAFSA.◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission of
an application or correction.◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequent
transaction.◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, but
did not elect to use it.◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the student
ineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
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◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 3: Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed anamended tax return.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- 1040X- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 4: Taxes have not been filed and Marital Status is Single, Divorced or Widowed• Student’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Student's Marital Status:
◦ (1) Single.
◦ (4) Divorced or Widowed.
• Requested Documents◦ Tax Related Information
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- Verification Worksheet Independent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ One of the following from Student:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Student Financial Planning clears this code automatically after requested documents including the Tax
Return Transcript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) havebeen received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 5: Taxes have not been filed and Marital Status is Married/Remarried or Separated• Student’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Student's Marital Status:
◦ (2) Married/Remarried.
◦ (3) Separated.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
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◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ One of the following from Student:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Student Financial Planning clears this code automatically after requested documents including the TaxReturn Transcript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) havebeen received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 6: Student does not match Scenarios 1 - 5• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a Complete
ISIR Review task which requires manual review.
Criteria for Dependent Students: Standard Verification Tracking Group(DepV1)For dependent students in the Standard Verification Tracking Group (V1), there are separate scenarios for studentverification (Scenarios 1 - 5) and parent verification (Scenarios 6 - 9). Therefore, each dependent student is evaluatedusing two scenarios: one for student data and one for parent data.
Students and parents must verify the following:
• If they are tax filers:
◦ adjusted gross income.
◦ U.S. income tax paid.
◦ untaxed portions of IRA distributions and pensions.
◦ IRA deductions and payments.
◦ tax-exempt interest income.
◦ education credits.
◦ household size.
◦ number in college.
• If they are not tax filers:
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◦ income earned from work.
◦ household size.
◦ number in college.
DepV1 Scenario 1: Student Taxes Completed and IRS Data was Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed
• Student IRS Request Flag:
◦ (02) IRS data for the student was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Dependent from Student.- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 2: Student Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed
• Student IRS Request Flag:
◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web.
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA.
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction.
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction.
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it.
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
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• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 3: Student Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed anamended tax return.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR
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• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on aprevious transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 4: Student Taxes have not been filed and Marital Status is Single, Divorced or Widowed• Student’s Tax Return Completed?:
◦ - (2) Will File.- (3) Will Not File.
• Student’s Marital Status:
◦ - (1) Single.- (4) Divorced or Widowed.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ Non-Filing Statement from Student.
◦ One of the following from Student:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Student Financial Planning clears this code automatically after requested documents including the TaxReturn Transcript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) havebeen received and are Acceptable.
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◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 5: Student Taxes have not been filed and Marital Status is Married/Remarried or Separated• Student’s Tax Return Completed?:
◦ - (2) Will File.- (3) Will Not File.
• Student’s Marital Status:
◦ - (2) Married/Remarried.- (3) Separated.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ Non-Filing Statement.
◦ One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.• Once an Acceptable tax document is received, if the Student's Tax Filing Status
= Married Filing Separately, Student Financial Planning requests the followingdocuments from Spouse:
- One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
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◦ Student Financial Planning clears this code automatically after requested documents including the TaxReturn Transcript, 1040, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold)have been received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
DepV1 Scenario 6: Parent Taxes Completed and IRS Data was Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:◦ (02) IRS data for the parent was transferred from the IRS and was not changed by the user prior to
submission of an application or correction.
• Requested Documents◦ Tax Related Information
- Rollover Statement from Parent 1 if:◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a
value equal to:• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- Rollover Statement from Parent 2 if:
◦ If Parent's Tax Return Filing Status:• (3) Married – filed separate return
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
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• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 7: Parent Taxes Completed and IRS Data was not Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with the
option to use it in FAFSA on the Web.◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web and
elected to use it, but did not transfer IRS data into the FAFSA.◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission of
an application or correction.◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequent
transaction.◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, but
did not elect to use it.◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the student
ineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents◦ Tax Related Information
- One of the following from Parent 1:◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Parent 1 if:◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a
value equal to:• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following from
Parent 2:
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◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
◦ Rollover Statement from Parent 2 if:- Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a value
equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on thistransaction OR
◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previoustransaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 8: Parent Taxes Completed and IRS Data was not Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:
◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:
◦ (07) IRS data for the parent was transferred from IRS, but the IRS indicated that the parent filed anamended tax return.
• Requested Documents
◦ Tax Related Information- One of the following from Parent 1:
◦ Tax Return Transcript or 1040.
◦ 1040X.
- Rollover Statement from Parent 1 if:
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR
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• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on thistransaction OR
• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on aprevious transaction.
- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following fromParent 2:
◦ Tax Return Transcript or 1040.
◦ 1040X.
◦ Rollover Statement from Parent 2 if:• Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag
has a value equal to:- 1 = IRS data was transferred and not changed by user OR- 2 = IRS data was transferred and changed by user to a different value OR- 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on
this transaction OR- 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on
a previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 9: Parent Taxes Not Completed• Parent’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Parent’s Marital Status:
◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Requested Documents
◦ Tax Related Information- Non-Filing Statement from Parent 1.- One of the following from Parent 1:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following fromParent 2:
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◦ W2.
◦ 1099G.
◦ Self Employment Statement.
• Supporting Document Request Rules
◦ Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document todetermine if the parent is required to file based on the tax award year guidelines in IRS Publication 17.If the parent's income is equal to or greater than the tax award year threshold, and the Parent's MaritalStatus = (1) Married/remarried then Student Financial Planning requests one of the following documentsfrom the Parent 1:
- IRS Extension Approval.- Non-Filing Statement.- One of the following:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
◦ If Parent's Tax Return Filing Status: (3) Married – filed separate return, SFP requests the followingdocuments to verify from Parent 2:
- Tax Related Information
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 10: Student does not match Scenarios 1 - 9• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a Complete
ISIR Review task which requires manual review.
Criteria for Dependent Students: Custom Verification Tracking Group(DepV4)DepV4 Scenario: All Students
• One document from each of the following groups is requested:
◦ High School Completion :- HS Diploma.- HS Transcript.- GED Cert.- GED Transcript.
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- State HS Equivalency Cert.- Secondary School Leaving Cert.- Home School Cert.
◦ Identity:- Drivers License.- Non-Drivers License ID.- State Issued ID.- Passport.
◦ Statement of Educational Purpose (SOEP):- SOEP-Campus.- SOEP-Notary.
• Code Clearing Logic◦ If student has an Acceptable document from each group (High School Completion, Identity, and SOEP),
then SFP clears this C-Code.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
Criteria for Dependent Students: Aggregate Verification Tracking Group(DepV5)For dependent students in the Aggregate Verification Tracking Group (V1), there are separate scenarios for studentverification (Scenarios 1 - 5) and parent verification (Scenarios 6 - 9). Therefore, each dependent student is evaluatedusing three scenarios: one for all students, one for student data, and one for parent data.
Students and parents must verify the following:
• If they are tax filers:
◦ adjusted gross income.
◦ U.S. income tax paid.
◦ untaxed portions of IRA distributions and pensions.
◦ IRA deductions and payments.
◦ tax-exempt interest income.
◦ education credits.
◦ household size.
◦ number in college.
• If they are not tax filers:
◦ income earned from work.
◦ household size.
◦ number in college.
Scenario: All Students• One document from each of the following groups is requested:
◦ High School Completion :- HS Diploma.- HS Transcript.
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- GED Cert.- GED Transcript.- State HS Equivalency Cert.- Secondary School Leaving Cert.- Home School Cert.
◦ Identity:- Drivers License.- Non-Drivers License ID.- State Issued ID.- Passport.
◦ Statement of Educational Purpose (SOEP):- SOEP-Campus.- SOEP-Notary.
• Code Clearing Logic
◦ If student has an Acceptable document from each group (High School Completion, Identity, and SOEP),then SFP clears this C-Code.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
DepV5 Scenario 1: Student Taxes Completed and IRS Data was Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (02) IRS data for the student was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 2: Student Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
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◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web.
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA.
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction.
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction.
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it.
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents◦ Tax Related Information
- Verification Worksheet Dependent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 3: Student Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed anamended tax return.
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• Requested Documents◦ Tax Related Information
- Verification Worksheet Dependent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
- Rollover Statement from Student if:◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a
value equal to:• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 4: Student Taxes have not been filed and Marital Status is Single, Divorced or Widowed• Student’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Student’s Marital Status:◦ (1) Single.
◦ (4) Divorced or Widowed.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Dependent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
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◦ Non-Filing Statement from Student.
◦ One of the following from Student:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Student Financial Planning clears this code automatically after requested documents including the TaxReturn Transcript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) havebeen received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 5: Student Taxes have not been filed and Marital Status is Married/Remarried or Separated• Student’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Student’s Marital Status:
◦ (2) Married/Remarried.
◦ (3) Separated.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ Non-Filing Statement.
◦ One of the following:• Tax Return Transcript.• 1040.• 1040X.
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• Foreign Tax Transcript.• Once an Acceptable tax document is received, if the Student's Tax Filing Status
= Married Filing Separately, Student Financial Planning requests the followingdocuments from Spouse:
- One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Student Financial Planning clears this code automatically after requested documents including the Tax
Return Transcript, 1040, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold)have been received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
DepV5 Scenario 6: Parent Taxes Completed and IRS Data was Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:◦ (02) IRS data for the parent was transferred from the IRS and was not changed by the user prior to
submission of an application or correction.
• Requested Documents◦ Tax Related Information
- Rollover Statement from Parent 1 if:◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a
value equal to:• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- Rollover Statement from Parent 2 if:
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◦ If Parent's Tax Return Filing Status:• (3) Married – filed separate return
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 7: Parent Taxes Completed and IRS Data was not Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with the
option to use it in FAFSA on the Web.◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web and
elected to use it, but did not transfer IRS data into the FAFSA.◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission of
an application or correction.◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequent
transaction.◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, but
did not elect to use it.◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the student
ineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents◦ Tax Related Information
- One of the following from Parent 1:◦ Tax Return Transcript.
◦ 1040.
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◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Parent 1 if:
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following from
Parent 2:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Parent 2 if:
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 8: Parent Taxes Completed and IRS Data was not Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:
◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:
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◦ (07) IRS data for the parent was transferred from IRS, but the IRS indicated that the parent filed anamended tax return.
• Requested Documents
◦ Tax Related Information- One of the following from Parent 1:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
- Rollover Statement from Parent 1 if:
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following from
Parent 2:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Rollover Statement from Parent 2 if:• Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag
has a value equal to:- 1 = IRS data was transferred and not changed by user OR- 2 = IRS data was transferred and changed by user to a different value OR- 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on
this transaction OR- 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on
a previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 9: Parent Taxes Not Completed• Parent’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Parent’s Marital Status:
◦ (1) Married/Remarried.
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◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Requested Documents
◦ Tax Related Information- Non-Filing Statement from Parent 1.- One of the following from Parent 1:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following fromParent 2:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
• Supporting Document Request Rules
◦ Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document todetermine if the parent is required to file based on the tax award year guidelines in IRS Publication 17.If the parent's income is equal to or greater than the tax award year threshold, and the Parent's MaritalStatus = (1) Married/remarried then Student Financial Planning requests one of the following documentsfrom the Parent 1:
- IRS Extension Approval.- Non-Filing Statement.- One of the following:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
◦ If Parent's Tax Return Filing Status: (3) Married – filed separate return, SFP requests the followingdocuments to verify from Parent 2:
- Tax Related Information
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
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◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 10: Student does not match Scenarios 1 - 9• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a Complete
ISIR Review task which requires manual review.
2021-2022 ISIR Document Request Rules and CodeClearing Logic
OverviewUpon receipt, an Institutional Student Information Record (ISIR) from the U.S. Department of Education (ED) is checkedto determine if the student is selected for verification of their financial aid application and to which Verification Groupthey have been assigned.
There were no changes from the 2020-2021 Award Year logic other than for allowing for progression of Tax Year.
ED selects students for verification and indicates so by adding the appropriate SAR (Student Aid Report) CommentCode (also known as a C-Code) to the ISIR:
• Ind - C-Code 171 - student independent from parents.
• Dep - C-Code 170 - student dependent upon parents.
Also, ED assigns selected students to one of three Verification Tracking Groups:
• V1 - Standard Verification Tracking Group.
• V4 - Custom Verification Tracking Group.
• V5 - Aggregate Verification Tracking Group.
The Verification Tracking Groups broadly determine what documents are required for a student to clear verification.Verfication requirements are futher refined within each Group based on dependency status, tax filing status, and otherfactors. Students may move from one Group to another during the course of verification. This topic describes the logicfor all three Groups and the various scenarios under each Group.
Requests for any required documents are triggered based on the appropriate logic for the student. Upon receipt of allrequired documents, additional review of the student's ISIR and document data determines if any more documentationor manual review is required before clearing verification.
Note: This topic often refers to documents being Acceptable. This refers to the actual system status of the requesteddocument.
For additional information about Verification, refer to the Application and Verification Guide on the ED website.
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Criteria for Independent Students: Standard Verification Tracking Group(IndV1)Students must verify the following:
• If they are tax filers:◦ adjusted gross income.
◦ U.S. income tax paid.
◦ untaxed portions of IRA distributions and pensions.
◦ IRA deductions and payments.
◦ tax-exempt interest income.
◦ education credits.
◦ household size.
◦ number in college.
• If they are not tax filers:◦ income earned from work.
◦ household size.
◦ number in college.
IndV1 Scenario 1: Taxes Completed and IRS Data was Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:◦ (02) IRS data for the student was transferred from the IRS and was not changed by the user prior to
submission of an application or correction.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
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IndV1 Scenario 2: Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web.
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA.
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction.
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction.
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it.
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents
◦ Tax Related Information- Verification Worksheet Independent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV1 Scenario 3: Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
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◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed anamended tax return.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Independent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV1 Scenario 4: Taxes have not been filed and Marital Status is Single, Divorced or Widowed• Student’s Tax Return Completed?:
◦ - (2) Will File.- (3) Will Not File.
• Student’s Marital Status:
◦ - (1) Single.- (4) Divorced or Widowed.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Independent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR
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• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on aprevious transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV1 Scenario 5: Taxes have not been filed and Marital Status is Married/Remarried or Separated• Student’s Tax Return Completed?:
◦ - (2) Will File.- (3) Will Not File.
• Student’s Marital Status:
◦ - (2) Married/Remarried.- (3) Separated.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Independent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.• Once an Acceptable tax document is received, if the Student's Tax Filing Status
= Married Filing Separately, Student Financial Planning requests the followingdocuments from Spouse:
- One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies
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◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Student Financial Planning clears this code automatically after requested documents including the TaxReturn Transcript, 1040, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold)have been received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review .
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
IndV1 Scenario 6: Student does not match Scenarios 1 - 5• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a Complete
ISIR Review task which requires manual review.
Criteria for Independent Students: Custom Verification Tracking Group(IndV4)IndV4 Scenario: All Students
• One document from each of the following groups is requested:
◦ High School Completion:- HS Diploma.- HS Transcript.- GED Cert.- GED Transcript.- State HS Equivalency Cert.- Secondary School Leaving Cert.- Home School Cert.
◦ Identity:- Drivers License.- Non-Drivers License ID.- State Issued ID.- Passport.
◦ Statement of Educational Purpose (SOEP):- SOEP-Campus.- SOEP-Notary.
• Code Clearing Logic
◦ If student has an Acceptable document from each group (High School Completion, Identity, and SOEP),then SFP clears this C-Code.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
Criteria for Independent Students: Aggregate Verification Tracking Group(IndV5)Scenario: All Students
• One document from each of the following groups is requested:
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◦ High School Completion:- HS Diploma.- HS Transcript.- GED Cert.- GED Transcript.- State HS Equivalency Cert.- Secondary School Leaving Cert.- Home School Cert.
◦ Identity:- Drivers License.- Non-Drivers License ID.- State Issued ID.- Passport.
◦ Statement of Educational Purpose (SOEP):- SOEP-Campus.- SOEP-Notary.
• Code Clearing Logic
◦ If student has an Acceptable document from each group (High School Completion, Identity, and SOEP),then SFP clears this C-Code.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
IndV5 Scenario 1: Taxes Completed and IRS Data was Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (02) IRS data for the student was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Independent from Student.- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
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◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 2: Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with the
option to use it in FAFSA on the Web.◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web and
elected to use it, but did not transfer IRS data into the FAFSA.◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission of
an application or correction.◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequent
transaction.◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, but
did not elect to use it.◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the student
ineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Student if:◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a
value equal to:• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 3: Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
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• Student IRS Request Flag:
◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed anamended tax return.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- 1040X- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 4: Taxes have not been filed and Marital Status is Single, Divorced or Widowed• Student’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Student's Marital Status:
◦ (1) Single.
◦ (4) Divorced or Widowed.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication
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17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ One of the following from Student:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Student Financial Planning clears this code automatically after requested documents including the Tax
Return Transcript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) havebeen received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 5: Taxes have not been filed and Marital Status is Married/Remarried or Separated• Student’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Student's Marital Status:◦ (2) Married/Remarried.
◦ (3) Separated.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Independent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ One of the following from Student:• Tax Return Transcript.• 1040.• 1040X.
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• Foreign Tax Transcript.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Student Financial Planning clears this code automatically after requested documents including the Tax
Return Transcript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) havebeen received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
IndV5 Scenario 6: Student does not match Scenarios 1 - 5• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a Complete
ISIR Review task which requires manual review.
Criteria for Dependent Students: Standard Verification Tracking Group(DepV1)For dependent students in the Standard Verification Tracking Group (V1), there are separate scenarios for studentverification (Scenarios 1 - 5) and parent verification (Scenarios 6 - 9). Therefore, each dependent student is evaluatedusing two scenarios: one for student data and one for parent data.
Students and parents must verify the following:
• If they are tax filers:◦ adjusted gross income.
◦ U.S. income tax paid.
◦ untaxed portions of IRA distributions and pensions.
◦ IRA deductions and payments.
◦ tax-exempt interest income.
◦ education credits.
◦ household size.
◦ number in college.
• If they are not tax filers:◦ income earned from work.
◦ household size.
◦ number in college.
DepV1 Scenario 1: Student Taxes Completed and IRS Data was Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed
• Student IRS Request Flag:◦ (02) IRS data for the student was transferred from the IRS and was not changed by the user prior to
submission of an application or correction.
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• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 2: Student Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed
• Student IRS Request Flag:
◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web.
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA.
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction.
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction.
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it.
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Student if:
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◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 3: Student Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed an
amended tax return.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Dependent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
- Rollover Statement from Student if:◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a
value equal to:• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 4: Student Taxes have not been filed and Marital Status is Single, Divorced or Widowed• Student’s Tax Return Completed?:
◦ - (2) Will File.
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- (3) Will Not File.
• Student’s Marital Status:◦ - (1) Single.
- (4) Divorced or Widowed.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Dependent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ Non-Filing Statement from Student.
◦ One of the following from Student:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Student Financial Planning clears this code automatically after requested documents including the Tax
Return Transcript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) havebeen received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 5: Student Taxes have not been filed and Marital Status is Married/Remarried or Separated• Student’s Tax Return Completed?:
◦ - (2) Will File.- (3) Will Not File.
• Student’s Marital Status:◦ - (2) Married/Remarried.
- (3) Separated.
• Requested Documents◦ Tax Related Information
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- Verification Worksheet Dependent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ Non-Filing Statement.
◦ One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.• Once an Acceptable tax document is received, if the Student's Tax Filing Status
= Married Filing Separately, Student Financial Planning requests the followingdocuments from Spouse:
- One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Student Financial Planning clears this code automatically after requested documents including the TaxReturn Transcript, 1040, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold)have been received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
DepV1 Scenario 6: Parent Taxes Completed and IRS Data was Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:
◦ (1) Married/Remarried.
◦ (2) Never married.
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◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:
◦ (02) IRS data for the parent was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction.
• Requested Documents
◦ Tax Related Information- Rollover Statement from Parent 1 if:
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- Rollover Statement from Parent 2 if:
◦ If Parent's Tax Return Filing Status:• (3) Married – filed separate return
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 7: Parent Taxes Completed and IRS Data was not Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:
◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
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◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:
◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web.
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA.
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction.
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction.
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it.
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents
◦ Tax Related Information- One of the following from Parent 1:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Parent 1 if:
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following from
Parent 2:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
◦ Rollover Statement from Parent 2 if:- Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a value
equal to:
◦ 1 = IRS data was transferred and not changed by user OR
◦ 2 = IRS data was transferred and changed by user to a different value OR
◦ 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on thistransaction OR
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◦ 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previoustransaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 8: Parent Taxes Completed and IRS Data was not Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:◦ (07) IRS data for the parent was transferred from IRS, but the IRS indicated that the parent filed an
amended tax return.
• Requested Documents◦ Tax Related Information
- One of the following from Parent 1:◦ Tax Return Transcript or 1040.
◦ 1040X.
- Rollover Statement from Parent 1 if:◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a
value equal to:• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following from
Parent 2:◦ Tax Return Transcript or 1040.
◦ 1040X.
◦ Rollover Statement from Parent 2 if:• Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag
has a value equal to:- 1 = IRS data was transferred and not changed by user OR- 2 = IRS data was transferred and changed by user to a different value OR
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- 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected onthis transaction OR
- 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected ona previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 9: Parent Taxes Not Completed• Parent’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Parent’s Marital Status:
◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Requested Documents◦ Tax Related Information
- Non-Filing Statement from Parent 1.- One of the following from Parent 1:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following fromParent 2:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
• Supporting Document Request Rules◦ Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the parent is required to file based on the tax award year guidelines in IRS Publication 17.If the parent's income is equal to or greater than the tax award year threshold, and the Parent's MaritalStatus = (1) Married/remarried then Student Financial Planning requests one of the following documentsfrom the Parent 1:
- IRS Extension Approval.- Non-Filing Statement.- One of the following:
◦ Tax Return Transcript.
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◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
◦ If Parent's Tax Return Filing Status: (3) Married – filed separate return, SFP requests the followingdocuments to verify from Parent 2:
- Tax Related Information◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV1 Scenario 10: Student does not match Scenarios 1 - 9• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a Complete
ISIR Review task which requires manual review.
Criteria for Dependent Students: Custom Verification Tracking Group(DepV4)DepV4 Scenario: All Students
• One document from each of the following groups is requested:◦ High School Completion :
- HS Diploma.- HS Transcript.- GED Cert.- GED Transcript.- State HS Equivalency Cert.- Secondary School Leaving Cert.- Home School Cert.
◦ Identity:- Drivers License.- Non-Drivers License ID.- State Issued ID.- Passport.
◦ Statement of Educational Purpose (SOEP):- SOEP-Campus.- SOEP-Notary.
• Code Clearing Logic◦ If student has an Acceptable document from each group (High School Completion, Identity, and SOEP),
then SFP clears this C-Code.
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◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
Criteria for Dependent Students: Aggregate Verification Tracking Group(DepV5)For dependent students in the Aggregate Verification Tracking Group (V1), there are separate scenarios for studentverification (Scenarios 1 - 5) and parent verification (Scenarios 6 - 9). Therefore, each dependent student is evaluatedusing three scenarios: one for all students, one for student data, and one for parent data.
Students and parents must verify the following:
• If they are tax filers:◦ adjusted gross income.
◦ U.S. income tax paid.
◦ untaxed portions of IRA distributions and pensions.
◦ IRA deductions and payments.
◦ tax-exempt interest income.
◦ education credits.
◦ household size.
◦ number in college.
• If they are not tax filers:◦ income earned from work.
◦ household size.
◦ number in college.
Scenario: All Students• One document from each of the following groups is requested:
◦ High School Completion :- HS Diploma.- HS Transcript.- GED Cert.- GED Transcript.- State HS Equivalency Cert.- Secondary School Leaving Cert.- Home School Cert.
◦ Identity:- Drivers License.- Non-Drivers License ID.- State Issued ID.- Passport.
◦ Statement of Educational Purpose (SOEP):- SOEP-Campus.- SOEP-Notary.
• Code Clearing Logic
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◦ If student has an Acceptable document from each group (High School Completion, Identity, and SOEP),then SFP clears this C-Code.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
DepV5 Scenario 1: Student Taxes Completed and IRS Data was Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (02) IRS data for the student was transferred from the IRS and was not changed by the user prior tosubmission of an application or correction.
• Requested Documents◦ Tax Related Information
- Verification Worksheet Dependent from Student.- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 2: Student Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with theoption to use it in FAFSA on the Web.
◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web andelected to use it, but did not transfer IRS data into the FAFSA.
◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission ofan application or correction.
◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequenttransaction.
◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, butdid not elect to use it.
◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the studentineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
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• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 3: Student Taxes Completed and IRS Data was not Transferred from IRS• Student’s Tax Return Completed?:
◦ (1) Already Completed.
• Student IRS Request Flag:
◦ (07) IRS data for the student was transferred from IRS, but the IRS indicated that the student filed anamended tax return.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- One of the following from Student:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
- Rollover Statement from Student if:
◦ Field: Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR
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• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on aprevious transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 4: Student Taxes have not been filed and Marital Status is Single, Divorced or Widowed• Student’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Student’s Marital Status:
◦ (1) Single.
◦ (4) Divorced or Widowed.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ Non-Filing Statement from Student.
◦ One of the following from Student:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Student Financial Planning clears this code automatically after requested documents including the TaxReturn Transcript, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold) havebeen received and are Acceptable.
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◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 5: Student Taxes have not been filed and Marital Status is Married/Remarried or Separated• Student’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Student’s Marital Status:
◦ (2) Married/Remarried.
◦ (3) Separated.
• Requested Documents
◦ Tax Related Information- Verification Worksheet Dependent from Student.- Non-Filing Statement from Student.- One of the following from Student:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
◦ Supporting Document Request Rules- Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document to
determine if the student is required to file based on the tax award year guidelines in IRS Publication17. If the student's income is equal to or greater than the tax award year threshold, StudentFinancial Planning requests one of the following documents from the Student:
◦ IRS Extension Approval.
◦ Non-Filing Statement.
◦ One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.• Once an Acceptable tax document is received, if the Student's Tax Filing Status
= Married Filing Separately, Student Financial Planning requests the followingdocuments from Spouse:
- One of the following:• Tax Return Transcript.• 1040.• 1040X.• Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
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◦ Student Financial Planning clears this code automatically after requested documents including the TaxReturn Transcript, 1040, 1040X or Foreign Tax Transcript (requested due to the tax award year threshold)have been received and are Acceptable.
◦ However, if the student provided an IRS Extension Approval due to the tax award year threshold, the C-Code is not cleared automatically. Once this document is Acceptable, Student Financial Planning triggersa Complete ISIR Review task which requires manual review.
◦ If ISIR Corrections were submitted, Student Financial Planning clears the code upon the receipt of theCorrected ISIR.
DepV5 Scenario 6: Parent Taxes Completed and IRS Data was Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:◦ (02) IRS data for the parent was transferred from the IRS and was not changed by the user prior to
submission of an application or correction.
• Requested Documents◦ Tax Related Information
- Rollover Statement from Parent 1 if:◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a
value equal to:• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- Rollover Statement from Parent 2 if:
◦ If Parent's Tax Return Filing Status:• (3) Married – filed separate return
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
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• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 7: Parent Taxes Completed and IRS Data was not Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:◦ (00) Student was ineligible to use the IRS Data Retrieval Tool and was therefore not presented with the
option to use it in FAFSA on the Web.◦ (01) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web and
elected to use it, but did not transfer IRS data into the FAFSA.◦ (03) IRS data for the student was transferred from the IRS and changed by the user prior to submission of
an application or correction.◦ (04) IRS data for the student was transferred from the IRS and then changed by the user on a subsequent
transaction.◦ (05) Student was presented with the option to use the IRS Data Retrieval Tool in FAFSA on the Web, but
did not elect to use it.◦ (06) IRS data for the student was transferred from the IRS, but a subsequent change made the student
ineligible to use the IRS Data Retrieval Tool Blank = IRS Data Retrieval Tool not available in the applicationmethod utilized by the student (i.e., paper FAFSA, EDE, or FAA Access).
• Requested Documents◦ Tax Related Information
- One of the following from Parent 1:◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Parent 1 if:◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has a
value equal to:• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following from
Parent 2:
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◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
- Rollover Statement from Parent 2 if:
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this
transaction OR• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a
previous transaction.
• ISIR Discrepancies◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIR
field values and make any required updates.
• Code Clearing Logic◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 8: Parent Taxes Completed and IRS Data was not Transferred from IRS• Parent’s Tax Return Completed?:
◦ (1) Already Completed.
• Parent’s Marital Status:
◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Parent IRS Request Flag:
◦ (07) IRS data for the parent was transferred from IRS, but the IRS indicated that the parent filed anamended tax return.
• Requested Documents◦ Tax Related Information
- One of the following from Parent 1:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
- Rollover Statement from Parent 1 if:
◦ Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag has avalue equal to:
• 1 = IRS data was transferred and not changed by user OR• 2 = IRS data was transferred and changed by user to a different value OR
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• 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on thistransaction OR
• 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on aprevious transaction.
- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following fromParent 2:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Rollover Statement from Parent 2 if:• Field: Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag
has a value equal to:- 1 = IRS data was transferred and not changed by user OR- 2 = IRS data was transferred and changed by user to a different value OR- 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on
this transaction OR- 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on
a previous transaction.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 9: Parent Taxes Not Completed• Parent’s Tax Return Completed?:
◦ (2) Will File.
◦ (3) Will Not File.
• Parent’s Marital Status:
◦ (1) Married/Remarried.
◦ (2) Never married.
◦ (3) Divorced/separated.
◦ (4) Widowed.
◦ (5) Unmarried and both parents living together.
• Requested Documents
◦ Tax Related Information- Non-Filing Statement from Parent 1.- One of the following from Parent 1:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
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- If Parent's Tax Return Filing Status is (3) Married – filed separate return, one of the following fromParent 2:
◦ W2.
◦ 1099G.
◦ Self Employment Statement.
• Supporting Document Request Rules
◦ Student Financial Planning evaluates the W2, 1099G, or Self Employment Statement document todetermine if the parent is required to file based on the tax award year guidelines in IRS Publication 17.If the parent's income is equal to or greater than the tax award year threshold, and the Parent's MaritalStatus = (1) Married/remarried then Student Financial Planning requests one of the following documentsfrom the Parent 1:
- IRS Extension Approval.- Non-Filing Statement.- One of the following:
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
◦ If Parent's Tax Return Filing Status: (3) Married – filed separate return, SFP requests the followingdocuments to verify from Parent 2:
- Tax Related Information
◦ Tax Return Transcript.
◦ 1040.
◦ 1040X.
◦ Foreign Tax Transcript.
• ISIR Discrepancies
◦ Once those Documents are received, ISIR Discrepancy logic will compare Document Meta Data to ISIRfield values and make any required updates.
• Code Clearing Logic
◦ Clears this code automatically after the requested documents have been received and are Acceptable.
◦ If ISIR Corrections were submitted, clears the code upon the receipt of the Corrected ISIR.
DepV5 Scenario 10: Student does not match Scenarios 1 - 9• If the student does not meet one of the preceding scenarios, Student Financial Planning triggers a Complete
ISIR Review task which requires manual review.
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Chapter 4ISIR Field Names
4 ISIR Field Names
2019-2020 ISIR Field Names
OverviewThe following list of SFP ISIR Field Names is based on the ED's Electronic Data Exchange (EDE) Technical Reference forthe 2019-2020 award year. The ISIR Field Names were unchanged from the 2018-2019 award year.
For a full list of updates to SFP, refer to New Award Year Updates information in the Product Release Notes and selectthe applicable Award Year. See Doc ID 2613016.1 on My Oracle Support at https://support.oracle.com.
ISIR Field NamesThe following ISIR Field Names are as referenced in the Groovy scripts.
Column Name Length
YEARINDICATOR 1
STUDENTSSN 9
ORIGINALID 2
TRANSACTIONNUMBER 2
STUDENTLASTNAME 16
STUDENTFIRSTNAME 12
STUDENTMIDDLEINITIAL 1
MAILINGADDRESS 35
PERMANENTCITY 16
PERMANENTSTATE 2
PERMANENTZIPCODE 5
DATEOFBIRTH 8
PERMANENTPHONENO 10
DRIVERLICENSENUMBER 20
DRIVERLICENSESTATE 2
EMAILADDRESS 50
CITIZENSHIPSTATUS 1
ALIENREGISTRATIONNUMBER 9
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Chapter 4ISIR Field Names
Column Name Length
STUDENTMARITALSTATUS 1
MARITALSTATUSDATE 6
LEGALSTATERESIDENCE 2
STUNDENTSLEGALRESIDENCEBEFORE 1
STUDENTLEGALRESDATE 6
STUDENTSEX 1
DOYOUWANTSELECTIVESERVICETOREGISTERYOU1
DRUGCONVICTIONAFFECTINGELIGIBILITY 1
PARENT1HIGHESTGRADELEVELCOMPLETED1
PARENT2HIGHESTGRADELEVELCOMPLETED1
HSDIPLOMAOREQUIVALENT 1
HIGHSCHOOLNAME 50
HIGHSCHOOLCITY 28
HIGHSCHOOLSTATE 2
HIGHSCHOOLCODE 12
FIRSTBACHELORSDEGREEBY 1
GRADELEVELINCOLLEGE 1
DEGREECERTIFICATE 1
INTERESTEDINWORKSTUDY 1
FILLER01 50
STUDENTSTAXRETURNCOMPLETED 1
STUDENTSTYPEOFTAXFORMUSED 1
STUDENTSTAXRETURNFILINGSTATUS 1
STUDENTELIGIBLETOFILE1040AOR1040EZ 1
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM7
STUDENTSUSINCOMETAXPAID 7
STUDENTSEXEMPTIONSCLAIMED 2
STUDENTSINCOMEEARNEDFROMWORK 7
SPOUSESINCOMEEARNEDFROMWORK 7
STUDENTSCASHSAVINGSANDCHECKING 7
STUDENTSINVESTMENTNETWORTH 7
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Chapter 4ISIR Field Names
Column Name Length
STUDENTSBUSINESSANDORINVESTMENTFARMNETWORTH7
STUDENTSEDUCATIONALCREDITS 7
STUDENTSCHILDSUPPORTPAID 7
STUDENTSNEEDBASEDEMPLOYMENT 7
STUDENTSGRANTSCHOLARSHIPAID 7
STUDENTSCOMBATPAY 7
STUDENTSCOOPERATIVEEDUCATION 7
STUDENTSPENSIONPAYMENTS 7
STUDENTSIRAPAYMENTS 7
STUDENTSCHILDSUPPORTRECEIVED 7
STUDENTSINTERESTINCOME 7
STUDENTSIRADISTRIBUTIONS 7
STUDENTSUNTAXEDPENSIONS 7
STUDENTSMILITARYCLERGYALLOWANCES 7
STUDENTSVETERANSNONEDUCATIONBENEFITS7
STUDENTSOTHERUNTAXEDINCOME 7
STUDENTSOTHERNONREPORTEDMONEY 7
FILLER02 50
BORNBEFORE 1
ISSTUDENTMARRIED 1
WORKINGONAMASTERSORDOCTORATEPROGRAM1
AREYOUONACTIVEDUTYINUSARMEDFORCES1
VETERANOFUSARMEDFORCES 1
HAVECHILDRENYOUSUPPORT 1
HAVELEGALDEPENDENTSOTHERTHANCHILDRENORSPOUSE1
ORPHANWARDOFCOURTORFOSTERCARE 1
ASOFTODAYANEMANCIPATEDMINOR 1
ASOFTODAYINLEGALGUARDIANSHIP 1
UNACCOMPANIEDYOUTHDETERMINEDBYSCHOOLDISTRICTLIAISON1
UNACCOMPANIEDYOUTHDETERMINEDBYHUD1
ATRISKOFHOMELESSNESS 1
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Chapter 4ISIR Field Names
Column Name Length
FILLER03 5
PARENTSMARITALSTATUS 1
PARENTSMARITALSTATUSDATE 6
PARENT1SOCIALSECURITYNUMBER 9
PARENT1LASTNAME 16
PARENT1FIRSTNAMEINITIAL 1
PARENT1DATEOFBIRTH 8
PARENT2SOCIALSECURITYNUMBER 9
PARENT2LASTNAME 16
PARENT2FIRSTNAMEINITIAL 1
PARENT2DATEOFBIRTH 8
PARENTSEMAILADDRESS 50
PARENTSSTATEOFLEGALRESIDENCE 2
PARENTSLEGALRESIDENTSBEFORE 1
PARENTSLEGALRESIDENCEDATE 6
PARENTSNUMBEROFFAMILYMEMBERS 2
PARENTSNUMBERINCOLLEGE 1
PARENTSUPPLEMENTALSECURITYINCOMEBENEFITS1
PARENTFOODSTAMPBENEFITS 1
PARENTFREEORREDUCEDPRICESCHOOLLUNCHBENEFITS1
PARENTTANFBENEFITS 1
PARENTWICBENEFITS 1
PARENTSTAXRETURNCOMPLETED 1
PARENTSTYPEOFTAXFORMUSED 1
PARENTSTAXRETURNFILINGSTATUS 1
PARENTSELIGIBLETOFILE1040AOR1040EZ 1
PARENTDISLOCATEDWORKER 1
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM7
PARENTSUSINCOMETAXPAID 7
PARENTSEXEMPTIONSCLAIMED 2
PARENT1INCOMEEARNEDFROMWORK 7
346
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
PARENT2INCOMEEARNEDFROMWORK 7
PARENTSCASHSAVINGSANDCHECKING 7
PARENTSINVESTMENTNETWORTH 7
PARENTSBUSINESSANDORINVESTMENTFARMNETWORTH7
PARENTSEDUCATIONALCREDITS 7
PARENTSCHILDSUPPORTPAID 7
PARENTSNEEDBASEDEMPLOYMENT 7
PARENTSGRANTSCHOLARSHIPAID 7
PARENTSCOMBATPAY 7
PARENTSCOOPERATIVEEDUCATION 7
PARENTSPENSIONPAYMENTS 7
PARENTSIRAPAYMENTS 7
PARENTSCHILDSUPPORTRECEIVED 7
PARENTSINTERESTINCOME 7
PARENTSIRADISTRIBUTIONS 7
PARENTSUNTAXEDPENSIONS 7
PARENTSMILITARYCLERGYALLOWANCES 7
PARENTSVETERANSNONEDUCATIONBENEFITS7
PARENTSOTHERUNTAXEDINCOME 7
FILLER04 50
STUDENTSNUMBEROFFAMILYMEMBERS 2
STUDENTSNUMBERINCOLLEGE 1
STUDENTSUPPLEMENTALSECURITYINCOMEBENEFITS1
STUDENTFOODSTAMPBENEFITS 1
STUDENTFREEORREDUCEDPRICESCHOOLLUNCHBENEFITS1
STUDENTTANFBENEFITS 1
STUDENTWICBENEFITS 1
STUDENTSPOUSEDISLOCATEDWORKER 1
FILLER05 5
FEDERALSCHOOLCODE1 6
FEDERALSCHOOLCODE1HOUSINGPLANS 1
347
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
FEDERALSCHOOLCODE2 6
FEDERALSCHOOLCODE2HOUSINGPLANS 1
FEDERALSCHOOLCODE3 6
FEDERALSCHOOLCODE3HOUSINGPLANS 1
FEDERALSCHOOLCODE4 6
FEDERALSCHOOLCODE4HOUSINGPLANS 1
FEDERALSCHOOLCODE5 6
FEDERALSCHOOLCODE5HOUSINGPLANS 1
FEDERALSCHOOLCODE6 6
FEDERALSCHOOLCODE6HOUSINGPLANS 1
FEDERALSCHOOLCODE7 6
FEDERALSCHOOLCODE7HOUSINGPLANS 1
FEDERALSCHOOLCODE8 6
FEDERALSCHOOLCODE8HOUSINGPLANS 1
FEDERALSCHOOLCODE9 6
FEDERALSCHOOLCODE9HOUSINGPLANS 1
FEDERALSCHOOLCODE10 6
FEDERALSCHOOLCODE10HOUSINGPLANS 1
FILLER06 35
DATEAPPLICATIONCOMPLETED 8
SIGNEDBY 1
FILLER07 5
PREPARERSSOCIALSECURITYNUMBER 9
PREPARERSEMPLOYERIDENTIFICATIONNUMBEREIN9
PREPARERSSIGNATURE 1
FILLER08 10
DEPENDENCYOVERRIDE 1
FAAFEDERALSCHOOLCODE 6
FILLER09 11
DEPENDENCYSTATUS 1
TRANSACTIONDATASOURCETYPECODE 2
348
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
TRANSACTIONRECEIPTDATE 8
SPECIALCIRCUMSTANCESFLAG 1
STUDENTSIRSREQUESTFLAG 2
PARENTSIRSREQUESTFLAG 2
PARENTASSETTHRESHOLDEXCEEDED 1
STUDENTASSETTHRESHOLDEXCEEDED 1
New 2014 Fields
Column Name Length
IRSSTUDENTAGIDATAFIELDFLAG 1
IRSSTUDENTFITDATAFIELDFLAG 1
IRSPARENTAGIDATAFIELDFLAG 1
IRSPARENTFITDATAFIELDFLAG 1
New 2015 Fields
Column Name Length
STUDENTIRSDISPLAYFLAG 1
PARENTIRSDISPLAYFLAG 1
New 2019 Fields
Column Name Length
STUDENTIRSTYPEOFTAXRETURNFLAG 1
STUDENTIRSEXEMPTIONFLAG 1
STUDENTIRSEDUCREDITSFLAG 1
STUDENTIRSIRAPAYMENTSFLAG 1
STUDENTIRSINTERESTINCOMEFLAG 1
STUDENTIRSIRADISTRIBUTIONSFLAG 1
STUDENTIRSUNTAXEDPENSIONSFLAG 1
FILLER10 1
STUDENTIRSTAXRETURNFILINGSTATUSFLAG1
349
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
FILLER11 1
PARENTIRSTYPEOFTAXRETURNFLAG 1
PARENTIRSEXEMPTIONFLAG 1
PARENTIRSEDUCREDITSFLAG 1
PARENTIRSIRAPAYMENTSFLAG 1
PARENTIRSINTERESTINCOMEFLAG 1
PARENTIRSIRADISTRIBUTIONSFLAG 1
PARENTIRSUNTAXEDPENSIONSFLAG 1
FILLER12 1
PARENTIRSTAXRETURNFILINGSTATUSFLAG 1
FILLER13 64
ASSUMPTIONOVERRIDE1 1
ASSUMPTIONOVERRIDE2 1
ASSUMPTIONOVERRIDE3 1
ASSUMPTIONOVERRIDE4 1
ASSUMPTIONOVERRIDE5 1
ASSUMPTIONOVERRIDE6 1
ELECTRONICTRANSACTIONINDICATORETI 7
REJECTOVERRIDE3 1
REJECTOVERRIDE12 1
REJECTOVERRIDE20 1
REJECTOVERRIDEA 1
REJECTOVERRIDEB 1
REJECTOVERRIDEC 1
REJECTOVERRIDEG 1
REJECTOVERRIDEJ 1
REJECTOVERRIDEK 1
REJECTOVERRIDEN 1
REJECTOVERRIDEW 1
REJECTOVERRIDE21 1
FILLER14 79
350
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
STUDENTSCURRENTSOCIALSECURITYNUMBER9
CORRECTIONAPPLIEDAGAINSTTRANSACTIONNUMBER2
FILLER15 4
PROFESSIONALJUDGMENT 1
FILLER16 10
APPLICATIONDATASOURCETYPECODE 2
APPLICATIONRECEIPTDATE 8
ADDRESSONLYCHANGEFLAG 1
CPSPUSHEDISIRFLAG 1
EFCCHANGEFLAG 1
STUDENTLASTNAMESSNCHANGEFLAG 1
REJECTSTATUSCHANGEFLAG 1
SARCCHANGEFLAG 1
VERIFICATIONSELECTIONCHANGEFLAG 1
COMPUTENUMBER 3
SOURCEOFCORRECTION 1
DUPLICATESSNINDICATOR 1
GRADUATEFLAG 1
PELLGRANTELIGIBILITYFLAG 1
TRANSACTIONPROCESSEDDATE 8
PROCESSEDRECORDTYPE 1
REJECTREASONCODE1 2
REJECTREASONCODE2 2
REJECTREASONCODE3 2
REJECTREASONCODE4 2
REJECTREASONCODE5 2
REJECTREASONCODE6 2
REJECTREASONCODE7 2
REPROCESSEDREASONCODE 2
SARCFLAG 1
AUTOMATICZEROEFCINDICATOR 1
351
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
SIMPLIFIEDNEEDSTESTSNT 1
PARENTSCALCULATEDTAXSTATUS 1
STUDENTSCALCULATEDTAXSTATUS 1
STUDENTSADDITIONALFINANCIALINFORMATIONTOTALCALCULATEDBYCPS8
STUDENTSUNTAXEDINCOMETOTALCALCULATEDBYCPS8
PARENTSADDITIONALFINANCIALINFORMATIONTOTALCALCULATEDBYCPS8
PARENTSUNTAXEDINCOMETOTALCALCULATEDBYCPS8
HIGHSCHOOLFLAG 1
FILLER17 10
ASSUMEDCITIZENSHIP 1
ASSUMEDSTUDENTSMARITALSTATUS 1
ASSUMEDSTUDENTSAGI 7
ASSUMEDSTUDENTSUSTAXPAID 7
ASSUMEDSTUDENTSINCOMEFROMWORK 7
ASSUMEDSPOUSESINCOMEFROMWORK 7
ASSUMEDSTUDENTSADDITIONALFINANCIALINFORMATIONTOTAL8
ASSUMEDDATEOFBIRTHPRIOR 1
ASSUMEDSTUDENTISMARRIEDREMARRIED 1
ASSUMEDHAVECHILDRENYOUSUPPORT 1
ASSUMEDHAVELEGALDEPENDENTSOTHERTHANCHILDRENORSPOUSE1
ASSUMEDSTUDENTSINFAMILY 2
ASSUMEDSTUDENTSINCOLLEGE 1
FILLER18 3
ASSUMEDSTUDENTASSETTHRESHOLDEXCEEDED1
FILLER19 9
ASSUMEDPARENTSMARITALSTATUS 1
ASSUMEDPARENT1SSN 1
ASSUMEDPARENT2SSN 1
ASSUMEDPARENTSINFAMILY 2
ASSUMEDPARENTSINCOLLEGE 1
ASSUMEDPARENTSAGI 7
352
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
ASSUMEDPARENTSUSTAXPAID 7
ASSUMEDPARENT1INCOMEEARNEDFROMWORK7
ASSUMEDPARENT2INCOMEEARNEDFROMWORK7
ASSUMEDPARENTSADDITIONALFINANCIALINFORMATIONTOTAL8
ASSUMEDPARENTSASSETTHRESHOLDEXCEEDED1
FILLER20 9
PRIMARYEFC 6
SECONDARYEFC 6
SIGNATUREREJECTEFC 6
PRIMARYEFCTYPE 1
SECONDARYEFCTYPE 1
PRIMARYALTERNATEMONTH1 6
PRIMARYALTERNATEMONTH2 6
PRIMARYALTERNATEMONTH3 6
PRIMARYALTERNATEMONTH4 6
PRIMARYALTERNATEMONTH5 6
PRIMARYALTERNATEMONTH6 6
PRIMARYALTERNATEMONTH7 6
PRIMARYALTERNATEMONTH8 6
PRIMARYALTERNATEMONTH10 6
PRIMARYALTERNATEMONTH11 6
PRIMARYALTERNATEMONTH12 6
SECONDARYALTERNATEMONTH1 6
SECONDARYALTERNATEMONTH2 6
SECONDARYALTERNATEMONTH3 6
SECONDARYALTERNATEMONTH4 6
SECONDARYALTERNATEMONTH5 6
SECONDARYALTERNATEMONTH6 6
SECONDARYALTERNATEMONTH7 6
SECONDARYALTERNATEMONTH8 6
SECONDARYALTERNATEMONTH10 6
353
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
SECONDARYALTERNATEMONTH11 6
SECONDARYALTERNATEMONTH12 6
TOTALINCOME 8
ALLOWANCESAGAINSTTOTALINCOME 7
STATEANDOTHERTAXALLOWANCE 7
EMPLOYMENTALLOWANCE 7
INCOMEPROTECTIONALLOWANCE 7
AVAILABLEINCOME 8
CONTRIBUTIONFROMAVAILABLEINCOME 7
DISCRETIONARYNETWORTH 9
NWNETWORTH 9
ASSETPROTECTIONALLOWANCE 9
PARENTSCONTRIBUTIONFROMASSETS 7
ADJUSTEDAVAILABLEINCOME 8
TOTALSTUDENTSCONTRIBUTION 7
TOTALPARENTSCONTRIBUTION 7
PARENTSCONTRIBUTION 7
STUDENTSTOTALINCOME 8
STUDENTSALLOWANCEAGAINSTTOTALINCOME7
DEPENDENTSTUDENTSINCOMECONTRIBUTION7
STUDENTSDISCRETIONARYNETWORTH 9
STUDENTSCONTRIBUTIONFROMASSETS 7
TOTALINCOMEFISAP 8
SECTOTALINCOME 8
SECAALLOWANCEAGAINSTTOTALINCOME 7
SECSTATEANDOTHERTAXALLOWANCE 7
SECEMPLOYMENTALLOWANCE 7
SECINCOMEPROTECTIONALLOWANCE 7
SECAVAILABLEINCOME 8
SECCONTRIBUTIONFROMAVAILABLEINCOME7
SECDISCRETIONARYNETWORTH 9
354
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
SECNWNETWORTH 9
SECASSETPROTECTIONALLOWANCE 9
SECPARENTSCONTRIBUTIONFROMASSETS 7
SECADJUSTEDAVAILABLEINCOME 8
SECTOTALSTUDENTSCONTRIBUTION 7
SECTOTALPARENTSCONTRIBUTION 7
SECPARENTSCONTRIBUTION 7
SECSTUDENTSTOTALINCOME 8
SECSTUDENTSALLOWANCEAGAINSTTOTALINCOME7
SECDEPENDENTSTUDENTSINCOMECONTRIBUTION7
SECSTUDENTSDISCRETIONARYNETWORTH 9
SECSTUDENTSCONTRIBUTIONFROMASSETS7
SECTOTALINCOMEFISAP 8
FILLER21 50
CORRECTIONFLAGS 195
FILLER22 15
HIGHLIGHTFLAGS 195
FILLER23 15
FAFSADATAVERIFYFLAGS 195
FILLER24 15
DHSMATCHFLAG 1
SECONDARYDHSMATCHFLAG 1
FILLER25 15
DHSVERNOIDENTIFICATION 15
FILLER26 1
NSLDSMATCHFLAG 1
NSLDSPOSTSCREENINGREASONCODE1 2
NSLDSPOSTSCREENINGREASONCODE2 2
NSLDSPOSTSCREENINGREASONCODE3 2
FILLER27 9
PARENT1SSNMATCHFLAG 1
355
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
FILLER28 9
PARENT2SSNMATCHFLAG 1
SELECTIVESERVICEMATCHFLAG 1
SELECTIVESERVICEREGISTRATIONFLAG 1
SSACITIZENSHIPFLAG 1
FILLER29 8
SSNMATCHFLAG 1
VAMATCHFLAG 1
STUDENTSDODMATCHFLAG 1
STUDENTSDODPARENTDATEOFDEATH 8
FILLER30 50
COMMENTCODE1 3
COMMENTCODE2 3
COMMENTCODE3 3
COMMENTCODE4 3
COMMENTCODE5 3
COMMENTCODE6 3
COMMENTCODE7 3
COMMENTCODE8 3
COMMENTCODE9 3
COMMENTCODE10 3
COMMENTCODE11 3
COMMENTCODE12 3
COMMENTCODE13 3
COMMENTCODE14 3
COMMENTCODE15 3
COMMENTCODE16 3
COMMENTCODE17 3
COMMENTCODE18 3
COMMENTCODE19 3
COMMENTCODE20 3
356
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
FILLER31 15
ELECTRONICFEDERALSCHOOLCODEINDICATOR1
ELECTRONICTRANSINDICATORETIFLAG 1
FILLER32 10
FILLER33 5
VERIFICATIONTRACKINGFLAG 4
STUDENTISSELECTEDFORVER 1
FILLER34 199
NSLDSTRANSNO 2
NSLDSDATABASERESULTSFLAG 1
FILLER35 1
NSLDSPELLOVERPAYFLAG 1
NSLDSPELLOVERPAYCONTACT 8
NSLDSSEOGOVERPAYFLAG 1
NSLDSSEOGOVERPAYCONTACT 8
NSLDSPERKINSOVERPAYFLAG 1
NSLDSPERKINSOVERPAYCONTACT 8
NSLDSTEACHGRANTOVERPAYFLAG 1
NSLDSTEACHGRANTOVERPAYCONTACT 8
NSLDSIRAQAFGHANISTANOVERPAYFLAG 1
NSLDSIRAQAFGHANISTANOVERPAYCONTACT8
NSLDSDEFAULTEDLOANFLAG 1
NSLDSDISCHARGEDLOANFLAG 1
NSLDSFRAUDLOANFLAG 1
NSLDSLOANSATISFACTORYREPAYMENTFLAG1
NSLDSACTIVEBANKRUPTCYFLAG 1
NSLDSTEACHGRANTLOANCONVERSIONFLAG1
NSLDSAGGSUBSIDIZEDOUTSTANDINGPRIBAL6
NSLDSAGGUNSUBSIDIZEDOUTSTANDINGPRIBAL6
NSLDSAGGCOMBINEDOUTSTANDINGPRIBAL6
NSLDSAGGUNALLOCATEDCONSOLIDATEDOUTSTANDINGPRIBAL6
357
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSAGGTEACHLOANPRIBAL 6
NSLDSAGGSUBSIDIZEDPENDINGDISBURSEMENT6
NSLDSAGGUNSUBSIDIZEDPENDINGDISBURSEMENT6
NSLDSAGGCOMBINEDPENDINGDISBURSEMENT6
NSLDSAGGSUBSIDIZEDTOTAL 6
NSLDSAGGUNSUBSIDIZEDTOTAL 6
NSLDSAGGCOMBINEDTOTAL 6
NSLDSUNALLOCATEDCONSOLIDATEDTOTAL6
NSLDSTEACHLOANTOTAL 6
NSLDSPERKINSCUMULATIVEDISBURSEMENTAMOUNT6
NSLDSPERKINSCURRENTYEARDISBURSEMENTAMOUNT6
NSLDSAGGTEACHUNDERGRADUATEPOSTBACCALAUREATEDISBURSEMENTAMOUNT6
NSLDSAGGTEACHGRADUATEDISBURSEMENTAMOUNT6
NSLDSDEFAULTEDLOANCHANGEFLAG 1
NSLDSFRAUDLOANCHANGEFLAG 1
NSLDSDISCHARGEDLOANCHANGEFLAG 1
NSLDSLOANSATISFACTORYREPAYMENTCHANGEFLAG1
NSLDSACTIVEBANKRUPTCYCHANGEFLAG 1
NSLDSTEACHGRANTTOLOANCONVERSIONCHANGEFLAG1
NSLDSOVERPAYSCHANGEFLAG 1
NSLDSAGGLOANCHANGEFLAG 1
NSLDSPERKINSLOANCHANGEFLAG 1
NSLDSPELLPAYMENTCHANGEFLAG 1
NSLDSTEACHGRANTCHANGEFLAG 1
NSLDSADDITIONALPELLFLAG 1
NSLDSADDITIONALLOANSFLAG 1
NSLDSADDITIONALTEACHGRANTFLAG 1
NSLDSDIRECTLOANMASTERPROMNOTEFLAG1
NSLDSDIRECTLOANPLUSMASTERPROMNOTE1
NSLDSDIRECTLOANGRADUATEPLUSMASTERPROMNOTE1
NSLDSUNDERGRADUATESUBSIDIZEDLOANLIMITFLAG1
358
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSUNDERGRADUATECOMBINEDLOANLIMITFLAG1
NSLDSGRADUATESUBSIDIZEDLOANLIMITFLAG1
NSLDSGRADUATECOMBINEDLOANLIMITFLAG1
NSLDSPELLLIFETIMELIMITFLAG 1
NSLDSPELLLIFETIMEELIGIBILITYUSED 7
NSLDSSUBSIDIZEDUSAGELIMITAPPLIESFLAG1
NSLDSSUBSIDIZEDUSAGEPERIOD 6
NSLDSUNUSUALENROLLMENTHISTORYFLAG1
FILLER36 6
NSLDSPELLSEQUENCENO1 2
NSLDSPELLVERFLAG1 3
NSLDSEFC1 6
NSLDSPELLSCHOOLCODE1 8
NSLDSPELLTRANSNO1 2
NSLDSPELLLASTUPDATEDATE1 8
NSLDSPELLSCHEDULEDAMOUNT1 6
NSLDSPELLAMOUNTPAIDTODATE1 6
NSLDSPELLPERCENTSCHEDULEDAWARDUSEDBYAWARDYEAR17
NSLDSPELLAWARDAMOUNT1 6
NSLDSPELLADDITIONALELIGIBILITYINDICATOR11
FILLER37 7
NSLDSPELLSEQUENCENO2 2
NSLDSPELLVERFLAG2 3
NSLDSEFC2 6
NSLDSPELLSCHOOLCODE2 8
NSLDSPELLTRANSNO2 2
NSLDSPELLLASTUPDATEDATE2 8
NSLDSPELLSCHEDULEDAMOUNT2 6
NSLDSPELLAMOUNTPAIDTODATE2 6
NSLDSPELLPERCENTSCHEDULEDAWARDUSEDBYAWARDYEAR27
NSLDSPELLAWARDAMOUNT2 6
359
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSPELLADDITIONALELIGIBILITYINDICATOR21
FILLER38 7
NSLDSPELLSEQUENCENO3 2
NSLDSPELLVERFLAG3 3
NSLDSEFC3 6
NSLDSPELLSCHOOLCODE3 8
NSLDSPELLTRANSNO3 2
NSLDSPELLLASTUPDATEDATE3 8
NSLDSPELLSCHEDULEDAMOUNT3 6
NSLDSPELLAMOUNTPAIDTODATE3 6
NSLDSPELLPERCENTSCHEDULEDAWARDUSEDBYAWARDYEAR37
NSLDSPELLAWARDAMOUNT3 6
NSLDSPELLADDITIONALELIGIBILITYINDICATOR31
FILLER39 7
NSLDSTEACHGRANTSEQNO1 2
NSLDSTEACHGRANTSCHCODE1 8
NSLDSTEACHGRANTTRANNO1 2
NSLDSTEACHCODGRANTLASTUPDATEDATE18
NSLDSTEACHGRANTSCHAWDAMT1 6
NSLDSTEACHGRANTAMTPAIDTODATE1 6
NSLDSTEACHGRANTAWDAMT1 6
NSLDSTEACHGRANTACDYEARLEV1 1
NSLDSTEACHGRANTCODSEQCODE1 3
NSLDSTEACHGRANTAWDYEAR1 4
NSLDSTEACHGRANTLOANCONVERSIONFLAG11
NSLDSTEACHGRANTSEQNO2 2
NSLDSTEACHGRANTSCHCODE2 8
NSLDSTEACHGRANTTRANNO2 2
NSLDSTEACHCODGRANTLASTUPDATEDATE28
NSLDSTEACHGRANTSCHAWDAMT2 6
NSLDSTEACHGRANTAMTPAIDTODATE2 6
360
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSTEACHGRANTAWDAMT2 6
NSLDSTEACHGRANTACDYEARLEV2 1
NSLDSTEACHGRANTCODSEQCODE2 3
NSLDSTEACHGRANTAWDYEAR2 4
NSLDSTEACHGRANTLOANCONVERSIONFLAG21
NSLDSTEACHGRANTSEQNO3 2
NSLDSTEACHGRANTSCHCODE3 8
NSLDSTEACHGRANTTRANNO3 2
NSLDSTEACHCODGRANTLASTUPDATEDATE38
NSLDSTEACHGRANTSCHAWDAMT3 6
NSLDSTEACHGRANTAMTPAIDTODATE3 6
NSLDSTEACHGRANTAWDAMT3 6
NSLDSTEACHGRANTACDYEARLEV3 1
NSLDSTEACHGRANTCODSEQCODE3 3
NSLDSTEACHGRANTAWDYEAR3 4
NSLDSTEACHGRANTLOANCONVERSIONFLAG31
NSLDSLOAN1SEQNO 2
NSLDSLOAN1TYPECODE 1
NSLDSLOAN1CHANGEFLAG 1
NSLDSLOAN1PROGRAMCODE 2
NSLDSLOAN1NETAMT 6
NSLDSLOAN1CURRENTSTATCODE 2
NSLDSLOAN1CURRENTSTATDATE 8
NSLDSLOAN1AGGREGATEPRINCIPALBAL 6
NSLDSLOAN1PRINCIPALBALDATE 8
NSLDSLOAN1BEGINDATE 8
NSLDSLOAN1ENDDATE 8
NSLDSLOAN1GUARANTYAGENCYCODE 3
NSLDSLOAN1CONTACTTYPE 3
NSLDSLOAN1SCHCODE 8
NSLDSLOAN1CONTACTCODE 8
361
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN1GRADELEV 3
NSLDSLOAN1ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN1CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN1DISBURSEMENTAMT 6
NSLDSLOAN1DISBURSEMENTDATE 8
NSLDSLOAN1CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN1SUBSIDYSTATUSDATE 8
NSLDSLOAN2SEQNO 2
NSLDSLOAN2TYPECODE 1
NSLDSLOAN2CHANGEFLAG 1
NSLDSLOAN2PROGRAMCODE 2
NSLDSLOAN2NETAMT 6
NSLDSLOAN2CURRENTSTATCODE 2
NSLDSLOAN2CURRENTSTATDATE 8
NSLDSLOAN2AGGREGATEPRINCIPALBAL 6
NSLDSLOAN2PRINCIPALBALDATE 8
NSLDSLOAN2BEGINDATE 8
NSLDSLOAN2ENDDATE 8
NSLDSLOAN2GUARANTYAGENCYCODE 3
NSLDSLOAN2CONTACTTYPE 3
NSLDSLOAN2SCHCODE 8
NSLDSLOAN2CONTACTCODE 8
NSLDSLOAN2GRADELEV 3
NSLDSLOAN2ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN2CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN2DISBURSEMENTAMT 6
NSLDSLOAN2DISBURSEMENTDATE 8
NSLDSLOAN2CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN2SUBSIDYSTATUSDATE 8
NSLDSLOAN3SEQNO 2
NSLDSLOAN3TYPECODE 1
362
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN3CHANGEFLAG 1
NSLDSLOAN3PROGRAMCODE 2
NSLDSLOAN3NETAMT 6
NSLDSLOAN3CURRENTSTATCODE 2
NSLDSLOAN3CURRENTSTATDATE 8
NSLDSLOAN3AGGREGATEPRINCIPALBAL 6
NSLDSLOAN3PRINCIPALBALDATE 8
NSLDSLOAN3BEGINDATE 8
NSLDSLOAN3ENDDATE 8
NSLDSLOAN3GUARANTYAGENCYCODE 3
NSLDSLOAN3CONTACTTYPE 3
NSLDSLOAN3SCHCODE 8
NSLDSLOAN3CONTACTCODE 8
NSLDSLOAN3GRADELEV 3
NSLDSLOAN3ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN3CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN3DISBURSEMENTAMT 6
NSLDSLOAN3DISBURSEMENTDATE 8
NSLDSLOAN3CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN3SUBSIDYSTATUSDATE 8
NSLDSLOAN4SEQNO 2
NSLDSLOAN4TYPECODE 1
NSLDSLOAN4CHANGEFLAG 1
NSLDSLOAN4PROGRAMCODE 2
NSLDSLOAN4CURRENTSTATDATE 8
NSLDSLOAN4AGGREGATEPRINCIPALBAL 6
NSLDSLOAN4PRINCIPALBALDATE 8
NSLDSLOAN4BEGINDATE 8
NSLDSLOAN4ENDDATE 8
NSLDSLOAN4GUARANTYAGENCYCODE 3
NSLDSLOAN4CONTACTTYPE 3
363
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN4SCHCODE 8
NSLDSLOAN4CONTACTCODE 8
NSLDSLOAN4GRADELEV 3
NSLDSLOAN4ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN4CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN4DISBURSEMENTAMT 6
NSLDSLOAN4DISBURSEMENTDATE 8
NSLDSLOAN4CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN4SUBSIDYSTATUSDATE 8
NSLDSLOAN5SEQNO 2
NSLDSLOAN5TYPECODE 1
NSLDSLOAN5CHANGEFLAG 1
NSLDSLOAN5PROGRAMCODE 2
NSLDSLOAN5NETAMT 6
NSLDSLOAN5CURRENTSTATCODE 2
NSLDSLOAN5CURRENTSTATDATE 8
NSLDSLOAN5AGGREGATEPRINCIPALBAL 6
NSLDSLOAN5PRINCIPALBALDATE 8
NSLDSLOAN5BEGINDATE 8
NSLDSLOAN5ENDDATE 8
NSLDSLOAN5GUARANTYAGENCYCODE 3
NSLDSLOAN5CONTACTTYPE 3
NSLDSLOAN5SCHCODE 8
NSLDSLOAN5CONTACTCODE 8
NSLDSLOAN5GRADELEV 3
NSLDSLOAN5ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN5CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN5DISBURSEMENTAMT 6
NSLDSLOAN5DISBURSEMENTDATE 8
NSLDSLOAN5CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN5SUBSIDYSTATUSDATE 8
364
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN6SEQNO 2
NSLDSLOAN6TYPECODE 1
NSLDSLOAN6CHANGEFLAG 1
NSLDSLOAN6PROGRAMCODE 2
NSLDSLOAN6NETAMT 6
NSLDSLOAN6CURRENTSTATCODE 2
NSLDSLOAN6CURRENTSTATDATE 8
NSLDSLOAN6AGGREGATEPRINCIPALBAL 6
NSLDSLOAN6PRINCIPALBALDATE 8
NSLDSLOAN6BEGINDATE 8
NSLDSLOAN6ENDDATE 8
NSLDSLOAN6GUARANTYAGENCYCODE 3
NSLDSLOAN6CONTACTTYPE 3
NSLDSLOAN6SCHCODE 8
NSLDSLOAN6CONTACTCODE 8
NSLDSLOAN6GRADELEV 3
NSLDSLOAN6ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN6CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN6DISBURSEMENTAMT 6
NSLDSLOAN6DISBURSEMENTDATE 8
NSLDSLOAN6CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN6SUBSIDYSTATUSDATE 8
NSLDSLOAN4NETAMT 6
NSLDSLOAN4CURRENTSTATCODE 2
2020-2021 ISIR Field Names
OverviewThe following list of SFP ISIR Field Names is based on the ED's Electronic Data Exchange (EDE) Technical Reference forthe 2020-2021 award year.
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For a full list of updates to SFP, refer to New Award Year Updates information in the Product Release Notes and selectthe applicable Award Year. See Doc ID 2613016.1 on My Oracle Support at https://support.oracle.com.
ISIR Field NamesThe following ISIR Field Names are as referenced in the Groovy scripts.
Column Name Length
YEARINDICATOR 1
STUDENTSSN 9
ORIGINALID 2
TRANSACTIONNUMBER 2
STUDENTLASTNAME 16
STUDENTFIRSTNAME 12
STUDENTMIDDLEINITIAL 1
MAILINGADDRESS 35
PERMANENTCITY 16
PERMANENTSTATE 2
PERMANENTZIPCODE 5
DATEOFBIRTH 8
PERMANENTPHONENO 10
DRIVERLICENSENUMBER 20
DRIVERLICENSESTATE 2
EMAILADDRESS 50
CITIZENSHIPSTATUS 1
ALIENREGISTRATIONNUMBER 9
STUDENTMARITALSTATUS 1
MARITALSTATUSDATE 6
LEGALSTATERESIDENCE 2
STUNDENTSLEGALRESIDENCEBEFORE 1
STUDENTLEGALRESDATE 6
STUDENTSEX 1
DOYOUWANTSELECTIVESERVICETOREGISTERYOU1
DRUGCONVICTIONAFFECTINGELIGIBILITY 1
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Column Name Length
PARENT1HIGHESTGRADELEVELCOMPLETED1
PARENT2HIGHESTGRADELEVELCOMPLETED1
HSDIPLOMAOREQUIVALENT 1
HIGHSCHOOLNAME 50
HIGHSCHOOLCITY 28
HIGHSCHOOLSTATE 2
HIGHSCHOOLCODE 12
FIRSTBACHELORSDEGREEBY 1
GRADELEVELINCOLLEGE 1
DEGREECERTIFICATE 1
INTERESTEDINWORKSTUDY 1
FILLER01 50
STUDENTSTAXRETURNCOMPLETED 1
STUDENTSTYPEOFTAXFORMUSED 1
STUDENTSTAXRETURNFILINGSTATUS 1
STUDENTFILEDSCHEDULE1 1
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM7
STUDENTSUSINCOMETAXPAID 7
STUDENTSINCOMEEARNEDFROMWORK 7
SPOUSESINCOMEEARNEDFROMWORK 7
STUDENTSCASHSAVINGSANDCHECKING 7
STUDENTSINVESTMENTNETWORTH 7
STUDENTSBUSINESSANDORINVESTMENTFARMNETWORTH7
STUDENTSEDUCATIONALCREDITS 7
STUDENTSCHILDSUPPORTPAID 7
STUDENTSNEEDBASEDEMPLOYMENT 7
STUDENTSGRANTSCHOLARSHIPAID 7
STUDENTSCOMBATPAY 7
STUDENTSCOOPERATIVEEDUCATION 7
STUDENTSPENSIONPAYMENTS 7
STUDENTSIRAPAYMENTS 7
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Chapter 4ISIR Field Names
Column Name Length
STUDENTSCHILDSUPPORTRECEIVED 7
STUDENTSINTERESTINCOME 7
STUDENTSUNTAXEDIRADISTANDPENSIONS7
STUDENTSMILITARYCLERGYALLOWANCES 7
STUDENTSVETERANSNONEDUCATIONBENEFITS7
STUDENTSOTHERUNTAXEDINCOME 7
STUDENTSOTHERNONREPORTEDMONEY 7
FILLER_2021_1 59
BORNBEFORE 1
ISSTUDENTMARRIED 1
WORKINGONAMASTERSORDOCTORATEPROGRAM1
AREYOUONACTIVEDUTYINUSARMEDFORCES1
VETERANOFUSARMEDFORCES 1
HAVECHILDRENYOUSUPPORT 1
HAVELEGALDEPENDENTSOTHERTHANCHILDRENORSPOUSE1
ORPHANWARDOFCOURTORFOSTERCARE 1
ASOFTODAYANEMANCIPATEDMINOR 1
ASOFTODAYINLEGALGUARDIANSHIP 1
UNACCOMPANIEDYOUTHDETERMINEDBYSCHOOLDISTRICTLIAISON1
UNACCOMPANIEDYOUTHDETERMINEDBYHUD1
ATRISKOFHOMELESSNESS 1
FILLER03 5
PARENTSMARITALSTATUS 1
PARENTSMARITALSTATUSDATE 6
PARENT1SOCIALSECURITYNUMBER 9
PARENT1LASTNAME 16
PARENT1FIRSTNAMEINITIAL 1
PARENT1DATEOFBIRTH 8
PARENT2SOCIALSECURITYNUMBER 9
PARENT2LASTNAME 16
PARENT2FIRSTNAMEINITIAL 1
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Chapter 4ISIR Field Names
Column Name Length
PARENT2DATEOFBIRTH 8
PARENTSEMAILADDRESS 50
PARENTSSTATEOFLEGALRESIDENCE 2
PARENTSLEGALRESIDENTSBEFORE 1
PARENTSLEGALRESIDENCEDATE 6
PARENTSNUMBEROFFAMILYMEMBERS 2
PARENTSNUMBERINCOLLEGE 1
PARENTSUPPLEMENTALSECURITYINCOMEBENEFITS1
PARENTFOODSTAMPBENEFITS 1
PARENTFREEORREDUCEDPRICESCHOOLLUNCHBENEFITS1
PARENTTANFBENEFITS 1
PARENTWICBENEFITS 1
PARENTSTAXRETURNCOMPLETED 1
PARENTSTYPEOFTAXFORMUSED 1
PARENTSTAXRETURNFILINGSTATUS 1
PARENTSFILEDSCHEDULE1 1
PARENTDISLOCATEDWORKER 1
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM7
PARENTSUSINCOMETAXPAID 7
PARENT1INCOMEEARNEDFROMWORK 7
PARENT2INCOMEEARNEDFROMWORK 7
PARENTSCASHSAVINGSANDCHECKING 7
PARENTSINVESTMENTNETWORTH 7
PARENTSBUSINESSANDORINVESTMENTFARMNETWORTH7
PARENTSEDUCATIONALCREDITS 7
PARENTSCHILDSUPPORTPAID 7
PARENTSNEEDBASEDEMPLOYMENT 7
PARENTSGRANTSCHOLARSHIPAID 7
PARENTSCOMBATPAY 7
PARENTSCOOPERATIVEEDUCATION 7
PARENTSPENSIONPAYMENTS 7
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Column Name Length
PARENTSIRAPAYMENTS 7
PARENTSCHILDSUPPORTRECEIVED 7
PARENTSINTERESTINCOME 7
PARENTSUNTAXEDIRADISTANDPENSIONS 7
PARENTSMILITARYCLERGYALLOWANCES 7
PARENTSVETERANSNONEDUCATIONBENEFITS7
PARENTSOTHERUNTAXEDINCOME 7
FILLER_2021_2 59
STUDENTSNUMBEROFFAMILYMEMBERS 2
STUDENTSNUMBERINCOLLEGE 1
STUDENTSUPPLEMENTALSECURITYINCOMEBENEFITS1
STUDENTFOODSTAMPBENEFITS 1
STUDENTFREEORREDUCEDPRICESCHOOLLUNCHBENEFITS1
STUDENTTANFBENEFITS 1
STUDENTWICBENEFITS 1
STUDENTSPOUSEDISLOCATEDWORKER 1
FILLER05 5
FEDERALSCHOOLCODE1 6
FEDERALSCHOOLCODE1HOUSINGPLANS 1
FEDERALSCHOOLCODE2 6
FEDERALSCHOOLCODE2HOUSINGPLANS 1
FEDERALSCHOOLCODE3 6
FEDERALSCHOOLCODE3HOUSINGPLANS 1
FEDERALSCHOOLCODE4 6
FEDERALSCHOOLCODE4HOUSINGPLANS 1
FEDERALSCHOOLCODE5 6
FEDERALSCHOOLCODE5HOUSINGPLANS 1
FEDERALSCHOOLCODE6 6
FEDERALSCHOOLCODE6HOUSINGPLANS 1
FEDERALSCHOOLCODE7 6
FEDERALSCHOOLCODE7HOUSINGPLANS 1
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Column Name Length
FEDERALSCHOOLCODE8 6
FEDERALSCHOOLCODE8HOUSINGPLANS 1
FEDERALSCHOOLCODE9 6
FEDERALSCHOOLCODE9HOUSINGPLANS 1
FEDERALSCHOOLCODE10 6
FEDERALSCHOOLCODE10HOUSINGPLANS 1
FILLER06 35
DATEAPPLICATIONCOMPLETED 8
SIGNEDBY 1
FILLER07 5
PREPARERSSOCIALSECURITYNUMBER 9
PREPARERSEMPLOYERIDENTIFICATIONNUMBEREIN9
PREPARERSSIGNATURE 1
FILLER08 10
DEPENDENCYOVERRIDE 1
FAAFEDERALSCHOOLCODE 6
FILLER09 11
DEPENDENCYSTATUS 1
TRANSACTIONDATASOURCETYPECODE 2
TRANSACTIONRECEIPTDATE 8
SPECIALCIRCUMSTANCESFLAG 1
STUDENTSIRSREQUESTFLAG 2
PARENTSIRSREQUESTFLAG 2
PARENTASSETTHRESHOLDEXCEEDED 1
STUDENTASSETTHRESHOLDEXCEEDED 1
IRSSTUDENTAGIDATAFIELDFLAG 1
IRSSTUDENTFITDATAFIELDFLAG 1
IRSPARENTAGIDATAFIELDFLAG 1
IRSPARENTFITDATAFIELDFLAG 1
STUDENTIRSDISPLAYFLAG 1
PARENTIRSDISPLAYFLAG 1
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Chapter 4ISIR Field Names
Column Name Length
STUDENTIRSTYPEOFTAXRETURNFLAG 1
STUDENTIRSEDUCREDITSFLAG 1
STUDENTIRSIRAPAYMENTSFLAG 1
STUDENTIRSINTERESTINCOMEFLAG 1
STUDENTSIRSUNTAXEDIRADISTANDPENSIONSFLAG1
FILLER10 1
STUDENTIRSTAXRETURNFILINGSTATUSFLAG1
FILLER11 1
PARENTIRSTYPEOFTAXRETURNFLAG 1
PARENTIRSEDUCREDITSFLAG 1
PARENTIRSIRAPAYMENTSFLAG 1
PARENTIRSINTERESTINCOMEFLAG 1
PARENTSIRSUNTAXEDIRADISTANDPENSIONSFLAG1
FILLER_2021_3 5
PARENTIRSTAXRETURNFILINGSTATUSFLAG 1
FILLER_2021_4 1
CHILDRENOFFALLENHEROESIND 1
FILLER_2021_5 62
ASSUMPTIONOVERRIDE1 1
ASSUMPTIONOVERRIDE2 1
ASSUMPTIONOVERRIDE3 1
ASSUMPTIONOVERRIDE4 1
ASSUMPTIONOVERRIDE5 1
ASSUMPTIONOVERRIDE6 1
ELECTRONICTRANSACTIONINDICATORETI 7
REJECTOVERRIDE3 1
REJECTOVERRIDE12 1
REJECTOVERRIDE20 1
REJECTOVERRIDEA 1
REJECTOVERRIDEB 1
REJECTOVERRIDEC 1
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Column Name Length
REJECTOVERRIDEG 1
REJECTOVERRIDEJ 1
REJECTOVERRIDEK 1
REJECTOVERRIDEN 1
REJECTOVERRIDEW 1
REJECTOVERRIDE21 1
FILLER14 79
STUDENTSCURRENTSOCIALSECURITYNUMBER9
CORRECTIONAPPLIEDAGAINSTTRANSACTIONNUMBER2
FILLER15 4
PROFESSIONALJUDGMENT 1
FILLER16 10
APPLICATIONDATASOURCETYPECODE 2
APPLICATIONRECEIPTDATE 8
ADDRESSONLYCHANGEFLAG 1
CPSPUSHEDISIRFLAG 1
EFCCHANGEFLAG 1
STUDENTLASTNAMESSNCHANGEFLAG 1
REJECTSTATUSCHANGEFLAG 1
SARCCHANGEFLAG 1
VERIFICATIONSELECTIONCHANGEFLAG 1
COMPUTENUMBER 3
SOURCEOFCORRECTION 1
DUPLICATESSNINDICATOR 1
GRADUATEFLAG 1
PELLGRANTELIGIBILITYFLAG 1
TRANSACTIONPROCESSEDDATE 8
PROCESSEDRECORDTYPE 1
REJECTREASONCODE1 2
REJECTREASONCODE2 2
REJECTREASONCODE3 2
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Chapter 4ISIR Field Names
Column Name Length
REJECTREASONCODE4 2
REJECTREASONCODE5 2
REJECTREASONCODE6 2
REJECTREASONCODE7 2
REPROCESSEDREASONCODE 2
SARCFLAG 1
AUTOMATICZEROEFCINDICATOR 1
SIMPLIFIEDNEEDSTESTSNT 1
PARENTSCALCULATEDTAXSTATUS 1
STUDENTSCALCULATEDTAXSTATUS 1
STUDENTSADDITIONALFINANCIALINFORMATIONTOTALCALCULATEDBYCPS8
STUDENTSUNTAXEDINCOMETOTALCALCULATEDBYCPS8
PARENTSADDITIONALFINANCIALINFORMATIONTOTALCALCULATEDBYCPS8
PARENTSUNTAXEDINCOMETOTALCALCULATEDBYCPS8
HIGHSCHOOLFLAG 1
FILLER17 10
ASSUMEDCITIZENSHIP 1
ASSUMEDSTUDENTSMARITALSTATUS 1
ASSUMEDSTUDENTSAGI 7
ASSUMEDSTUDENTSUSTAXPAID 7
ASSUMEDSTUDENTSINCOMEFROMWORK 7
ASSUMEDSPOUSESINCOMEFROMWORK 7
ASSUMEDSTUDENTSADDITIONALFINANCIALINFORMATIONTOTAL8
ASSUMEDDATEOFBIRTHPRIOR 1
ASSUMEDSTUDENTISMARRIEDREMARRIED 1
ASSUMEDHAVECHILDRENYOUSUPPORT 1
ASSUMEDHAVELEGALDEPENDENTSOTHERTHANCHILDRENORSPOUSE1
ASSUMEDSTUDENTSINFAMILY 2
ASSUMEDSTUDENTSINCOLLEGE 1
FILLER18 3
ASSUMEDSTUDENTASSETTHRESHOLDEXCEEDED1
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Chapter 4ISIR Field Names
Column Name Length
FILLER19 9
ASSUMEDPARENTSMARITALSTATUS 1
ASSUMEDPARENT1SSN 1
ASSUMEDPARENT2SSN 1
ASSUMEDPARENTSINFAMILY 2
ASSUMEDPARENTSINCOLLEGE 1
ASSUMEDPARENTSAGI 7
ASSUMEDPARENTSUSTAXPAID 7
ASSUMEDPARENT1INCOMEEARNEDFROMWORK7
ASSUMEDPARENT2INCOMEEARNEDFROMWORK7
ASSUMEDPARENTSADDITIONALFINANCIALINFORMATIONTOTAL8
ASSUMEDPARENTSASSETTHRESHOLDEXCEEDED1
FILLER20 9
PRIMARYEFC 6
SECONDARYEFC 6
SIGNATUREREJECTEFC 6
PRIMARYEFCTYPE 1
SECONDARYEFCTYPE 1
PRIMARYALTERNATEMONTH1 6
PRIMARYALTERNATEMONTH2 6
PRIMARYALTERNATEMONTH3 6
PRIMARYALTERNATEMONTH4 6
PRIMARYALTERNATEMONTH5 6
PRIMARYALTERNATEMONTH6 6
PRIMARYALTERNATEMONTH7 6
PRIMARYALTERNATEMONTH8 6
PRIMARYALTERNATEMONTH10 6
PRIMARYALTERNATEMONTH11 6
PRIMARYALTERNATEMONTH12 6
SECONDARYALTERNATEMONTH1 6
SECONDARYALTERNATEMONTH2 6
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Chapter 4ISIR Field Names
Column Name Length
SECONDARYALTERNATEMONTH3 6
SECONDARYALTERNATEMONTH4 6
SECONDARYALTERNATEMONTH5 6
SECONDARYALTERNATEMONTH6 6
SECONDARYALTERNATEMONTH7 6
SECONDARYALTERNATEMONTH8 6
SECONDARYALTERNATEMONTH10 6
SECONDARYALTERNATEMONTH11 6
SECONDARYALTERNATEMONTH12 6
TOTALINCOME 8
ALLOWANCESAGAINSTTOTALINCOME 7
STATEANDOTHERTAXALLOWANCE 7
EMPLOYMENTALLOWANCE 7
INCOMEPROTECTIONALLOWANCE 7
AVAILABLEINCOME 8
CONTRIBUTIONFROMAVAILABLEINCOME 7
DISCRETIONARYNETWORTH 9
NWNETWORTH 9
ASSETPROTECTIONALLOWANCE 9
PARENTSCONTRIBUTIONFROMASSETS 7
ADJUSTEDAVAILABLEINCOME 8
TOTALSTUDENTSCONTRIBUTION 7
TOTALPARENTSCONTRIBUTION 7
PARENTSCONTRIBUTION 7
STUDENTSTOTALINCOME 8
STUDENTSALLOWANCEAGAINSTTOTALINCOME7
DEPENDENTSTUDENTSINCOMECONTRIBUTION7
STUDENTSDISCRETIONARYNETWORTH 9
STUDENTSCONTRIBUTIONFROMASSETS 7
TOTALINCOMEFISAP 8
SECTOTALINCOME 8
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
SECAALLOWANCEAGAINSTTOTALINCOME 7
SECSTATEANDOTHERTAXALLOWANCE 7
SECEMPLOYMENTALLOWANCE 7
SECINCOMEPROTECTIONALLOWANCE 7
SECAVAILABLEINCOME 8
SECCONTRIBUTIONFROMAVAILABLEINCOME7
SECDISCRETIONARYNETWORTH 9
SECNWNETWORTH 9
SECASSETPROTECTIONALLOWANCE 9
SECPARENTSCONTRIBUTIONFROMASSETS 7
SECADJUSTEDAVAILABLEINCOME 8
SECTOTALSTUDENTSCONTRIBUTION 7
SECTOTALPARENTSCONTRIBUTION 7
SECPARENTSCONTRIBUTION 7
SECSTUDENTSTOTALINCOME 8
SECSTUDENTSALLOWANCEAGAINSTTOTALINCOME7
SECDEPENDENTSTUDENTSINCOMECONTRIBUTION7
SECSTUDENTSDISCRETIONARYNETWORTH 9
SECSTUDENTSCONTRIBUTIONFROMASSETS7
SECTOTALINCOMEFISAP 8
FILLER21 50
CORRECTIONFLAGS 195
FILLER22 15
HIGHLIGHTFLAGS 195
FILLER23 15
FAFSADATAVERIFYFLAGS 195
FILLER24 15
DHSMATCHFLAG 1
SECONDARYDHSMATCHFLAG 1
FILLER25 15
DHSVERNOIDENTIFICATION 15
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Chapter 4ISIR Field Names
Column Name Length
FILLER26 1
NSLDSMATCHFLAG 1
NSLDSPOSTSCREENINGREASONCODE1 2
NSLDSPOSTSCREENINGREASONCODE2 2
NSLDSPOSTSCREENINGREASONCODE3 2
FILLER27 9
PARENT1SSNMATCHFLAG 1
FILLER28 9
PARENT2SSNMATCHFLAG 1
SELECTIVESERVICEMATCHFLAG 1
SELECTIVESERVICEREGISTRATIONFLAG 1
SSACITIZENSHIPFLAG 1
FILLER29 8
SSNMATCHFLAG 1
VAMATCHFLAG 1
STUDENTSDODMATCHFLAG 1
STUDENTSDODPARENTDATEOFDEATH 8
FILLER30 50
COMMENTCODE1 3
COMMENTCODE2 3
COMMENTCODE3 3
COMMENTCODE4 3
COMMENTCODE5 3
COMMENTCODE6 3
COMMENTCODE7 3
COMMENTCODE8 3
COMMENTCODE9 3
COMMENTCODE10 3
COMMENTCODE11 3
COMMENTCODE12 3
COMMENTCODE13 3
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Chapter 4ISIR Field Names
Column Name Length
COMMENTCODE14 3
COMMENTCODE15 3
COMMENTCODE16 3
COMMENTCODE17 3
COMMENTCODE18 3
COMMENTCODE19 3
COMMENTCODE20 3
FILLER31 15
ELECTRONICFEDERALSCHOOLCODEINDICATOR1
ELECTRONICTRANSINDICATORETIFLAG 1
FILLER32 10
FILLER33 5
VERIFICATIONTRACKINGFLAG 4
STUDENTISSELECTEDFORVER 1
FILLER34 199
NSLDSTRANSNO 2
NSLDSDATABASERESULTSFLAG 1
FILLER35 1
NSLDSPELLOVERPAYFLAG 1
NSLDSPELLOVERPAYCONTACT 8
NSLDSSEOGOVERPAYFLAG 1
NSLDSSEOGOVERPAYCONTACT 8
NSLDSPERKINSOVERPAYFLAG 1
NSLDSPERKINSOVERPAYCONTACT 8
NSLDSTEACHGRANTOVERPAYFLAG 1
NSLDSTEACHGRANTOVERPAYCONTACT 8
NSLDSIRAQAFGHANISTANOVERPAYFLAG 1
NSLDSIRAQAFGHANISTANOVERPAYCONTACT8
NSLDSDEFAULTEDLOANFLAG 1
NSLDSDISCHARGEDLOANFLAG 1
NSLDSFRAUDLOANFLAG 1
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Chapter 4ISIR Field Names
Column Name Length
NSLDSLOANSATISFACTORYREPAYMENTFLAG1
NSLDSACTIVEBANKRUPTCYFLAG 1
NSLDSTEACHGRANTLOANCONVERSIONFLAG1
NSLDSAGGSUBSIDIZEDOUTSTANDINGPRIBAL6
NSLDSAGGUNSUBSIDIZEDOUTSTANDINGPRIBAL6
NSLDSAGGCOMBINEDOUTSTANDINGPRIBAL6
NSLDSAGGUNALLOCATEDCONSOLIDATEDOUTSTANDINGPRIBAL6
NSLDSAGGTEACHLOANPRIBAL 6
NSLDSAGGSUBSIDIZEDPENDINGDISBURSEMENT6
NSLDSAGGUNSUBSIDIZEDPENDINGDISBURSEMENT6
NSLDSAGGCOMBINEDPENDINGDISBURSEMENT6
NSLDSAGGSUBSIDIZEDTOTAL 6
NSLDSAGGUNSUBSIDIZEDTOTAL 6
NSLDSAGGCOMBINEDTOTAL 6
NSLDSUNALLOCATEDCONSOLIDATEDTOTAL6
NSLDSTEACHLOANTOTAL 6
NSLDSPERKINSCUMULATIVEDISBURSEMENTAMOUNT6
NSLDSPERKINSCURRENTYEARDISBURSEMENTAMOUNT6
NSLDSAGGTEACHUNDERGRADUATEPOSTBACCALAUREATEDISBURSEMENTAMOUNT6
NSLDSAGGTEACHGRADUATEDISBURSEMENTAMOUNT6
NSLDSDEFAULTEDLOANCHANGEFLAG 1
NSLDSFRAUDLOANCHANGEFLAG 1
NSLDSDISCHARGEDLOANCHANGEFLAG 1
NSLDSLOANSATISFACTORYREPAYMENTCHANGEFLAG1
NSLDSACTIVEBANKRUPTCYCHANGEFLAG 1
NSLDSTEACHGRANTTOLOANCONVERSIONCHANGEFLAG1
NSLDSOVERPAYSCHANGEFLAG 1
NSLDSAGGLOANCHANGEFLAG 1
NSLDSPERKINSLOANCHANGEFLAG 1
NSLDSPELLPAYMENTCHANGEFLAG 1
NSLDSTEACHGRANTCHANGEFLAG 1
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Chapter 4ISIR Field Names
Column Name Length
NSLDSADDITIONALPELLFLAG 1
NSLDSADDITIONALLOANSFLAG 1
NSLDSADDITIONALTEACHGRANTFLAG 1
NSLDSDIRECTLOANMASTERPROMNOTEFLAG1
NSLDSDIRECTLOANPLUSMASTERPROMNOTE1
NSLDSDIRECTLOANGRADUATEPLUSMASTERPROMNOTE1
NSLDSUNDERGRADUATESUBSIDIZEDLOANLIMITFLAG1
NSLDSUNDERGRADUATECOMBINEDLOANLIMITFLAG1
NSLDSGRADUATESUBSIDIZEDLOANLIMITFLAG1
NSLDSGRADUATECOMBINEDLOANLIMITFLAG1
NSLDSPELLLIFETIMELIMITFLAG 1
NSLDSPELLLIFETIMEELIGIBILITYUSED 7
NSLDSSUBSIDIZEDUSAGELIMITAPPLIESFLAG1
NSLDSSUBSIDIZEDUSAGEPERIOD 6
NSLDSUNUSUALENROLLMENTHISTORYFLAG1
FILLER36 6
NSLDSPELLSEQUENCENO1 2
NSLDSPELLVERFLAG1 3
NSLDSEFC1 6
NSLDSPELLSCHOOLCODE1 8
NSLDSPELLTRANSNO1 2
NSLDSPELLLASTUPDATEDATE1 8
NSLDSPELLSCHEDULEDAMOUNT1 6
NSLDSPELLAMOUNTPAIDTODATE1 6
NSLDSPELLPERCENTSCHEDULEDAWARDUSEDBYAWARDYEAR17
NSLDSPELLAWARDAMOUNT1 6
NSLDSPELLADDITIONALELIGIBILITYINDICATOR11
FILLER37 7
NSLDSPELLSEQUENCENO2 2
NSLDSPELLVERFLAG2 3
NSLDSEFC2 6
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSPELLSCHOOLCODE2 8
NSLDSPELLTRANSNO2 2
NSLDSPELLLASTUPDATEDATE2 8
NSLDSPELLSCHEDULEDAMOUNT2 6
NSLDSPELLAMOUNTPAIDTODATE2 6
NSLDSPELLPERCENTSCHEDULEDAWARDUSEDBYAWARDYEAR27
NSLDSPELLAWARDAMOUNT2 6
NSLDSPELLADDITIONALELIGIBILITYINDICATOR21
FILLER38 7
NSLDSPELLSEQUENCENO3 2
NSLDSPELLVERFLAG3 3
NSLDSEFC3 6
NSLDSPELLSCHOOLCODE3 8
NSLDSPELLTRANSNO3 2
NSLDSPELLLASTUPDATEDATE3 8
NSLDSPELLSCHEDULEDAMOUNT3 6
NSLDSPELLAMOUNTPAIDTODATE3 6
NSLDSPELLPERCENTSCHEDULEDAWARDUSEDBYAWARDYEAR37
NSLDSPELLAWARDAMOUNT3 6
NSLDSPELLADDITIONALELIGIBILITYINDICATOR31
FILLER39 7
NSLDSTEACHGRANTSEQNO1 2
NSLDSTEACHGRANTSCHCODE1 8
NSLDSTEACHGRANTTRANNO1 2
NSLDSTEACHCODGRANTLASTUPDATEDATE18
NSLDSTEACHGRANTSCHAWDAMT1 6
NSLDSTEACHGRANTAMTPAIDTODATE1 6
NSLDSTEACHGRANTAWDAMT1 6
NSLDSTEACHGRANTACDYEARLEV1 1
NSLDSTEACHGRANTCODSEQCODE1 3
NSLDSTEACHGRANTAWDYEAR1 4
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSTEACHGRANTLOANCONVERSIONFLAG11
NSLDSTEACHGRANTSEQNO2 2
NSLDSTEACHGRANTSCHCODE2 8
NSLDSTEACHGRANTTRANNO2 2
NSLDSTEACHCODGRANTLASTUPDATEDATE28
NSLDSTEACHGRANTSCHAWDAMT2 6
NSLDSTEACHGRANTAMTPAIDTODATE2 6
NSLDSTEACHGRANTAWDAMT2 6
NSLDSTEACHGRANTACDYEARLEV2 1
NSLDSTEACHGRANTCODSEQCODE2 3
NSLDSTEACHGRANTAWDYEAR2 4
NSLDSTEACHGRANTLOANCONVERSIONFLAG21
NSLDSTEACHGRANTSEQNO3 2
NSLDSTEACHGRANTSCHCODE3 8
NSLDSTEACHGRANTTRANNO3 2
NSLDSTEACHCODGRANTLASTUPDATEDATE38
NSLDSTEACHGRANTSCHAWDAMT3 6
NSLDSTEACHGRANTAMTPAIDTODATE3 6
NSLDSTEACHGRANTAWDAMT3 6
NSLDSTEACHGRANTACDYEARLEV3 1
NSLDSTEACHGRANTCODSEQCODE3 3
NSLDSTEACHGRANTAWDYEAR3 4
NSLDSTEACHGRANTLOANCONVERSIONFLAG31
NSLDSLOAN1SEQNO 2
NSLDSLOAN1TYPECODE 1
NSLDSLOAN1CHANGEFLAG 1
NSLDSLOAN1PROGRAMCODE 2
NSLDSLOAN1NETAMT 6
NSLDSLOAN1CURRENTSTATCODE 2
NSLDSLOAN1CURRENTSTATDATE 8
NSLDSLOAN1AGGREGATEPRINCIPALBAL 6
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN1PRINCIPALBALDATE 8
NSLDSLOAN1BEGINDATE 8
NSLDSLOAN1ENDDATE 8
NSLDSLOAN1GUARANTYAGENCYCODE 3
NSLDSLOAN1CONTACTTYPE 3
NSLDSLOAN1SCHCODE 8
NSLDSLOAN1CONTACTCODE 8
NSLDSLOAN1GRADELEV 3
NSLDSLOAN1ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN1CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN1DISBURSEMENTAMT 6
NSLDSLOAN1DISBURSEMENTDATE 8
NSLDSLOAN1CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN1SUBSIDYSTATUSDATE 8
NSLDSLOAN2SEQNO 2
NSLDSLOAN2TYPECODE 1
NSLDSLOAN2CHANGEFLAG 1
NSLDSLOAN2PROGRAMCODE 2
NSLDSLOAN2NETAMT 6
NSLDSLOAN2CURRENTSTATCODE 2
NSLDSLOAN2CURRENTSTATDATE 8
NSLDSLOAN2AGGREGATEPRINCIPALBAL 6
NSLDSLOAN2PRINCIPALBALDATE 8
NSLDSLOAN2BEGINDATE 8
NSLDSLOAN2ENDDATE 8
NSLDSLOAN2GUARANTYAGENCYCODE 3
NSLDSLOAN2CONTACTTYPE 3
NSLDSLOAN2SCHCODE 8
NSLDSLOAN2CONTACTCODE 8
NSLDSLOAN2GRADELEV 3
NSLDSLOAN2ADDITIONALUNSUBSIDIZEDFLAG1
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN2CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN2DISBURSEMENTAMT 6
NSLDSLOAN2DISBURSEMENTDATE 8
NSLDSLOAN2CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN2SUBSIDYSTATUSDATE 8
NSLDSLOAN3SEQNO 2
NSLDSLOAN3TYPECODE 1
NSLDSLOAN3CHANGEFLAG 1
NSLDSLOAN3PROGRAMCODE 2
NSLDSLOAN3NETAMT 6
NSLDSLOAN3CURRENTSTATCODE 2
NSLDSLOAN3CURRENTSTATDATE 8
NSLDSLOAN3AGGREGATEPRINCIPALBAL 6
NSLDSLOAN3PRINCIPALBALDATE 8
NSLDSLOAN3BEGINDATE 8
NSLDSLOAN3ENDDATE 8
NSLDSLOAN3GUARANTYAGENCYCODE 3
NSLDSLOAN3CONTACTTYPE 3
NSLDSLOAN3SCHCODE 8
NSLDSLOAN3CONTACTCODE 8
NSLDSLOAN3GRADELEV 3
NSLDSLOAN3ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN3CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN3DISBURSEMENTAMT 6
NSLDSLOAN3DISBURSEMENTDATE 8
NSLDSLOAN3CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN3SUBSIDYSTATUSDATE 8
NSLDSLOAN4SEQNO 2
NSLDSLOAN4TYPECODE 1
NSLDSLOAN4CHANGEFLAG 1
NSLDSLOAN4PROGRAMCODE 2
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Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN4NETAMT 6
NSLDSLOAN4CURRENTSTATCODE 2
NSLDSLOAN4CURRENTSTATDATE 8
NSLDSLOAN4AGGREGATEPRINCIPALBAL 6
NSLDSLOAN4PRINCIPALBALDATE 8
NSLDSLOAN4BEGINDATE 8
NSLDSLOAN4ENDDATE 8
NSLDSLOAN4GUARANTYAGENCYCODE 3
NSLDSLOAN4CONTACTTYPE 3
NSLDSLOAN4SCHCODE 8
NSLDSLOAN4CONTACTCODE 8
NSLDSLOAN4GRADELEV 3
NSLDSLOAN4ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN4CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN4DISBURSEMENTAMT 6
NSLDSLOAN4DISBURSEMENTDATE 8
NSLDSLOAN4CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN4SUBSIDYSTATUSDATE 8
NSLDSLOAN5SEQNO 2
NSLDSLOAN5TYPECODE 1
NSLDSLOAN5CHANGEFLAG 1
NSLDSLOAN5PROGRAMCODE 2
NSLDSLOAN5NETAMT 6
NSLDSLOAN5CURRENTSTATCODE 2
NSLDSLOAN5CURRENTSTATDATE 8
NSLDSLOAN5AGGREGATEPRINCIPALBAL 6
NSLDSLOAN5PRINCIPALBALDATE 8
NSLDSLOAN5BEGINDATE 8
NSLDSLOAN5ENDDATE 8
NSLDSLOAN5GUARANTYAGENCYCODE 3
NSLDSLOAN5CONTACTTYPE 3
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Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN5SCHCODE 8
NSLDSLOAN5CONTACTCODE 8
NSLDSLOAN5GRADELEV 3
NSLDSLOAN5ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN5CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN5DISBURSEMENTAMT 6
NSLDSLOAN5DISBURSEMENTDATE 8
NSLDSLOAN5CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN5SUBSIDYSTATUSDATE 8
NSLDSLOAN6SEQNO 2
NSLDSLOAN6TYPECODE 1
NSLDSLOAN6CHANGEFLAG 1
NSLDSLOAN6PROGRAMCODE 2
NSLDSLOAN6NETAMT 6
NSLDSLOAN6CURRENTSTATCODE 2
NSLDSLOAN6CURRENTSTATDATE 8
NSLDSLOAN6AGGREGATEPRINCIPALBAL 6
NSLDSLOAN6PRINCIPALBALDATE 8
NSLDSLOAN6BEGINDATE 8
NSLDSLOAN6ENDDATE 8
NSLDSLOAN6GUARANTYAGENCYCODE 3
NSLDSLOAN6CONTACTTYPE 3
NSLDSLOAN6SCHCODE 8
NSLDSLOAN6CONTACTCODE 8
NSLDSLOAN6GRADELEV 3
NSLDSLOAN6ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN6CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN6DISBURSEMENTAMT 6
NSLDSLOAN6DISBURSEMENTDATE 8
NSLDSLOAN6CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN6SUBSIDYSTATUSDATE 8
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Chapter 4ISIR Field Names
2021-2022 ISIR Field Names
OverviewThe following list of SFP ISIR Field Names is based on the ED's Electronic Data Exchange (EDE) Technical Reference forthe 2021-2022 award year.
For a full list of updates to SFP, refer to New Award Year Updates information in the Product Release Notes and selectthe applicable Award Year. See Doc ID 2613016.1 on My Oracle Support at https://support.oracle.com.
ISIR Field NamesThe following ISIR Field Names are as referenced in the Groovy scripts.
Column Name Length
YEARINDICATOR 1
STUDENTSSN 9
ORIGINALID 2
TRANSACTIONNUMBER 2
STUDENTLASTNAME 16
STUDENTFIRSTNAME 12
STUDENTMIDDLEINITIAL 1
MAILINGADDRESS 35
PERMANENTCITY 16
PERMANENTSTATE 2
PERMANENTZIPCODE 5
DATEOFBIRTH 8
PERMANENTPHONENO 10
DRIVERLICENSENUMBER 20
DRIVERLICENSESTATE 2
EMAILADDRESS 50
CITIZENSHIPSTATUS 1
ALIENREGISTRATIONNUMBER 9
STUDENTMARITALSTATUS 1
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
MARITALSTATUSDATE 6
LEGALSTATERESIDENCE 2
STUNDENTSLEGALRESIDENCEBEFORE 1
STUDENTLEGALRESDATE 6
STUDENTSEX 1
DOYOUWANTSELECTIVESERVICETOREGISTERYOU1
DRUGCONVICTIONAFFECTINGELIGIBILITY 1
PARENT1HIGHESTGRADELEVELCOMPLETED1
PARENT2HIGHESTGRADELEVELCOMPLETED1
HSDIPLOMAOREQUIVALENT 1
HIGHSCHOOLNAME 50
HIGHSCHOOLCITY 28
HIGHSCHOOLSTATE 2
HIGHSCHOOLCODE 12
FIRSTBACHELORSDEGREEBY 1
GRADELEVELINCOLLEGE 1
DEGREECERTIFICATE 1
INTERESTEDINWORKSTUDY 1
FILLER01 50
STUDENTSTAXRETURNCOMPLETED 1
STUDENTSTYPEOFTAXFORMUSED 1
STUDENTSTAXRETURNFILINGSTATUS 1
STUDENTFILEDSCHEDULE1 1
STUDENTSADJUSTEDGROSSINCOMEFROMIRSFORM7
STUDENTSUSINCOMETAXPAID 7
STUDENTSINCOMEEARNEDFROMWORK 7
SPOUSESINCOMEEARNEDFROMWORK 7
STUDENTSCASHSAVINGSANDCHECKING 7
STUDENTSINVESTMENTNETWORTH 7
STUDENTSBUSINESSANDORINVESTMENTFARMNETWORTH7
STUDENTSEDUCATIONALCREDITS 7
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
STUDENTSCHILDSUPPORTPAID 7
STUDENTSNEEDBASEDEMPLOYMENT 7
STUDENTSGRANTSCHOLARSHIPAID 7
STUDENTSCOMBATPAY 7
STUDENTSCOOPERATIVEEDUCATION 7
STUDENTSPENSIONPAYMENTS 7
STUDENTSIRAPAYMENTS 7
STUDENTSCHILDSUPPORTRECEIVED 7
STUDENTSINTERESTINCOME 7
STUDENTSUNTAXEDIRADISTANDPENSIONS7
STUDENTSMILITARYCLERGYALLOWANCES 7
STUDENTSVETERANSNONEDUCATIONBENEFITS7
STUDENTSOTHERUNTAXEDINCOME 7
STUDENTSOTHERNONREPORTEDMONEY 7
FILLER_2021_1 59
BORNBEFORE 1
ISSTUDENTMARRIED 1
WORKINGONAMASTERSORDOCTORATEPROGRAM1
AREYOUONACTIVEDUTYINUSARMEDFORCES1
VETERANOFUSARMEDFORCES 1
HAVECHILDRENYOUSUPPORT 1
HAVELEGALDEPENDENTSOTHERTHANCHILDRENORSPOUSE1
ORPHANWARDOFCOURTORFOSTERCARE 1
ASOFTODAYANEMANCIPATEDMINOR 1
ASOFTODAYINLEGALGUARDIANSHIP 1
UNACCOMPANIEDYOUTHDETERMINEDBYSCHOOLDISTRICTLIAISON1
UNACCOMPANIEDYOUTHDETERMINEDBYHUD1
ATRISKOFHOMELESSNESS 1
FILLER03 5
PARENTSMARITALSTATUS 1
PARENTSMARITALSTATUSDATE 6
390
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
PARENT1SOCIALSECURITYNUMBER 9
PARENT1LASTNAME 16
PARENT1FIRSTNAMEINITIAL 1
PARENT1DATEOFBIRTH 8
PARENT2SOCIALSECURITYNUMBER 9
PARENT2LASTNAME 16
PARENT2FIRSTNAMEINITIAL 1
PARENT2DATEOFBIRTH 8
PARENTSEMAILADDRESS 50
PARENTSSTATEOFLEGALRESIDENCE 2
PARENTSLEGALRESIDENTSBEFORE 1
PARENTSLEGALRESIDENCEDATE 6
PARENTSNUMBEROFFAMILYMEMBERS 2
PARENTSNUMBERINCOLLEGE 1
PARENTSUPPLEMENTALSECURITYINCOMEBENEFITS1
PARENTFOODSTAMPBENEFITS 1
PARENTFREEORREDUCEDPRICESCHOOLLUNCHBENEFITS1
PARENTTANFBENEFITS 1
PARENTWICBENEFITS 1
PARENTSTAXRETURNCOMPLETED 1
PARENTSTYPEOFTAXFORMUSED 1
PARENTSTAXRETURNFILINGSTATUS 1
PARENTSFILEDSCHEDULE1 1
PARENTDISLOCATEDWORKER 1
PARENTSADJUSTEDGROSSINCOMEFROMIRSFORM7
PARENTSUSINCOMETAXPAID 7
PARENT1INCOMEEARNEDFROMWORK 7
PARENT2INCOMEEARNEDFROMWORK 7
PARENTSCASHSAVINGSANDCHECKING 7
PARENTSINVESTMENTNETWORTH 7
PARENTSBUSINESSANDORINVESTMENTFARMNETWORTH7
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
PARENTSEDUCATIONALCREDITS 7
PARENTSCHILDSUPPORTPAID 7
PARENTSNEEDBASEDEMPLOYMENT 7
PARENTSGRANTSCHOLARSHIPAID 7
PARENTSCOMBATPAY 7
PARENTSCOOPERATIVEEDUCATION 7
PARENTSPENSIONPAYMENTS 7
PARENTSIRAPAYMENTS 7
PARENTSCHILDSUPPORTRECEIVED 7
PARENTSINTERESTINCOME 7
PARENTSUNTAXEDIRADISTANDPENSIONS 7
PARENTSMILITARYCLERGYALLOWANCES 7
PARENTSVETERANSNONEDUCATIONBENEFITS7
PARENTSOTHERUNTAXEDINCOME 7
FILLER_2021_2 59
STUDENTSNUMBEROFFAMILYMEMBERS 2
STUDENTSNUMBERINCOLLEGE 1
STUDENTSUPPLEMENTALSECURITYINCOMEBENEFITS1
STUDENTFOODSTAMPBENEFITS 1
STUDENTFREEORREDUCEDPRICESCHOOLLUNCHBENEFITS1
STUDENTTANFBENEFITS 1
STUDENTWICBENEFITS 1
STUDENTSPOUSEDISLOCATEDWORKER 1
FILLER05 5
FEDERALSCHOOLCODE1 6
FEDERALSCHOOLCODE1HOUSINGPLANS 1
FEDERALSCHOOLCODE2 6
FEDERALSCHOOLCODE2HOUSINGPLANS 1
FEDERALSCHOOLCODE3 6
FEDERALSCHOOLCODE3HOUSINGPLANS 1
FEDERALSCHOOLCODE4 6
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
FEDERALSCHOOLCODE4HOUSINGPLANS 1
FEDERALSCHOOLCODE5 6
FEDERALSCHOOLCODE5HOUSINGPLANS 1
FEDERALSCHOOLCODE6 6
FEDERALSCHOOLCODE6HOUSINGPLANS 1
FEDERALSCHOOLCODE7 6
FEDERALSCHOOLCODE7HOUSINGPLANS 1
FEDERALSCHOOLCODE8 6
FEDERALSCHOOLCODE8HOUSINGPLANS 1
FEDERALSCHOOLCODE9 6
FEDERALSCHOOLCODE9HOUSINGPLANS 1
FEDERALSCHOOLCODE10 6
FEDERALSCHOOLCODE10HOUSINGPLANS 1
FILLER06 35
DATEAPPLICATIONCOMPLETED 8
SIGNEDBY 1
FILLER07 5
PREPARERSSOCIALSECURITYNUMBER 9
PREPARERSEMPLOYERIDENTIFICATIONNUMBEREIN9
PREPARERSSIGNATURE 1
FILLER08 10
DEPENDENCYOVERRIDE 1
FAAFEDERALSCHOOLCODE 6
FILLER09 11
DEPENDENCYSTATUS 1
TRANSACTIONDATASOURCETYPECODE 2
TRANSACTIONRECEIPTDATE 8
SPECIALCIRCUMSTANCESFLAG 1
STUDENTSIRSREQUESTFLAG 2
PARENTSIRSREQUESTFLAG 2
PARENTASSETTHRESHOLDEXCEEDED 1
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
STUDENTASSETTHRESHOLDEXCEEDED 1
IRSSTUDENTAGIDATAFIELDFLAG 1
IRSSTUDENTFITDATAFIELDFLAG 1
IRSPARENTAGIDATAFIELDFLAG 1
IRSPARENTFITDATAFIELDFLAG 1
STUDENTIRSDISPLAYFLAG 1
PARENTIRSDISPLAYFLAG 1
STUDENTIRSTYPEOFTAXRETURNFLAG 1
STUDENTIRSEDUCREDITSFLAG 1
STUDENTIRSIRAPAYMENTSFLAG 1
STUDENTIRSINTERESTINCOMEFLAG 1
STUDENTSIRSUNTAXEDIRADISTANDPENSIONSFLAG1
STUDENTIRSTAXRETURNFILINGSTATUSFLAG1
IRSSTUDENTFILEDSCHEDULE1FLAG 1
FILLER11 1
PARENTIRSTYPEOFTAXRETURNFLAG 1
PARENTIRSEDUCREDITSFLAG 1
PARENTIRSIRAPAYMENTSFLAG 1
PARENTIRSINTERESTINCOMEFLAG 1
PARENTSIRSUNTAXEDIRADISTANDPENSIONSFLAG1
PARENTIRSTAXRETURNFILINGSTATUSFLAG 1
IRSPARENTFILEDSCHEDULE1FLAG 1
FILLER_2022_1 4
FILLER_2021_4 1
CHILDRENOFFALLENHEROESIND 1
FILLER_2021_5 62
ASSUMPTIONOVERRIDE1 1
ASSUMPTIONOVERRIDE2 1
ASSUMPTIONOVERRIDE3 1
ASSUMPTIONOVERRIDE4 1
ASSUMPTIONOVERRIDE5 1
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
ASSUMPTIONOVERRIDE6 1
ELECTRONICTRANSACTIONINDICATORETI 7
REJECTOVERRIDE3 1
REJECTOVERRIDE12 1
REJECTOVERRIDE20 1
REJECTOVERRIDEA 1
REJECTOVERRIDEB 1
REJECTOVERRIDEC 1
REJECTOVERRIDEG 1
REJECTOVERRIDEJ 1
REJECTOVERRIDEK 1
REJECTOVERRIDEN 1
REJECTOVERRIDEW 1
REJECTOVERRIDE21 1
FILLER14 79
STUDENTSCURRENTSOCIALSECURITYNUMBER9
CORRECTIONAPPLIEDAGAINSTTRANSACTIONNUMBER2
FILLER15 4
PROFESSIONALJUDGMENT 1
FILLER16 10
APPLICATIONDATASOURCETYPECODE 2
APPLICATIONRECEIPTDATE 8
ADDRESSONLYCHANGEFLAG 1
CPSPUSHEDISIRFLAG 1
EFCCHANGEFLAG 1
STUDENTLASTNAMESSNCHANGEFLAG 1
REJECTSTATUSCHANGEFLAG 1
SARCCHANGEFLAG 1
VERIFICATIONSELECTIONCHANGEFLAG 1
COMPUTENUMBER 3
SOURCEOFCORRECTION 1
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
DUPLICATESSNINDICATOR 1
GRADUATEFLAG 1
PELLGRANTELIGIBILITYFLAG 1
TRANSACTIONPROCESSEDDATE 8
PROCESSEDRECORDTYPE 1
REJECTREASONCODE1 2
REJECTREASONCODE2 2
REJECTREASONCODE3 2
REJECTREASONCODE4 2
REJECTREASONCODE5 2
REJECTREASONCODE6 2
REJECTREASONCODE7 2
REPROCESSEDREASONCODE 2
SARCFLAG 1
AUTOMATICZEROEFCINDICATOR 1
SIMPLIFIEDNEEDSTESTSNT 1
PARENTSCALCULATEDTAXSTATUS 1
STUDENTSCALCULATEDTAXSTATUS 1
STUDENTSADDITIONALFINANCIALINFORMATIONTOTALCALCULATEDBYCPS8
STUDENTSUNTAXEDINCOMETOTALCALCULATEDBYCPS8
PARENTSADDITIONALFINANCIALINFORMATIONTOTALCALCULATEDBYCPS8
PARENTSUNTAXEDINCOMETOTALCALCULATEDBYCPS8
HIGHSCHOOLFLAG 1
FILLER17 10
ASSUMEDCITIZENSHIP 1
ASSUMEDSTUDENTSMARITALSTATUS 1
ASSUMEDSTUDENTSAGI 7
ASSUMEDSTUDENTSUSTAXPAID 7
ASSUMEDSTUDENTSINCOMEFROMWORK 7
ASSUMEDSPOUSESINCOMEFROMWORK 7
ASSUMEDSTUDENTSADDITIONALFINANCIALINFORMATIONTOTAL8
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
ASSUMEDDATEOFBIRTHPRIOR 1
ASSUMEDSTUDENTISMARRIEDREMARRIED 1
ASSUMEDHAVECHILDRENYOUSUPPORT 1
ASSUMEDHAVELEGALDEPENDENTSOTHERTHANCHILDRENORSPOUSE1
ASSUMEDSTUDENTSINFAMILY 2
ASSUMEDSTUDENTSINCOLLEGE 1
FILLER18 3
ASSUMEDSTUDENTASSETTHRESHOLDEXCEEDED1
FILLER19 9
ASSUMEDPARENTSMARITALSTATUS 1
ASSUMEDPARENT1SSN 1
ASSUMEDPARENT2SSN 1
ASSUMEDPARENTSINFAMILY 2
ASSUMEDPARENTSINCOLLEGE 1
ASSUMEDPARENTSAGI 7
ASSUMEDPARENTSUSTAXPAID 7
ASSUMEDPARENT1INCOMEEARNEDFROMWORK7
ASSUMEDPARENT2INCOMEEARNEDFROMWORK7
ASSUMEDPARENTSADDITIONALFINANCIALINFORMATIONTOTAL8
ASSUMEDPARENTSASSETTHRESHOLDEXCEEDED1
FILLER20 9
PRIMARYEFC 6
SECONDARYEFC 6
SIGNATUREREJECTEFC 6
PRIMARYEFCTYPE 1
SECONDARYEFCTYPE 1
PRIMARYALTERNATEMONTH1 6
PRIMARYALTERNATEMONTH2 6
PRIMARYALTERNATEMONTH3 6
PRIMARYALTERNATEMONTH4 6
PRIMARYALTERNATEMONTH5 6
397
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
PRIMARYALTERNATEMONTH6 6
PRIMARYALTERNATEMONTH7 6
PRIMARYALTERNATEMONTH8 6
PRIMARYALTERNATEMONTH10 6
PRIMARYALTERNATEMONTH11 6
PRIMARYALTERNATEMONTH12 6
SECONDARYALTERNATEMONTH1 6
SECONDARYALTERNATEMONTH2 6
SECONDARYALTERNATEMONTH3 6
SECONDARYALTERNATEMONTH4 6
SECONDARYALTERNATEMONTH5 6
SECONDARYALTERNATEMONTH6 6
SECONDARYALTERNATEMONTH7 6
SECONDARYALTERNATEMONTH8 6
SECONDARYALTERNATEMONTH10 6
SECONDARYALTERNATEMONTH11 6
SECONDARYALTERNATEMONTH12 6
TOTALINCOME 8
ALLOWANCESAGAINSTTOTALINCOME 7
STATEANDOTHERTAXALLOWANCE 7
EMPLOYMENTALLOWANCE 7
INCOMEPROTECTIONALLOWANCE 7
AVAILABLEINCOME 8
CONTRIBUTIONFROMAVAILABLEINCOME 7
DISCRETIONARYNETWORTH 9
NWNETWORTH 9
ASSETPROTECTIONALLOWANCE 9
PARENTSCONTRIBUTIONFROMASSETS 7
ADJUSTEDAVAILABLEINCOME 8
TOTALSTUDENTSCONTRIBUTION 7
TOTALPARENTSCONTRIBUTION 7
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
PARENTSCONTRIBUTION 7
STUDENTSTOTALINCOME 8
STUDENTSALLOWANCEAGAINSTTOTALINCOME7
DEPENDENTSTUDENTSINCOMECONTRIBUTION7
STUDENTSDISCRETIONARYNETWORTH 9
STUDENTSCONTRIBUTIONFROMASSETS 7
TOTALINCOMEFISAP 8
SECTOTALINCOME 8
SECAALLOWANCEAGAINSTTOTALINCOME 7
SECSTATEANDOTHERTAXALLOWANCE 7
SECEMPLOYMENTALLOWANCE 7
SECINCOMEPROTECTIONALLOWANCE 7
SECAVAILABLEINCOME 8
SECCONTRIBUTIONFROMAVAILABLEINCOME7
SECDISCRETIONARYNETWORTH 9
SECNWNETWORTH 9
SECASSETPROTECTIONALLOWANCE 9
SECPARENTSCONTRIBUTIONFROMASSETS 7
SECADJUSTEDAVAILABLEINCOME 8
SECTOTALSTUDENTSCONTRIBUTION 7
SECTOTALPARENTSCONTRIBUTION 7
SECPARENTSCONTRIBUTION 7
SECSTUDENTSTOTALINCOME 8
SECSTUDENTSALLOWANCEAGAINSTTOTALINCOME7
SECDEPENDENTSTUDENTSINCOMECONTRIBUTION7
SECSTUDENTSDISCRETIONARYNETWORTH 9
SECSTUDENTSCONTRIBUTIONFROMASSETS7
SECTOTALINCOMEFISAP 8
FILLER21 50
CORRECTIONFLAGS 195
FILLER22 15
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
HIGHLIGHTFLAGS 195
FILLER23 15
FAFSADATAVERIFYFLAGS 195
FILLER24 15
DHSMATCHFLAG 1
SECONDARYDHSMATCHFLAG 1
FILLER25 15
DHSVERNOIDENTIFICATION 15
FILLER26 1
NSLDSMATCHFLAG 1
NSLDSPOSTSCREENINGREASONCODE1 2
NSLDSPOSTSCREENINGREASONCODE2 2
NSLDSPOSTSCREENINGREASONCODE3 2
FILLER27 9
PARENT1SSNMATCHFLAG 1
FILLER28 9
PARENT2SSNMATCHFLAG 1
SELECTIVESERVICEMATCHFLAG 1
SELECTIVESERVICEREGISTRATIONFLAG 1
SSACITIZENSHIPFLAG 1
FILLER29 8
SSNMATCHFLAG 1
VAMATCHFLAG 1
STUDENTSDODMATCHFLAG 1
STUDENTSDODPARENTDATEOFDEATH 8
FILLER30 50
COMMENTCODE1 3
COMMENTCODE2 3
COMMENTCODE3 3
COMMENTCODE4 3
COMMENTCODE5 3
400
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
COMMENTCODE6 3
COMMENTCODE7 3
COMMENTCODE8 3
COMMENTCODE9 3
COMMENTCODE10 3
COMMENTCODE11 3
COMMENTCODE12 3
COMMENTCODE13 3
COMMENTCODE14 3
COMMENTCODE15 3
COMMENTCODE16 3
COMMENTCODE17 3
COMMENTCODE18 3
COMMENTCODE19 3
COMMENTCODE20 3
FILLER31 15
ELECTRONICFEDERALSCHOOLCODEINDICATOR1
ELECTRONICTRANSINDICATORETIFLAG 1
FILLER32 10
FILLER33 5
VERIFICATIONTRACKINGFLAG 4
STUDENTISSELECTEDFORVER 1
FILLER34 199
NSLDSTRANSNO 2
NSLDSDATABASERESULTSFLAG 1
FILLER35 1
NSLDSPELLOVERPAYFLAG 1
NSLDSPELLOVERPAYCONTACT 8
NSLDSSEOGOVERPAYFLAG 1
NSLDSSEOGOVERPAYCONTACT 8
NSLDSPERKINSOVERPAYFLAG 1
401
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSPERKINSOVERPAYCONTACT 8
NSLDSTEACHGRANTOVERPAYFLAG 1
NSLDSTEACHGRANTOVERPAYCONTACT 8
NSLDSIRAQAFGHANISTANOVERPAYFLAG 1
NSLDSIRAQAFGHANISTANOVERPAYCONTACT8
NSLDSDEFAULTEDLOANFLAG 1
NSLDSDISCHARGEDLOANFLAG 1
NSLDSFRAUDLOANFLAG 1
NSLDSLOANSATISFACTORYREPAYMENTFLAG1
NSLDSACTIVEBANKRUPTCYFLAG 1
NSLDSTEACHGRANTLOANCONVERSIONFLAG1
NSLDSAGGSUBSIDIZEDOUTSTANDINGPRIBAL6
NSLDSAGGUNSUBSIDIZEDOUTSTANDINGPRIBAL6
NSLDSAGGCOMBINEDOUTSTANDINGPRIBAL6
NSLDSAGGUNALLOCATEDCONSOLIDATEDOUTSTANDINGPRIBAL6
NSLDSAGGTEACHLOANPRIBAL 6
NSLDSAGGSUBSIDIZEDPENDINGDISBURSEMENT6
NSLDSAGGUNSUBSIDIZEDPENDINGDISBURSEMENT6
NSLDSAGGCOMBINEDPENDINGDISBURSEMENT6
NSLDSAGGSUBSIDIZEDTOTAL 6
NSLDSAGGUNSUBSIDIZEDTOTAL 6
NSLDSAGGCOMBINEDTOTAL 6
NSLDSUNALLOCATEDCONSOLIDATEDTOTAL6
NSLDSTEACHLOANTOTAL 6
NSLDSPERKINSCUMULATIVEDISBURSEMENTAMOUNT6
NSLDSPERKINSCURRENTYEARDISBURSEMENTAMOUNT6
NSLDSAGGTEACHUNDERGRADUATEPOSTBACCALAUREATEDISBURSEMENTAMOUNT6
NSLDSAGGTEACHGRADUATEDISBURSEMENTAMOUNT6
NSLDSDEFAULTEDLOANCHANGEFLAG 1
NSLDSFRAUDLOANCHANGEFLAG 1
NSLDSDISCHARGEDLOANCHANGEFLAG 1
402
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOANSATISFACTORYREPAYMENTCHANGEFLAG1
NSLDSACTIVEBANKRUPTCYCHANGEFLAG 1
NSLDSTEACHGRANTTOLOANCONVERSIONCHANGEFLAG1
NSLDSOVERPAYSCHANGEFLAG 1
NSLDSAGGLOANCHANGEFLAG 1
NSLDSPERKINSLOANCHANGEFLAG 1
NSLDSPELLPAYMENTCHANGEFLAG 1
NSLDSTEACHGRANTCHANGEFLAG 1
NSLDSADDITIONALPELLFLAG 1
NSLDSADDITIONALLOANSFLAG 1
NSLDSADDITIONALTEACHGRANTFLAG 1
NSLDSDIRECTLOANMASTERPROMNOTEFLAG1
NSLDSDIRECTLOANPLUSMASTERPROMNOTE1
NSLDSDIRECTLOANGRADUATEPLUSMASTERPROMNOTE1
NSLDSUNDERGRADUATESUBSIDIZEDLOANLIMITFLAG1
NSLDSUNDERGRADUATECOMBINEDLOANLIMITFLAG1
NSLDSGRADUATESUBSIDIZEDLOANLIMITFLAG1
NSLDSGRADUATECOMBINEDLOANLIMITFLAG1
NSLDSPELLLIFETIMELIMITFLAG 1
NSLDSPELLLIFETIMEELIGIBILITYUSED 7
NSLDSSUBSIDIZEDUSAGELIMITAPPLIESFLAG1
NSLDSSUBSIDIZEDUSAGEPERIOD 6
NSLDSUNUSUALENROLLMENTHISTORYFLAG1
FILLER36 6
NSLDSPELLSEQUENCENO1 2
NSLDSPELLVERFLAG1 3
NSLDSEFC1 6
NSLDSPELLSCHOOLCODE1 8
NSLDSPELLTRANSNO1 2
NSLDSPELLLASTUPDATEDATE1 8
NSLDSPELLSCHEDULEDAMOUNT1 6
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Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSPELLAMOUNTPAIDTODATE1 6
NSLDSPELLPERCENTSCHEDULEDAWARDUSEDBYAWARDYEAR17
NSLDSPELLAWARDAMOUNT1 6
NSLDSPELLADDITIONALELIGIBILITYINDICATOR11
FILLER37 7
NSLDSPELLSEQUENCENO2 2
NSLDSPELLVERFLAG2 3
NSLDSEFC2 6
NSLDSPELLSCHOOLCODE2 8
NSLDSPELLTRANSNO2 2
NSLDSPELLLASTUPDATEDATE2 8
NSLDSPELLSCHEDULEDAMOUNT2 6
NSLDSPELLAMOUNTPAIDTODATE2 6
NSLDSPELLPERCENTSCHEDULEDAWARDUSEDBYAWARDYEAR27
NSLDSPELLAWARDAMOUNT2 6
NSLDSPELLADDITIONALELIGIBILITYINDICATOR21
FILLER38 7
NSLDSPELLSEQUENCENO3 2
NSLDSPELLVERFLAG3 3
NSLDSEFC3 6
NSLDSPELLSCHOOLCODE3 8
NSLDSPELLTRANSNO3 2
NSLDSPELLLASTUPDATEDATE3 8
NSLDSPELLSCHEDULEDAMOUNT3 6
NSLDSPELLAMOUNTPAIDTODATE3 6
NSLDSPELLPERCENTSCHEDULEDAWARDUSEDBYAWARDYEAR37
NSLDSPELLAWARDAMOUNT3 6
NSLDSPELLADDITIONALELIGIBILITYINDICATOR31
FILLER39 7
NSLDSTEACHGRANTSEQNO1 2
NSLDSTEACHGRANTSCHCODE1 8
404
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSTEACHGRANTTRANNO1 2
NSLDSTEACHCODGRANTLASTUPDATEDATE18
NSLDSTEACHGRANTSCHAWDAMT1 6
NSLDSTEACHGRANTAMTPAIDTODATE1 6
NSLDSTEACHGRANTAWDAMT1 6
NSLDSTEACHGRANTACDYEARLEV1 1
NSLDSTEACHGRANTCODSEQCODE1 3
NSLDSTEACHGRANTAWDYEAR1 4
NSLDSTEACHGRANTLOANCONVERSIONFLAG11
NSLDSTEACHGRANTSEQNO2 2
NSLDSTEACHGRANTSCHCODE2 8
NSLDSTEACHGRANTTRANNO2 2
NSLDSTEACHCODGRANTLASTUPDATEDATE28
NSLDSTEACHGRANTSCHAWDAMT2 6
NSLDSTEACHGRANTAMTPAIDTODATE2 6
NSLDSTEACHGRANTAWDAMT2 6
NSLDSTEACHGRANTACDYEARLEV2 1
NSLDSTEACHGRANTCODSEQCODE2 3
NSLDSTEACHGRANTAWDYEAR2 4
NSLDSTEACHGRANTLOANCONVERSIONFLAG21
NSLDSTEACHGRANTSEQNO3 2
NSLDSTEACHGRANTSCHCODE3 8
NSLDSTEACHGRANTTRANNO3 2
NSLDSTEACHCODGRANTLASTUPDATEDATE38
NSLDSTEACHGRANTSCHAWDAMT3 6
NSLDSTEACHGRANTAMTPAIDTODATE3 6
NSLDSTEACHGRANTAWDAMT3 6
NSLDSTEACHGRANTACDYEARLEV3 1
NSLDSTEACHGRANTCODSEQCODE3 3
NSLDSTEACHGRANTAWDYEAR3 4
NSLDSTEACHGRANTLOANCONVERSIONFLAG31
405
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN1SEQNO 2
NSLDSLOAN1TYPECODE 1
NSLDSLOAN1CHANGEFLAG 1
NSLDSLOAN1PROGRAMCODE 2
NSLDSLOAN1NETAMT 6
NSLDSLOAN1CURRENTSTATCODE 2
NSLDSLOAN1CURRENTSTATDATE 8
NSLDSLOAN1AGGREGATEPRINCIPALBAL 6
NSLDSLOAN1PRINCIPALBALDATE 8
NSLDSLOAN1BEGINDATE 8
NSLDSLOAN1ENDDATE 8
NSLDSLOAN1GUARANTYAGENCYCODE 3
NSLDSLOAN1CONTACTTYPE 3
NSLDSLOAN1SCHCODE 8
NSLDSLOAN1CONTACTCODE 8
NSLDSLOAN1GRADELEV 3
NSLDSLOAN1ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN1CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN1DISBURSEMENTAMT 6
NSLDSLOAN1DISBURSEMENTDATE 8
NSLDSLOAN1CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN1SUBSIDYSTATUSDATE 8
NSLDSLOAN2SEQNO 2
NSLDSLOAN2TYPECODE 1
NSLDSLOAN2CHANGEFLAG 1
NSLDSLOAN2PROGRAMCODE 2
NSLDSLOAN2NETAMT 6
NSLDSLOAN2CURRENTSTATCODE 2
NSLDSLOAN2CURRENTSTATDATE 8
NSLDSLOAN2AGGREGATEPRINCIPALBAL 6
NSLDSLOAN2PRINCIPALBALDATE 8
406
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN2BEGINDATE 8
NSLDSLOAN2ENDDATE 8
NSLDSLOAN2GUARANTYAGENCYCODE 3
NSLDSLOAN2CONTACTTYPE 3
NSLDSLOAN2SCHCODE 8
NSLDSLOAN2CONTACTCODE 8
NSLDSLOAN2GRADELEV 3
NSLDSLOAN2ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN2CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN2DISBURSEMENTAMT 6
NSLDSLOAN2DISBURSEMENTDATE 8
NSLDSLOAN2CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN2SUBSIDYSTATUSDATE 8
NSLDSLOAN3SEQNO 2
NSLDSLOAN3TYPECODE 1
NSLDSLOAN3CHANGEFLAG 1
NSLDSLOAN3PROGRAMCODE 2
NSLDSLOAN3NETAMT 6
NSLDSLOAN3CURRENTSTATCODE 2
NSLDSLOAN3CURRENTSTATDATE 8
NSLDSLOAN3AGGREGATEPRINCIPALBAL 6
NSLDSLOAN3PRINCIPALBALDATE 8
NSLDSLOAN3BEGINDATE 8
NSLDSLOAN3ENDDATE 8
NSLDSLOAN3GUARANTYAGENCYCODE 3
NSLDSLOAN3CONTACTTYPE 3
NSLDSLOAN3SCHCODE 8
NSLDSLOAN3CONTACTCODE 8
NSLDSLOAN3GRADELEV 3
NSLDSLOAN3ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN3CAPITALIZEDINTERESTFLAG 1
407
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN3DISBURSEMENTAMT 6
NSLDSLOAN3DISBURSEMENTDATE 8
NSLDSLOAN3CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN3SUBSIDYSTATUSDATE 8
NSLDSLOAN4SEQNO 2
NSLDSLOAN4TYPECODE 1
NSLDSLOAN4CHANGEFLAG 1
NSLDSLOAN4PROGRAMCODE 2
NSLDSLOAN4NETAMT 6
NSLDSLOAN4CURRENTSTATCODE 2
NSLDSLOAN4CURRENTSTATDATE 8
NSLDSLOAN4AGGREGATEPRINCIPALBAL 6
NSLDSLOAN4PRINCIPALBALDATE 8
NSLDSLOAN4BEGINDATE 8
NSLDSLOAN4ENDDATE 8
NSLDSLOAN4GUARANTYAGENCYCODE 3
NSLDSLOAN4CONTACTTYPE 3
NSLDSLOAN4SCHCODE 8
NSLDSLOAN4CONTACTCODE 8
NSLDSLOAN4GRADELEV 3
NSLDSLOAN4ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN4CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN4DISBURSEMENTAMT 6
NSLDSLOAN4DISBURSEMENTDATE 8
NSLDSLOAN4CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN4SUBSIDYSTATUSDATE 8
NSLDSLOAN5SEQNO 2
NSLDSLOAN5TYPECODE 1
NSLDSLOAN5CHANGEFLAG 1
NSLDSLOAN5PROGRAMCODE 2
NSLDSLOAN5NETAMT 6
408
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN5CURRENTSTATCODE 2
NSLDSLOAN5CURRENTSTATDATE 8
NSLDSLOAN5AGGREGATEPRINCIPALBAL 6
NSLDSLOAN5PRINCIPALBALDATE 8
NSLDSLOAN5BEGINDATE 8
NSLDSLOAN5ENDDATE 8
NSLDSLOAN5GUARANTYAGENCYCODE 3
NSLDSLOAN5CONTACTTYPE 3
NSLDSLOAN5SCHCODE 8
NSLDSLOAN5CONTACTCODE 8
NSLDSLOAN5GRADELEV 3
NSLDSLOAN5ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN5CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN5DISBURSEMENTAMT 6
NSLDSLOAN5DISBURSEMENTDATE 8
NSLDSLOAN5CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN5SUBSIDYSTATUSDATE 8
NSLDSLOAN6SEQNO 2
NSLDSLOAN6TYPECODE 1
NSLDSLOAN6CHANGEFLAG 1
NSLDSLOAN6PROGRAMCODE 2
NSLDSLOAN6NETAMT 6
NSLDSLOAN6CURRENTSTATCODE 2
NSLDSLOAN6CURRENTSTATDATE 8
NSLDSLOAN6AGGREGATEPRINCIPALBAL 6
NSLDSLOAN6PRINCIPALBALDATE 8
NSLDSLOAN6BEGINDATE 8
NSLDSLOAN6ENDDATE 8
NSLDSLOAN6GUARANTYAGENCYCODE 3
NSLDSLOAN6CONTACTTYPE 3
NSLDSLOAN6SCHCODE 8
409
Oracle Vocado Student Financial Planning CloudConfiguration Reference for Vocado Student FinancialPlanning
Chapter 4ISIR Field Names
Column Name Length
NSLDSLOAN6CONTACTCODE 8
NSLDSLOAN6GRADELEV 3
NSLDSLOAN6ADDITIONALUNSUBSIDIZEDFLAG1
NSLDSLOAN6CAPITALIZEDINTERESTFLAG 1
NSLDSLOAN6DISBURSEMENTAMT 6
NSLDSLOAN6DISBURSEMENTDATE 8
NSLDSLOAN6CONFIRMEDLOANSUBSIDYSTATUS1
NSLDSLOAN6SUBSIDYSTATUSDATE 8
410