Executive Summary
Regent Education is pleased to announce Regent 5.2, the latest release of the Regent Enterprise Financial Aid Management System.
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Introduction of 'What If I Change My Course Enrollment’ Tool for Regent Plan
Option for Passive Acceptance Students to Decline/Reduce Loan Amounts
Regent Access Questionnaires for 2021-2022
Option to Add Federal Work Study from Two Federal Years in a Crossover Payment Period
Ability to Start Nonterm Academic Plan with Program B when Student did not Attend Program A
New Configuration Options
The following new configuration options were added in release 5.2.0.0:
Pending
Admin and User Guide Updates
As part of Regent 5.2, the following Admin and User Guide pages were added/updated:
Pending
Enhancements
The following enhancements are included in this release:
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Key
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Product Selection
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Functional Area
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Release Note
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RS-19461
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Regent Award
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Awarding
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Title: Apply External Transfer Units to Grade Level Progression Awarding
Tickets: RS-19351; RS-19461; RS-19500; RS-19505; RS-19499; RS-19482;
Description:
Regent Award's Grade Level calculations logic and Grade Level Progression Awarding logic have been improved to apply External Transfer Units at a point-in-time on the Academic Plan. When the External Transfer units are added into a term or nonterm PP, the system will apply those units for Grade Level calculations for the following enrollment period (the next term for term/NST, or the next Academic Year for nonterm). If an External Transfer course's end date is before the program's actual start date, the grade-level calculation will apply the course's External Transfer units starting with the first enrolled term or payment period in the program.
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Regent Award
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Funds (SEOG / Work Study / State)
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Title: Allow Federal Work Study Awards for Two FAYs for Crossover Term in Regent Award
Tickets: RS-19360; RS-19364; RS-19365; RS-19366; RS-19399; RS-19412; RS-19390; RS-19391; RS-19416; RS-19400; RS-19401; RS-19415;
Description: New logic and functionality has been implemented within Regent Award that will: 1) Enable users to enter Federal Work Study awards for more than one Federal Award Year (FAY) in a crossover period; 2) Display the award amounts separately for each FAY in the same payment period within Regent products; 3.) Adjust packaging correctly for a payment period with multiple awards of the same fund from different FAYs.
See the Customer Zone Knowledge Base topics (to be added.)
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Student Experience
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Student Experience
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Title: My Borrowing- Configuration Option for Static or Dynamic Messaging within Both Plan Tiles
Tickets: RS-19260; RS-19310; RS-19311;
Description:
New configuration in REM will allow ‘Dynamic' OR 'Static' messaging for the 'Select a Borrowing Plan' tiles in My Borrowing. Dynamic messaging will be applied to both tiles based on whether the total award amount for the plan is over or under the Direct Costs amount. Static messaging will be applied to both tiles based on the Packaging Philosophy 'Package To’ configuration.
See the Customer Zone Knowledge Base topic My Borrowing.
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RS-19230
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Student Experience
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Student Experience
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Title: Fund Setup - Allow Students to Accept Lower Amounts or Decline Awards from the Student Portal
Tickets: RS-16081; RS-19230; RS-19370; RS-19371; RS-19372; RS-19373; RS-19376; RS-19418; RS-19381; RS-19420; RS-19385; RS-19367; RS-19368; RS-19369; RS-19374; RS-19375; RS-19378; RS-19379; RS-19380; RS-19408; RS-19597; RS-19377; RS-19382; RS-19384; RS-19381; RS-19386; RS-19383; RS-19385; RS-19387; RS-19584; RS-19585;
Description:
Regent Award may be configured to allow students to accept a lower Accepted amount on a Title IV loan that was originally created in Accepted status (Passive Acceptance). Students may also Decline their Accepted-status loans from the Student Portal. The new configuration setting in Fund Setup is, “Allow Students to Accept Lower Amounts or Decline Awards from the Student Portal.” The new setting will apply to all Title IV loans from the Student Portal, including within “My Borrowing - Select Plan” and “Change My Borrowing Amounts.” Schools currently using those features on the Student Experience Portal will need to configure the setting to “Yes” to preserve current functionality. The new setting must have the same value for Direct Subsidized and Direct Unsubsidized loan funds.
Regent Award stores the Student’s Accepted Amount and the date the student last updated the award. Add/Modify Award Wizard (AAW/MAW) also stores the User Accepted Amount for changes made by a Regent Award user. If the amounts are different, the system uses the most recently updated value. Regent’s packaging logic will repackage the loans to not exceed the specified amount, for both active-acceptance and passive-acceptance loans.
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Student Experience
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Student Experience
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Title: StudentX | E-Sign Name Validation is Case Sensitive
Tickets: RS-18457;
Description: When a student's or parent's name is entered in Student Experience, the validation allows for all upper case letters, all lower case letters, or mixed upper and lower case letters (i.e. it is not case sensitive).
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Regent Award
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Configuration/Setup
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Title: Make FAY Pick List More User-Friendly in Regent Award
Ticket: RS-17180;
Description: On the 'General' and 'ISIR Assignment' tabs of Document Setup in Regent Award, the list of 'Available FA Years' for selection has been updated to remove unneeded years. The selection list has been made dynamic, to include only the previous FAY, the current FAY, and the next four consecutive FAYs (based on document creation date.)
Bugs
The following bugs are resolved in this release:
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Key
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Product Selection
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Functional Area
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Release Note
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Regent Award
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SAP
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Problem:
Regent Award is unexpectedly updating Not Calculated Manual SAP record to Satisfactory after SAP calculation.
Cause:
Regent Award had incorrectly not updated a manual SAP record with "Not Calculated" status and applied it to the review period.
Fix:r
Regent Award was updated to ensure that manually provided "Not Calculated" status correctly applied as a manual SAP record.
Testing:
In Regent Award open SAP wizard and set Manual SAP status to "Not Calculated". Package student. Make sure Manual SAP status "Not Calculated" is correctly saved and displayed for the student.
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Regent Award
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SAP
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Problem:
Regent Award was unexpectedly showing the Historic SAP status as SAP for the first Term of a Program in the Awards Tab table.
Cause:
Regent Award was incorrectly assigning Historic SAP status to the first Program Term.
Fix:
Regent Award was updated to ensure Historic SAP is used for calculation of the awards for the first Term but is not associated with this term, as actual SAP will only be calculated at the end of the term.
Testing:
In Regent Award, find a student studying in his
her first Term of first Academic Year. Create Student Batch Load (SBL) file with SAP tag, where SAP date and SAP Review Period End Date are prior to Student Term 1 Start Date. Load SBL into Regent Award and package student. Make sure SAP record loaded is not shown on Awards Tab table but only in SAP Wizard.
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Regent Award
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Packaging
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Problem:
Some term-based students were close to their lifetime aggregate limits for Subsidized and/or Unsubsidized Direct Loans. When the students were packaged, the system unexpectedly zeroed out their existing loan awards.
Cause:
The school loaded an NSLDS Financial Aid History (FAH) data file. The file's date fell in between two Academic Years (AYs). When Regent Award calculated the remaining lifetime aggregate eligibility, the system incorrectly applied the eligibility to the earlier Academic Year instead of the later AY.
Fix:s
Regent Award packaging logic applies the remaining aggregate eligibility to the correct Academic Year when the data's effective date falls between Academic Years.
Testing:
Find an affected student who is close to their lifetime aggregate loan limits, and who had loans in current and future Academic Years. View the student's History tab and the NSLDS column, with the Aggregate Subsidized and Aggregate Unsubsidized Loan amounts. Import an NSLDS FAH data file that contains an "Alert or FAH date" that occurs between the semester dates, and which has the same Total Aggregate Outstanding Principal Balance amounts as the amounts currently on the student. Package the student. Confirm the system packages loan amounts up to the student's full remaining aggregate usage.
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Regent Award
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Awarding
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Problem:
Regent Award was unexpectedly awarding a student with Federal Work Study (FWS) when the Fund Setup SAP Required option was enabled and the student had SIS-provided Suspended SAP status.
Cause:
Regent Award had incorrectly configured business rules which disallowed the calculation engine from respecting the SAP Required option.
Fix:
Regent Award was updated to ensure SAP required option affects SAP calculation.
Testing:
In Regent Award, Package student that has FWS interested in ISIR and SAP status Suspended in the previous term. Make sure FWS is not awarded in the current term.
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Student Experience
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Student Experience
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Problem:
Regent Student Experience Portal was unexpectedly showing the current Academic Year (AY) Loan amount as Accepted amount for future AY.
Cause:
Regent Student Experience Portal was incorrectly applying logic that selected awards from current AY when future AY was selected.
Fix:
Regent Student Experience Portal was updated to ensure that only awards from the selected AY are added into the list of awards to display.
Testing:
In Regent Award, find affected student and Package. Create Student Experience account, open My Borrowing for Future AY, select any plan, and make sure only Direct Loans from selected AY are shown on the Plan screen.
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Student Experience
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Student Experience
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Problem:
At a school with Single Sign-On (SSO), students could not download Documents from the Student Experience Portal.
Cause:
The school’s SSO process created larger tokens in their requests during document downloads. The token size was larger than expected by the Student Experience Portal.
Fix:
The Student Experience Portal was adjusted to allow larger requests.
Testing:
Create a test student in Regent Award or Regent Review, linked to a test account at the school. In Regent, attach several Documents on the Student Documents tab. Authenticate to the Student Experience Portal using the test account and Single Sign-On. Navigate to the Documents area. Download the documents. Confirm the documents are downloaded successfully. Upload a document to the Student Experience Portal. Confirm the document uploads successfully.
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Student Experience
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Student Experience
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Problem:
Student Experience portal showed the loan amount entered by the student, in the information message, instead of the Remaining Packaging Philosophy Amount, when a student attempted to update the accepted loan amount.
Cause:
Student Experience was incorrectly using the amount the student entered when informing a student about loan restrictions.
Fix:
Student Experience logic was updated to ensure that the Remaining Packaging Philosophy amount is shown in an information message when a student enters and tries to accept the Loan amount that exceeds the Remaining Loan Eligibility.
Testing:
Find a student who has already selected Borrowing Plan accepted portion of Offered Loan Eligibility. In Regent Student Experience Portal open the Financial Aid page for the student. Review My Eligibility, select radio-button Increase Borrowing by this amount, enter an amount that is higher then Remaining Packaging Philosophy Borrowing Amount. Click Accept. Make sure that in an information message that appears on the top right of the screen ‘Remaining Packaging Philosophy Borrowing Amount’ is shown and not the value that the student entered.
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Regent Award
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COD
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Problem:
At a SAY school, some students who had no enrollment in the first term in the SAY had Federal Direct Subsidized loans exported to COD with an incorrect grade level (COD Student Level Code).
Cause:
The system was incorrectly setting the loan grade level based on the first term in the Academic Year, instead of the first term in the loan period.
Fix:
Regent Award was updated to use the grade level from the first term with positive loan dollars in the loan period. The affected loans are fixed automatically by normal repackaging and exporting to COD.
Testing:
Package an affected SAY student who does not have any loans in the first term in their Academic Year, and has a Direct Subsidized Loan with a higher grade level starting in the second or third term in that same Academic Year. Export the Subsidized loan to COD. View the COD export. Confirm the loan’s Student Level Code matches the student’s actual grade level in Regent Award.
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Regent Award
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Technical Design
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Problem:
Time out error received upon SBL Import.
Cause:
The process was getting hung up on the update for CourseData.
Fix:
Created new index for SBLRecordCourseData to prevent timeouts fo the SLB Import due to different SBL course data received.
Testing:
Run SBL Import process with similar course data to confirm no timeout error is received.
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Regent Access
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ISIR Processing/Verification
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Problem:
eTASFA ISIR Format file had hidden characters (extra bytes) in the first row, resulting in errors when loading the file into SIS.
Cause:
For some exceptional cases, Regent Data Exchange module was not able to process the file encoded as UTF-8 with a byte order mark.
Fix:
Regent Data Exchange module config changed to encode the export file as UTF-8 without the byte order mark
Testing:
Export the eTASFA ISIR Format file and load into SIS. No errors should occur upon loading the eTASFA ISIR Format file into SIS.
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Regent Review
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Workflow/Questionnaire
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Problem:
Regent Student Portal was unexpectedly creating "2018 Spouse IRS Verification of Non-Filing Letter" document after completion of Verification Worksheet for Married Filing Jointly students.
Cause:
Regent Student Portal document creation logic had an incorrect condition.
Fix:
Document creation logic was updated to make sure the document is not created for the student who is filing Taxes jointly with Spouse.
Testing:
Find married student with ISIR selected for Verification who's Student’s Tax Return Filing Status is Married - filed joint return. Complete the Verification Worksheet for this student and e-sign it. Make sure "2018 Spouse IRS Verification of Non-Filing Letter" is not created.
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Regent Award
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EST/Disbursements
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Problem:
Multiple paid Pell disbursements were canceled via the EST process and new disbursements were created with the YRP indicator/
Cause:
A Regent Award internal process failed to correctly handle multiple NSLDS imports on the same day.
Fix:
Regent Award logic was updated to only get the most recent record for the day.
Testing:
Open the affected student. Satisfy documents and tasks. Verify the current disbursements on the Academic Plan before packaging. MAP the student. After packaging, ensure the originally paid disbursements are not canceled and no new disbursements are created.
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Student Experience
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Student Experience
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Problem:
Regent Student Experience Portal was unexpectedly showing 0 amounts for Estimated awards on the Financial Aid Borrowing details section.
Cause:
Regent Award was incorrectly providing data for displaying in Regent Student Experience Portal.
Fix:
Regent Award data interface was updated to provide correct data for Estimated awards on the Borrowing details section.
Testing:
Make sure in Regent Award Institution setup - Regent Plan - My Borrowing - "Display Estimated Awards" setting is set to "Yes". Find a student who has not yet selected a Borrowing Plan and who has estimated Awards. In Regent Student Experience Portal open the Financial Aid page. On any proposed Plan click View Details button. Scroll down to the Borrowing details section. Make sure Estimated Awards are shown in Student Loans for Loans or in Other Financial Aid for any other awards.
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Student Experience
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Student Experience
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Problem:
Regent Student Experience Portal was unexpectedly not showing Resources on the Financial Aid Borrowing details section.
Cause:
Regent Award was not providing individual Resources information for the Regent Student Experience Portal.
Fix:
Regent Award was updated to include individual Resources information that is sent to the Regent Student Experience Portal.
Testing:
Find a student who has not yet selected a Borrowing Plan, and in Regent Award, manually add or import Resource for the student. Package student. In Regent Student Experience Portal, open the Financial Aid page for the student. On any proposed Plans, click View Details button. Scroll down to the Borrowing details section. Make sure Resources are shown in Other Financial Aid Group.
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Regent Award
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Configuration/Setup
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Problem:
Campus view widget was not loading for newly created campus in Regent Award.
Cause:
The issue was caused by DB changes that were not properly patched.
Fix:
New patch was created to fix the issue.
Testing:
Add a campus to institution at Administration section. Update the campus information. Press Save. Click on the new campus. Campus details should display without any errors.
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Regent Award
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R2T4
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Problem:
Incorrect rounding rules were applied for 'Recalculated Pell Amount' and 'Amount that Could Have Been Disbursed' fields at STEP1 of R2T4 wizard.
Cause:
Regent Award incorrectly applied rounding rules based on general (dollar) rounding rather than the fund configured rounding.
Fix:
System logic was updated to use fund configured rounding rules when calculating Pell amounts in the STEP1 of R2T4 wizard.
Testing:
Navigate to the student in question. Add R2T4 for the affected review period. Verify recalculated Pell amounts in the STEP1. The amounts should be showing as dollars and cents.
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Regent Plan
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Packaging
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Problem:
The cost of attendance in Regent Award and the My Borrowing borrowing plan option in Student Experience portal were not updated to include manual resource adjustments.
Cause:
External manual resources adjustments were not being taken into account by Regent Award and Student Experience portal during packaging.
Fix:
Regent Award code was updated to include manual resource adjustments.
Testing:
Log into Regent Award. Manually add resource adjustment. Map the student. The cost of attendance will be updated to include the manual resource adjustment in Regent Award. Lor into Student Experience portal. The My Borrowing borrowing plan option in Student Experience will be updated to include the manual resource adjustment.
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Integration
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Not Applicable
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Problem:
The HTTP GET API was missing from the API ruleset for Salesforce.
Cause:
An additional parameter was needed in the HTTP API GET request.
Fix:
The API method was updated to accept the HTTP API GET request without an additional parameter.
Testing:
Execute the HTTP API GET request. Verify that the data in the output records corresponded with the correct student data.
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Regent Award
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R2T4
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Problem:
Regent Award unexpectedly identified Direct Loan disbursement as "second or subsequent disbursement" and enabled Do Not Offer checkbox on R2T4 Post Withdrawal Disbursement (PWD) Tab for a loan with the first scheduled disbursement not paid, and so ineligible to be treated as the first disbursement.
Cause:
Regent Award was incorrectly treating a non-originated disbursement as a first disbursement, resulting in the actual first disbursement being marked as "second or subsequent disbursement" and “do not offer” logic applied.
Fix:
Regent Award was updated to identify the first Direct Loan disbursement as the first disbursement originated in COD.
Testing:
In Regent Award, find a student awarded with Direct Loan in Term 1 and Term 2, where Term 1 disbursement is Canceled and was never originated at COD. Add R2T4 for Term 2, resulting in PWD with a portion of Direct Loan. Check the PWD Tab and make sure disbursement is not marked as "second or subsequent disbursement"
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Regent Award
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Enrollment
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Problem:
When lastAttended date matched startDate of the term, the system was not able to recognize the attendance correctly although all 'attended' criteria had been already met. As a result, Academic Plan showed 0 attended units.
Cause:
Gaps in CE Rollup process logic, when boundary values were used in course data, caused the data for packaging to become stale and resulted in the issues with units not being consumed as expected.
Fix:
System CE Rollup checks were updated to be more efficient. Logic was added to validate the execution success of all batch-related processes.
Testing:
Navigate to an affected student. Open 'Courses' tab and add the same start/end date. Set 'Has Attended' as True. Make sure that course is not withdrawn, not remedial, and non-transfer. Run packaging. Review Academic Plan. The 'attended' units should not be 0.
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Regent Plan
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Student Experience
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Problem:
In pre-release testing, a tester reported an incorrect loan offered amount for the Direct Cost plan.
Cause:
N/A - The issue could not be recreated.
Fix:
No new code changes occurred. Testing confirmed the issue was no longer present.
Testing:
Identify a student who has not yet selected a Borrowing Plan. Click the link to 'Select My Borrowing Option.' Review the total loan amount being offered. Confirm the student is packaged and the amount is displaying accurately.
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Regent Plan
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Student Experience
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Problem:
Regent Plan Glossary links were not working properly in the Student Experience portal.
Cause:
.The Glossary links with the same text content had the same browser IDs. Each ID is required to be unique on the page. resulting in broken links.
Fix:
New prefixes were added to existing IDs to avoid duplication.
Testing:
Log into the Student Experience portal. Navigate to the My Plan page. Click on a configurated Glossary terminology (link). The Glossary definition configured for the Glossary terminology will be displayed. Repeat steps for the Change History section.
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Student Portal
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Student Experience
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Problem:
My Borrowing Remaining Eligibility Amounts were not calculated correctly.
Cause:
Regent Award was not reducing the 'Accepted Amount' when the New Offer/Calculated Eligibility was reduced during repackaging for multiple loan period scenarios.
Fix:
Regent Award changes made to update the award's accepted amount to the eligible amount when the award is accepted and a reduction is being processed.
Testing:
Identify affected students in a multiple loan period scenario. Select the Direct Cost initial plan in My Borrowing. Add scholarship award for an amount that will reduce the Unsubsidized loan eligibility. Review the 'Remaining Eligibility' amounts on the My Borrowing tile (assuming Change My Borrowing Amount is turned on).
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Student Portal
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Student Experience
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Problem:
When entering an amount that exceeded $9,999 for the 'Specify a Lesser Amount' on the My Borrowing Select Plan pop-up screen, all numbers were not displayed.
Cause:
There was a spacing issue that did not allow for numbers greater than $9,999 to display accurately.
Fix:
Additional spacing was added that allowed for numbers greater than $9,999 to display.
Testing:
Click on the 'Select a Borrowing Plan Option' link to enter into the My Borrowing main page. Click Select a Plan on one of the two available plan options. Select the 'Specify a Lesser Amount' radio button and enter an amount greater than $9,999. Ensure the amount displays all numbers entered.
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Student Experience
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Student Experience
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Problem:
Incorrect value listed for Estimated Total Costs on the My Borrowing Plan View Details section.
Cause:
The field used the Total Net Costs instead of using the Total Cost of Attendance.
Fix:
The code was updated to use the Total Cost of Attendance field.
Testing:
Identify an affected student. Click on the 'Select a Borrowing Plan option' link to enter the My Borrowing main page. Click on the 'View Details' link for one of the two Borrowing plans displayed. Scroll to the Estimated Total Costs and review the amount for accuracy.
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Regent Award
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Packaging
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Problem: The packaging of students was blocked due to an unexpected error in Modify Award Wizard in Regent Award.
Cause:
There was an issue for Cost Items with the processing of special symbols. The bug affected the processing of the "Calendar Year" min/max date range configuration settings at Cost Setup, which resulted in the packaging error.
Fix:
Regent Award logic for verification of date range configuration settings was updated.
Testing:
Run BP for the site to which the affected students are assigned. No errors should occur when the process is completed.
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Regent Award
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EST/Disbursements
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Problem:
Regent Award was unexpectedly changing the Disbursement Amount so that one dollar moved from the last Term of Academic Year (AY) to the prior one.
Cause:
Regent Award had incorrectly applied rounding rules, resulting in $1 rounded value to be paid in the wrong term.
Fix:
Regent Award was updated to ensure that once rounding rules are applied, the sequence of Terms that is used for paying is correct.
Testing:
In Regent Award, package student with Direct Loan that is split across eligible Terms, not as a whole dollar Amount. Package student. Make sure that cumulative $1 resulted from rounding is paid in the Last Term of the AY.
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Regent Award
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Awarding
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Problem:
The AnnualLoanLimitAmount token used in My Borrowing message incorrectly displays an amount of $4625.
Cause:
The lookup table that Regent Award used to determine annual loan limits contained a value of $4,625 rather than $2,625 for an undergraduate preparatory coursework dependent student.
Fix:
Updated the lookup table that Regent Award used to determine annual loan limits to the correct value of $2,625 for an undergraduate preparatory coursework dependent student.
Testing:
Identify an affected dependent student taking preparatory coursework. Confirm messaging is configured with the AnnualLoanLimitAmount token for the messaging and that the amount. Ensure the messaging displays the correct amount for the {AnnualLoanLimitAmount} token in My Borrowing for the student.
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Regent Review
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Documents
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Problem:
Regent Award was unexpectedly updating the hypertext format link with attributes of Document Message field into a broken hyperlink.
Cause:
Regent Award was incorrectly processing hyperlink tags in Message field in Document setup.
Fix:
Regent Award was updated to ensure hyperlinks with attributes and more complex HTML markup would be processed by Message Field.
Testing:
In Regent Award Document Setup, edit existing or create a new document and enter HTML tag with herf attribute into the Message Field. Save Document and make sure Message field is displaying hyperlink as expected. Create Document Requirement for any student with this Document. In Student Portal make sure Message is correctly displayed on Document Page.
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Regent Award
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Packaging
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Problem:
Regent Award was unexpectedly creating overlapping Academic Years for CBE program
Cause:
Regent Award had incorrectly calculated Non-Term Academic Year dates when manually assigned anticipated units are less than or equal to a half of a Program Academic Yearly Units.
Fix:
Regent Award was updated to ensure new Academic Year is created without overlapping regardless of anticipated units specified.
Testing:
Find affected Non-Term student and package. Make sure Academic Years don't have overlapping dates.
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Regent Award
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Packaging
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Problem:
Some students could not be packaged due to an error, "Nullable object must have a value."
Cause:
An error was identified in the code for Regent Award's Cost Items. The bug affected the "Calendar Year" minimum and maximum date range configuration settings for certain Cost Items.
Fix:
The incorrect code was corrected.
Testing:
Package the affected students. Confirm the students can package successfully.
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Regent Award
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R2T4
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Problem:
R2T4 recalculated Pell amount although Lifetime Eligibility Usage limit had been already exhausted.
Cause:
Regent Award did not take into account Pell LEU values during R2T4 recalculation process.
Fix:
A code change was applied to allow Regent Award to include Pell LEU values into R2T4 recalculation process.
Testing:
Find the affected student. Navigate to History tab - > click 'Edit' - > manually add Pell/IASG LEU of 600.000%. Import SBL with courses (attendance before/after Census Date). Navigate to the Awards tab and add R2T4. Verify that Pell amount is not included into R2T4 as 600% limit is reached.
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Regent Award
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User Interface
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Problem:
The extra term was incorrectly included by Regent Award into the Loan Period of the program with Standard Term Semester period type configuration.
Cause:
Regent Award persisted loan period terms (semesters and quarters) without database identifiers and tracking attributes unlike other academic plan entities (academic years, enrollments, awards, etc.). Therefore loan period terms were saved with additional terms.
Fix:
A code fix was provided so that Regent Award could add all necessary information when persisting loan period terms.
Testing:
Open student profile. Navigate to 'Award' tab. Select Loan Period in question. Verify Compare Awards grid (no extra terms are included). Run packaging. Navigate to 'Awards' tab. Select Loan Period in question. Verify Compare Awards grid. No extra terms are included in loan period.
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Regent Award
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Reports
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Problem:
Regent Award was unexpectedly not showing values for a set of fields in the Wisconsin State Grant Report.
Cause:
Regent Award was incorrectly not specifying Disbursement as processed on Wisconsin Grant Roster File import.
Fix:
Regent Award was updated to ensure Disbursement from Roster File is correctly linked with Disbursements handled in Regent Award.
Testing:
In Regent Award, import Wisconsin Grant Roster File for a student and run packaging. Generate Wisconsin State Grant Report and make sure Roster Award Amounts and Roster Spent Amounts are populated for respective Terms.
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Regent Award
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Student Experience
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Problem:
Regent Student Experience Portal was unexpectedly showing incorrect document name in E-sign step 2, supporting text for non-Smart-Form documents.
Cause:
Regent Student Experience Portal was using a static document name on E-sign step 2 for non-Smart-Form documents.
Fix:
Regent Student Experience Portal was updated to use a generic document name that is dynamically substituted for each document instance.
Testing:
In Regent Award, add non-Smart-Form Document Requirement for a student that has E-sign option. Create Student Experience account for this student. Open Document page, upload document, and go to E-sign step 2. Make sure that supporting text is referring to this Document Requirement name.
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Regent Review
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Documents
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Problem:
The required document uploaded via import of 'Student Documents XML' does not appear until 'birthDate' attribute is sent for the student via SBL.
Cause:
Regent Award treated birthDate field as a required attribute to match to imported documents. The missing attribute resulted in student and document requirement mismatch.
Fix:
The birthDate field was set as non-mandatory. The system will be able to match the student and document requirement without the mentioned attribute.
Testing:
Import student SBL file without birthDate attibute. Import Student Document (XML). Navigate to 'Documents' tab. The uploaded document is showing.
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Regent Award
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R2T4
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Problem:
Regent Award did not include Direct Loan awards in R2T4 when Master Promissory Note (MPN) is expired and has Inactive Status at the moment of R2T4 creation.
Cause:
Regent Award incorrectly ignored non-linked
non-accepted MPN records during R2T4 creation.
Fix:
Regent Award logic was updated to use non-linked
non-accepted MPN records so that R2T4 processing logic wizard can use them.
Testing:
Add R2T4 for a student awarded with Direct Loan who had valid MPN at the beginning of the Academic Year and which expired and is Inactive prior to R2T4 Date of Withdrawal. Make sure Direct Loan is included into the R2T4.
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Regent Award
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Configuration/Setup
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Problem:
Regent Award was unexpectedly allowing the editing of Data Fields Flag in Document setup for incorrect Federal Award Year (FAY) scope.
Cause:
Regent Award had an incorrect dependency between FAY selected in Document Scope and Fields allowed for editing for existing documents.
Fix:
Regent Award was updated to ensure that for old document editing, the correct association between Scope FAY(s) and editable fields is created.
Testing:
In Regent Award Document Setup, modify an existing Document with FAY Scope. When a FAY Scope value of 2020-2021 or later is selected, make sure on ISIR Assignment Tab "Student's Untaxed Pensions" fields will be grayed out (uneditable). When a FAY Scope not equal to 2020-2021 or later is selected, the "Student's Untaxed IRA Distributions and Pensions" field will be grayed out (uneditable). If all FAYs are selected as the scope value, both the "Student's Untaxed Pensions" field and the "Student's Untaxed IRA Distributions and Pensions" field will be grayed out (uneditable).
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Regent Award
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Reports
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Problem:
'Student - R2T4' report output results did not return all students with R2T4 records.
Cause:
Regent award did not include R2T4 on 'Student R2T4' report when student had Non-Term to Term-based program change. Because R2T4 belonged to a Non-term program period, the system excluded the record from the report.
Fix:
UI view was fixed to include R2T4 records in spite of program changes.
Testing:
Find the student enrolled in NT program. Add R2T4 and finalize it. Load SBL with program change and complete it via Program Management Wizard.
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Regent Award
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R2T4
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Problem:
Regent Award was unexpectedly not using Manual Pell LEU set on History Tab.
Cause:
Regent Award had incorrectly processed Pell LEU when "Always Use Manual" flag was set on History Tab.
Fix:
Regent Award was updated to ensure manually entered Pell LEU is used for packaging regardless of the date it was set when "Always Use Manual" flag is enabled.
Testing:
In Regent Award, edit information on History Tab. Check "Always Use Manual" checkbox and set Pell LEU to 595% so it is easy to track that this amount is applied. Next day load FAH TSM NSLDS file with different Pell LEU. Package student. Make sure that Pell is calculated based on manually entered Pell LEU.
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Regent Award
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R2T4
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Problem:
Loan disbursements were not cancelled after 'Actual Cancel Date' and 'Net Accepted amount' were set on PWD tab of R2T4 wizard.
Cause:
Regent Award was not cancelling the disbursements due to locking flag from R2T4 PWD sheet.
Fix:
Regent Award logic was updated to handle disbursement amounts correctly, by-passing locking flags.
Testing:
Navigate to the affected student. Add R2T4 resulting in PWD. Edit PWD worksheet: set 'Actual Cancel date'as today's date and 'Net Accepted Amount' as $0 for Direct Sub loan. Save changes. Finalize R2T4. Run packaging.
Verify that PWD loan disbursements with $0 are in 'Cancelled' status at Academic Plan.
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Regent Award
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Awarding
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Problem:
Regent Award was unexpectedly calculating incorrect Direct Loan eligibility when the Remaining Period of Study (RPS) for the student was equal to full Academic Year (AY).
Cause:
Regent Award had incorrectly processed Fund setup setting 'Award Full Eligibility For Eligible Periods Only', resulting in Direct Loan eligibility being prorated when RPS was equal to full AY.
Fix:
Regent Award was updated to ensure proration in RPS that is equal to full Academic year will not happen regardless of the Fund setup settings.
Testing:
In Regent Award, find a student whose RPS is full Academic Year. In Fund Setup, enable 'Award Full Eligibility For Eligible Periods Only'. Package student. Make sure Direct Loan amounts are not prorated.
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Regent Award
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Tasks
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Problem:
'Review Unpaid Loan from Another School' froze on attempt to review task details.
Cause:
Regent Award did not load task details at UI, due to empty taskHash value in DB.
Fix:
UI code was fixed to load task details properly.
Testing:
Find the affected students. Go to Tasks tab. Navigate to Completed Tasks tab. Click on Review Unpaid Loan from Another School task. Task details are loaded.
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Regent Award
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Packaging
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Problem:
Regent Award was unexpectedly awarding Students with Direct Loans over Aggregate award limits, ignoring imported NSLDS FAH and TSM data.
Cause:
Regent Award was incorrectly comparing existing Awards in Regent with data from FAH and TSM files so that not the latest available Aggregate Limits were applied during packaging.
Fix:
Regent Award was updated to ensure NSLDS amounts and dates are applied in the correct sequence based on time received.
Testing:
In Regent Award, import NSLDS FAH and TSM files. Package student and make sure data from FAH and TSM files is used for packaging.
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Regent Award
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Documents
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Problem:
Regent Award was unexpectedly updating document status from NEEDED to RECEIVED when assigned to a student.
Cause:
Regent Award was incorrectly not creating Activity Logs for Document Requirements that have Activity Type = Document Related.
Fix:
Regent Award was updated to ensure Activity Log is created for Document Requirements that have Activity Type = Document Related.
Testing:
In Regent Award add Document Requirement for a student. Edit Document requirement and change Activity Type to "Document Related". In the Student Portal upload document. In Regent Award make sure Activity Log is created.
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Regent Award
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Configuration/Setup
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Problem:
Configured dashboards were not showing on login for users with SSO authentication type.
Cause:
Dashboard settings were not loaded by Regent Award during SSO authentification.
Fix:
The verification step was added to check loaded dashboard setting.
Testing:
Perform SSO login. Review 'Dashboard' tab. Verify that 'Task/Activity Dashboard', 'Financial Aid Dashboard' and 'Task Productivity Dashboard' are showing.
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Regent Review
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Tasks
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Problem:
Regent Award was unexpectedly not clearing out the "Select All Tasks" checkbox in the grid on Task Tab.
Cause:
Regent Award had incorrectly processed User Interface control in the grid on Task Tab once Task operation was submitted.
Fix:
Regent Award was updated to ensure the "Select All Tasks" checkbox is updated appropriately once the action on the selected Task is submitted.
Testing:
In Regent Award, open Task tab for any student. In Tasks grid select all tasks via checkbox in the grid header. Change Status of the Tasks Selected to "Waived" or any other Status. Submit and make sure the checkbox in the header is unchecked.
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Regent Award
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User Interface
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Problem:
Regent Award had incorrect spelling for two EST error codes and Notification Message in Add
Modify Award Wizards.
Cause:
Regent Award had typo in text description for EST errors and Notification Message.
Fix:
Regent Award was updated with corrected text messages.
Testing:
In Regent Award, Perform EST process so that EST-0026, EST-0038 is triggered. Make sure there are no spelling errors in EST error message description. In Regent Award, find student with enrollment after Program completion. In Add Award Wizard attempt to add award for the term that is after Program Completion date. Make sure that error message that prevents adding such award does not have spelling errors.
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Regent Award
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Process Log
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Problem:
'Selected Parameters' for batch processes did not reflect in Process Log.
Cause:
'Selection Parameters' tab was missing display entities at Process Log screen.
Fix:
The missing fields were added onto 'Selection Parmaters' tab of Process log screen.
Testing:
Navigate to Processes. Select Batch Package process. Execute this process with different parameters combination - verify that values of selected parameters are present at 'Process log > Selection parameters' screen.
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Regent Award
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User Interface
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Problem:
Regent Award was unexpectedly showing incorrect loan period on Loans Tab.
If a two term loan is updated where the first term amount = $0 and the second term contains a loan amount > $0, the loan period is displayed differently on the Loans tab from other tabs with loan periods.
Cause:
Regent Award was incorrectly showing Loan Period information on Loans Tab as if loans were one-term loans.
Fix:
Regent Award was updated to ensure Loan Period are displayed similarly across the application.
Testing:
In Regent Award, find affected student and review Loan Period information on Loans Tab. Make sure Loan Periods are the same as on Awards Tab.
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Regent Award
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Awarding
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Problem:
Regent Award was unexpectedly packaging Pell Calculated Eligibility and showing cents in Modify Award Wizard (MAW) and COD tab when rounding was set to whole dollar.
Cause:
Regent Award had incorrectly packaged Pell Calculated Eligibility, ignoring Fund Setup Rounding option for Year Round Pell (YRP).
Fix:
Regent Award was updated to ensure that the Packaging process respects Fund setup Rounding option in YRP scenario.
Testing:
Find student with portion of Pell awarded as YRP in ongoing term and Full time amount that would contain cents if not rounded. On Award tab edit Pell. In MAW make sure that Calculated eligibility is shown rounded to whole dollar. Export Pell to COD. Make sure COD tab is showing amount rounded to whole dollar.
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Regent Award
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Configuration/Setup
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Problem:
Regent Award was unexpectedly did not verify the data entered in SAP Setup Maximum Time Frame (MTF) Field.
Cause:
Regent Award incorrectly allowed entry of more than 150% for MTF Field.
Fix:
Regent Award was updated to allow SAP Setup MTF field to be a numeric value between 100% and 150% or blank.
Testing:
In Regent Award, navigate to Administration SAP Setup. Edit and enter an amount that is less than 100 or more than 150 for MTF. Make sure notification "'Maximum Time Frame' must be between 100 and 150" is shown. Note: Blank value is also allowed.
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Regent Award
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Configuration/Setup
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Problem:
Regent Award was unexpectedly not saving Street Address information on Site setup screen.
Cause:
Regent Award incorrectly processed editing of Street Address that was inherited from Mailing Address.
Fix:
Regent Award was updated to ensure Street Address update is properly processed and saved.
Testing:
In Regent Award Administration Site setup, edit Site information where Street address has 'Same As Mailing' enabled. Update Street Address, Uncheck 'Same As Mailing' and and Save. Make sure Street Address is saved properly. Check same scenario for site where 'Same As Mailing' is already unchecked.
Scripts
Terminology for understanding Script Release Notes:
Build Script: These scripts are automatically run when an environment is upgraded to a new release; no special request is needed and all customers receive the scripted change.
Data Cleanup Script: These scripts modify specific data, and may or may not be included with a new release; the release note provided below will specify. If they are not included with the release, they need to be requested by the customer.
Custom Script: These scripts may perform a variety of functions, which will be specified in the release note and must be requested by the customer as needed.
The following scripts relate to this release:
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Key
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Product Selection
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Functional Area
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Release Note
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Technical Design
Title: Script Update to address Budget-related Data Inconsistencies
Ticket: RS-16039;
Description:
Regent uses internal fields on awarding-related tables to track Fund Budget information. Some of these internal fields have become inconsistent over time. This cleanup script, which is automatically included with Release 5.2 and only needs to be run once during the 5.2 upgrade, corrects inconsistencies with these internal fields. Schools may notice the updates when viewing budget-related fields on an award; for example, "Budget Amount" on the Awards Tab details.
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Institution Setup, Rebuild and Import Award Settings: New configuration setting: Require Import Award Data for AY0 Year. When this setting is 'Yes,' the system will require Import Award data to support COD awards in academic years prior to the student's Academic Plan start date. When this setting is No, the conversion process will allow processing of COD Rebuild awards that do not have accompanying Import Awards and Disbursements, only for Academic Years that occur before the student's Academic Plan start date.
Disbursement Schedules: Confirm Attendance in All PA Units Prior to Disbursement
Portal General Tab in Regent Award: Enable Maintenance Page. When this checkbox is selected, the Maintenance Page will be displayed when a user attempts to access the Student Experience portal, either via SSO or non-SSO.
Fund Setup Page>General Tab>Fund Detail Section: Allow Awards From More Than One Available FAY per Crossover Period. When this setting is Yes, In a crossover payment period that spans multiple FAYs, the payment period may contain an award from the prior-year FAY as well as the next-year FAY. When this setting is No, all awards from the fund in the same payment period must be from the same FAY.
Institution Setup, (Regent Plan tab>My Borrowing>Academic Year Settings: ‘Messaging Logic for 'Select a Borrowing Plan' Tile. Options are 'Dynamic' and 'Static.' The default is 'Dynamic.’ Selection determines the text boxes that will display below.
Fund Setup: Allow Students to Accept Lower Amounts or Decline Awards from the Student Portal
Admin and User Guide Updates
As part of Regent 5.2, the following Admin and User Guide pages were added/updated:
Admin Guide
User Guide:
eTASFA Smart Form (NEW)
Regent Access (NEW)
Maintenance Page (NEW)
Modify An Individual Award using the Modify Award Wizard (MAW)
Regent Integrations:
Enhancements
The following enhancements are included in this release:
Key | Product Selection | Functional Area | Release Note |
|---|---|---|---|
Regent Award | Awarding | Title: New Data View - dataExtract_CourseEnrollmentRollup_View_v004 Ticket(s): RS-19508 Description: A new version of the data view dataExtract_CourseEnrollmentRollup_View_v003 has been created. The new version of the data view is titled dataExtract_CourseEnrollmentRollup_View_v004. The differences between the v003 and v004 versions of the view are as follows: 63 columns added. The Regent Award Data View Data Dictionary has been updated to reflect the new view version. | |
Regent Award | Awarding | Title: Apply External Transfer Units to Grade Level Progression Awarding for Later Payment Periods Tickets: RS-19351; RS-19461; RS-19500; RS-19505; RS-19499; RS-19482; RS-19734 Description: Regent Award's Grade Level calculation logic and Grade Level Progression Awarding logic have been improved to apply External Transfer Units at a point-in-time on the Academic Plan. If an External Transfer course's end date is on or before the program's actual start date, the grade-level calculation will apply the course's External Transfer units starting with the first enrolled term or payment period in the program. If the External Transfer course's end date is after the program start date, and the External Transfer course is added into a term or nonterm PP, the system will count those units toward Grade Level calculations in the following enrollment period (the next term for term and nonstandard term, or the next Academic Year for nonterm). For example, if a student takes a Summer course at another school, and the course is sent on the SBL with the Summer term's External Term ID and a course end date after the program start date, the system will apply those external transfer units to grade-level calculation starting with the following Fall term. Schools may want to update their SBL processes to account for the new logic. To allow schools time to make those adjustments, the new logic will only apply to new courses received after a specific date (default value November 1, 2020). Any courses that already existed in Regent Award prior to that specified date will use the previous logic: those existing external transfer courses will always have their units applied from the beginning of the program, regardless of the course end date. However, when that cutover date is reached, the system will count External Transfer units dfferently depending on the course end date. If the course end date is on or before the program start date, the system will still count those units as if they were received prior to the program start. If the course end date is after the program's start date, the system will add those units into the appropriate payment period (using the term ID for term courses, or the course end date for nonterm Payment Periods). The system will then apply those units toward grade-level progression in the following enrollment period - i.e., the next enrolled term, or the next Academic Year for nonterm. | |
Regent Access | Workflow/Questionnaire | Title: 2021 - 2022 eAccess Application Tickets: RS-19594; RS-19456; RS-19457; RS-19522; RS-19565; RS-19453; RS-19469; RS-19521; RS-19520 Description: See Customer Zone Knowledge Base topic Regent Access. | |
Student Experience | Student Experience | Title: Add Award Wizard / Modify Award Wizard - Student Accepted Amount and Override Eligibility Rules Tickets: RS-16081; RS-19230; RS-19371; RS-19373; RS-19375; RS-19378 Description: See the CustomerZone topic Modify An Individual Award using the Modify Award Wizard (MAW). | |
Regent Award | Funds (SEOG / Work Study / State) | Title: Allow Federal Work Study Awards for Two FAYs for Crossover Term in Regent Award Tickets: RS-19360; RS-19364; RS-19365; RS-19366; RS-19399; RS-19412; RS-19390; RS-19391; RS-19416; RS-19400; RS-19401; RS-19415 Description: New logic and functionality has been implemented within Regent Award that will: 1) Enable users to enter Federal Work Study awards for more than one Federal Award Year (FAY) in a crossover period; 2) Display the award amounts separately for each FAY in the same payment period within Regent products; 3.) Adjust packaging correctly for a payment period with multiple awards of the same fund from different FAYs. See the Customer Zone Knowledge Base topics Fund Setup and Fund Setup Data Elements. | |
Student Experience | Student Experience | Title: Add Academic Year to My Borrowing and Change My Borrowing Activity Log Entries Tickets: RS-19308 Description: See the Customer Zone Knowledge Base topic Activity Log Entries. | |
Student Experience | Student Experience | Title: Add 'Check the status' Button Requirement to My Borrowing and Change My Borrowing after Updates to Award Amounts Tickets: RS-19307;RS-19205 Description: | |
Regent Access | ISIR Processing/Verification | Title: Special Characters Displaying in the eTASFA ISIR File Format Tickets: RS-19302 Description: See the Customer Zone Knowledge Base topic eTASFA Export File in an ISIR Layout Format. | |
Regent Access | ISIR Processing/Verification | Title: Dependency Status added to the eTASFA ISIR File Format Tickets: RS-19284 Description: See the Customer Zone Knowledge Base topic eTASFA Export File in an ISIR Layout Format. | |
Student Experience | Student Experience | Title: My Borrowing- Configuration Option for Static or Dynamic Messaging within Both Plan Tiles Tickets: RS-19260; RS-19310; RS-19311 Description: See the Customer Zone Knowledge Base topic My Borrowing. | |
Regent Award | Data Views | Title: DataView Queries of Configurations Ticket(s): RS-19235 Description: Ninety-seven new data views have been created for configuration-related data, so that the configuration data may be queried. The Regent Award Data View Data Dictionary has been updated to reflect the new view version. | |
Student Experience | Student Experience | Title: Fund Setup - Allow Students to Accept Lower Amounts or Decline Awards from the Student Portal Tickets: RS-16081; RS-19230; RS-19370; RS-19371; RS-19372; RS-19373; RS-19376; RS-19418; RS-19381; RS-19420; RS-19385; RS-19367; RS-19368; RS-19369; RS-19374; RS-19375; RS-19378; RS-19379; RS-19380; RS-19408; RS-19597; RS-19377; RS-19382; RS-19384; RS-19381; RS-19386; RS-19383; RS-19385; RS-19387; RS-19584; RS-19585 Description: Regent Award may be configured to allow students to accept a lower Accepted amount on a Title IV loan than was originally created in Accepted status (Passive Acceptance). With this configuration, students may also Decline their Accepted-status loans from the Student Portal. The new configuration setting in Fund Setup is, “Allow Students to Accept Lower Amounts or Decline Awards from the Student Portal.” The new setting will apply to all Title IV loans from the Student Portal, including within “My Borrowing - Select Plan” and “Change My Borrowing Amounts.” Schools currently using those features on the Student Experience Portal will need to configure the setting to “Yes” to preserve current functionality. The new setting must have the same value for Direct Subsidized, Direct Unsubsidized and GradPLUS loan funds. Regent Award stores the Student’s Accepted Amount and the date the student last updated the award. Add/Modify Award Wizard (AAW/MAW) also stores the User Accepted Amount for changes made by a Regent Award user. If the amounts are different, the system uses the most recently updated value. Regent’s packaging logic will repackage the loans to not exceed the specified amount, for both active-acceptance and passive-acceptance loans. A FA user can set a lower cap for an award by changing the New Offer amount in MAW, and the student will not be able to accept an award greater than the New Offer amount. | |
Regent Award | Conversion | Title: Institution Setup: Require Import Award Data for AY0 Years Tickets: RS-18976; RS-19073; RS-19418; RS-19419; RS-19147; RS-19150; RS-18598; RS-19153; RS-19151 Description: See the Customer Zone Knowledge Base topic Insitution Setup Data Elements | |
Student Experience | Not Applicable | Title: Change a color on the My Plan aggregate loan limit chart Tickets: RS-18929; RS-19048 Description: In the aggregate loan limit pie chart in My Borrowing, under My Plan, the color of the “Previous at my school” portion of the chart (and the corresponding key) has been changed from light green to orange to better distinguish from the green of the “Other schools” portion of the chart. | |
Regent Award | Tasks | Title: Fix Modular Term Logic for New 'Late DL Disbursement - Student LTHT" Tickets: RS-18730; RS-18943 Description: The trigger logic for the ‘Late DL Disbursement - Student LTHT’ task has been updated to trigger the task for terms with modules when the Maximum Course End Date is in the past, regardless of the term end date. This is to identify students who have stopped attending during a current term in addition to those who are Less Than Half Time after the term has ended. Nonterm and non-modular term functionality has not changed. See the Customer Zone Knowledge Base topic Regent Award Task Triggers. | |
Student Experience | Student Experience | Title: Add 'Active' indicator on My Borrowing Main Page/My Borrowing Tile if Plan has been Previously Selected Tickets: RS-18941 Description: See Customer Zone Knowledge Base Topic: My Borrowing. | |
Regent Plan | Student Experience | Title: Aggregate Total Text Display in Regent Plan Tickets: RS-18940 Description: The text displayed for the Aggregate Total Amount on the Regent Plan landing page was updated to, 'You will have borrowed...' (future tense) vs. 'You have borrowed....' (current tense) since the total includes both current and future borrowing amounts. | |
Regent Award | Configuration/Setup | Title: Disbursement Schedules: Confirm Attendance in All PA Units Prior to Disbursement Ticket(s): RS-18401; RS-18918; RS-18977; RS-19005; RS-18978; RS-18980; RS-18981 Description: | |
Regent Access | Workflow/Questionnaire | Title: Create English-Spanish Master e-TASFA Questionnaire Tickets: RS-18908 Description: See Customer Zone Knowledge Base Topic: eTASFA Smart Form. | |
Regent Plan | Activity Log | Title: Change Activity Log Entries for Award-Level Actions in Student Experience Tickets: RS-18889 Description: See the Customer Zone Knowledge Base topic: Activity log Entries. | |
Regent Award | Program Change | Title: Change Academic Year Start Date Handling in Regent Award for Nonterm SE Program Changes Tickets: RS-19770; RS-19403 Description: See the Customer Zone Knowledge Base topic Program Change Guidance. | |
Regent Access | Workflow/Questionnaire | Title: New 2019-2020 & 2020-2021 Master eTASFA English Spanish Questionnaires Tickets: RS-18733 Description: A new 2019-2020 and a new 2020-2021 Master eTASFA questionnaire version were made available. Both questionnaires continue to support the standard English questions but now include the Spanish translation of each question. | |
Regent Review | Student Portal (SNAP) | Title: Improved Question Workflow and Document Persistence for Student Non-tax-filer and Spouse Tax-filer Tickets: RS-18587; RS-18767; RS-18704 Description: See the Customer Zone Knowledge Base topic Verification Worksheet. | |
Regent Award | Process Log | ||
Student Experience | Student Experience | Title: Student Experience Maintenance Page Tickets: RS-18489 Description: A configurable maintenance page was made available for the Student Experience portal that can be posted by a user with the applicable permission in Regent Award or by Regent staff during environment upgrades or standard scheduled maintenance windows. See the Customer Zone Knowledge Base topic Maintenance Page and Portal Setup Data Elements . | |
Student Experience | Student Experience | Title: Student Experience- E-Sign Name Validation is Case Sensitive Tickets: RS-18457 Description: When a student's or parent's name is entered in Student Experience, the validation allows for all upper case letters, all lower case letters, or mixed upper and lower case letters (i.e. it is not case sensitive). See the Customer Zone Knowledge Base topic Verification Worksheet. | |
Regent Award | Annual Federal and State Reporting | Title: Estimated Family Contribution (EFC) Formula - Annual Update Ticket(s): RS-18416; RS-19562 Description: | |
Regent Award | Scripts | Title: 'Unlink MPN' Functionality Tickets: RS-19015;RS-19016;RS-19017 Description: See Customer Zone Knowledge Base topics: Permissions list, EST Validation Error Codes Guide, Direct Loans | |
Regent Plan | Student Experience | Title: Add New Regent Plan Tool, 'What If I Change My Course Enrollment?' Tickets: RS-17459 Description: See Customer Zone Knowledge Base Topic: Regent Plan: Course Enrollment Estimation Tool. | |
Regent Award | Configuration/Setup | Title: Make FAY Pick List More User-Friendly in Regent Award Ticket: RS-17180 Description: On the 'General' and 'ISIR Assignment' tabs of Document Setup in Regent Award, the list of 'Available FA Years' for selection has been updated to remove unneeded years. The selection list has been made dynamic, to include only the previous FAY, the current FAY, and the next four consecutive FAYs (based on document creation date.) | |
Regent Plan | Student Experience | Title: Add Regent Plan tools (My Borrowing) in 'Advisor Assist' Tickets: RS-16535 Description:
| |
Regent Award | Conversion | Title: Reset Student for Conversion' Process (formerly PS- 618 script) Tickets: RS-12417 Description: See the Customer Zone Knowledge Base topic Reset Student for Conversion Process. | |
Regent Award | ISIR Processing/Verification | Title: Program/ISIR Level Mismatch Task Tickets: RS-3671 Description: A new task was created that will trigger if there is a mismatch between the Active ISIR and the student's current program level in Regent Award. The task can be configured to restrict processes and is set to 'Active' by default. See Customer Zone Knowledge Base Topic: Regent Award Task Triggers. |
Bugs
The following bugs are resolved in this release:
Key | Product Selection | Functional Area | Release Note |
|---|---|---|---|
Regent Review | Student Portal (SNAP) | Problem: Cause: Fix: Testing: | |
Regent Award | Conversion | Problem: Cause: Fix: Testing: | |
Regent Award | SAP | Problem: Cause: Fix: Testing: | |
Regent Award | SAP | Problem: Cause: Fix: Testing: | |
Regent Award | Packaging | Problem: Cause: Fix: Testing: | |
Regent Award | Awarding | Problem: Cause: Fix: Testing: | |
Student Experience | Student Experience | Problem: Cause: Fix: Testing: | |
Regent Award | Process Log | Problem: Cause: Fix: Testing: | |
Student Experience | Student Experience | Problem: Cause: Fix: Testing: | |
Student Experience | Student Experience | Problem: Cause: Fix: Testing: | |
Regent Award | COD | Problem: Cause: Fix: Testing: | |
Regent Award | Technical Design | Problem: Cause: Fix: Testing: | |
Regent Access | ISIR Processing/Verification | Problem: Cause: Fix: Testing: | |
Regent Review | Workflow/Questionnaire | Problem: Cause: Fix: Testing: | |
Regent Award | Packaging | Problem: Cause: Fix: Testing: | |
Regent Award | EST/Disbursements | Problem: Cause: Fix: Testing: | |
Student Experience | Student Experience | Problem: Cause: Fix: Testing: | |
Student Experience | Student Experience | Problem: Cause: Fix: Testing: | |
Regent Award | Configuration/Setup | Problem: Cause: Fix: Testing: | |
Regent Award | EST/Disbursements | Problem: Cause: Fix: Testing: | |
Regent Award | EST/Disbursements | Problem: Multiple paid Pell disbursements were canceled via the EST process and new disbursements were created with the YRP indicator. Cause: A Regent Award internal process failed to correctly handle multiple NSLDS imports on the same day. Fix: Regent Award logic was updated to only get the most recent record for the day. Testing: Open the affected student. Satisfy documents and tasks. Verify the current disbursements on the Academic Plan before packaging. MAP the student. After packaging, ensure the originally paid disbursements are not canceled and no new disbursements are created. | |
Student Portal | Student Experience | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Plan | Packaging | Problem: Cause: Fix: Testing: | |
Integration | Not Applicable | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Plan | Packaging | Problem: The cost of attendance in Regent Award and the My Borrowing borrowing plan option in Student Experience portal were not updated to include manual resource adjustments. Cause: External manual resources adjustments were not being taken into account by Regent Award and Student Experience portal during packaging. Fix: Regent Award code was updated to include manual resource adjustments. Testing: Log into Regent Award. Manually add resource adjustment. Map the student. The cost of attendance will be updated to include the manual resource adjustment in Regent Award. Log into Student Experience portal. The My Borrowing borrowing plan option in Student Experience will be updated to include the manual resource adjustment. | |
Regent Award | Student Experience | Problem: Cause: Fix: Testing: | |
Regent Award | Enrollment | Problem: Cause: Fix: Testing: | |
Regent Award | Awarding | Problem: Cause: Fix: Testing: | |
Regent Plan | Student Experience | Problem: Cause: Fix: Testing: | |
Regent Plan | Student Experience | Problem: Cause: Fix: Testing: | |
Regent Plan | Student Experience | Problem: Financial Aid component and Dashboard in Student Experience were missing links to My Borrowing. Cause: Regent Award was not able to set the appropriate flags for links to make them visible when determining AY information. Fix: System controllers were updated to handle flags correctly. Testing: Log in to Student Experience. Navigate to Dashboard section. Review My Borrowing and Regent Plan tiles. My Borrowing links are showing. Repeat the same steps for Financial Aid section. | |
Student Portal | Student Experience | Problem: Cause: Fix: Testing: | |
Student Portal | Student Experience | Problem: Cause: Fix: Testing: | |
Student Experience | Student Experience | Problem: Cause: Fix: Testing: | |
Regent Award | Packaging | Problem: The packaging of students was blocked due to an unexpected error in Modify Award Wizard in Regent Award. Cause: Fix: Testing: | |
Regent Award | EST/Disbursements | Problem: Cause: Fix: Testing: | |
Regent Award | Awarding | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Review | Documents | Problem: Cause: Fix: Testing: | |
Regent Award | Packaging | Problem: Cause: Fix: Testing: | |
Regent Award | Packaging | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Award | Awarding | Problem: Cause: Fix: Testing: | |
Regent Review | Workflow/Questionnaire | Problem: Cause: Fix: Testing: | |
Regent Award | User Interface | Problem: Cause: Fix: Testing: | |
Regent Award | Reports | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: Next, change the Institution Setup setting back to Yes for "Include Loan Disbursements Cancelled for Below Half Time Status" and reload RNA setup. Repackage the student. Add a new R2T4 record with enough attendance for the student to be eligible for a Post-Withdrawal Disbursement. Confirm the R2T4 Wizard, Step 1, displays the section for "Loans Cancelled for Below HT Status." View the PWD tab Confirm the loan amounts are displayed as PWD amounts. Finalize the R2T4. Package the studet. Confirm the correct loan PWD amounts appear on the Academic Plan. | |
Regent Award | Student Experience | Problem: Cause: Fix: Testing: | |
Regent Review | Documents | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Award | Configuration/Setup | Problem: Cause: Fix: Testing: | |
Regent Award | Reports | Problem: Cause: Fix: Testing: | |
Regent Award | Awarding | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Award | COD | Problem: Regent Award was unexpectedly exporting, to COD, an incorrect Grade Level for students with a Program Change. Cause: Regent Award was incorrectly calculating Grade Level for the Enrollment that belonged to the previous Program. Fix: Regent Award is updated to ensure that Transfer Units account for all relevant Enrollments and that Grade Level is calculated correctly. Testing: In Regent Award find a student who was transferred from another school with External Units enough for the Grade Level Progression. Perform substantially Equal Program Change. Make sure Grade Level for the first term of the Previous Program is not changed on the Academic plan. | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Award | COD | Problem: Cause: Fix: Testing: | |
Regent Award | R2T4 | Problem: Cause: Fix: Testing: | |
Regent Award | Configuration/Setup | Problem: Cause: Fix: Testing: | |
Regent Award | Awarding | Problem: Cause: Fix: Testing: | |
Regent Award | Awarding | Problem: Cause: Fix: Testing: | |
Regent Award | Tasks | Problem: Cause: Fix: Testing: | |
Regent Award | Packaging | Problem: Cause: Fix: Testing: | |
Regent Award | Documents | Problem: Cause: Fix: Testing: | |
Regent Award | Configuration/Setup | Problem: Cause: Fix: Testing: | |
Regent Review | Tasks | Problem: Cause: Fix: Testing: | |
Regent Award | User Interface | Problem: Cause: Fix: Testing: | |
Regent Award | Process Log | Problem: Cause: Fix: Testing: | |
Regent Award | User Interface | Problem: Cause: Fix: Testing: | |
Regent Award | Awarding | Problem: Cause: Fix: Testing: | |
Regent Award | Configuration/Setup | Problem: Cause: Fix: Testing: | |
Regent Award | Configuration/Setup | Problem: Cause: Fix: Testing: |
Scripts
Terminology for understanding Script Release Notes:
Build Script: These scripts are automatically run when an environment is upgraded to a new release; no special request is needed and all customers receive the scripted change.
Data Cleanup Script: These scripts modify specific data, and may or may not be included with a new release; the release note provided below will specify. If they are not included with the release, they need to be requested by the customer.
Custom Script: These scripts may perform a variety of functions, which will be specified in the release note and must be requested by the customer as needed.
The following scripts relate to this release:
Key | Product Selection | Functional Area | Release Note |
|---|---|---|---|
Technical Design | Title: Script Update to address Budget-related Data Inconsistencies Ticket: RS-16039; Description: Please note: Activity Log Entries will reference ‘RS-15206’ as the script number. | ||
https://regenteducation.atlassian.net/browse/RS-19635?src=confmacro | Regent Award | Technical Design | Purpose of Script: Data Changed by the Script: How to Access the Script: How to Test the Script: |