Overview

Regent maintains a COD Mockup tool to be used for testing purposes. The tool can be used to simulate a COD response for paying a student. .

COD File Processor - Regent's COD Response Mockup Tool

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1. Download CODFileProcessor.zip
2. Select Extract All and create own directory to save to computer
3. Select CODFileProcessor Application
4. Select Run
5. Select box next to import file path and choose COD text file from UISelect validate against schema box
6. Select Run process
7. Edit file if needed (add MPN info, update <ProcessDate> value)
8. Import response file generated into UI

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COD Mockup Tool Slides.pptxheight250

Step-by-step guide to Paying a Loan in Regent Award

1. Resolve all packaging blockers - satisfy/waive all Documents and Tasks, valid ISIR, etc.
2. Make sure loans are in Accepted status and Linked to an MPN
   1. Mock or link an MPN if needed (and MAP again)
   2. When loans are Accepted and Linked status,
3. Export to COD for Origination (DRI=false)
4. Get Download file from the Export COD Process in process logthe Process Log
5. Use export file to mock origination response using CODFileProcessorUse export file to mock origination response using CODFileProcessor
   1. Import the mocked COD response file
   2. MAP student
   3. Export to COD for Disbursements (DRI=true)
   4. Get file from Export COD Process in process log
   5. 1. If needed, edit the response data file to update MPN information and/or ProcessDate before importing
   6. Import the mocked COD response data file
   7. MAP student
   8. Normal disbursement process:
      1. Export EST, EST for DRI - COD funds set to DRI=true
      2. Export to COD for DRI=true
      3. Mock COD acceptance using CODFileProcessr
      4. Import COD response file
      5. Export EST, EST for AR - funds are disbursed
   9. Alternative using Disbursement Overrides
      1. Click amount to view Disbursement Details
      2. Run EST for DRI
      3. Bypass COD and Run EST for AR
   10. Disbursements are now Paid

   Detailed Steps for Paying a Direct Loan

   Mocking

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   a Manual MPN and Selecting an MPN to Link

   If no MPN is linked, a loan can be originated (COD Export DRI=false). However, we cannot pay an unlinked loan (cannot EST DRI=true).

   1. Loans tab, select the Loan
   2. Copy the full Financial Award ID (FAID) to the clipboard
   3. MPN Information sub-tab
   4. Click button, Select MPN
   5. If the student has an existing MPN, select it (unless expired)
   6. If the student does not have any current MPNs, Mock an MPN:
      1. Click "Add MPN" button
      2. In the MPN ID field, paste the full FAID from the loan
      3. Change the letter to "M" (for Sub/Unsub) or "N" (for PLUS)
         1. For example, if an Unsub FAID is 999964346U18G09621001, the MPN would be 999964346M18G09621001
      4. Enter an Expiration Date far in the future
      5. Set MPN Link Indicator to True
      6. Set eMPN Indicator to True
      7. Status Accepted
      8. Save
   7. Select the MPN you just added
   8. If paying two loans (Sub and Unsub), link the other loan to the same MPN:
      1. Student's Loans tab, select the unlinked Loan 
      2. MPN Information sub-tab
      3. Select MPN
      4. Select the existing MPN
   9. MAP the student

   Mocking MPN Data in the COD Response Data File

   Additional step needed when a loan must be linked at COD to count toward R2T4 amounts (configured on Institution Setup, R2T4 sub-tab).

   1. Edit the simulated COD response from the CODFileProcessor response output
   2. Find the <Response> block for each loan.
      1. Look for the <ResponseCode>A</ResponseCode> at the end of the loan, just above the loan type closing tag such as </DLUnsubsidized>
   3. In each loan's <Response> block, add simulated MPN information such as the following. For the 'MPNID' value, copy the loan's FAID and change the middle letter ("S","U","P") to the letter "M".  For the expiration date, use a date far in the future.

                <AdditionalUnsubsidizedEligibilityIndicator>false</AdditionalUnsubsidizedEligibilityIndicator>
                <Response>
                  <ResponseCode>A</ResponseCode>
                  <EMPNIndicator>true</EMPNIndicator>
                  <MPNID>922461670M22G32673001</MPNID>
                  <MPNStatusCode>A</MPNStatusCode>
                  <MPNLinkIndicator>true</MPNLinkIndicator>
                  <MPNExpirationDate>2039-12-31</MPNExpirationDate>
                </Response>
              </DLUnsubsidized>
      

      3. Save the COD Response mocked data file and import into Regent Award as normal

   Updating the COD Process Date in the Response Data File

   Needed if paying loans in the past on a Time Machine

   1. Edit the simulated COD response from the CODFileProcessor response output
   2. At the very end of the file, find the <ProcessDate>
   3. Update the <ProcessDate> value to match the date in the Document ID at the top of the file

   Active Acceptance or Passive Acceptance

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   A loan must be in Accepted or Cancelled status to send to COD. Regent Award does not export to COD if the loan is Offered. Also, Regent will not send a $0 Cancelled loan to COD if the loan does not have a previous COD Accepted Amount greater than $0, as might happen if the loan was originally paid by disbursement overrides 'Bypass COD & Run EST for AR.'  Loans may still be re-exported to COD with the 'COD Export Override' checkbox on the student COD tab.

   Changing a Loan from Offered to Accepted status (Active Acceptance schools only)

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   Originating a new loan (DRI=false) never sent to COD

   1. Link to an MPN before originating the loan
   2. Export Process, process type Export COD, Originations (DRI=False)
   3. Process Log, Download File from the "Export COD" process
      1. Name will be similar to COMRECIN_20171201T......xml
   4. Mock Create a mocked COD response file using CODFileProcessor
   5. Edit the response MPN information or ProcessDate value if needed
   6. Process, Import COD, select the mocked "_response" file, import
   7. MAP the student
   8. Look at COD tab - loans should show COD Status of Imported

   Paying Disbursements (DRI=True)

   1. Loan must be linked to an MPN and have a current COD status of "Imported" and be linked to an MPN
   2. Confirm student has no blocking Documents or Tasks
   3. MAP student

   4. "Normal" process with mocked COD response

      1. Export Process, Export EST, EST for DRI (COD funds set to DRI=True), confirm EST had no errors
         1. Select the current Term (meets disbursement rules - has attendance etc.)
      2. Export COD, Disbursement Records (DRI=True)
      3. Process Log, select Export COD process, download COMRECIN file
      4. Mock a COD response using CODFileProcessor
      5. Import Process, Import mocked COD Response file
   5. MAP student
   6. "Normal" process
      1. Process,
      2. Export
      EST, EST for DRI - COD funds set to DRI=true

      1. Select the current Term (meets disbursement rules - has attendance etc.)

      3. Process, Export EST, EST for AR - funds are disbursed
   7. Alternative process: Pay using Disbursement Overrides
      1. On Academic Plan or Awards tab, click amount to view Disbursement Details pop-up window
      2. Select disbursement amount
      3. Click "Run EST for DRI" button, see success message
      4. Click "Bypass COD & Run EST for AR" button, see success message
      5. Refresh
      6. Close Disbursement Details pop-up
   8. Academic Plan screen, Refresh
   9. Disbursements are now Paid

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