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5.4 Aggregate Loan Limits (Always use Manual checked)

Actors

• Student

• User with appropriate permissions

• Regent Award

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5.5 Aggregate Loan Limits (Always use Manual unchecked)

Actors

• Student

• User with appropriate permissions

• Regent Award

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1. Regent Award updates the student’s History tab.

   1. If the ISIR imports with comment codes “254, 255, 256, or 260” the “Aggregate Loan Limit Resolution” document will generate in a ‘Received’ status

2. Regent Award generates the ‘Review Student Document(s)’ task in the ‘Review Loan Documents’ task queue.

3. Regent Award packaging will adjust the package according to the history information upon the batch packaging being run according to the Runbook.

4. The user:

   1. Reviews the document and determine if eligibility/awards are impacted

   2. Decides if ‘Always Use Manual’ should be checked on the History tab

      1. If yes, follows the Manual Overrides for Pell LEU and Aggregate Loan Limits procedures above

   3. MAPs student Repackages student with Modify Academic Plan (MAP) wizard and modifies awards as needed

5. The user:

   1. Works the task to determine eligibility

   2. Decides if ‘Always Use Manual’ is appropriate

   3. Works the task to determines eligibility and notifies the student if eligibility is affected.

6. If the award information is updated, Regent Award triggers an updated Award Letter.

Alternate Flow

• Student has a specific loan causing incorrect student-level aggregate values - User views the specific loan in History tab, Loan Aggregates, clicks Edit, clicks in the Loan Override Aggregate Amount column, enters a value, and clicks Save. User repackages using Modify Academic Plan (MAP). User refreshes student history tab. User confirms the updated Regent Calculated aggregate amounts.

6 Workflows

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Change Log