RS-28649

Regent Award

Awarding

Title: Update EST Processes to Remove Course Enrollment Recalculation Step

Tickets: RS-27214; RS-28649;

Description:

To allow disbursements to be made during EST without running an additional Batch Packaging process, ‘Expected EST’, ‘EST - DRI=True’, and ‘EST - Actual’ processes have been updated to remove the course enrollment recalculation step. This will eliminate invalid EST-0059 errors.

RS-28536

Regent Access

Workflow/Questionnaire

Title: Access: Updated the Spanish Translation for Questions Pertaining to Mailing Address in the 2024-2025 Regent Access Master Smart Form

Tickets: RS-28536; RS-27214; RS-28539; RS-28371; RS-28506;

Description:
The Spanish translations for the mailing address questions have been updated for all contributors to clarify the type of address that should be provided.

RS-28476

Regent Award

Account Management

Title: Update Standard Disbursement Notification Communications

Tickets: RS-27214; RS-28476;

Description:
The Standard Student Disbursement Notification communication template and Standard Parent Disbursement Notification communication template have been updated to remove the ‘Disbursement Date’ text from above the table and to add a ‘Disbursement Date’ column to the right side of the table, to show the individual disbursement date for each award listed.

See Customer Zone Knowledge Base topic: Standard Communication Body Templates and Filters

RS-28455

Regent Award

Awarding

Title: Update Census Date and Census Unit Determination Logic in Regent

Tickets: RS-27214; RS-28455; RS-28521; RS-28532; RS-28549; RS-28550; RS-28554; RS-28555; RS-28559; RS-28574; RS-28575; RS-28576; RS-28577; RS-28580; RS-28581; RS-28582; RS-28604; RS-28605; RS-28606; RS-28609; RS-28626; RS-28628; RS-28653; RS-28658; RS-28659; RS-28660; RS-28661; RS-28745; RS-28781; RS-28807;

Description:

Regent has updated the way Census Dates and Census Units are determined for calculating the Pell Grant Enrollment Intensity Percentage (EIP). The updated Census functionality allows improved Pell Grant awarding for schools with modular courses. It also allows schools to not use a census date.

For students with modular courses that do not match the term start and end dates, Regent has updated the census date determination. Regent detects when a student’s Pell would use a later configured census date and applies those census units from that later census date. For example, if the student’s first course in a term does not start until after Census Date 2, but the course starts before the term’s Census Date 3, Regent would set the term’s census date to Census Date 3 and would award Pell using the Census Units for Census Date 3. If a term is using an earlier configured Multiple Census Date, but the student later adds modular courses that would be counted toward a later census date, then Regent still requires attendance in those later courses in order to change the term’s census date to use the later configured Multiple Census Date.

For current and past terms, any modular course that ends before the term’s census date must also have attendance in order to count toward the census units.

For scenarios when a student’s ISIR is first packaged in a term after a configured census date, that initial ISIR packaging date becomes the student’s census date for the term. For students who have their census date set using the ISIR Packaging Date, the previous terms in the same FAY are set to use census units as of the Term End Date. The former “Determine Student Census” or “Student-Level Census” behavior now automatically applies for that term. For schools using Multiple Census Dates, if the student starts attending a later course that would move the term’s census date to a later configured census date, Regent will then update the term’s census date to use that later configured census date.

Regent has updated the Academic Plan and Awards tab to display the correct Census Date and Census Units. Those screens were also updated to display correct unit and week counts.

Regent has added and updated configuration settings to support the new functionality. A build script will populate the new settings upon upgrade. In Term Setup, a ‘Full Term Census Date’ field has been added, and the current Census Date 1, Census Date 2, Census Date 3, and Census Date 4 fields have been grouped under the subheader of ‘Multiple Census Dates.’ The term Census Dates will now be used based on the configured selection for a new ‘Census Date Option’ field in Institution Setup/Campus Setup. The new Institution/Campus Setup options are:

1. No Census Date Used

2. Always use Full Term Census Date

3. Always use Multiple Census Dates

4. Use Multiple Census Dates unless course enrollment spans all configured dates, then use Full Term Census Date

5. Use Multiple Census Dates unless course enrollment exists for Census Date 1 and at least one other configured Multiple Census Date, then use Full Term

Schools are strongly encouraged to carefully review their Term Setup configurations with their Regent Account Managers. The term’s configured Pell Recalculation Date must be on or after the term end date, to allow for any adjustments for non-attended courses if students are packaged after census using the ISIR Packaging Date. Also, if a school with Modules is currently configured with only a single census date later in the term (after some earlier modular courses will be finished), those earlier module courses will not count for census units until they have attendance posted.

Regent has also updated logic for determining the number of units as of the Census Date. Once the Census Date to use for Pell Awarding is determined, the Census Units used in determining enrollment status will be the sum of registered units as of the Census Date where:

1. Course is not a transfer

2. Course Enrollment Date is less than or equal to Census Date

3. Course is not withdrawn (any date) or Course withdrawal date is greater than Census Date

4. Course is program applicable or is remedial

5. Course is not remedial disqualified

6. Course is not repeat disqualified

7. Course is attended, if the Course End Date is earlier than Census Date, in a current or past term.

   1. Attendance is not required if Course End Date is later than Census Date, or if the course is in a future term.

See Customer Zone Knowledge Base topics: Awarding And Packaging , Institution Setup Data Elements, Campus Setup Data Elements, Term Setup - Admin Guide, Term Setup Data Elements

RS-28298

Regent Award

Awarding

Title: Updates to the Florida Bright Futures and Florida Student Assistance Grant Rulesets

Tickets: RS-28369; RS-28370; RS-28372; RS-28378; RS-28379; RS-28380; RS-28456; RS-28473; RS-27726;

Description:

The Florida Bright Futures Pre-Processing script has been renamed to “PreProcessing-Florida.” The script now checks for Florida residency for the Florida Bright Futures (FBF) and Florida Student Assistance Grant (FSAG) funds when determining eligibility. Additionally, the script includes a new parameter that gives clients two options for the types of units Regent looks at when calculating eligibility and awards: program applicable units only for both FBF and FSAG, OR all registered, non-remedial units for FBF and all registered units for FSAG.

See Customer Zone Knowledge Base topic Florida State Funds - Bright Futures and FSAG.

RS-28253

Regent Award/Review

ISIR Processing/Verification

Title: ISIR Verification/Correction Wizard: Update Edit/Reject Code Logic for 2024-2025 Regulatory Changes

Tickets: RS-27214; RS-27816; RS-28182; RS-28253; RS-28297;

Description:
Regent has updated validation logic for 2024-2025 ISIR corrections made via the ISIR Verification/Correction Wizard. Logic has been updated to align with Edits/Reject Codes per changes to the recent ISIR specifications published by the Department of Education (May 23, 2024, July 24, 2024, and August 27, 2024 versions.)

RS-28252

Regent Award

Not Applicable

Title: New REST APIs Created to Facilitate File Imports and Exports

Tickets: RS-26687; RS-28496; RS-28497; RS-28498;

Description:
Three new REST APIs have been developed to help facilitate file imports and exports. The “Upload” API allows users to stream files into Regent and initiate a related process. The “List Files” API allows users to get a list of files available for download, either from the Process Log or Azure Data Factory storage depending on the specified Process Type. The “Download” API allows clients to get files out of Regent. APIs can be used to automate State Grant awards processing and many other process types. Clients should work with their Account Manager to set up APIs as needed. 

See Customer Zone Knowledge Base topic: Regent REST APIs

RS-28240

Regent Review

Workflow/Questionnaire

Title: New Questions Added to the 2024-2025 Verification Worksheet to Verify That a Contributor Filed Taxes When There Is No Successful IRS Match

Tickets: RS-28240; RS-28509; RS-28510; RS-28526; RS-28529;

Description: 2024-2025 FAFSA processing has resulted in unanticipated situations when the contributor reports they filed a US tax return but the IRS reports ‘No Return on File’ (IRS Response Code not equal to 200) or blank. The Verification Worksheet (VWS) has been updated to identify this scenario and display a new question to ask the contributor ‘You reported that you filed taxes, is this correct?’. Upon confirmation that taxes were filed, the VWS will move the applicant to a tax filer VWS flow.  If the applicant does not confirm taxes were filed, they will remain in the non-tax filer VWS flow.

A script was created for clients to identify impacted students. Clients should reach out to their Project Manager or Account Manager to request the execution of this script. It is recommended that this script not be executed until after the client has upgraded to the 6.9 Release. Clients should review ISIRs for identified students and request students update the data as needed or clients update the FAFSA Partner Portal (FPP) as appropriate.

RS-28194

Regent Award

Awarding

Title: Ignore Pell Eligible Flag for Estimated Pell for Provisional Independents Only

Tickets: RS-27214; RS-28194; RS-28450; RS-28451; RS-28452;

Description:
For Provisional Independent students only (Dependency Model “Z”), Regent estimates Pell awards as if those ISIRs had the Pell Eligible Flag set to “Y” (Eligible). The Pell Eligible flag is still applied to other Dependency types.

See Customer Zone Knowledge Base topic: Federal Pell Grant

RS-28189

Regent Award

Awarding

Title: Fund Setup Configuration Screen Improvements

Tickets: RS-27752; RS-28189; RS-28330; RS-28331; ; RS-28332; RS-28333; RS-28334; RS-28335;

Description:
Regent has improved and streamlined the Fund Setup screen. Less commonly-used fields were moved to Advanced Options. Several fields are renamed or have help text to better describe their functions. To make annual updates easier, some FAY-based configured settings will continue applying the settings to future FAYs without needing additional configuration.

RS-28099

Regent Fund

Awarding

Title: Florida State Grants - New FSAG Otherwise Eligible Data Export

Tickets: RS-28272; RS-28099; RS-8485; RS-28486;

Description:
Regent has added an additional Data Factory Export to support Florida State grants. The new Data Export lists students who meet eligibility criteria for a Florida state fund, but the awards have an Unfunded status due to lack of available funds. The system marks affected payment periods with a Florida disbursement code value “C99” indicating the awards are “Otherwise Eligible” but are currently $0 due to funding constraints. The new export directly supports the automated Florida Student Assistance Grant (FSAG). The “C99” Florida disbursement code is also provided for data exports for two other non-automated Florida funds Florida First Generation Matching Grant (FGMG) and Honorably Discharged Graduate Assistance Program (HDGAP).

See CustomerZone topics: Florida State Funds - Bright Futures and FSAG and Florida State Funds - Getting Started

RS-28046

Regent Award

Communications

Title: Update the SAP Warning and SAP Suspended Communication Filters to Use the Most Recent SAP Record and Support Text Messaging

Tickets: RS-28339; RS-28340; RS-28046; RS-28035;

Description:
The SAP Warning and SAP Suspended Communication Filters were updated to ensure the most recent SAP Record is used when generating the list of students to send communications to. The filters were also updated to support Text Messaging.

See Customer Zone Knowledge Base topic: Standard Communication Body Templates and Filters

RS-27979

Regent Access

Workflow/Questionnaire

Title: Updates to the 2024-2025 Master Regent Access Smart Form Adjusted Gross Income Questions To Allow Negative Values

Tickets: RS-27979; RS-28288; RS-28289;

Description: The 2024-2025 Master Regent Access Smart Form has been updated so that the Adjusted Gross Income question response fields allow contributors to enter negative values. The response field accepts values that range from -999999999 to 999999999 (commas and decimals are not allowed).

RS-27818

Regent Award/Review

ISIR Processing/Verification

Title: ISIR Schema Updated for 2024-2025 FAFSA Specifications Guide Changes

Tickets: RS-27214; RS-27818; RS-28285;

Description:
The ISIR Schema for 2024-2025 ISIRs has been updated to align with the changes in the 2024-2025 FAFSA Specifications Guide published by the Department of Education (May 23, 2024 and July 24, 2024 versions.)

RS-27786

Regent Award/Review/Access

Awarding

Title: Updated Student Aid Index (SAI) Calculations for 2025-2026

Tickets: RS-28467; RS-27786; RS-28265; RS-28267; RS-28275; RS-28277; RS-28280; RS-28281; RS-28282; RS-28284; RS-28286; RS-28287; RS-28343; RS-28344; RS-28389; RS-28403; RS-28404; RS-28405; RS-28406; RS-28412; RS-28425; RS-28427; RS-28432; RS-28434; RS-28435; RS-28438; RS-28439;

Description:
Regent has updated the Student Aid Index (SAI) calculations for the 2025-2026 Federal award year in preparation for 2025-2026 ISIR processing and 2025-2026 Regent Access applications. The underlying data tables were updated. Regent also calculates the values for the SAI Formula, Max Pell and Minimum Pell indicators, and Pell Eligible flag.

RS-27612

Regent Award

Funds (SEOG / Work Study / State)

Title: Wisconsin State Grant Updates FAY 2024-2025

Tickets: RS-27612; RS-28482; RS-28664; RS-28665; RS-28666; RS-28667;

Description:
Eligibility and Awarding Rulesets for Wisconsin State Grant have been updated for Federal Award Year 2024-2025. SAI is now used for eligibility determination, instead of EFC. The awarding ruleset has been overhauled to align with new state rules for 2024-2025, including the use of SAI ranges in determining maximum annual award amounts.

See Customer Zone Knowledge Base topics: Reports: Import Wisconsin State Grant Process Results , Wisconsin Grant - Private Non-Profit (WG-PNP)

RS-27551

Regent Award/Review

ISIR Processing/Verification

Title: Display Federal UUIDs within Regent

Tickets: RS-28392; RS-27551; RS-28314; RS-28317; RS-28318;

Description:
New permissions have been added to Regent for display of Federal Universally Unique Identification Numbers (UUIDs). The new permissions control masking and unmasking of Person UUID, FAFSA UUID, and Transaction UUID values: ‘View Full UUIDs via “View Full UUIDs” icon’ and ‘Full UUIDs always Unmasked.’

See Customer Zone Knowledge Base topics: Permissions List , ISIR Tab

RS-27068

Regent Access

Student Experience

Title: Updated the 2024-2025 Master Regent Access Smart Form ‘Parent Killed in the Line of Duty’ Question to Have No Default Response

Tickets: RS-27068; RS-28289;

Description: The 2024-2025 Master Regent Access Smart Form ‘Parent Killed in the Line of Duty’ question no longer has a default response in new applications and previous responses only persist across applications within the same Federal Award Year.

RS-26687

Regent Access

Configuration/Setup

Title: New Configuration Option to Display a Custom Message on the Dashboard Page of the Staff UI

Tickets: RS-26687; RS-28415; RS-26688;

Description:
A configuration option called “Display Staff Dashboard Header Text” has been added to the Default Settings section of the General tab of Institution Setup. When checked, a second field called “Staff Dashboard Header Text” will display. The text entered here will statically display in a textbox at the top of the Dashboard tab in Regent. To view the message, a user must have the ViewStudents permission enabled for the configured institution. If a user has the ViewStudents permission enabled for more than one institution, they will see the message configured for the first institution, ordered alphabetically, for which they have access.

See Customer Zone Knowledge Base topic Institution Setup Data Elements.

RS-25202

Regent Award/Review

ISIR Processing/Verification

Title: Cease ISIR Matching for Inactive Students

Tickets: RS-27752; RS-25202; RS-28501; RS-28502; RS-28503;

Description:
A new option to ‘Cease ISIR Matching for Inactive Students’ has been added to the ISIR Settings section in Institution Setup and Campus Setup. The field on Institution Setup has options of “Yes” and “No” which can be inherited to Campus Setup. When ‘Yes’ is selected for the ‘Cease ISIR Matching for Inactive Students’ field, imported ISIRs will not be matched to students if the student has an ‘Inactive’ status. If the student returns to Active status, ISIR matching will resume for the student. The default value is “No.”

Note: If Inactive students are included in batch packaging runs, ‘Cease ISIR Matching for Inactive Students’ should be kept at “No” to avoid packaging with outdated information.

See Customer Zone Knowledge Base topics: ISIR Document Management Business Process Analysis (BPA) , ISIR Matching Logic , Institution Setup Data Elements , Campus Setup Data Elements

RS-28686

Regent Award

Configuration/Setup

Problem:
Regent Award unexpectedly incorrectly calculated Cost of Attendance after student was withdrawn.

Cause:
Regent Award incorrectly processed the setting "For Term-based programs, always include Attended PA Withdrawn Courses for Cost Items using units = Yes" and calculated incorrect COA values.

Fix:
Regent Award is updated to ensure the setting calculates COA values correctly now.

Testing:
In Regent Award, ensure "For Term-based programs, always include Attended PA Withdrawn Courses for Cost Items using units” is set to “Yes" under COA Settings in Campus Setup. Package a student with 6 attended withdrawn units and 3 units with attendance (not withdrawn). Check to ensure Cost Items reflect 9 units.

RS-28602

Regent Award

EST/Disbursements

Problem:

EST-0059 validation messages for the EST process contained no detail for why the student needed to be packaged.

Cause:

The logged date related to resetting the student to ‘need to be packaged’ was saved in US Eastern Time vs the expected UTC time.

Fix:

Overrode the date(s) that Regent specifies with the current UTC time from SQL.

Testing:

Find affected student and MAP student. Run EST to verify no EST-0059 error. Make a change to the student that will require repackaging. Run EST process. Confirm descriptive EST-0059 error message.

RS-28519

Regent Award

Packaging

Problem:
Regent Award unexpectedly blocked student’s packaging with an error about the missing 24 25 FAY ISIR although the ISIR is present and active. The issue is observed after the undergrad-to-grad program change is processed.

Cause:
Regent Award was incorrectly setting AWP as UG when there has been a PC to a grad program. The last active isir for the FAY is the grad ISIR so the UG ISIR is never loaded and when the fay of the AWP is checked for the award the ISIR awardYear is mismatched causing the error.

Fix:
Regent Award is updated to add the new flag that returns if a valid pellElig UG ISIR is active on the FAY. In this scenario, if the flag is true, the error is suppressed.

Testing:
In Regent Award, package a student with the undergrad-to-grad program change.

RS-28493

Regent Fund

Packaging

Problem:
Regent Award unexpectedly did not package students due to ‘Input string was not in a correct format’ error in BP.

Cause:
Regent Award was incorrectly calling method for the getter of the classRank property when it was nullable: GetDouble(...).

Fix:
Regent Award is updated to fix the method called to use the OrNull version of the method: GetDoubleOrNull(...).

Testing:
In Regent Award, run Batch Package process.

RS-28454

Regent Award

EST/Disbursements

Problem:

Florida Disbursement Eligibility Report for Florida State Grants had certain incorrect field positions and field lengths.

Cause:

Report was developed with errors in the file layout.

Fix:

File layout of report was updated to match specification.

Testing:

Select Export Processes and choose ‘Export Data Pipeline’. Select the Data Pipeline ‘StateGrantFL_Export_DisbursementEligibilityReport_Pipeline’ and other applicable parameters. Click Execute. Verify output.

RS-28449

Regent Award

Awarding

Problem:
Regent Award unexpectedly included declined Sub Loan in the Unmet Need and Unmet Cost calculation.

Cause:
Regent Award was incorrectly considering Declined award status to set EligibleAmount in ApplyAward.

Fix:
Regent Award is updated to remove the check of Declined in ApplyAward. Now RNA checks only Accepted award status.

Testing:
In Regent Award, check the Unmet Need and Unmet Cost calculation.

RS-28395

Regent Award

SAP

Problem:

Regent Award did not process the received SAP information properly resulting in SAP Wizard Records being not consistent and up-to-date with the information sent.

 Cause:

The Prior Year Result SAP Status was empty which caused the UI to throw an error and stop rendering data in the SAP Grid.

Fix:

Adjusted the UI to support when the Prior Year Result SAP Status is empty.

Testing:

Find the affected student. Add manual SAP. Run SAP process. Refresh the wizard. The new record is visible. The old records are not removed.

RS-28394

Regent Award

R2T4

Problem:

The system did not take Total Attended Withdrawn Before Census Units for Pell recalculation in accordance to the Institution Setup, that is Pell Recalculation Option: Include withdrawn attempted units prior to census. Return to Title Four (R2T4) did not include Pell in Amount that Could Have been Disbursed.

Cause:

The system did not use Total Attended Withdrawn Before Census Units in R2T4 calculation.

Fix:

A code fix was applied so that Total Attended Withdrawn Before Census Units will be included in R2T4 calculation.

Testing:

Navigate to an affected student and create R2T4, where the Date of School’s Determination is equal to Wihdrawal Date and goes prior Census Date 1. Make sure that Pell is included in the Amount that Could Have Been Disbursed.

RS-28376

Regent Award

Packaging

Problem:
Regent Award unexpectedly did not generate Federal Loan Fees cost items for Fall 2024.

Cause:
Regent Award incorrectly applied "For Term based programs, COA Recalculation Options" Campus setting.

Fix:
Regent Award is updated to correctly handle "For Term based programs, COA Recalculation Options" Campus setting.

Testing:
In Regent Award, package student, then check the Federal Loan Fees cost items for Fall 2024.

RS-28338

Regent Fund

Awarding

Problem:

“Thank you Note 24/25“ document was not generated for a fund when an award was packaged.

Cause:

The system did not check the award identification (ID) and smart form type code parameters to check whether the document existed.

Fix:

A code fix was applied so the system will check both the award ID and smart form type code.

Testing:

Make sure that the smart form is configured for more than one fund. Package student that has awards for more than one fund configured to assign a “Thank You Note” document. Confirm “Thank you Note 24/25“ generates for each award.

RS-28307

Regent Award

Packaging

Problem:

SAP error prevented the student from packaging via MAP, AAW, and MAW, although the student did not have any visible SAP record.

 Cause:

The error was caused by manual SAP records for students where the ReviewPeriod no longer existed. These manual records were not visible to users and could not be deleted.

Fix:

A script was created to automatically delete any manual SAP records associated with a ReviewPeriod that no longer exists. After the fix, students should be able to package without encountering this error.

Testing:

Find the affected student. Run packaging via MAP, MAW or add award via AAW. No error should occur.

RS-28269

Regent Award

Awarding

Problem:

The ‘Total Awards’ amount, without present manual awards, exceeded the ‘Total COA’ causing over-awarding. In some cases, ‘Total COA’ excluded loan fees that also caused over-awarding.

 Cause:

A flaw in the packaging engine calculation caused an adjustment fee to be included in the disbursement. This allowed the overall loan period awards to exceed the COA plus loan fees.

Fix:

The issue has been resolved by adding a check to ensure the adjustment fee is not included in the disbursement calculation when it would lead to an over-award scenario.

Testing:

Find the affected student. Run packaging. Review the Total COA and Total Awards. The over-award should not happen.

RS-28230

Regent Award

Packaging

Problem:
Regent Award unexpectedly did not use a new UDF that was in effect but instead still used the prior UDF.

Cause:
Regent Award was incorrectly having issues reading the field date range when the start and end date have the same value in the Packaging Grid.

Fix:
Regent Award is updated to add the condition to verify the valid date range and add into the packaging grid.

Testing:
In Regent Award, package the student using a new UDF that is now in effect.

RS-28156

Student Experience

Student Experience

Problem:
Regent Student Portal displayed an incorrect definition for Net Cost when COA was displayed.

Cause:
Student Portal was using the incorrect text template for the definition.

Fix:
Student Portal is updated to ensure the system uses the correct definition text.

Testing:
In Student Portal check the definition of Net Cost in Financial Aid when COA is displayed.

RS-28144

Regent Award

Awarding

Problem:

Regent Award incorrectly calculated and awarded financial aid for the Fall 2024-2025 term, which should be treated as a historic term with no enrollment, instead of starting the awards in the Spring 2024-2025 term when the student was expected to begin actual enrollment. Fall 2024-2025 also does not have a visual 'Historic' flag.

 Cause:

Regent Award did not mark Fall term as historic if it started before a student program and had no courses.

Fix:

The logic was improved so that the system will mark the term as historic in this case.

Testing:

Find the affected student. Load SBL with historic course data. Run packaging. The term is showing 'Historic' flag.

RS-27621

Regent Award

Activity Log

Problem:

Manually created OAYs disappear after packaging.

Cause:

Regent Award incorrectly inactivated a manual OAY when it could not find overlapping academic year from a plan.

Fix:

The matching logic was improved to avoid the inactivation step for a manual OAY.

Testing:

Find the affected student. Add manual OAY. Run packaging. The OAY should be visible both on AP and OAY tab.

RS-27457

Regent Award

Activity Log

Problem:
Regent Award unexpectedly showed the End date listed in the log entry as the same as the Start Date for OAY.

Cause:
Regent Award was incorrectly using the OverrideAcademicYear_Start_ for the OAY end date value.

Fix:
Regent Award is updated to ensure the logic that generates the Activity Log Entry record uses the OverrideAcademicYear_End_ for the OAY end date value.

Testing:
In Regent Award, Manually add OAY and Check the Activity Log record.

RS-27305

Regent Award

Awarding

Problem:

Regent Award underpackaged Pell at the last term of 23-24 FAY.

Cause:

The system was using incorrect rounding logic for Pell awards during the final term of the 2023-2024 financial aid year. Specifically, the RNA Pell-Award-2023-2013 ruleset was applying dollar rounding for R2T4 disbursements, instead of using the required Pell Decimal Places rounding. As a result, the system was removing $0.33 or $0.34 instead of properly rounding to $0.0033 or $0.0034, leading to under-packaging of Pell amounts.

Fix:

The ruleset has been updated to ensure that the correct rounding logic is used for Pell disbursements.

Testing:

Find the affected student with the standard term quarter. Run packaging. Review Regular Pell amounts. No under-awarding should happen.

RS-27283

Regent Award

Awarding

Problem:

Student was not packaged with the expected Kentucky Tuition Grant fund amount as per the configured ‘Amount Per Payment Period’ at Fund Setup.

Cause:

The system was incorrectly calculating the Kentucky Tuition Grant fund amounts. Instead of applying the configured "Flat Amount Per Payment Period," the system was evenly dividing the total grant across payment periods, which resulted in incorrect fund distribution for students.

Fix:

A new calculation method has been implemented to ensure the system applies the correct "Flat Amount Per Payment Period" configuration. This fix ensures that students receive the expected grant amounts in each payment period according to the setup.

Testing:

Find the affected student. Run the packaging. Review ‘Kentucky Tuition Grant' award amount and confirm it corresponds to the configured 'Flat Amount Per Payment Period’ amount.

RS-27072

Regent Award

Packaging

Problem:
A student had a paid Unsubsidized Direct Loan reduced after the Academic Year (AY) end date.

Cause:
The system incorrectly shortened the loan period for a past AY.

Fix:
A code fix was applied so that the system does not shorten the loan periods for loans in a past award period.

Testing:
Testing may need a backup copy with the original loan before it was manually edited. Navigate to the reported student. Package the student after the AY End Date. Confirm that the paid loan amount is not reduced.

RS-26683

Regent Award

Packaging

Problem:
Regent Award unexpectedly did not set the correct GL even though the previous AY’s terms were corrected back to the needed GL.

Cause:
Regent Award was incorrectly recalculating the Grade Level for past Enrollments only applied to AYs prior to the PC, not the AY where the PC occurred.

Fix:
Regent Award is updated to recalculate Grade Level for closed Enrollments in the AY where the PC occured.

Testing:
In Regent Award, package a student with Grade Level issue for closed Enrollments in the AY where the PC occurred.

RS-26453

Regent Award

Student Experience

Problem:

Regent Award unexpectedly did not show additional Sub Loans on Student Portal when grade level increased.

Cause:

In certain scenarios where multiple awards are processed on a loan period, the eligible amount for subsequent awards (e.g., 2nd or 3rd) was calculated incorrectly. This issue caused discrepancies in balance totals, preventing the system from properly awarding the additional Subsidized Loans.

Fix:

The calculation logic has been updated to correctly track and use the remaining eligible amount for each award.

Testing:

Find the affected student. The student goes to GL2. Review award amounts at REM and Student Portal. The GL increase should be awarded with corresponding loan amount.

RS-25957

Regent Award

R2T4

Problem:
Regent Award unexpectedly did not include the loan in IOP where the withdrawal date was before the loan release date.

Cause:
Regent Award was incorrectly giving priority to Parent Disbursement DRI date. If the date was available, then it was considered as the release date else the Disbursement DRI date was considered.

Fix:
Regent Award is updated to ensure that the considered disbursement DRI date is not equal to the Parent Disbursement DRI date for R2T4. If both are equal, system will consider the Parent Disbursement DRI date.

Testing:
In Regent Award, complete R2T4 for a student where the withdrawal date is before the loan release date.

RS-24304

Regent Award

Packaging

Problem:

Regent Award packaged $1 over direct cost for students at the default packaging philosophy.

 Cause:

The issue was caused by a rounding error in the calculation of disbursement fees, which led to incorrect totals being applied during the packaging process.

Fix:

The calculation logic for disbursement fees has been updated to ensure rounding errors no longer occur. This ensures that the total award amounts align with the direct cost, adhering to the packaging philosophy.

Testing:

Find the affected student. Run packaging. Review the Total COA and Total Awards. The over-award should not happen.

RS-17860

Regent Award

Packaging

Problem:

Anticipation of units and enrollment took place for terms having ‘Anticipate 0 Units for Term’ enabled

 Cause:

The system was not properly checking the "Anticipate 0 Units for Term" setting when processing student units, which led to this incorrect anticipation of units.

Fix:

The system has been updated to include a check for the "Anticipate 0 Units for Term" setting. This ensures that no units are anticipated for terms when this option is enabled.

Testing:

Find the affected student. ‘Anticipate 0 Units for Term’ is enabled. Run packaging. Review future terms. No units should be anticipated.

RS-28562

Scripts

Purpose of Script:
This build script ensures Regent Award is using updated course data for all students upon upgrade. In some cases, resource conflicts at the database level might have caused deadlocks and stopped the Course Enrollment Rollup (CE Rollup) process from completing. Some students might have had pending data changes, such as new course information from the Student Batch Load (SBL) process. For the affected students, the system could not update information such as total unit values.

Data Changed by the Script:
The script identifies any students that have course data changes or other SIS-provided data that was loaded but was not yet fully processed. The script then runs the Course Enrollment Rollup (CE Rollup) process for those students. The CE Rollup process updates the unit totals and other information.

How to Access the Script:
The script is included in the deployment of the certified release of Regent Award. Each customer will receive this script update automatically when they upgrade to the certified release.

How to Test the Script:
Before upgrading, find an affected student who had SBL data loaded in a failed CE Rollup process, where the student’s current course data do not match the unit totals displayed on the Academic Plan screen. Perform the upgrade. Refresh the Process Log. Confirm the Process CE Rollup process is Complete. View the affected student. Repackage the student using the Modify Academic Plan wizard (MAP). Refresh the Academic Plan screen. Confirm the total units match the course data.

RS-28565

Data Views

Title: Data View Updates per 6.9.0.0 Release

Tickets: RS-28565;

Description:

The following Data Views were created per changes to existing tables:

• dbo.dataExtract_Enrollment_View_v009

  • Fields added: censusBucketsUseFirstPackagedOnWithValidISIRDate

• dbo.dataExtract_ExecutionPointScriptMetaData_View_v002

  • Fields added: dataType

• dbo.dataExtract_Institution_View_v019

  • Fields added: ceaseISIRMatchingForInactiveStudents, censusDateOptionCode, displayStaffDashboardHeaderText, staffDashboardHeaderText

• dbo.dataExtract_Location_View_v015

  • Fields added: ceaseISIRMatchingForInactiveStudents, censusDateOptionCode

• dbo.dataExtract_Term_Config_View_v007

  • Fields added: fullTermCensusDate

The following Data View was created per creation of a new table:

• N/A

See the Customer Zone Knowledge Base topic Regent Award Data View Data Dictionary