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Contents
- Common Acronyms
- Executive Summary
- Enhancements
- Bugs
Common Acronyms
Academic Year (AY)
Accounts Receivable (AR)
Alternate Expected Family Contribution (Alt-EFC)
Borrow Based Academic Year (BBAY)
Client Configuration Management (CCM)
Comma Separated Values (CSV)
Common Origination and Disbursement (COD)
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4.3. Release Notes - PDF Version
Contents
- Common Acronyms
- Executive Summary
- Enhancements
- Bugs
Common Acronyms
Academic Year (AY)
Accounts Receivable (AR)
Alternate Expected Family Contribution (Alt-EFC)
Borrow Based Academic Year (BBAY)
Client Configuration Management (CCM)
Comma Separated Values (CSV)
Common Origination and Disbursement (COD)
Cost of Attendance (COA)
Confirm of Return (CORE)
Department of Education (DOE)
Expected Family Contribution (EFC)
Export Student Transaction (EST)
Extensible Markup Language (XML)
Federal Academic Year (FAY)
Financial Aid Administrator (FAA)
Financial Aid History (FAH)
Identifier (ID)
Import Awards and Disbursements (IAD)
Inadvertent Overpayment (IOP)
Institutional Student Information Records (ISIRs)
Last Date of Attendance (LDA)
Leave of Absence (LOA)
Loan Period (LP)
National Student Loan Data System (NSLDS)
Not Substantially Equal (NSE)
Payment Period (PP)
Personal Identification Numbers (PIN)
Portable Document Format (PDF)
Post Withdrawal Disbursement (PWD)
Program Management Wizard (PMW)
Return Title IV Funds (R2T4)
Regent Enterprise 8 Financial Aid Management System (R8)
Satisfactory Academic Progress (SAP)
Student Batch Load (SBL)
Student Borrow Based Academic Year Modification (SBM)
Student Borrow Based Academic Year Modification Loan Period (SBMLP)
Student Borrow Based Academic Year Modification Term (SBMT)
Student Information System (SIS)
Substantially Equal (SE)
Tag Image File Format (TIFF)
Transfer Student Monitoring (TSM)
User Interface (UI)
Year Round Pell (YRP)
Executive Summary
Regent Education is pleased to announce Release 4.3.0.0 of the Regent Award Enterprise Financial Aid Management System.
This release addresses product defects as listed in the “Bugs” section below, and also enhancements and regulatory updates including:
- Annual COD processing updates to support 2018-19 originations and disbursements,
- Improved Document Log tracking for document updates made during import of COD files,
- The 2018-19 Pell schedules published by Federal Student Aid on January 31, 2018,
- Permission configuration controls for packaging override functionality, and
- Four enhanced data views for import award and rebuild award data.
Enhancements
The following enhancements are included in this release:
Note: There is a field on the SAP Setup Screen in the UI called “Inherit SAP for Unattempted Periods.” The field is non-functional in the 4.3.0.0 release and will become functional in the 4.3.1.0 release
Enhancements
The enhancements below are included in this release.
See Functional Area Data Views for Data View related enhancements.
Key | Functional Area | Release Note |
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RS-186 | Activity Log | Title: |
Update to COD Import Process to create a Document Audit Log Entry |
RS-186; Description:
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RS-12376 | Awarding | Title: |
Enhancements to Wisconsin State Grant Awarding (WG-PNP) |
RS-12376; RS-12383; RS-12384; RS-12386; RS-12387; RS-12389; RS-12437; RS-12438; RS-12362; Description: Enhancement 1Downward adjustments are not made if the disbursement is paid AND the term is closed AND the student is moving from a 3-semester award to a 2-semester award OR a 2-semester award to a 3-semester award but will impact subsequent term eligibility. In the event of a decrease in the calculated amount of a paid disbursement for a closed term for a student moving from a 3-semester award to a 2-semester award OR a 2-semester award to a 3-semester award, the calculated eligibility would not result in a downward adjustment but rather would impact the calculated awards for subsequent term(s) (see |
Initial 2-Semester Award Amounts and 3-Semester Award and Disbursement Amounts |
examples below). Each term’s award amount is recalculated based on the new eligibility. Remaining eligibility for subsequent term award amounts is reduced by the amount of the previously paid disbursement for the closed term. Subsequent terms will only be eligible to receive up to the remaining calculated eligibility that was not yet paid (the remaining non-spent eligibility). If an award amount for a closed term has not yet been disbursed, the award amount must be recalculated based on current eligibility upwards or downwards before invoicing the state for disbursement. Example 1: |
2-semester award to a 3-semester award scenario
Example 2: |
3-semester award to a 2-semester award scenario
Note: In a scenario where the first term (Fall) is in a historic (AY0) Academic Year and the student is moving from a 3-semester award to a 2-semester award OR a 2-semester award to a 3-semester award, a student may be incorrectly awarded during the FAY. The Task, "Review WG-PNP award eligibility in AY0", will be triggered. The user may adjust WI Grant manually via Modify Award Wizard (MAW) if necessary. A manual award adjustment will mark this award as "Manual" (not managed by R8 for the remainder of FAY). Enhancement 2Neither upward or downward adjustments are made to disbursements after the student is fully withdrawn or graduated from school, except as a result of an R2T4. If the student returns into a new program after withdrawing or graduating from a prior program, neither upward or downward adjustments are made to the prior program, unless a reversal of the R2T4 is performed for a withdraw (returning into the same term as withdrawal). A withdrawn course(s) will update the enrollment level for the term, regardless of whether or not the course was attended, and is required to be recalculated for open and future terms. Courses are withdrawn via the SBL if the course is no longer in attendance or if the course has been unregistered. A full withdraw from school for the current term requires an R2T4 to be performed using the calculated award amount with the enrollment level at the time of withdrawal. The R2T4 may result in a refund to disbursed Wisconsin State Grant award amounts for the term. If the award has not yet been disbursed at the time of withdrawal, the student may be eligible for a post-withdrawal disbursement of Wisconsin State Grant funds. A full withdrawal in a given term freezes the WI state grant award in R8. A full withdrawal is identified as follows:
The WI state grant ruleset considers the term eligible for the purposes of awarding WI state grant if:
Otherwise, the term is considered ineligible for the purposes of awarding WI state grant. Note: |
When a full withdrawal occurs, it is possible for the previously closed term to be adjusted upward. For example,
Student withdraws from the Spring and Summer terms during the Spring term timeframe.
Since a full withdrawal would require a R2T4, this award will need to be reviewed for the entire FAY and possibly adjusted manually. Enhancement 3When mapping students to the school specified tuition code, the Anticipated Program Start Date instead of Program Start Date is used. Enhancement 4R8 freezes payment periods for WG-PNP award imported into historic (AY0) Academic Years. The AY0 payment periods are assumed to be eligible, while the amounts are locked down to prevent the award from changing. R8 also triggers a task when the following criteria are met:
The task should be configured to block future disbursements for the award. Satisfying the task should remove the block. Modifying the award through the Modify Award Wizard (MAW) makes this award manual (not managed by R8 for the rest of the FAY). Enhancement 5The logic to match the students on the Wisconsin HEAB Roster to the students in R8 is modified to match on SSN only. The students are no longer matched on First Name + Last Name if the SSN is not found. Enhancement 6When a disbursement amount for the Wisconsin State Grant is recalculated for a term, an Activity Log Entry is created in R8.
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RS-8807 | COD | Title: COD 2018-2019 Annual Updates Description: Regent 8 (R8) has been updated to support the processing of 2018-2019 awards with COD. This includes support for the COD export process for origination and disbursement of COD-based awards, as well as the import of the unsolicited, system-generated files that are a part of normal COD processing and rebuild/year-to-date files that are used for data conversion. |
RS-12501 | Configuration/Setup | Title: New Fund Setup Option to Award to the Default Award Period Only Description: When this field is set to "Yes" and the fund is being auto-packaged, R8 will attempt to award the fund on the "default" award period only. The fund may be added to other award periods manually. In the example below, the student has a default loan period that spans the entire Academic Year, as well as a loan period that spans only the length of the Spring 2018 term. When "Award to "Default" Award Period Only" is set to "Yes," R8 will attempt to award only to the default loan period when auto-packaging the fund |
Image Removed
Title: New Permission for accessing "Packaging Overrides"
Tickets: RS-11658;
Description:
Regent 8 (R8) has been enhanced with a new permission, available from Role Setup, that controls a user's ability to access the "Packaging Overrides" button and screen on the Academic Plan tab.
The permission has been added under a new heading under Student Permissions --> Academic Plan Tab, called "Packaging Overrides." The new permission for accessing the "Packaging Overrides" screen is called "Access "Packaging Overrides." The permission is disabled by default.
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Title: New Data Views for Import Award and Rebuild Award Data
Tickets: RS-12027;
Description:
Four new data views have been added for import award and rebuild award data which will replace the existing dataExtract_ImportAwardDisbursement_View and dataExtract_RebuildAwardDisbursement_View views. These new views resolve several issues with the previous versions including:
- Import award and disbursement records which did not match a student were excluded.
- Import awards without disbursements were excluded.
- Views were not optimized for incremental export.
The new views are:
- dataExtract_ImportAward_View_v001
- dataExtract_ImportAwardDisbursement_View_v001
- dataExtract_RebuildAward_View_v001
- dataExtract_RebuildDisbursement_View_v001
. A user can manually package the fund on the single term loan period using the Add Award Wizard.
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RS-11658 | Configuration/Setup | Title: New Permission for accessing "Packaging Overrides" Description: The permission has been added under a new heading under Student Permissions --> Academic Plan Tab, called "Packaging Overrides." The new permission for accessing the "Packaging Overrides" screen is called "Access "Packaging Overrides." The permission is disabled by default.
|
RS-12027 | Data Views | Title:New Data Views for Import Award and Rebuild Award Data Tickets:RS-12027; Description:
The new views are:
Going forward the student externalId1 columns will be removed from student-based data views. The student externalId1-4 columns can be obtained by joining to the dataExtract_Student_View on studentId. |
RS-12149 | Data Views | Title: New Data Views for Award Change Data Tickets:RS-12149 Description: [awardChangeId] |
RS-2205 | Packaging | Title: 2018-2019 Pell Schedule Update Description: |
Bugs
The following bugs are resolved in this release:
Key | Functional Area | Release Note |
---|---|---|
RS-12556 | Activity Log | Problem: |
Cause: Fix: |
Testing: |
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RS-12595 | Awarding | Problem: |
Cause: |
Fix: Testing: |
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RS-12572 | Awarding | Problem: |
Cause: Fix: |
Testing: |
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RS-12335 | Awarding | Problem: |
Cause: |
Fix: Testing: | ||
RS-12391 | Configuration/Setup | Problem: |
|
Error:rem_ProgramTerm_Insert / Cannot insert the value NULL into column 'termTypeCode' table Cause: |
Fix: |
Testing: |
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RS-12373 | Configuration/Setup | Problem: |
Cause: Fix: |
Testing:
When "For Term based programs, always include Attended Program Applicable Withdrawn Courses for Cost Items using units" is set to "Yes", manually update attendance and withdrawal dates in R8 or submit an SBL updating attendance and withdrawal dates in R8 and make sure the tuition costs are not reduced for the attended program applicable withdrawn courses.
When R8 shows the "Student's Adjusted Gross Income from IRS form" field, via
the maximum of the determined units vs the attempted Census Program Applicable units. Testing: | ||
RS-12562 | ISIR Processing/Verification | Problem: Cause: Fix: Testing: |
." |
Navigate to the "Student's adjusted gross income from IRS form" field to observe that it displays in currency format. |
Cause:
R8 uses lookup tables to collect all the required data for displaying, grouping and validating the ISIR fields. During a previous code update, the field formatting was changed from currency format to simple text.
Fix:
The issue was resolved by adjusting the "rendering type" for the "Student’s Gross Adjusted Income from IRS form" field in the "ISIR Verification/Correction Wizard."
Testing:
Open the "ISIR Verification/Correction Wizard." Navigate to the "Student's adjusted gross income from IRS form" field to observe that it displays in currency format.
Problem:
When processing Independent students through the ISIR Verification Wizard, R8 users were unexpectedly being presented with parent-related questions on Step 2 of the wizard.
Cause:
The code was initially designed to show parent-related questions for both Dependent and Independent students.
Fix:
The code was changed to separate Dependent and Independent Student questions. Now, when processing a Dependent student through the ISIR Verification Wizard, the FA user will see both student and parent-related questions. When processing an Independent student through the ISIR Verification Wizard, the FA user will see only student-related questions.
Find an Independent student and start the ISIR Verification Wizard for an ISIR needing Verification. Ensure that parent-related questions are not presented on Step 2 of the wizard. Follow the same steps for a Dependent student and ensure that both student and parent-related questions are shown on Step 2 of the wizard
ISIR Processing/Verification | Problem: Cause: Fix: Testing: Known Issue: There may be a subset of this issue still occurring in R4.3.0.0. While completing Step 2 of the ISIR Verification Wizard for student fields 44, 45 and 46, the parent fields 107, 108 and 109 are displaying, and the User is unable to complete this portion of the wizard when entering 0 values and selecting Save and Calculate. Workaround: The workaround to resolve is the following: The student fields (44, 45 and 46) can be updated on the Student's and Spouse's Income and Assets section. When the [Continue] button is clicked, the Step 2 screen will be displayed and the user can update the 'Mark Corrections for Submission To CPS?' field and click on the [Finish] button. | |
RS-12625 | Packaging | Problem: |
Cause: |
Fix: Testing: |
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RS-12603 | Packaging | Problem: |
Cause:
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Fix:
Testing: |
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RS-12513 | Packaging | Problem: |
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Sequence contains no matching element. Cause: |
Fix: |
Testing: | ||
RS-415 | Packaging | Problem: |
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could |
be used to set an anticipated Manual Academic Year (AY) Term. Cause: |
Fix: |
Testing:
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RS-11681 | SAP | Problem: |
Cause: |
Fix: |
Testing: |
Keywords: 4.3, R4.3, R4.3.0.0, Release Notes