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The majority of the information on the student details tab is loaded to the system from the school's student information system via the student batch load (SBL) process.

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If a student does not have a high school diploma or the equivalent, then their eligibility for Title IV aid is based upon their Ability to Benefit (ATB) information.
If there is nothing on SBL about how student met high school graduation eligibility requirement, Regent Award defers to the information on the active ISIR: If the student answered HS Diploma or Equivalent question with a 1, 2, or 3 on the active ISIR the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. If the student answered 4 (none of the above) or blank, the student will not be considered eligible for Title IV funds.
If SBL indicates high school diploma, GED, homeschooled, etc., the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. If SBL indicates "ATB" and if program start date is before 7/1/2012, the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement.
If the student's academic program start date is on/after 7/1/12 and if the "Grandfather" flag is "True", the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. If "Grandfather" flag is not "True", the student will not be considered eligible for Title IV funds. This status can be updated in the student details tab.
If the student answered HS Diploma or Equivalent question on the ISIR as blank or 4, but SBL has HS eligibility data, the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. However, you may receive a COD Reject 199: "HS Diploma or Equivalent Field on corresponding CPS transaction does not match Ability to Benefit Code submitted." If the ISIR information is not corrected to match the SBL information.

The high school diploma information is displayed on the ISIR student listing report. Additionally, the Review ATB task can be configured to identify students where Student's active ISIR shows the value for HS Diploma as "None of the above" or "Blank and the SIS data has false for both manualGrandFatheredATB and GrandFatheredATB flags.

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  • Credit Balance Option – Indicates that authorization was received via COD in the PLUS loan response file which indicates whether a credit balance on a PLUS loan should be paid to the student (Student) or to the parent borrower (Borrower).

  • School Credit Balance Option – Indicates whether any remaining PLUS credit balance should be paid to the school.  The school credit balance option is not currently supported in the system.

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Data Requirements

The following tables detail the data fields on the Student Details screen.

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Field Name

Source that takes precedence

Description

Required/ Optional

Type

SBL Max Field Length

Values

Business Rules

ISIR Address/Phone/Email - address type for ISIR address is always set to "Original"

Street Address Line 1

ISIR


Optional - View only

Text - 40 characters maximum



Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.

Street Address Line 2

ISIR


Optional - View only

Text - 40 characters maximum



Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.

City

ISIR


Optional - View only

Text - 30 characters maximum



Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.

State

ISIR


Optional - View only

Drop down


State_Values.docx

Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.

Postal Code

ISIR


Optional - View only

Text - 12 characters maximum



Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.

Nation

ISIR


Optional - View only

Drop down


Nation_Values.docx

Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.

Email Address

ISIR


Optional - View only

Text - 50 characters maximum



Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.

Phone Number

ISIR


Optional - View only

10 numbers, auto format to ###-###-####



Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.

Note

Data entry


Optional - EDITABLE

Text - 150 characters maximum



Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.

Address/Phone/Email from SIS

Address Type

SBL


Required - View only

Drop down


  • Billing

  • Permanent

  • Original

  • Local

  • Other


Street Address Line 1

SBL


Optional - View only

Text  

40



Street Address Line 2

SBL


Optional - View only

Text 

40



City

SBL


Optional - View only

Text 

30



State

SBL


Optional - View only

Drop down 


State_Values.docx


Postal Code

SBL


Optional - View only

Text 

13



Nation

SBL


Optional - View only

Drop down 


Nation_Values.docx


Email Address Type

SBL


Optional - View only

Drop down 


  • Home

  • Work

  • Other

Note, the "PortalType" email address was added in 

Jira Legacy
serverSystem Jira
serverId63db780f-b15c-300c-be66-3bf355f9b52a
keyRS-17269
 and is used for Student Experience communications.  However, that type should never appears in this dropdown, per 
Jira Legacy
serverSystem Jira
serverId63db780f-b15c-300c-be66-3bf355f9b52a
keyRS-17585
, as the type is intended for use by StudentX and not by the FA User for adding an email address contact type.

Email Address

SBL


Optional - View only

Text 

255



Opt-out Email Communications flag

UI Checkbox


Optional 

Checkbox



This flag will be used by the fa processor to Opt-out a student from receiving batch email communications from REM. If this flag is on and an fa processor attempts to manually send the student an email, a confirmation message will appear "This student has Opted Out of Receiving Email communications. Do you wish to override?"

Phone Number Type

SBL


Optional - View only

Drop down 


  • Home

  • Work

  • Mobile

  • Other


Phone Number

SBL


Optional - View only

10 numbers, auto format to ###-###-####  




Note



Optional - editable

Text - 150 characters maximum




Address/Phone from COD

Street Address Line 1

COD


Optional - View only

Text  



Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.

Street Address Line 2

COD


Optional - View only

Text



Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.

City

COD


Optional - View only

Text



Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.

State

COD


Optional - View only

Text



Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.

Postal Code

COD


Optional - View only

Text



Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.

International State/Province

COD


Optional - View only

Text



Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.

Nation

COD


Optional - View only

Text



Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.

Notes

UI Text field


Optional

Text field



Manual data entry field.

Phone Number

COD


Optional - View only

10 numbers



Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.

Manual Address

Address Type



Required

Drop Down


  • Billing

  • Permanent

  • Original

  • Local

  • Other

This should default to Permanent

Address Line 2



Optional

Text  




Address Line 2



Optional

Text  




City



Optional

Text  




State



Optional

Drop Down




Postal Code



Optional

Text




International State/Province



Optional

Text

100 Characters MAX


Address cannot have both a "State" and an "International State/Province" value.

Editable for manual addresses only.

REM-4044 - Authenticate to see issue details

Use for COD Export



Optional

Check box



REM-4044 - Authenticate to see issue details DEX-1095 - Authenticate to see issue details DEX-1380 - Authenticate to see issue details

If this flag is selected, COD export process use this address on COD file. By default ISIR address is used for COD file.

  • If user select check box for "Use for COD Export", system should display Award Year drop down.

  • Only one manual address can have the "Use for COD Export" check box selected.

The specified "Use for COD Export" address will be used for all FAY’s up to the one specified.  For example, if the COD Address has an FAY of 2014 it would only apply up to the 2014 FAY and then for 2015 and higher the other addresses are used in the order of precedence (ISIR, SBL, etc.) like normal.  

Award Year



Optional

Drop Down



REM-4044 - Authenticate to see issue details

Award Year drop down will be displayed for selection only when Use for COD Export check box is selected.

Manual address will be used for selected award year for COD Export, unless there is a ISIR for higher year than selected here.

County



Optional

Text




Nation



Optional

Drop Down




Notes



Optional

Drop Down




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Field Name

Source that takes precedence

Description

Required/ Optional

Type

SBL Max Field Length

Values

Business Rules

SIS Student Eligibility Code

Manual Override value, then SBL, then ISIR.

See /wiki/spaces/REM/pages/7012923

A two-digit numeric code
indicating how the student has
achieved the Ability to Benefit
from Federal Student Aid.

Optional

Drop-down

AbilityToBenefitCode

2

Valid values may include, but are not limited to:

01=ATB-Test Completed-1st Enrolled Before 7/1/12

02=ATB-College Credits-1st Enrolled Before 7/1/12

03=State Process

04=Home Schooled

05=Other

06 = High School Diploma

07 = GED or State Auth. H.S. Equivalent Certificate

08 = State Authorized High School Equivalent Certificate

09 = Academic Transcript of 2-yr Program Acceptable for Full Credit Transfer to a BA Program

10 = Program Leads to at least an Assoc. Degree, Excelled in H.S. and met the Admissions Requirements

11 = ATB-Test Completed - 1st Enrolled 7/1/12 to 6/30/15

12 = ATB-Test Completed - 1st Enrolled 7/1/15 or After

13 = ATB-College Credits - 1st Enrolled 7/1/12 to 6/30/15

14 = ATB-College Credits - 1st Enrolled 7/1/15 or After

Can be BLANK

NOTE: Some of these codes are no longer used but are still listed and available in the database so that existing records will display correctly.

See validation rules.

SIS Ability to Benefit Test Administrator
Code

Manual override, then SBL

A two-digit numeric code
indicating the administrator of
Ability to Benefit testing, in the
case that the Ability to Benefit
Code = 01: Testing Completed.

Optional

Drop-down

AbilityToBenefitTestAdministratorCode

2

Valid values may include, but are
not limited to:
01=Assessment Center
02=Independent Test Administrator
Can be BLANK.


SIS Ability to Benefit Test Code

Manual override, then SBL

A two-digit numeric code
indicating which Ability to Benefit
test the student took, in the case
that the Ability to Benefit Code =
01: Testing Completed.

Optional

Drop-down

AbilityToBenefitTestCode

2

Valid values may include, but are not limited to:

01 – ASSET Program: Basic Skills Tests

02 – Career Program Assessment (CPAT) Basic Skills Subtests

03 – Combined English Language Skills Assessment (CELSA)

04 – Compass Subtests (COMPASS)

05 – Computerized Placement Tests (CPTs)/ACCUPLACER

06 – Descriptive Tests of Language Skills and Mathematical Skills (DTLS/DTMS)

07 – ESL Placement Test (COMPASS/ESL)

08 – Wonderlic Basic Skills Test (WBST)

09 – WorkKeys Program

10 – Test of Adult Basic Education (TABE, Reading Mathematics Computation, Applied Mathematics Language, and Spelling Forms 7 and 8, Level A and 3)

11 – Spanish Assessment of Basic Education (SABE)

12 - Wonderlic Basic Skills Test - Spanish (WBST-Spanish)

Can be BLANK.


SIS Ability to Benefit
Completion Date

Manual override, then SBL

The date that the student
completed the Ability to Benefit
test or state process, in the case
that the Ability to Benefit Code =
01: Testing Completed or 03:
State Process.

Optional 

Date

Date

Format = CCYYMMDD
Can be BLANK.


SIS Ability to Benefit State Code

Manual override, then SBL

The state in which the student
completed a state process to
achieve Ability to Benefit, in the
case that the Ability to Benefit
Code = 03: State Process.

Optional

Drop-down

State/Province state codes

Valid values will include all state
codes as defined by FSA.
Can be BLANK.


SIS Grandfathered Ability to Benefit

Manual Override value, then SBL.

See /wiki/spaces/REM/pages/7012923

Indicates whether or not the student was enrolled in an ATB eligible program prior, at this institution or another institution, to July 1, 2012.

Optional

Drop-down 

  • Select

  • Yes

  • No

If the user chooses the value of "Select" then the flag should be cleared (set to Null).

Display the value entered here, unless no value has been entered on the UI (SISRecord.manualGrandFatheredATB), then display the value provided on the SBL by default (SISRecord.grandFatheredATB).

See /wiki/spaces/REM/pages/7012923

See REM-1194, DEX-604 and RNA-384


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