RS-19508

Regent Award

Awarding

Title: New Data View - dataExtract_CourseEnrollmentRollup_View_v004

Ticket(s): RS-19508

Description: A new version of the data view dataExtract_CourseEnrollmentRollup_View_v003 has been created. The new version of the data view is titled dataExtract_CourseEnrollmentRollup_View_v004.

The differences between the v003 and v004 versions of the view are as follows: 63 columns added.

The Regent Award Data View Data Dictionary has been updated to reflect the new view version.

RS-19461

Regent Award

Awarding

Title: Apply External Transfer Units to Grade Level Progression Awarding for Later Payment Periods

Tickets: RS-19351; RS-19461; RS-19500; RS-19505; RS-19499; RS-19482; RS-19734

Description:

Regent Award's Grade Level calculation logic and Grade Level Progression Awarding logic have been improved to apply External Transfer Units at a point-in-time on the Academic Plan. If an External Transfer course's end date is on or before the program's actual start date, the grade-level calculation will apply the course's External Transfer units starting with the first enrolled term or payment period in the program. If the External Transfer course's end date is after the program start date, and the External Transfer course is added into a term or nonterm PP, the system will count those units toward Grade Level calculations in the following enrollment period (the next term for term and nonstandard term, or the next Academic Year for nonterm). For example, if a student takes a Summer course at another school, and the course is sent on the SBL with the Summer term's External Term ID and a course end date after the program start date, the system will apply those external transfer units to grade-level calculation starting with the following Fall term.

Schools may want to update their SBL processes to account for the new logic. To allow schools time to make those adjustments, the new logic will only apply to new courses received after a specific date (default value November 1, 2020). Any courses that already existed in Regent Award prior to that specified date will use the previous logic: those existing external transfer courses will always have their units applied from the beginning of the program, regardless of the course end date. However, when that cutover date is reached, the system will count External Transfer units dfferently depending on the course end date. If the course end date is on or before the program start date, the system will still count those units as if they were received prior to the program start. If the course end date is after the program's start date, the system will add those units into the appropriate payment period (using the term ID for term courses, or the course end date for nonterm Payment Periods). The system will then apply those units toward grade-level progression in the following enrollment period - i.e., the next enrolled term, or the next Academic Year for nonterm.

RS-19431

Regent Access

Workflow/Questionnaire

Title: 2021 - 2022 eAccess Application

Tickets: RS-19594; RS-19456; RS-19457; RS-19522; RS-19565; RS-19453; RS-19469; RS-19521; RS-19520

Description:
The eAccess product streamlines applicant experience and increases the level of applicant self-service in completion of the 2021-2022 application for Colorado State aid for undocumented students, providing application results in standard format for the processing and awarding of that aid. The product includes a smart form application in English with a Spanish translation that uses conditional logic to tailor each question to the individual student and minimize the number of questions the student is required to answer, while still obtaining the necessary information to calculate an Expected Family Contribution (EFC) for both independent and dependent students. An ISIR File Format file is available to support integration into a school's Financial Aid Management System.

See Customer Zone Knowledge Base topic Regent Access.

RS-19371

Student Experience

Student Experience

Title: Add Award Wizard / Modify Award Wizard - Student Accepted Amount and Override Eligibility Rules

Tickets: RS-16081; RS-19230; RS-19371; RS-19373; RS-19375; RS-19378

Description:
Add Award Wizard (AAW) and Modify Award Wizard (MAW) have been updated to support the enhancements for Active and Passive Acceptance from the student portal. A Regent Award user can view the Student Accepted Amount that the student updated from the Student Portal. Users may also set a lower cap for an award amount by changing the New Offer amount in MAW. The student will not be able to accept an award greater than the New Offer amount. Users may also change an award to Manual by selecting the "Override Eligibility Rules" checkbox.

See the CustomerZone topic Modify An Individual Award using the Modify Award Wizard (MAW).

RS-19360

Regent Award

Funds (SEOG / Work Study / State)

Title: Allow Federal Work Study Awards for Two FAYs for Crossover Term in Regent Award

Tickets: RS-19360; RS-19364; RS-19365; RS-19366; RS-19399; RS-19412; RS-19390; RS-19391; RS-19416; RS-19400; RS-19401; RS-19415

Description: New logic and functionality has been implemented within Regent Award that will: 1) Enable users to enter Federal Work Study awards for more than one Federal Award Year (FAY) in a crossover period; 2) Display the award amounts separately for each FAY in the same payment period within Regent products; 3.) Adjust packaging correctly for a payment period with multiple awards of the same fund from different FAYs.

See the Customer Zone Knowledge Base topics Fund Setup and Fund Setup Data Elements.

RS-19308

Student Experience

Student Experience

Title: Add Academic Year to My Borrowing and Change My Borrowing Activity Log Entries

Tickets: RS-19308

Description:
The My Borrowing and Change My Borrowing Activity Log entries were updated to include the Academic Year for which the borrowing information was displayed and updated.

See the Customer Zone Knowledge Base topic Activity Log Entries.

RS-19307

Student Experience

Student Experience

Title: Add 'Check the status' Button Requirement to My Borrowing and Change My Borrowing after Updates to Award Amounts

Tickets: RS-19307;RS-19205

Description:
Added requirement to click the 'Check the status' button in the My Borrowing or Change My Borrowing when a user Accepts, Saves, or makes an update to the My Borrowing award amount to ensure awards being accepted have been processed prior to making a subsequent change.

RS-19302

Regent Access

ISIR Processing/Verification

Title: Special Characters Displaying in the eTASFA ISIR File Format

Tickets: RS-19302

Description:
Functionality has been updated to remove default values of special characters in the application to align with the eTASFA Export File ISIR Layout Format, which is mapped and formatted in accordance with the EDE Technical Reference.

See the Customer Zone Knowledge Base topic eTASFA Export File in an ISIR Layout Format.

RS-19284

Regent Access

ISIR Processing/Verification

Title: Dependency Status added to the eTASFA ISIR File Format

Tickets: RS-19284

Description:
Functionality has been updated to include the dependency status in Position 1138 on the eTASFA ISIR Format file.

See the Customer Zone Knowledge Base topic eTASFA Export File in an ISIR Layout Format.

RS-19260

Student Experience

Student Experience

Title: My Borrowing- Configuration Option for Static or Dynamic Messaging within Both Plan Tiles

Tickets: RS-19260; RS-19310; RS-19311

Description:
New configuration in REM will allow ‘Dynamic' OR 'Static' messaging for the 'Select a Borrowing Plan' tiles in My Borrowing. Dynamic messaging will be applied to both tiles based on whether the total award amount for the plan is over or under the Direct Costs amount. Static messaging will be applied to both tiles based on the Packaging Philosophy 'Package To’ configuration.

See the Customer Zone Knowledge Base topic My Borrowing.

RS-19235

Regent Award

Data Views

Title: DataView Queries of Configurations

Ticket(s): RS-19235

Description: Ninety-seven new data views have been created for configuration-related data, so that the configuration data may be queried.

The Regent Award Data View Data Dictionary has been updated to reflect the new view version.

RS-19230

Student Experience

Student Experience

Title: Fund Setup - Allow Students to Accept Lower Amounts or Decline Awards from the Student Portal

Tickets: RS-16081; RS-19230; RS-19370; RS-19371; RS-19372; RS-19373; RS-19376; RS-19418; RS-19381; RS-19420; RS-19385; RS-19367; RS-19368; RS-19369; RS-19374; RS-19375; RS-19378; RS-19379; RS-19380; RS-19408; RS-19597; RS-19377; RS-19382; RS-19384; RS-19381; RS-19386; RS-19383; RS-19385; RS-19387; RS-19584; RS-19585

Description:

Regent Award may be configured to allow students to accept a lower Accepted amount on a Title IV loan than was originally created in Accepted status (Passive Acceptance). With this configuration, students may also Decline their Accepted-status loans from the Student Portal. The new configuration setting in Fund Setup is, “Allow Students to Accept Lower Amounts or Decline Awards from the Student Portal.” The new setting will apply to all Title IV loans from the Student Portal, including within “My Borrowing - Select Plan” and “Change My Borrowing Amounts.” Schools currently using those features on the Student Experience Portal will need to configure the setting to “Yes” to preserve current functionality. The new setting must have the same value for Direct Subsidized, Direct Unsubsidized and GradPLUS loan funds.

Regent Award stores the Student’s Accepted Amount and the date the student last updated the award. Add/Modify Award Wizard (AAW/MAW) also stores the User Accepted Amount for changes made by a Regent Award user. If the amounts are different, the system uses the most recently updated value. Regent’s packaging logic will repackage the loans to not exceed the specified amount, for both active-acceptance and passive-acceptance loans. A FA user can set a lower cap for an award by changing the New Offer amount in MAW, and the student will not be able to accept an award greater than the New Offer amount.

RS-19073

Regent Award

Conversion

Title: Institution Setup: Require Import Award Data for AY0 Years

Tickets: RS-18976; RS-19073; RS-19418; RS-19419; RS-19147; RS-19150; RS-18598; RS-19153; RS-19151

Description:
Schools may configure the conversion process to only require Import Award data to match COD awards when the Academic Year (AY) is an active year on the Academic Plan. When configured, Import Award data is not required for any AY0 year (prior to the program start), even when COD data is imported for the AY0.

See the Customer Zone Knowledge Base topic Insitution Setup Data Elements

RS-19048

Student Experience

Not Applicable

Title: Change a color on the My Plan aggregate loan limit chart

Tickets: RS-18929; RS-19048

Description: In the aggregate loan limit pie chart in My Borrowing, under My Plan, the color of the “Previous at my school” portion of the chart (and the corresponding key) has been changed from light green to orange to better distinguish from the green of the “Other schools” portion of the chart.

RS-18943

Regent Award

Tasks

Title: Fix Modular Term Logic for New 'Late DL Disbursement - Student LTHT"

Tickets: RS-18730; RS-18943

Description: The trigger logic for the ‘Late DL Disbursement - Student LTHT’ task has been updated to trigger the task for terms with modules when the Maximum Course End Date is in the past, regardless of the term end date. This is to identify students who have stopped attending during a current term in addition to those who are Less Than Half Time after the term has ended. Nonterm and non-modular term functionality has not changed.

See the Customer Zone Knowledge Base topic Regent Award Task Triggers.

RS-18941

Student Experience

Student Experience

Title: Add 'Active' indicator on My Borrowing Main Page/My Borrowing Tile if Plan has been Previously Selected

Tickets: RS-18941

Description:
An 'active' indicator has been added to the My Borrowing Tile for the Plan option that was previously selected on the My Borrowing Main Page.

See Customer Zone Knowledge Base Topic: My Borrowing.

RS-18940

Regent Plan

Student Experience

Title: Aggregate Total Text Display in Regent Plan

Tickets: RS-18940

Description: The text displayed for the Aggregate Total Amount on the Regent Plan landing page was updated to, 'You will have borrowed...' (future tense) vs. 'You have borrowed....' (current tense) since the total includes both current and future borrowing amounts.

RS-18918

Regent Award

Configuration/Setup

Title: Disbursement Schedules: Confirm Attendance in All PA Units Prior to Disbursement

Ticket(s): RS-18401; RS-18918; RS-18977; RS-19005; RS-18978; RS-18980; RS-18981

Description:
'Confirm Attendance in All PA Units Prior to Disbursement' is a new configuration setting for Disbursement Schedule Setup in Regent Award. When the setting is ‘Yes,’ a student must post attendance in all non-withdrawn Program Applicable units in a Payment Period before the fund’s disbursements can be paid for that term or payment period. The feature also adds a new EST validation and Disbursement Override EST-0087.

RS-18908

Regent Access

Workflow/Questionnaire

Title: Create English-Spanish Master e-TASFA Questionnaire

Tickets: RS-18908

Description:
A new 2020-2021 Master eTASFA questionnaire version was made available. The questionnaire continues to support the standard English questions but now include the Spanish translation of each question.

See Customer Zone Knowledge Base Topic: eTASFA Smart Form.

RS-18889

Regent Plan

Activity Log

Title: Change Activity Log Entries for Award-Level Actions in Student Experience

Tickets: RS-18889

Description:
The Activity Log Entries (ALEs) in Regent Award triggered by award-level activity in Student Experience have been updated to record the detailed award-level student activity in Student Experience. The updated activity log entries specify if the activity was initiated from the Financial Aid or My Borrowing components. The Description text gives additional details about the award status and award amounts.

See the Customer Zone Knowledge Base topic: Activity log Entries.

RS-18770

Regent Award

Program Change

Title: Change Academic Year Start Date Handling in Regent Award for Nonterm SE Program Changes

Tickets: RS-19770; RS-19403

Description:
Regent Award's handling of Academic Year start dates for Nonterm Substantially Equal Program Changes has been updated so that, when the student’s first program has no attendance (e.g., only transfer courses,) the Academic Year Start Date will match the start date of the first program with actual attendance.

See the Customer Zone Knowledge Base topic Program Change Guidance.

RS-18733

Regent Access

Workflow/Questionnaire

Title: New 2019-2020 & 2020-2021 Master eTASFA English Spanish Questionnaires

Tickets: RS-18733

Description: A new 2019-2020 and a new 2020-2021 Master eTASFA questionnaire version were made available. Both questionnaires continue to support the standard English questions but now include the Spanish translation of each question.

RS-18704

Regent Review

Student Portal (SNAP)

Title: Improved Question Workflow and Document Persistence for Student Non-tax-filer and Spouse Tax-filer

Tickets: RS-18587; RS-18767; RS-18704

Description:
The Verification Worksheet (VWS) questions and Document Requirements were updated to better support the scenario where a married student is a non-tax-filer, but the spouse has already filed. The "Spouse IRS Verification of Non-Filing Letter" document will be Waived and the "Spouse IRS Tax Transcript" document will remain in Needed status.

See the Customer Zone Knowledge Base topic Verification Worksheet.

RS-18489

Student Experience

Student Experience

Title: Student Experience Maintenance Page

Tickets: RS-18489

Description: A configurable maintenance page was made available for the Student Experience portal that can be posted by a user with the applicable permission in Regent Award or by Regent staff during environment upgrades or standard scheduled maintenance windows.

See the Customer Zone Knowledge Base topic Maintenance Page and Portal Setup Data Elements .

RS-18457

Student Experience

Student Experience

Title: Student Experience- E-Sign Name Validation is Case Sensitive

Tickets: RS-18457

Description: When a student's or parent's name is entered in Student Experience, the validation allows for all upper case letters, all lower case letters, or mixed upper and lower case letters (i.e. it is not case sensitive).

See the Customer Zone Knowledge Base topic Verification Worksheet.

RS-18416

Regent Award

Annual Federal and State Reporting

Title: Estimated Family Contribution (EFC) Formula - Annual Update

Ticket(s): RS-18416; RS-19562

Description:
Regent has updated the Estimated Family Contribution (EFC) formula for FAY 2021-2022. The new EFC calculation will be used by all Regent Access customers. The same EFC calculations will be used in Regent Award and Regent Review products but will not be available until the Fall 2020 regulatory release.

RS-18377

Regent Award

Scripts

Title: 'Unlink MPN' Functionality

Tickets: RS-19015;RS-19016;RS-19017

Description:
Regent Award has been enhanced to allow a user to unlink an MPN via the 'Unlink' button on the MPN Info tab. If an MPN is unlinked, an MPN is able to be relinked via current functionality ('Add MPN' button) to associate the loan with a different MPN or re-associate it with the original MPN.

See Customer Zone Knowledge Base topics: Permissions list, EST Validation Error Codes Guide, Direct Loans

RS-17459

Regent Plan

Student Experience

Title: Add New Regent Plan Tool, 'What If I Change My Course Enrollment?'

Tickets: RS-17459

Description:
The Regent Plan 'What if I Change My Course Enrollment?' tool is now a Regent Plan option in the in the Student Experience portal. It was created to provide students with the ability to project changes to their Regent Academic Plans in response to potential changes in enrollment levels. The tool will provide a comparison of costs, estimated awards and borrowing amounts between the student's current Academic Plan and the projected Academic Plan to assist students in understanding the impacts enrollment changes may have on their Financial Aid.

See Customer Zone Knowledge Base Topic: Regent Plan: Course Enrollment Estimation Tool.

RS-17180

Regent Award

Configuration/Setup

Title: Make FAY Pick List More User-Friendly in Regent Award

Ticket: RS-17180

Description: On the 'General' and 'ISIR Assignment' tabs of Document Setup in Regent Award, the list of 'Available FA Years' for selection has been updated to remove unneeded years. The selection list has been made dynamic, to include only the previous FAY, the current FAY, and the next four consecutive FAYs (based on document creation date.)

RS-16535

Regent Plan

Student Experience

Title: Add Regent Plan tools (My Borrowing) in 'Advisor Assist'

Tickets: RS-16535

Description:
All areas of Regent Plan and My Borrowing are viewable/functional in the 'Advisor Assist' tool with the following exceptions:

• Accept button in the Change My Borrowing Loan Acceptance Pop-up

• Confirm button in the My Borrowing Decline Loans Pop-up

• Accept button in the My Borrowing Select Plan Pop-up

RS-12417

Regent Award

Conversion

Title: Reset Student for Conversion' Process (formerly PS- 618 script)

Tickets: RS-12417

Description:
Permission-based functionality has been added to Regent Award to allow users to reset a student in order to start clean with a new conversion. The process of resetting a student consists of clearing all award and course data including related tasks. Activity Log Entries and non-related tasks will not be cleared. This functionality was previously only available by a data update script.

See the Customer Zone Knowledge Base topic Reset Student for Conversion Process.

RS-3671

Regent Award

ISIR Processing/Verification

Title: Program/ISIR Level Mismatch Task

Tickets: RS-3671

Description: A new task was created that will trigger if there is a mismatch between the Active ISIR and the student's current program level in Regent Award. The task can be configured to restrict processes and is set to 'Active' by default.

See Customer Zone Knowledge Base Topic: Regent Award Task Triggers.

RS-16039

Regent Award

Technical Design

Title: Script Update to address Budget-related Data Inconsistencies

Ticket: RS-16039;

Description:
Regent uses internal fields on awarding-related tables to track Fund Budget information. Some of these internal fields have become inconsistent over time. This cleanup script, which is automatically included with Release 5.2 and only needs to be run once during the 5.2 upgrade, corrects inconsistencies with these internal fields. Schools may notice the updates when viewing budget-related fields on an award; for example, "Budget Amount" on the Awards Tab details. Please note: Activity Log Entries will reference ‘RS-15206’ as the script number.https://regenteducation.atlassian.net/browse/RS-19635?src=confmacro

In addition, clients that need updated budget information data on Fund Setup in Regent Award, should request execution of the data clean-up script referenced in ticket RS-15071.

RS-19635

Regent Award

Technical Design

Purpose of Script:
The build script supports the new point-in-time External Transfers by triggering the Course Enrollment Rollup process upon upgrade to 5.2.0.0. It ensures that current Direct Loan awards will remain at their current grade level for calculating grade-level progression when those awards are calculated using existing External Transfer units.

Data Changed by the Script:
The build script populates the unit counts for the new program-level field, Total External Transfer Progression Units Ended Before Program Start.

How to Access the Script:
The script is included in the deployment of the 5.2.0.0 release. Each customer will receive this script update automatically when they upgrade to the 5.2.0.0 release. Note, the release may take longer than usual to deploy, due to this update.

How to Test the Script:
Upgrade to 5.2.0.0. After the upgrade, in the Process Log, confirm the CE Rollup process has completed. Navigate to an undergraduate student who has External Transfer units received prior to the program's start, and who has a Direct Loan with an increased grade level displayed on the Academic Plan. Package the student. Confirm the student's grade level does not change.

RS-19235

Regent Award

Technical Design

Purpose of Script:
The build script ensures that course data changes will finish processing so they can be used for packaging.

Data Changed by the Script:
The build script updates the course enrollment data records used for packaging, for students whose updates may have not fully completed in the past.

How to Access the Script:
The script is included in the deployment of the 5.2.0.0 release. Each customer will receive the script update automatically when they upgrade to the 5.2.0.0 release. Note, the upgrade may take more time than usual, due to these updates.

How to Test the Script:
Locate an affected student known to have course data that was not fully processed. View the student's Academic Plan. Upgrade to the 5.2.0.0 release. After the upgrade, check the Process Log and confirm the CE Rollup process is completed. Package the student. View the Academic Plan. Confirm the student's Academic Plan and awards are packaged according to their current course data.