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:

1. dataExtract_ImportAward_View_v001
2. dataExtract_ImportAwardDisbursement_View_v001
3. dataExtract_RebuildAward_View_v001
4. dataExtract_RebuildDisbursement_View_v001

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.

Title: New Data Views for Award Change Data

Tickets:RS-12149

Description:

A new data view has been added to R8 to support additional client reports. The data view name is: "dataExtract_AwardChange_View_v001." The data view will have the following columns:

[awardChangeId]
[awardId]
[studentId]
[everythingHash]
[awardEligibleAmountHash]
[awardAmountsHash]
[awardStatusHash]
[isirHash]
[nsldsHash]
[sisRecordHash]
[coaHash]
[awardPeriodHash]
[loanPeriodHash]
[enrollmentHash]
[documentHash]
[taskHash]
[gradeLevelHash]
[createdByRNAAwardChangeId]
[updatedByioProcessId]
[updatedByIoProcessTransactionId]
[updatedByBatchId]
[createdBy]
[createdOn]
[modifiedBy]
[modifiedOn]
[deleted]
[deletedBy]
[deletedOn]

Problem:
At a school using a student-level census date, some students had incorrect Pell Grant amounts. The amounts were unexpectedly based on the attempted units at the term's census date, instead of the units on the student-level census date.

Cause:
When a student was first packaged with an ISIR after the term ended, in a non-crossover term, the student-level census date was correctly set to the end of the term. However, the Pell Grant calculation was using the wrong set of units to determine the Pell amounts.

Fix:
The code was changed to use the correct set of attempted units for setting the Pell Grant enrollment level and amounts.

Testing:
At a school using student-level census, repackage an affected student with a 2018 Pell Grant. Examine the Pell amount. The amount should match the enrollment level for the attempted program-applicable units as of the term's end date.

Problem:
A term school awarded institutional funds using a Satisfied document. R8 unexpectedly did not create the awards on a term that had Less Than Half Time (LTHT) enrollment.

Cause:
The institutional funds were Academic Year (AY) scoped funds. R8 unexpectedly applied the logic for Federal Direct Loans to the AY scoped institutional funds, and incorrectly determined the LTHT term was ineligible for the AY-based award.

Fix:
The packaging logic was corrected for awarding non-Title-IV, AY scoped funds. Payment periods can receive those institutional funds, and do not need to be eligible for Title IV Direct Loans.

Testing:
Configure an AY scoped fund to be awarded by a Satisfied Document. Navigate to a Term student who has LTHT enrollment in one term in the AY, and Half-Time or greater enrollment in another term. Assign the Satisfied document, and package the student. R8 should create the awards on the LTHT term as well as the HT term.

Problem:
When "For Term based programs, always include Attended Program Applicable Withdrawn Courses for Cost Items using units" is set to "Yes", the student's tuition was reduced for the attended program applicable withdrawn courses.

Cause:
When the enrollment had not reached the Census Date and was not closed, R8 was not returning the maximum of the registered units or the attempted Census Program Applicable units.

Fix:
When "For Term based programs, always include Attended Program Applicable Withdrawn Courses for Cost Items using units" is set to "Yes", R8 will use the maximum of the determined units vs the attempted Census Program Applicable units.

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.

RS-11384

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.

Testing:
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.

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.

Problem:
There were two issues present for the student reported in this ticket:

1. A fund was awarded to a student using the “Award Eligibility using Satisfied Documents” feature on Fund Setup. The fund was paid. The student later became ineligible for the fund so the document used to award the fund is no longer in a “Satisfied” status. When R8 re-packages the student, it ignores this paid award, as if it does not exist, and adds additional funds from another award, equal to the amount of the paid award, to the student's academic plan.
2. A $10 Unsubsidized Loan fee was unexpectedly being incurred and added to the student's costs.

Cause:

1. The award is expected to be canceled due to ineligibility but has been paid so the award cannot actually be put into the Canceled status and is reduced to the amount of the paid award. This award amount was not being applied to the remaining cost balances, so other funds were awarded in excess.
2. For funds packaged to "net," during the ruleset awarding, fees are calculated based on the student's full eligibility. The student’s Grade Level Progression awards were unable to be created due to the student having a single term loan period that was blocked by rebuild awards. As a result, the net loan helper was not being called to removeanticipatedfees for the Grade Level Progression awards from R8's cost trackers.

Fix:

1. R8 was updated to apply the award amounts prior to continuing on to the next package queue item.
2. R8 was updated to call the net loan amount helper for package queue items prior to going on to the next item.

Testing:
Re-package the student with and without the satisfied document to make sure the awarding is correct for all awards on the student's academic plan.

Problem:
When deleted Terms exist in setup, theycouldbe used to set an anticipated Manual Academic Year (AY) Term.

Cause:
Terms were deleted from setup.

Fix:
Update the process that creates the anticipated Manual AY Term records to exclude deleted Terms.

Testing:
For a student where Awarding is not managed by R8 yet (i.e. pre-conversion):

1. Ensure the student's active program is Term-related and has more than one Term related to it
2. Import a term-based course
3. Import COD Rebuild Award or Import Award data for a Loan where the start/end dates include the Term from the term-related course
   • This will automatically create a Manual AY record based on the Loans start/end dates
4. The process that creates the Manual AY will also attempt to anticipate subsequent Termson the same Trackas the term-related course that are related to the same Program and arenotbacked by courses (or Import Awards)
   • Deleted Term(s) should now be excluded from this logic that adds anticipated Manual AY Terms