Title: Conversion Wizard: Require Import Award Data for AY0 Years - Disbursement-level Validation

Tickets: RS-19936;

Description:
The Conversion Wizard has been updated with improved logic for FAY-based rebuild awards for the Institution Setup configuration setting, Require Import Award Data for AY0 Years. When that setting is No, the system will still require Import Awards and Disbursements (IAD) data for disbursements occurring in AY1 and later Academic Years. However, any disbursements that occur in AY0 years will not need IAD data. For example, if a COD Rebuild Pell Grant has disbursements in both AY0 and AY1, the system will only require IAD data for the disbursements in AY1.

Title: Export COD: Improved Logic for Originating Awards

Tickets: RS-19829; RS-19860; RS-19861; RS-19891;

Description:
The COD Export process has been updated for Originations (DRI=False). The COD Export logic will always include disbursements when originating awards, even when those disbursements are marked as not having any new COD changes. Regent's change-tracking logic was also updated to track COD changes for awards and disbursements when those changes occur outside of packaging. The improved logic and processes will provide the correct Financial Award Amount for originations at COD.

Title: 2020-2021 VWS changes

Tickets: RS-19862; RS-19932;

Description:
Minor text changes have been made to the 2020-2021 Verification Worksheet smart form and the eSignature process. The drop-down option of "None" has been moved to the top of the drop-down list for the "number of children" and "number of dependents" questions.

Problem:
Some Term students were packaged with incorrect loan amounts. The students had fewer terms than a full Academic Year (AY) in their final shortened Remaining Period of Study (RPS).

Cause:
The system incorrectly did not prorate the loans because the funds were configured with "Award Full Eligibility for Eligible Periods Only" set to True.

Fix:
The system applies loan proration to the amounts. The fund setting "Award Full Eligibility for Eligible Periods Only" is applied as an additional, maximum cap.

Testing:
Find an affected term undergraduate student who has Direct Loans and who will complete their program in a single term before the end of a full Academic Year. Package the student. Confirm the loan amounts are correctly reduced based on the student's units.

Problem:
Some Expected Export Student Transaction (EST) processes failed with an error: "One or more rows contain values violating non-null, unique, or foreign-key constraints."

Cause:
The Expected EST process tried to export two disbursements that were not directly linked to a fund. The disbursements had a blank Fund ID value in the database.

Fix:
The EST logic was updated. If a disbursement is missing its Fund ID value, the system will instead use the Fund ID linked to the disbursement's award. Regent also developed a script to update any affected disbursements so they will have the Fund ID values for the linked awards.

Testing:
Test using a copy of the affected data in a test environment. Run an Expected EST for the 2020 FAY. Confirm the Expected EST process is completed successfully.

Problem:
In Fund Setup, a school configured a Federal Work Study fund with specific Amount Per Payment Period values. When eligible students were packaged, the system unexpectedly divided the total amount equally across the payment periods (PPs).

Cause:
Some system rules were not honoring the fund configuration.

Fix:
The packaging rules were updated to apply the per-PP configured amounts. The change was applied to the fund's specific rules, as well as the generic fund rules.

Testing:
Configure a fund in Fund Setup with a Financial Award Period maximum (FAP Limit) and the Award Distribution Options of an Amount Per Payment Period. Configure the FAYs and PP amounts with different values. Reload RNA setup. Package an eligible student. Confirm the amounts in each Payment Period match the configured "Amount Per Payment Period" values for each Payment Period's start date.

Problem:
My Borrowing in subsequent AYs was not working as expected.

Cause:
When multiple Title IV loans existed in the award period, the eligible amount was being locked as the accepted amount.

Fix:
The code fix was applied to allow the eligible amount calculation to work the same way it does in a non-multiple loan scenario if not all of the loans have been accepted.

Testing:
Log into StudentX Portal. In My Borrowing, select AY1 and opt for Direct Costs and complete the process. In My Borrowing, select AY2 and opt for Direct Costs and complete the process. On the Financial Aid Component, select AY1 via the dropdown and then select Change My Borrowing on the My Borrowing tile. The Remaining Maximum and Direct Cost Borrowing option amounts are presented as expected with the correct amounts and works as expected for AY1. On the Financial Aid Component, select AY2 via the dropdown and then select Change My Borrowing on the My Borrowing tile. The student is presented with the 'Remaining Maximum and Direct Cost Borrowing option amounts' on the My Borrowing tiles and in the Change My Borrowing pop-up screen.

Problem:
A student had a Wisconsin Grant - Private Non-Profit award that was $1 lower than expected.

Cause:
The system was applying standard rounding rules to the amount in the first term, instead of rounding up.

Fix:
The custom rounding logic was corrected. The system moves any cents from later terms into the first term's amount. Then, the system rounds up the first term's adjusted amount to the next whole dollar.

Testing:
Package the affected student with a Wisconsin Grant. Confirm the amounts are correct in each term. Confirm the total dollar amount does not exceed the maximum award amount for the FAY.

Problem:
FSEOG was not awarding for students with Pell LEU close to the limit.

Cause:
System rounded LEU values to 600% causing SEOG to be ineligible.

Fix:
System check was updated to verify the presence of Pell prior to awarding the SEOG.

Testing:
Find the affected student. Run packaging via Modify Award wizard. Verify that FSEOG is awarded and errors are shown. Navigate to 'Awards' tab. Click 'Add award'. Select FSEOG fund and 20-21 FAY. Verify that no errors are shown at subsequent Add Award wizard steps.

Problem:
Regent Award was unexpectedly showing a different amount of Instructional Weeks for the same Terms for different students.

Cause:
Regent Award was incorrectly ignoring Institution Setup "Allow R8 to Calculate Instructional Weeks" setting and always calculated instructional weeks for a Term program instead of using the value from the Term Setup.

Fix:
Regent Award was updated to ensure Regent calculation engine respects "Allow R8 to Calculate Instructional Weeks" setting when determining how payment period weeks are set.

Testing:
In Regent Award, set Institution Setup "Allow R8 to Calculate Instructional Weeks" setting to 'Yes'. Verify that Terms in Term Setup "Instructional Weeks" setting is also set. Find affected students and repackage them. Make sure that Instructional Weeks for the same Terms are equal across students.

Problem:
Regent Award unexpectedly set Expected Student Transaction (EST) errors 0005 and 0037.

Cause:
Regent Award had incorrectly created duplicated Award Periods that were preventing student from correct EST processing.

Fix:
Regent Award was updated to ensure that duplicated Loan Periods will not persist during calculation process.

Testing:
Find affected student, satisfy blocking Documents and Tasks. Package student, open Modify Award Wizard, and make sure sum of all disbursements are equal to the Award amount. Run EST process. Make process it is executed without errors.

Problem:
An attempt to add/remove term for Academic Year modification resulted in an error in Program Management Wizard.

Cause:
Course Enrollment rollup process was executed asynchronously with packaging. This means that packaging, started prior to CE Rollup, was completed during AY modification, which resulted in an error.

Fix:
Code fix was applied to start packaging only when CE Rollup process is successfully completed.

Testing:
Find the affected student. Open program management wizard. Select 'Manage academic Years/Loan periods'. Click Edit to modify manual Academic Year. Add one term. Click 'Save'. Proceed to STEP2 at Program Management wizard. No errors should occur. The new term is added into AY successfully.

Problem:
Regent Award was unexpectedly not using FAH TSM Aggregate Limits data, thereby inadvertently canceling awards.

Cause:
Regent Award was incorrectly processing Awards when students had Academic Years containing Terms that were not triggering BBAY anchoring. Award amount was incorrectly accounted based on NSLDS information.

Fix:
Regent Award is updated to make sure that Award calculation process correctly determine starting aggregate point to account for the Terms that will be reprocessed due to the Non-Anchoring BBAY Academic Year logic.

Testing:
Find a student that has Awtowithdraw. Navigate to the Academic Plan. Confirm current disbursements amounts for the period. Run packaging. Review disbursement details. Ensure that the disbursement amounts for the period are accurate.

Problem:
During the student and parent account creation in StudentX, the Date of Birth (DOB) defaults to today's date.

Cause:
The system was configured to pre-populate today's date in the DOB fields for both the student and the parent.

Fix:
System configuration was changed to not pre-populate today's date in the DOB fields.

Testing:
Create a test student and observe that the DOB field is not pre-populated and is blank. Complete a 2020-2021 Verification Worksheet (WVS) and invite a parent to sign the form. The DOB is blank.

Problem:
Student Experience was showing 'Verification Worksheet' on e-signature page, instead of the actual smart form name.

Cause:
Student Experience was showing static text instead of a current document name.

Fix:
Student Experience is updated to show a document name from the system.

Testing:
Complete documents to see the smart form name on E-Signature page in Student Experience.

Problem:
Multiple disbursement records were created for the 2019-2020 Pell awards.

Cause:
When aligning award disbursements with payment periods for the FAY award period, Regent Award was dropping the award disbursements for a cross-over period and then recreating those disbursements for the same period.

Fix:
System logic was updated to verify payment period assignment for award disbursements.

Testing:
Find an affected student. Navigate to the Academic Plan. Confirm current disbursements amounts for the Pell award for the cross-over period. Run packaging. Review updated disbursement details. Ensure that no new disbursements are added since the last packaging.

Problem:
Current SAP status was not recognized during EST process

Cause:
Regent Award was not able to recognize the current SAP status when manual SAP records were present in review period.

Fix:
A code fix was applied to allow Regent Award to use the most recent SAP status.

Testing:
Open the affected student. Close all documents and tasks. Run packaging. Verify that current SAP status is Satisfactory. Run EST for DRI and EST for AR. No override errors should occur.

Problem:
Regent Award was unexpectedly not creating Single-Term Loan Periods for the Donut Loan scenario.

Cause:
Regent Award was incorrectly applying Anchoring BBAY logic resulting in the Donut Loan Scenario processing incorrectly.

Fix:
Regent Award was updated to ensure that ineligibility due to student auto withdrawing in the 'middle' term properly creates two Single-Term Loans.

Testing:
In Regent Award, find a student studying on a BBAY1 or BBAY2 program, who is eligible for a Direct Loan. Student Academic Year should consist of at least 3 Terms. Do not send registration for the second Term. Package student on auto withdraw date for second term. Make sure Term 1 and Term 3 Loan data is updated making them Single-Term Loans.

Problem:
Regent Award was unexpectedly showing an error during editing of non-term Program Setup, notifying that setting related to term-based Programs is incorrect.

Cause:
Regent Award was incorrectly processing Program Setup configuration in User Interface applying Term-based related restriction to Non-term based Program configuration.

Fix:
Regent Award User Interface processing logic was updated to ensure irrelevant settings are not validated during editing Program Configuration.

Testing:
In Regent Award, Administration, Institution Setup, R2T4 - set "Include Loan Disbursements Cancelled for Below Half Time Status" to true. Also Update on Campus level and Program Level. Then in Program Setup, Edit configuration for any non-term based Program. Click Save and make sure Configuration is saved without errors.

Problem:
Program change banner was not showing at wrong term

Cause:
Regent award was not detecting the date ranges for a new program’s course enrollment record for manual Academic Years.

Fix:
System checks were adjusted to include the effective start date range for manual Academic Years.

Testing:
Find the affected student. Load SBL file with program change into manual AY. Run packaging. Review the Academic Plan. The program change banner is showing for the term where the program change took place.

Problem:
Regent Award was unexpectedly awarding an additional $2 for Direct Loan after R2T4 Reversal.

Cause:
Regent Award was incorrectly processing Gross Direct Loan Amount during R2T4 reversal for Paid Disbursements.

Fix:
Regent Award calculation logic was updated for gross Direct Loan Amount to make sure original value of Direct Loan is reinstated after R2T4 Reversal.

Testing:
In Regent Award, find student with Direct Loan calculated as maximum amount for the current Grade level. Loan should be Paid in full for the Term
Payment Period. Perform R2T4 resulting in portion of Direct Loan refunded. Finalize R2T4 and then do the Reversal. Make sure Direct Loan is reinstated with the same amount that was prior to R2T4 Finalization.

Problem:
Pell was not recalculating at R2T4, although student had attendance prior to Census date.

Cause:
The R2T4 Pell recalculation enrollment level was not being correctly respected during YRP awards' amounts calculation.

Fix:
A fix was applied to allow the system to use R2T4 Pell recalculation enrollment level properly.

Testing:
Find the affected student. Add attendance and Withdrawal Date that go prior to Census date for the courses at term in question. Add R2T4 for the term in question. Review recalculated Pell amounts. These amounts should match the enrollment level of attempted courses prior to Census Date at the term.

Problem:
Regent Award was not able to package the student with small remaining Pell LEU percentage

Cause:
Regent Award did not create Pell award with less than $1 amount.

Fix:
Code fix was applied to create Pell award with less than $1 amount if fund's rounding setting is 'Cent'.

Testing:
Make sure that rounding setting is 'Cent' for Pell fund. For the affected student upload the ISIR/NSLDS file with Pell LEU value of 599.988%. Run packaging. The amount of cents is awarded to the student.
Change rounding setting to 'Dollar'. Run packaging. No Pell is awarded.

Problem:
If the Cost of Attendance (COA) was adjusted to be greater than $200,000 via the Adjust Cost wizard, it resulted in a packaging failure.

Cause:
System validation had the maximum threshold of $200,000 for the COA.
Fix:
The COA threshold was increased to $500,000.

Testing:
Find the affected student. Open the 'Awards' tab and click on the 'Adjust Cost' button. Click the 'Add Adjustment' button. Add cost adjustment where the adjustment amount is $260,000. Save the new value. Click on the 'Repackage' button on the same page. No errors should occur. Run packaging via Modify Award Wizard. No errors should occur.

Problem:
A Direct Subsidized Loan that was not fully accepted did not trigger "Review for Additional Subsidized Loan Eligibility" document requirement, although the triggering criteria was met.

Cause:
Regent Award incorrectly assigned the document requirement only when loan's accepted amount was equal to the loan's eligible amount.

Fix:
The code was updated to meet the document requirement assignment criteria when accepted loan amount is less than the eligible one.

Testing:
Setup "Assign when Sub Eligibility has not been for fully accepted and an Unsub award exist" document assignment process for document titled "Review for Additional Subsidized Loan Eligibility" with scope of academic year (to match the academic year for loans).
Find the affected student with not fully accepted Sub loan. Run packaging. Review 'Documents' tab to make sure that "Review for Additional Subsidized Loan Eligibility" document requirement is assigned.

Problem:
The student was getting an incorrect Enrollment Close Reason for a withdrawn term.

Cause:
Regent Award closed a Standard Academic Year enrollment using the incorrect term settings.

Fix:
A code fix was applied to prevent enrollment closure prior to the term's auto-withdrawal date.

Testing:
Find an affected student. Withdraw from all courses for the selected term using a withdrawal date prior to the term's configured auto-withdrawal date. Run packaging via MAP wizard. Verify that the enrollment close reason for the withdrawn term is 'NONE'. Upload an SBL with courses having registration that corresponds to a Full-Time enrollment level. Run packaging. Verify the term's enrollment level is 'ACTUAL- FULL TIME'. Withdraw from all courses for the selected term using a withdrawal date after the term's configured auto-withdrawal date. Run packaging via MAP wizard. Verify that the enrollment close reason for the withdrawn term is 'Autowithdrawn'.

Problem:
Regent Award was not allowing awarding of Pell Grant for a student who did not have a 2018-2019 ISIR but had a 2019-2020 ISIR and crossover for that period.

Cause:
When an academic year spanned more than 2 federal award years, Regent Award was building out FAY award periods for the first two federal award years possible.

Fix:
Regent Award updated logic to build out FAY award periods up through the last possible federal award year for the dates of the academic year.

Testing:
Add Federal Pell Grand for a student who has academic year was spanning more than two federal award years.

Problem:
Regent Award was incorrectly setting disbursement schedule for Pell YRP.

Cause:
Regent Award was assigning incorrect Pell YRP disbursement scheduled date when the awarding period had a withdrawn or "None" (enrollment level) payment period(s).

Fix:
Regent Award will assign correct scheduled dates in this case.

Testing:
Package student in Regent Award and observe the Pell YRP disbursement scheduled date.

Problem:
Regent Award was not triggering the "Review Student Withdrawn With No attendance" task after the withdrawal date had expired.

Cause:
Regent Award was only triggering task if CE existed for payment period.

Fix:
Implemented change to treat CE not existing as no attendance when payment period has paid title IV.

Testing:
Withdraw a student with a withdrawal date that is earlier than payment period start date.

Problem:
Regent Award was unexpectedly showing an authentication error on Advisor Assist tab in Firefox browser.

Cause:
Regent Award was incorrectly processing Cookies files from the Firefox browser for some Student Experience Portal display on Advisor Assist tab.

Fix:
Regent Award was updated to send proper form details for the Student Experience Portal when displaying in the Firefox browser.

Testing:
Run Regent Award in the Firefox browser. Navigate to the Advisor Assistant tab. Make sure the Student Experience Portal screen is correctly displayed and accessible.

Problem:
Regent Award was unexpectedly showing character "1" instead of Term name when Document Requirement was imported having document scope as Payment Period.

Cause:
Regent Award was incorrectly identifying Document's Scope value name, replacing it with character '2' for imported Documents.

Fix:
Regent Award Document import logic was updated to make sure that value name for Document Scope Payment Period is correctly processed and displayed in User Interface.

Testing:
In Regent Award Import Document in XML format where Document Scope is 'PAYMENTPERIOD' and Scope Value is set of characters, open document after import and make sure Scope Value is equal to what was imported.

Problem:
Regent Award was unexpectedly awarding student with an additional amount of Unsubsidized Loan when student declined a portion of Direct Subsidized Loan.

Cause:
Regent Award was incorrectly processing Unsubsidized Loans in the Terms
Payment Period where the student had Grade Level Progression and all or a portion of Direct Subsidized Loan declined.

Fix:
Regent Award was updated to make sure Unsubsidized Loan eligibility is reduced to $0 when student declines portion of Subsidized Loan regardless of Grade Level Progression in the Term
Payment Period.

Testing:
In Regent Award find a student with Grade Level Progression in ongoing Term
Payment Period. Student should also have both Subsidized and Unsubsidized Loans in Offered Status. Accept portion of Subsidized Loan and package student. Make sure Unsubsidized Loan is zeroed out.

Problem:
Regent Award was unexpectedly not using latest ISIR data available.

Cause:
Regent Award was incorrectly selecting ISIR data from database using wrong conditions, causing History tab to show values from previous ISIRs.

Fix:
Regent Award History tab Database query was updated to make sure it shows most recent ISIR information.

Testing:
In Regent Award, find student that has NSLDS Database Results Flag value 0 or 5. Review History tab data and make sure information is shown from ISIR where NSLDS Database Results Flag value is 1, 2, 3, or 4.

Problem:
Regent Award was unexpectedly showing different Payment Periods between Course Tab and Course Details for the same course for non-term Program.

Cause:
Regent Award was incorrectly associating Courses to Payment Period in the Course tab grid based on Course Start Date.

Fix:
Regent Award was updated to make sure Courses are associated with payment periods based on Course End Date.

Testing:
In Regent Award, find affected student. Navigate to the Course tab. Select Course in the grid and make sure Payment Period defined in grid equals Payment Period defined in Course details.

Problem:
Regent Award was unexpectedly not returning Disbursement amount values in the Wisconsin State Grant Report.

Cause:
Regent Award was incorrectly processing imported award status for the Roster file records after Import.

Fix:
Regent Award was updated to ensure processing logic correctly retrieves the Disbursement amount and processing status for imported Roster File records.

Testing:
In Regent Award, run Wisconsin State Grant Report and make sure Roster Award Amounts and Roster Spent Amounts Disbursements are displayed correctly for all Academic Year Terms.

Problem:
Regent Award was unexpectedly showing Paid disbursements as Scheduled for Manual Awards.

Cause:
Regent Award was incorrectly processing Awards via Modify Award Wizard (MAW) so that Paid Disbursement was updated to Scheduled.

Fix:
Regent Award calculation logic was updated to ensure that disbursements that have a positive Paid Amount have a Paid status after Packaging and specifically via MAW.

Testing:
In Regent Award, find a student with a scheduled disbursement in an ongoing term that has a Paid amount. Edit Award via MAW, process existing Disbursement without changes, and Finish Wizard. Make sure Disbursement status is Paid.

Problem:
Regent Award was unexpectedly using the Term Census date instead of the Student Census date that is determined based on the first day when a student was successfully packaged with a valid ISIR of the specific FAY when the Institution Setup "Determine Student Census" setting is set to 'Yes'.

Cause:
Regent Award was incorrectly processing Census Units for students who were packaged for the first time with a current FAY ISIR after the actual term Census Date.

Fix:
Regent Award was updated to ensure that Census Units are calculated based on Registered Units when a student is successfully packaged for the first time for specific FAY.

Testing:
In Regent Award ensure the Institution Setup "Determine Student Census" is set to 'Yes'. Find a student with Actual Enrollment for a Term configured with a Census Date in the past and without an ISIR for the current FAY. Update the number of Registered Units so it is now different from the amount that the student had at the Term's Census date. Load an ISIR for the current FAY and package the student. Ensure the number of Census Units is equal to the current Registered Units.

Problem:
Regent Award was unexpectedly not packaging student due to Federal Award ID duplication for Direct Loans.

Cause:
Regent Award was incorrectly processing Declined Loans and assigning them to an incorrect Loan Period that is not associated with the Loan's FAID.

Fix:
Regent Award was updated to ensure that Declined Loans are assigned to the Loan Period that corresponds to Loan's FAID.

Testing:
In Regent Award find a student with an unpaid 19-20 Direct Loan. Accept a portion of the loan via the Modify Award Wizard. Package the student via the Modify Academic Plan. Ensure the student is packaged without errors.

Problem:
Regent Award was unexpectedly populating a different value of Anticipated Instructional Weeks for the same Term.

Cause:
Regent Award was incorrectly processing Anticipated Instructional Weeks calculation based on Term Start and End dates, not taking into account Institution Setup "Allow R8 to Calculate Instructional Weeks".

Fix:
Regent Award was updated to ensure Anticipated Instructional Weeks are calculated based on Term Setup specified value when the option is enabled in Institution Setup.

Testing:
In Regent Award, set Institution Setup "Allow R8 to Calculate Instructional Weeks" setting to 'Yes'. Set value for the "Instructional Weeks" setting in Term Setup for a future Term. Find two students with this term in Academic Plan. Package students and make sure that Anticipated Instructional Weeks for the same Terms are matching.