RS-28355

Regent Award

Communications

Title: Update the SAP Warning and SAP Suspended Communication Filters to Support Text Messaging

Tickets: RS-28339; RS-28340;

Description:
The SAP Warning and SAP Suspended Communication Filters were updated to support Text Messaging.

RS-28211

Regent Award/Review/Access

ISIR Processing/Verification

Title: ISIR Corrections: Updated Export File Content for 2024-2025 Changes

Tickets: RS-27991; RS-28211; RS-28035;

Description:
Regent has updated the content for the 2024-2025 ISIR Corrections Export. FPS will not accept system-generated ISIR correction data files for the 2024-2025 FAY. However, Regent has updated the content to match the ISIR correction layout specifications. The Middle Name and Suffix fields are replaced with whitespace. An additional Date of Birth field was added near the end of the file in the former “filler” area. The new field contains the student Date of Birth. If a user changes the date of birth, Regent will export the updated value in the newly-added field.

RS-28195

Regent Award

Awarding

Title: New Data Views Created for Unmatched Import Student Documents

Tickets: RS-28195; RS-28077;

Description:

A new Data View 'dataExtract_UnmatchedImportStudentDocuments_View' was created to identify students that are imported from the Florida Master Eligibility List (MEL), where the imported record did not match to an existing student record in Regent.

RS-28093

Regent Award

Packaging

Title: Update the Maximum Number of Units Allowed for the Registered Units and Quality Points fields for Courses

Tickets: RS-28093;

Description:
The Registered Units and Quality Points maximum field values were increased in the SBL Schema and in the Regent User Interface to allow a value up to 1999.999 (previously 999.999).

RS-27920

Regent Award

COD

Title: Add COD Message Class for CRCS25OP to Message Class Setup

Tickets: RS-27920; RS-28035;

Description:

The ‘2025Credit Status Change Acknowledgement’ Message Class, CRCS25OP, has been added to SAIG Mailbox Integration in Regent for 2024-2025.

See Customer Zone Knowledge Base topic Message Classes Supported by Regent Award.

RS-27514

Regent Award

Awarding

Title: Update FWS Management Display

Tickets: RS-27754; RS-27514; RS-27968; RS-27969; RS-27969; RS-27970; RS-27971;

Description:

The Federal Work Study tab on the student record in Regent has been updated to display earnings by Calendar Year, by FAY, and by Payment Period, based on filter selections.

RS-27103

Regent Award

COD

Title: Change Rounding Procedure in Federal Work Study COD Export

Tickets: RS-28035; RS-27103; RS-28171;

Description:
‘Export Campus-Based Webfile’ process has been updated. First, 'Gross Paid Amount’ values reported for the same calendar year are added together, then the total for the calendar year is rounded to the nearest whole dollar to report as Total FWS Earnings.

RS-28341

Regent Award

Packaging

Problem:
Regent Award unexpectedly was not packaging Pell for the whole AY. The Pell awards were cancelled when the first term’s enrollment level dropped to “Actual - None.”

Cause:
Regent Award was incorrectly sending Cost Of Attendance (COA) from the "first" eligible payment period on the award period to the lookup to get the Pell COA.

Fix:
Regent Award is updated to fix the method to use only the Loan Period’s payment periods, which do not include the potential payment periods but just the actual payment periods.

Testing:
In Regent Award, package an affected student who had Pell canceled due to having a first term with “Actual - None” enrollment. Confirm the Pell is awarded correctly for the eligible terms.

RS-28306

Regent Fund

Packaging

Problem:
Regent did not include Negative Resources when calculating the Cost of Attendance (COA) for packaging. For example, after External Resources with negative amounts were imported, and resulted in having positive Unmet Need, the students were not awarded.

Cause:
The system did not include the Total External Resource when calculating COA amounts for a given Payment Period.

Fix:
A code fix was applied so that the system adds the Total External Resource when calculating payment period amounts.

Testing:
Navigate to the affected students and package them. Confirm the system awards them. Make sure that those students have $0 COA and the Negative Resources are visible on the Awards tab.

RS-28293

Regent Award

Account Management

Problem:

Two SAP communications targeted for different review periods are generated within the same SAP review period. The SAP communication from the previous SAP review period (Fall 2023) is generated together the SAP communication of the current SAP review period (Spring 2024) that causes the confusion among students

 Cause:

The system was incorrectly generating multiple communications for students with different statuses in their records. This happened because both the SAP Warning and SAP Suspended communications were being triggered at the same time when a student's status was updated, even if it didn’t apply to both statuses.

Fix:

The logic of the system was updated to ensure that SAP communications are only sent when a student's status matches the specific criteria for that communication. Going forward, SAP Warning communications will only be sent if the status is updated to "Warning," and SAP Suspended communications will only be sent if the status is updated to "Suspended" or "MTFSuspended."

Testing:

Find the affected student. Review the communications. There should not be multiple SAP communications in one review period

RS-28270

Regent Award

Configuration/Setup

Problem:

Error received in Regent Award, in Modify Academic Plan Wizard: Failed to Process. Error Msg: Supplemental file [file name] was not found.

Cause:

References remained to 2025+ SuppEx file that did not exist.

Fix:

Replaced references to non-existant SuppEx file.

Testing:

Find affected student. Confirm MAP runs without errors.

RS-28259

Regent Award

Awarding

Problem:

Regent Award reduced the eligibility of ‘HU Military Appreciation Grant - 10% fund’ both for paid and scheduled awards for unknown reason.

Cause:

Regent Award incorrectly applied package to ‘% of additional COA’ logic to the custom funds.

Fix:

The logic was improved to manage the fund’s eligibility properly with ‘% of additional COA’ option.

Testing:

Find the affected student. Run packaging. Make sure that the custom fund is awarded to the % of additional COA requirements.

RS-28237

Regent Award

Packaging

Problem:

Batch Packaging failed with error “Failed to load student data while reading "Course Enrollment" record set.”

Cause:

Issue was caused by a bug in the logic that loads CE data into Regent’s packaging engine.

Fix:

Regent was updated to only consider courses that relate to a CE when loading CE data into Regent’s packaging engine, and also to not load data for programs where the program change was skipped, to fix gap with assumption that all packaging processes are under the same Institution, and to ensure the CE data returned to the packaging engine is distinct.

Testing:

Run Batch Packaging for impacted student. Confirm error is not received.

RS-28215

Regent Award

Awarding

Problem:

In Overlapping Academic Years (OAY) terms, Regent cancelled and recreated Federal Direct Subsidized Loan after each packaging.

Cause:

Regent took into account enrollments which were prior to anchor.

Fix:

The code fix was applied not to take into account enrollments that are prior to anchor so that Regent will package students having OAY with eligible loans' amounts.

Testing:

Navigate to affected student, package and make sure that students are packaged with eligible loan amount. Packaging should be done two times due to the incorrect award being process prior to the correct OAY.

RS-28213

Regent Award

COD

Problem:

Regent Award unexpectedly exported to COD a Direct Loan Cost of Attendance amount lower than the calculated COA.

Cause:

COA was not calculating if the field already had a value and the award amount did not change.

Fix:

Added condition to calculate COA if the current value is 0.

Testing:

Find the affected student. run COD export Make sure that the Direct Loan Cost of Attendance is not 0.

RS-28204

Regent Award

Packaging

Problem:
In Fund Setup, when Funds were configured with the “Allow Auto-Adjustment of Paid Disbursements” set, the system automatically reduced paid awards, resulting in aid being returned unexpectedly.

Cause:
When a payment period had a SAP Eligibility Issue, the period was set to restrict awarding and disbursement, thereby zeroing award amounts and returning paid aid.

Fix:
An additional condition was added to check for paid disbursements when a SAP Eligibility Issue is present. This condition prevents disbursed award amounts from being reduced and aid from being returned inadvertently.

Testing:
Test with a student who has a payment period with disbursed awards where the fund is configured with the “Allow Auto-Adjustment of Paid Disbursements” set. Add a SAP status = “Suspended” for the previous payment period (review period). Package the student. Refresh. Confirm the student disbursed award amount is unchanged.

RS-28184

Regent Award

Awarding

Problem:
For some students with Florida Bright Futures scholarships, when the students had fewer than six units remaining in their program, the scholarships were canceled and zeroed out.

Cause:
The custom rules zeroed out the amounts in all terms that had fewer than six units.

Fix:
The ruleset has new logic applied to the final term in a student’s program. The ruleset awards Bright Futures scholarships when students have fewer than six units remaining in their program, and they are otherwise eligible for Bright Futures in their final term.

Testing:
Find a student eligible for a Bright Futures scholarship. Edit course data so the test student has fewer than six units remaining in their program in the final term. Package the student. Confirm the Bright Futures award for the term is calculated using the student’s remaining units to complete their program. Confirm the Bright Futures award is not canceled. Confirm the student does not have an Activity Log Entry for an award cancelation.

RS-28176

Regent Award

Awarding

Problem:
The automated Florida Bright Futures funds had unexpectedly reduced amounts for students with low remaining Need.

Cause:
The Bright Futures fund rules were always packaging to the percent of FM Need.

Fix:
The Bright Futures fund rules are updated to use the packaging option configured in the Packaging Philosophy.

Testing:
Test with a school that has Bright Futures automation enabled and configured. Ensure the Packaging Philosophy is configured to package to % of COA. Reload RNA Setup after any configuration changes. Find an affected student, such as a student with a high SAI value resulting in low remaining need. Use the Modify Academic Plan (MAP) Wizard or otherwise package the student. Confirm the Bright Futures award amount is packaged regardless of need. Confirm the award amount still does not exceed COA.

RS-28174

Regent Award

ISIR Processing/Verification

Problem:
Regent Award unexpectedly had many required fields listed in the Code 9 “Student required fields left blank” validation error in the ISIR Verification Wizard.

Cause:
Regent Award incorrectly applied Independent Student Data Element Edit Conditions, Rules 3007 and 3012, for 2024-2025.

Fix:
Regent Award is updated to ensure edit conditions are applied correctly.

Testing:
In Regent Award, for affected student, attempt to process through the ISIR Verification Wizard, with no updates to the ISIR fields. Only needed fields should be shown in Code 9 error.

RS-28123

Regent Award/Review

ISIR Processing/Verification

Problem:
Regent calculated a different SAI value than FPS, for a Dependent student.

Cause:
Two causes were identified. A typo existed in the lookup values for the Table A5, Parents' Contribution from Adjusted Available Income. In addition, some legacy logic existed for the Family Size calculation.

Fix:
A typo was corrected in the Table A5 look-up. (The Family Size logic was not changed. This will be analyzed and evaluated at a later time.)

Testing:
Navigate to the affected student. Use the ISIR Verification/Correction Wizard. Edit the FPS-produced ISIR. Change the Parent 1040 filing status (field 195) to Yes. Change the Updated Family Size to 5. Continue to Step 2. Confirm that Regent calculates the same SAI value (labeled “Primary EFC”) as the FPS-calculated SAI value.

RS-28111

Regent Award

Packaging

Problem:

When the ‘Package Using Actual Loan Fees’ setting in Institution/Campus Setup is enabled, Regent Award did not calculate fees for Title IV loans and fees did not display in COA when there were multiple Title IV funds set up with the same Official Fund Type.

Cause:

When ‘Package Using Actual Loan Fees’ is enabled, the system-generated cost items for calculating actual loan fees should correspond to each of the four Title IV Loans. When there was more than one Title IV fund of the same type, a Cost Item was created for only one of the funds of that type.

Fix:

A script will create a Cost Item in Cost Group ‘Calculated Title IV Loan Fees’ for each Title IV fund for the client, where more than one Title IV fund with the same Official Fund Type exists.

Testing:

Run script for this ticket. Verify Cost Group ‘Calculated Title IV Loan Fees’ includes cost items that correspond to each Title IV fund in Fund Setup. Find the affected student and run packaging. Make sure Loans fees display in COA.

RS-28072

Regent Award

Student Experience

Problem:
Regent Student Portal unexpectedly allowed a student to decline the Subsidized loan before the Unsubsidized loan.

Cause:
Regent incorrectly did not respect the existing Unsub Award.

Fix:
Regent is updated to not allow the student to decline the Sub Loan if there is an existing Unsub award for the same AY.

Testing:
In Regent Student Portal, click on the Decline the Full Gross Amount Available ($0.00) and Save Changes for Subsidized loan before the Unsubsidized loan is declined.

RS-28055

Regent Award

Student Experience

Problem:

For a 2024-2025 Regent Access application, the SAI was missing for a Dependent student, both on the PDF of the application and in the generated Communication email (the system unexpectedly omits the SAI sentence in the email output.)

Cause:

When determining whether EFC/SAI calculation should be suppressed or not, Regent Award pulled the wrong user record and that caused incorrect display in the email output.

Fix:

The logic was updated to pull correct user info for SAI display,

Testing:

Complete a 24-25 Access application for the affected student. Review the PDF prior to signing. Review the incoming “Application Submitted” email. Confirm SAI is shown.

RS-28041

Regent Award/Review

Packaging

Problem

Some students the system did not package it resulted withith error: “Unable to package student (RNA.PackageStudent): Failed to Process. Error Msg: Sequence contains no elements“.

Cause

The system was checking the awards disbursement and rounding the amount but for the reported students there were no disbursed awards and it caused the error.

Fix

A code fix was applied so that now the system will not give an error.

Testing

Navigate to affected students and ensure that they are packaged without error.

RS-28005

Regent Award

Awarding

Problem:
A Regent user created a manual Academic Year that did not include a Summer Trailer term. However, Regent continued to anticipate enrollment in the Summer term and packaged Pell for the non-enrolled Summer term.

Cause:
Regent added the Summer term attached to the Manual AY.

Fix:
Regent does not automatically include extra Summer Trailer terms in a Manual AY when the Manual AY did not include that term.

Testing:
Navigate to the affected student. Ensure the Manual AY does not include the Summer Trailer term. Package the student. Confirm no awards are packaged into the excluded term. Confirm the Summer term’s enrollment level is “Actual - None” on the Academic Plan.

RS-27806

Regent Award

Student Experience

Problem:

In the 2024-2025 Regent Master Access Smart Form, Student Spouse Financial Information section was not displayed when the student indicated in the Student Financial Information section that they did not file a tax return for 2022.

Cause:

Dependency expressions for Student Spouse Financial Information section were set to check incorrect values.

Fix:

Updated dependency expressions to check valid values.

Testing:
Find the affected student. Navigate to Student Financial information >select ‘No’ for Did or will the student file a 2022 IRS Form 1040 or 1040-NR? Ensure Student Spouse Financial Information section is displayed.

RS-27719

Regent Access

Student Experience

Problem:

The 'Sign' button was not visible on the Document in the parent portal, for the parent of two students, if the same email was entered for the second student when sending a signature request invitation to the parent.

Cause:
Regent Award was not supporting shared parents for different students.

Fix:
Regent Award has updated SNAP API logic to provide actions for the unique set of document requirements linked to both parentSpouseId (if available) and parentEmailAddress.

Testing:
Create two dependent students with the same parent in Student portal. Complete a 24-25 Regent Access Smart Form for both, using the same parent email address for both. Send parent signature request. Login as a parent. The 'Sign' button should be visible for both documents.

RS-27230

Regent Award

Awarding

Problem:

The user gets an error in Regent when trying to redistribute the already paid award budget within the terms.

Cause:

Regent Award was adding Processing Messages to the Award when the Budget Amount was not higher than the Award Amount, despite not needing any additional money from the Budget.

Fix:

Updated conditions to let Regent Award continue awarding when we don’t need to pull any more money from the Budget.

Testing:

Find the affected student. Open MAW. Update the fund amounts within the terms. No issues should occur.

RS-26921

Regent Access

Workflow/Questionnaire

Problem:
Regent Access application had pre-populated value for “Parent Killed in Line of Duty” question.

Cause:
The Master Regent Access Smart Form incorrectly had a default value for question code 'parentKilledintheLineofDuty’.

Fix:
Master Regent Access Smart Form was updated to remove the default value for the question ‘parentKilledintheLineofDuty’

Testing:
In a Regent Access Smart Form, in the Student portal, navigate to the Student Family Information page and ensure there is no default for the question beginning with “Was the student’s parent or guardian killed in the line of duty…”.

RS-26874

Regent Award

Awarding

Problem:

Regent Award unexpectedly did not display the remaining budget in Add Award Wizard and did not allow scholarship award to be added due to budget error, although budget amount was sufficient to cover the award.

Cause:

The application incorrectly processed budget transactions.

Fix:

Regent Award is updated to correctly process budget transactions and allow award to be added in AAW up to the available budget amount.

Testing:

Review Budget for fund in Fund Setup to ensure the remaining budget is not $0. Navigate to AAW and add fund into 23-24 FAY. Confirm no errors occur.

RS-25706

Regent Award

Awarding

Problem:
Some duplicated Overlapping Academic Year (OAY) banners appeared on the Academic Plan.

Cause:
On the Academic Plan, deleted OAY banners were displayed.

Fix:
A code fix was applied to display only non-deleted OAY banners.

Testing:
Testing might need a time machine to confirm for current affected students if AY end dates are in the past. By design, Regent only updates OAYs for current and future Academic Years. To test the affected student, set the time machine date to within the affected AY. Ensure that on Institution Setup the OAY functionality is turned on. Package the student so the system deletes the extra OAYs. Refresh the Academic Plan screen. Confirm that there are no duplicated OAY banners displayed on the Academic Plan.

RS-28212

Scripts

Purpose of Script:
The script was created in order to have default values for existing applications populate for the new columns added to the Access Database Extract File by RS-27648:

• Transaction Data Source Type Code= 3

• Transaction Type= A

• Transaction Language= E

• Application Data Source Type Code= 3

Data Changed by the Script:
The script adds the hidden group isirMetadataExport to the Student Information section within existing versions of the 2024-2025 Master Access application. Revisions 25, 30, 34, 39, and 41 of the 2024-2025 Master Access Smart Form will be updated. The “exported” indicator is also updated for all applications created on those versions.

How to Access the Script:
Regent Access clients on Regent 6.8.0.0 or later, with 2024-2025 Master Access Smart Form revision 48 or later loaded, can request script RS-28212 from their Account Manager or Project Manager.

How to Test the Script:
Ensure the environment is using 2024-2025 Master Access Smart Form revision 48 or later and Regent version 6.8.0.0 or later. Run the script. Run the Export Access Database Extract File Process. Confirm that Transaction Data Source Type Code, Transaction Type, Transaction Language, and Application Data Source Type Code columns populate on the Access Database Extract File for all applications created on revisions 25, 30, 34, 39, and 41 of the 2024-2025 Master Access Smart Form.

RS-27016

Data Views

Title: New Work Study Data View Created

Tickets: RS-27016; RS-28035;

Description:

Data View ‘dataExtract_WorkStudyWithEarnings_View_v001’ has been created to provide visibility to additional Work Study data.