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Product Release5.3.0.0
Release Date
Keywords

Product Brief

Additional Documents
StatusDRAFT
Authors

Ron Dinwiddie

Susan Sherrick

Sharon Clough



Product Release Summary

This Product Brief includes a summary of Regent 5.3 and direction to additional documentation and information.

Product Release Description

The 5.3.0.0 release addresses product defects as listed in the “Bugs” section of the Release Notes, and also enhancements and new features including:

  • Regulatory Update for 2021-2022 Verification and ISIR Processing
  • Availability of 2021-2022 Verification Worksheet

Release Notes

Further details on enhancements/new features and a complete list of bug fixes can be found in the Release Notes.   The 5.3 Release Notes (Beta Testing) are made available externally via Customer Zone.

The Release Notes also contain information on new configuration options, and a list of updates to the Admin Guide and User Guide.

Other Documentation

In addition to the Product Brief, the following documentation is also available:


System Requirements

Any client currently using Regent Award may take the Regent 5.3 version of Student Experience for UAT and ultimately production upgrade.

Any client currently using Regent Review may take the Regent 5.3 version of Student Experience for UAT and ultimately production upgrade.


New Feature Overview for Regent 5.3


2021-2022 Regulatory Updates:  Includes required updates to Regent Award and Regent Review as appropriate in support of 2021-2022 ISIR processing.

  • ISIR Details display and Verification/Corrections Wizard has been updated to support the 2021-2022 Federal Award Year, as has the ISIR Comparison Tool.
  • SAR Comment Code Text Definitions have been updated per the U.S. Department of Education 2021-2022 SAR Comment Codes and Text document.  These items display in ISIR Details, the Compare ISIR Wizard, and in the ISIR Print function.  Year reference changes were also updated as needed for ISIR reject codes.
  • Regent now supports printing of ISIRs for the 2021-2022 Federal Award Year.
  • Message Classes were added to the SAIG Mailbox Integration feature in support of 2021-2022 ISIR file processing.
  • The ability to import data for 2021-2022 ISIRs and export 2021-2022 ISIR correction data has been implemented in accordance with EDE Technical Reference 2021-2022.
  • Regent updated the Estimated Family Contribution (EFC) formula for FAY 2021-2022 in Release 5.2 in support of Regent Access processing.  The updated tables and specifications are available to Regent Award and Regent Review with this 5.3 Release.
  • Regent Award has been updated to calculate TEACH Grant award amounts with the appropriate annual percentage sequestration reduction. A TEACH Grant where the first disbursement is on or after October 1, 2020 and before October 1, 2021 requires a reduction of 5.70% from the award amount for which the student would otherwise have been eligible.  Last year’s required reduction was 5.90%.


2021-2022 Verification Worksheet:  The new 2021-2022 Verification Worksheet is available to Regent Review clients.

  • All year references have been updated for the new Federal Award Year.
  • This release includes some minor text changes in a few places to improve grammar, and some of the existing hyperlinks within the worksheet are now more clearly identified.
  • The worksheet flow was improved so independent students who did not indicate support of children or other dependents when initially filing the FAFSA have the opportunity to update household size through the Verification Worksheet.
  • The 'None' option for ‘Other Dependents’ has been moved to the top of the pick list for easier accessibility by students
  • The 'Children and other Dependents' informational bubble in the Parents' section has been updated to provide more information.
  • A new version of the 2020-2021 Verification Worksheet is also available which incorporates improvements made for the new year.

        Contact Your Regent Review Account Manager to upgrade to the new Verification Worksheets


Annual Document Updates in Support of the Verification Worksheet:

Each year, annual documents must be added to a client's Document Setup before ISIRs are imported for the new year in order for Regent Review's Verification Worksheet to function properly. Existing clients can select from one of the following two methods for steps on adding annual documents.

Method 1:  Adding Documents via the Regent Award Export/Import Processes

  1. Download documents in XML format from Regent Award:
    1. Click on the Export Processes under the Processes menu tab
    2. Select 'Export Setup Configuration' under the Process Type 
    3. Select 'XML' for Format
    4. Select Enterprise
    5. Select All or applicable Institutions
    6. Select All or applicable Campuses
    7. Select All or applicable Sites
    8. Add the Document, DocumentAssignmentISIR, and DocumentRequirementsSBLUDF templates
    9. Click Export
    11. Click on the Process Log under the Processes menu tab 
    12. Click on the Download File(s) on the Export Setup Configuration Process Type for the process ran above
  2. Update the XML document export file for the 2021-2022 FAY:
    1. Remove all documents that are not listed with FAY List = 2021 (if updating from 2020-2021 to 2021-2022)
    2. Search for 2021 and replace with 2022 (if updating from 2020-2021 to 2021-2022)
    3. Search for 2020 and replace with 2021 (if updating from 2020-2021 to 2021-2022)
    4. Search for 2018 and replace with 2019 for FAY List = 2021 (if updating from 2020-2021 to 2021-2022)
    5. Update Document externalId (must be unique across all documents)
  3. Upload documents in XML format into Regent Award:
    1. Click on the Import Processes under the Processes menu tab
    2. Select 'Import Student Documents XML' under the Process Type
    3. Select the updated XML file under the Import File
    4. Click Import
    5. Review documents under the Document Setup in the Regent Award User Interface

Method 2:  Adding New Documents Manually

  1. For the following document requirements, check your current configuration to see if they are configured for 'Apply to All Federal Award Years'.  If this option is not selected, add the new year (2021-2022) FAY association:
    1. Verification Worksheet
    2. Verification Worksheet - Changed
    3. Verification Worksheet - V5
    4. Verification Worksheet- Revised Request
    5. Drug Conviction Worksheet/C Code
  2. Manually add new 2021-2022 document requirements under Document Setup in the Regent Award User Interface for the forms on this list:  2021-2022 Verification Support Document Configuration List - Current Clients.xlsx
  3. Important notes:
    1. The Document Name must not be modified on these documents or it will affect the functioning of the Verification Worksheet in Regent Review.
    2. However, a customer can update the Document Message and can update the Document ID.  A Document ID is provided in these files and is required for the import process to work.  
    3. Also, take note that any file attachments needed for these documents must be added manually through Document Setup. 
    4. Finally, ISIRs for the NEW aid year should not be imported into Regent Award until this Document Setup is complete.

Other Annual Document Updates

Each year, our customers must also make Document Setup updates that pertain to general Financial Aid and Student processing, that are not specific to Regent Review's Verification Worksheet Functionality.  Clients are encouraged to do this work themselves, or they can engage with Regent under a paid SOW to complete the work. 


Known Issues for Regent 5.3 (Will populate closer to 5.3 certification)

KeySummarySuggested Workaround




























































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