Overview

The History tab has three subtabs: General, SULA, and Census.

The General subtab is used to track information related to the student's Federal eligibility for aid and Aggregate eligibility for Pell and Direct Loans.

The SULA subtab tracks Subsidized Usage information. Regent Award compares the latest information from ISIR, COD, NSLDS, and Manual/Regent Award information so as to determine the most recent information. The History tab allows for an override of the aggregate amounts if it is determined that the information from the Federal data sources is inaccurate. Schools may also use the information on the History tab to investigate Transfer Student Monitoring / Financial Aid History alerts, overpayments, default information, and overlapping loan periods.

The Census subtab provides a view-only, filterable history of census data for the student.

General Subtab

At the bottom of the History tab - General subtab. the information related to transmission and receipt of NSLDS FAH and TSM requests and information from NSLDS on NSLDS Award History - Loans and NSLDS Award History – Grants is displayed. These features display financial award information for all awards received at the current institution and other institutions. The additional information can assist you in making awarding decisions.

NSLDS Financial Aid history section, showing the Date Received, Aggregate amounts, and flags.

Data Requirements

Each field can have up to 4 different values. Sources are NSLDS, ISIR, COD, Manual.

The ISIR, COD, NSLDS, and Regent columns are READ ONLY.

Screenshots

Edit NSLDS Inform Files Sent

Loan Details

Grant Details

SULA Subtab

Screenshots

Student Subsidized Usage

Student Award Level Data for Subsidized Usage by Loan

Loan Subsidized Usage by Payment Period

Data Requirements

If the program is configured with "Apply SULA Calculations" set to No (or Inherits a value of No), then the screen will display a red (!) warning icon and the following sentence: (!) The current program is NOT configured to apply SULA calculations to awarding.

The program is the same program used for the "Current Program" in the data table (preexisting Current Program logic). The system will not display that sentence or warning indicator if the program is configured with Apply SULA Calculations set to Yes (or Inherits a value of Yes). However, the system will still display that sentence and indicator if the student has a SULA value of N.

If the student's SULA=Y, Regent will still recalculate the student-level and loan-level SULA values for Subsidized loans, even when the program has "Apply SULA" = N. Regent will run the SULA calculations, but will not limit Subsidized Loan awarding.

What happens if SULA = N?

If Regent evaluates the student's SULA flag, and the result is SULA=N (SULA does not apply to this student):

Regent will not limit the student's Subsidized loans due to SULA, because SULA=N (student is NOT covered by the Subsidized Usage Limits Apply)..
1. Regent will still apply other factors (such as lifetime aggregate amounts, COA, etc.) Those other restrictions are independent and separate from the SULA year limits.
When SULA=N, the Student Experience Portal will not display the Subsidized Usage graph in Regent Plan. See Regent Plan Landing Page
Regent will still update the values for Regent Date Updated (date evaluated) and Regent SULA Flag (SULA=N).
However, Regent will not do additional detailed student-level or loan-level SULA calculations for students who have SULA=N.
1. RNA will not calculate the Regent Total SUP (Actual) student-level field.
2. RNA will not calculate the Regent SULA loan-level fields.

Subsidized Usage by Loan

The Subsidized Usage by Loan table gives detailed Award-Level data for all the student's Subsidized loans in Regent Award. All loans are tracked, regardless of status (Cancelled, Estimated, Offered, Accepted, etc.)

List of fields:

Final - Set an indicator that REM can use to track if the marked loan is the last eligible Sub loan for the student in the program in their REP (REP <= 1.0). A red (!) indicator will mark those loans.
1. Help Text:
  1. Final Subsidized Loan
  2. Indicates if the loan is the last eligible Subsidized loan for the student in their program's remaining SULA eligibility.
Award ID - partial FAID from the "S" on (omit the 9-digit SSN prefix at the top).
1. The FAID will be a hyperlink to access the Subsidized Usage - Payment Period Detail pop-up.
2. A very similar hyperlink and pop-up already exists in the Student History tab, General sub-tab, NSLDS Award History - All Loans.
AY - Academic Year in Regent
AY Start - AY start date, from Award COD Metadata (same as "Academic Year Begin Date" on Loans tab)
AY End - AY End date, from Award COD Metadata (same as "Academic Year End Date" on Loans tab)
LP Start - Loan Period start date, from Award COD Metadata (same as "Financial Award Begin Date" on Loans tab)
LP End - Loan Period End date, from Award COD Metadata (same as "Financial Award End Date" on Loans tab)
Grade Level - Grade level for the loan in Regent
1. Same data type as the Academic Plan, Grade Level field. It appears to be a numeric / integer, but it might be just a lookup table.
Regent Loan Amount - Current gross loan amount in Regent that will be used when exporting the loan's <FinancialAwardAmount> to COD
1. Help Text:
  1. Regent Loan Amount
  2. Current gross Financial Award Amount amount in Regent, exported to COD as the <FinancialAidAmount>
Regent Paid Amount - Current gross paid amount in Regent.
1. The sum of the paid disbursement amounts and paid loan origination fees.
2. Help Text:
  1. Regent Paid Amount
  2. The sum of the paid disbursement amounts and paid loan origination fees.
0 SUP - Y if this loan is fully contained in another loan's Subsidized Usage Period and has no additional subsidized usage for the payment period; N if the loan period has its own SUP. RNA-calculated.
1. Help text:
  1. Zero Subsidized Usage
    - Y: The loan is fully contained in another loan's Subsidized Usage Period (SUP) and has no additional subsidized usage for the Academic Year.
    - N: The loan period has its own SUP.
Regent Loan Actual SUP - RNA"s calculated SULA usage for a paid loan.
1. Numeric; will use one decimal. RNA-calculated.
2. Help text:
  1. Regent Actual Subsidized Usage Period
  2. The system's calculated Subsidized Usage, in Years, for a paid loan.
Regent Loan Anticipated SUP - RNA"s calculated SULA usage for an unpaid loan.
1. Numeric; will use one decimal. RNA-calculated.
2. Help text:
  1. Regent Anticipated Subsidized Usage Period
  2. The system's calculated Subsidized Usage, in years, for an unpaid loan.
Regent Award Status - Accepted, Estimated, etc.
COD Loan Actual SUP - <ActualSubUsagePeriod> from COD data
1. Help text:
  1. COD Loan Actual Subsidized Usage Period
  2. <ActualSubUsagePeriod> from COD data for this paid loan, in years
COD Loan Ant SUP - <AnticipatedSubUsagePeriod> from COD data
1. Help text:
  1. COD Loan Anticipated Subsidized Usage Period
  2. <AnticipatedSubUsagePeriod> from COD data for this unpaid loan, in years
COD Loan MEP - <MaxSubEligibilityPeriod> from COD data
1. Help text:
  1. COD Loan Maximum Eligibility Period
  2. Maximum Eligibility Period: 150% of the program length, in years.
COD Student Sum Actual SUP - SumActualSubUsagePeriods from COD data
1. Help text:
  1. COD Student Sum of Actual Subsidized Usage Periods
  2. <SumActualSubUsagePeriods> from COD data, in years. The total of all the student's Subsidized Usage Periods for loans with a paid disbursement at COD.
COD Loan Sum Ant SUP - <SumAnticipatedSubUsagePeriods> from COD data
1. Help text:
  1. COD Student Sum of Anticipated Subsidized Usage Periods
  2. <SumAnticipatedSubUsagePeriods> from COD data, in years. The total of all of the student's actual Subsidized Usage Periods at COD, plus the current unpaid loan's SUP.
COD Loan Remaining Eligibility Period - Actual <RemainingActualSubEligibilityPeriod> from COD data
1. Help text:
  1. COD Loan Remaining Eligibility Period - Actual
  2. <RemainingActualSubEligibilityPeriod> from COD data, for a loan that has been paid at COD.
COD Loan Remaining Eligibility Period - Anticipated <RemainingAnticipatedSubEligibilityPeriod> from COD data
1. Help text:
  1. COD Loan Remaining Eligibility Period - Anticipated
  2. <RemainingAnticipatedSubEligibilityPeriod> from COD data, for a loan that is not yet paid at COD.
COD Loan Program CIP Code - <ProgramCIPCode> from COD data
1. Help text:
  1. COD Loan Program Classification of Instructional Programs (CIP) Code
  2. <ProgramCIPCode> from COD data
COD Loan Program Length Years - <CalculatedPublishedPgmLengthYears> from COD data
1. Help text:
  1. COD Loan Program Length in Years
  2. <CalculatedPublishedPgmLengthYears> from COD data
Last COD Loan Import - If the loan was imported from COD, the most recent COD import date into Regent Award with Accepted status
1. Help text:
  1. Last COD Loan Import
  2. Date when the loan was last Imported from COD with an Accepted status
Last COD Export - If the loan was exported to COD, the most recent COD export date from Regent Award
1. Help text:
  1. Last COD Loan Export
  2. Date when the loan was last exported to COD
COD Response Processed Date - <ProcessDate> From the loan's latest COD file in Accepted status
1. Help text:
  1. COD Response Processed Date
  2. <ProcessDate> From the most recent COD file in Accepted status
COD Student Sum Actual NonCred Teach Cert SUP - <SumActualNonCredTeacherCertSubUsagePeriods> from COD data
1. Help text:
  1. COD Student Sum Actual NonCred Teach Cert SUP
  2. <SumActualNonCredTeacherCertSubUsagePeriods> from COD data. Sum of the student's total Subsidized Usage from paid loans for non-credential teacher certification programs, in years.
COD Student Sum Ant NonCred Teach Cert SUP - <SumAnticipatedNonCredTeacherCertSubUsagePeriods> from COD data
1. Help text:
  1. COD Student Sum of Anticipated NonCred Teach Cert SUP
  2. <SumAnticipatedNonCredTeacherCertSubUsagePeriods> from COD data. Sum of the student's total actual Subsidized Usage plus the current unpaid loan's SUP for non-credential teacher certification programs, in years.
COD Loan Actual NonCred Teacher Cert SUP - <ActualNonCredTeacherCertSubUsagePeriod> from COD data
1. Help text: (based on TechRef Vol 2 p. 371)
  1. COD Loan Actual NonCred Teacher Cert SUP
  2. <ActualNonCredTeacherCertSubUsagePeriod> from COD data. The paid loan's Subsidized Usage at COD for a non-credential teacher certification program, in years.
COD Loan Ant NonCred Teacher Cert SUP - <AnticipatedNonCredTeacherCertSubUsagePeriod> from COD data
1. Help text: (based on TechRef Vol 2 p. 370)
  1. COD Loan Ant NonCred Teacher Cert SUP
  2. <AnticipatedNonCredTeacherCertSubUsagePeriod> from COD data. The unpaid loan's Subsidized Usage at COD for a non-credential teacher certification program, in years.

Loan Subsidized Usage by Payment Period

Each Subsidized loan that has information in Regent has a hyperlink from the FAID to a pop-up modal with that individual loan's details.

The pop-up includes the following detailed award-level information for each loan:

Non-PII part of the Financial Award ID
1. Help Text
  1. Loan identifier for a Direct Loan
Loan Amount - current gross loan amount in Regent
1. Whole number, no dollar sign,
  1. Include comma separators for values over 1,000. Do not display cents.
  2. Example values: 5,500 or 1,000
2. AwardDisbursement gross amount for the term or payment period
3. Help Text
  1. Loan Amount
  2. Current gross loan amount in Regent
Grade Level - Grade level for this loan
1. Help Text
  1. Grade Level
  2. Grade level for this loan
SULA Usage - Regent's calculated SULA usage in years, to one decimal place, for this loan.
1. Help Text
  1. SULA Usage
  2. Regent's calculated SULA usage in years
Indicator (next to SULA usage) if the loan is fully contained by another loan period and has 0 SULA usage as a result (working title is "0 SUP" above)
1. Hover Text: This loan is fully contained by another Subsidized loan. This loan's calculated SULA usage will not count for the Subsidized Usage Period unless the other loan is canceled.
Academic Year Begin Date
1. Help Text
  1. Academic Year Begin Date
  2. The date the student's academic year starts.
Academic Year End Date
1. Help Text
  1. Academic Year End Date
  2. The date the student academic year ends.
Loan Period Begin Date
1. Help Text
  1. Loan Period Begin Date
  2. The start date of the academic period for which loan funds are used to cover the cost of education.
Loan Period End Date
1. Help Text
  1. Loan Period End Date
  2. The end date of the academic period for which loan funds are used to cover the cost of education.

The pop-up also displays detailed Payment Period or Term-level information, for each term or payment period in the loan's loan period. All information except the COD Enrollment Level is from Regent Award.

PP Start Date
1. Help Text
  1. Payment Period Start date
  2. The start date in which a disbursement of the loan can be made
PP End Date
1. Help Text
  1. Payment Period End Date
  2. The end date in which a disbursement of a loan can be made
Actual Subsidized Usage Period
1. If any disbursements for the loan are paid, then the portion of Regent-calculated SULA usage SUP for the term/PP
2. Help Text
  1. Actual Subsidized Usage Period
  2. Regent calculated total years for all the student's Subsidized Usage for loans that have a paid disbursement.
  3. If any disbursements for the loan are paid, then the portion of Regent-calculated SULA usage SUP for the term/PP
Anticipated Subsidized Usage Period
1. If the entire loan is unpaid (all disbursements for the loan are unpaid), then the portion of Regent-calculated SULA usage SUP for that term/PP
2. Help Text
  1. Anticipated Subsidized Usage Period
  2. Regent calculated total years for all the student's Subsidized Usage for loans that have been accepted with any disbursements that have not been paid (anticipated).
  3. If the entire loan is unpaid (all disbursements for the loan are unpaid), then the portion of Regent-calculated SULA usage SUP for that term/PP
Amount: AwardDisbursement Amount
1. Help Text
  1. Disbursement Amount
  2. Gross amount for the term or payment period
Current Enrollment Level: Current enrollment level from the last time this term/PP was packaged
1. Help Text:
  1. Current Enrollment Level
  2. Current enrollment level from the last time this term or payment period was packaged
Paid Amount: Gross paid amount
1. Help Text
  1. Paid Amount
  2. Gross amount of all paid disbursements and fees in the term or payment period
COD Enrollment Level: Enrollment level sent to COD for the first disbursement on the loan.
1. This value will be frozen when the term or PP has its first disbursement successfully paid (DRI=True). Even if the student has later disbursements in the same term, and changes enrollment level, the COD Enrollment Level value will not change after the initial paid disbursement.
2. Help Text:
  1. COD Enrollment Level
  2. Enrollment level sent to COD for the first disbursement on the loan.
Program: Current program for that term or payment period.
1. Help Text
  1. Program
  2. Current program for the term or payment period.

Census Subtab

The Census Calculation History page on the Census subtab of the History tab, includes a view-only, filterable table of census data. When the census date value being used for the student changes, and/or the number of units in the census calculation changes during packaging, a new row is added to the table and each of the six columns in the row are populated with values applicable to the new calculation:

Term Name
Census Date
Number of Units
Census Date Type
Calculation Date
Program Name

Census Date Type column identifies if the census date used in the calculation was at student-level or one of the five configured types in Term Setup. Column values are as follows:

Census Date 1
Census Date 2
Census Date 3
Census Date 4
Alternative Census Date
Student-level

Loan Aggregates sub-tab (also see: Aggregate Adjustments and Data Table)

The Loan Aggregates sub-tab displays a detailed data table for each individual loan on the student's record. The table combines loan details from NSLDS FAH and ISIR data. Users with permissions to 'Edit History Tab' may also add an override for the 'Calculated Aggregate Amount' value.

Two system-generated student-level flags appear above the data table: Has Aggregate Adjustments and Uses Override Aggregate Amounts. The system tracks these values on the student level and stores them on each student's Academic Plan. The fields are visible in the Loan Aggregates sub-tab.

Has Aggregate Adjustments
During packaging, the system sets this flag to True if any student-level aggregate total amounts were adjusted for specific scenarios:
1. Undergraduate students with past Graduate loans
2. Undergraduate dependent students with Additional Eligibility due to a Parent PLUS Denial
3. Graduate students currently in programs that do not use the higher Health Professions (HPPA) loan limits, who have past HPPA loans
Uses Override Aggregate Amounts
If any loan has a manually-entered Override Amount in the data table, this checkbox is selected.
If no loans have a manual override amount, the indicator will display as Unselected. If a student previously had one or more Override Amounts, but ALL Override amounts are cleared (blank) on a student, the 'Uses Override Aggregate Amounts' checkbox will also be cleared upon saving.

Each loan appears only once within the data table. Loans might have different data reported from NSLDS FAH and ISIR data sources. Regent Award matches loans from ISIR and NSLDS FAH data. When the data is imported, Regent identifies which data source is most recent, and determines the Regent Calculated NSLDS Aggregate Amount. That Regent-calculated value is the amount that loan contributes toward the student's Total Aggregate Oustanding Principal Balance.

Regent Calculated NSLDS Aggregate Amount

Within the table, Regent joins loan from ISIR FAH data and NSLDS FAH (Type 5) records. Regent determines the Regent calculated

Regent Calculated NSLDS Aggregate Amount

Title: Regent Calculated NSLDS Aggregate Amount
Data Source: Regent calculated see FR section 3
DB field in Loan_Aggregate_Detail: calculatedAggregateAmount
FAH data field, NSLDS_TMSFAHType5LoanDetail: fahCalculatedAggregatePrincipalBalance or NetLoanAmount (see business rules).
ISIR data field, Loan 1: NSLDSLoan1AggregatePrincipalBalance
Example FAH value
FAH Position#
Example ISIR Values:
ISIR Position, Loan 1, 2022-2023
Help Text:
Regent Calculated NSLDS Aggregate Amount
Loan amount used toward the Calculated Undergraduate and Graduate Combined Aggregate Principal Balance. For ISIR data, the amount is the loan Aggregate Principal Balance. For NSLDS FAH data, the value varies depending on the loan status.
* Current or recent loans in an in-school or in-grace status, having loan period end dates less than 90 days in the past, use the greater of the Outstanding Principal Balance or the Disbursed Amount.
* Older loans with a Loan Period ending at least 91 days in the past, or more recent loans not in an in-school or in-grace status, use the lowest nonzero value of the three NSLDS FAH data fields: Net Loan Amount, Disbursed Amount, and Outstanding Principal Balance.

Loan Aggregate Detail Data Table - Data Elements

Award ID

Title: Award ID
Data Source: FAH only
DB field in Loan_Aggregate_Detail: awardId
FAH data field, NSLDS_TMSFAHType5LoanDetail: dataProviderLoanIDAwardID
ISIR data field, Loan 1: N/A
Example FAH values (with SSN masked):
1. 06042112B 1
2. S11G06731001
Example ISIR Values: N/A
Help Text:
Award ID
Financial Award Identifier (FAID) or other unique identifier for a loan, if available.
Business Rules:
1. When the screen displays this field's values, for values in the 21-digit FAID format, the screen will omit (will not display) the first 9 digits (social security number).
2. If the system created a unique ID because of the lack of any ID provided in the data source, the system displays the system-generated unique ID.

Loan Type

Title: Loan Type
Data Source: Regent Calculated
DB field in Loan_Aggregate_Detail:
FAH data field
1. Joined from NSLDS_TMSFAHType5LoanDetail.LoanTypeProgramCode value, used to link to FundOfficialTypeNSLSDFundCode.nsldsAwardName
ISIR data field, Loan 1:
1. Joined based on loanTypeCode
Example FAH value: N/A
FAH Position# N/A
Example ISIR Values: N/A
ISIR Position, Loan 1, 2022-2023: N/A
Help Text:
Loan Type
NSLDS Award Name - Official Fund Type
Business Rules:
1. For NSLDS and ISIR data the value is joined from NSLDS_TMSFAHType5LoanDetail.
  1. Look up LoanTypeProgramCode value, and display the FundOfficialTypeNSLSDFundCode.nsldsAwardName.
  2. For example: nlsdsFundCode value of D0 has a nsldsAwardName value of "Direct Stafford Subsidized (SULA Eligible)".

Reference list of Fund Official Types, NSLDS Fund Codes, and NSLDS Award Names:

C3 D0 Direct Stafford Subsidized (SULA Eligible)
C3 D1 Direct Stafford Subsidized
C3 SF FFEL Stafford Subsidized
C4 D2 Direct Stafford Unsubsidized
C4 FI FISL Federally Insured Loan
C4 RF FFEL Refinanced Loan
C4 SL FFEL Supplemental Loan
C4 SN Non-subsidized FFEL Stafford Loan
C4 SU FFEL Stafford Unsubsidized

LP Start

Title: LP Start
Data Source: Both
DB field in Loan_Aggregate_Detail: loanPeriodBeginDate
FAH data field, NSLDS_TMSFAHType5LoanDetail: loanPeriodBeginDate
ISIR data field, Loan 1: NSLDSLoan1BeginDate
Example FAH value 3/4/2019
FAH Position#
Example ISIR Values: 20190304
ISIR Position, Loan 1, 2022-2023:
Help Text:
Loan Period Start Date
Financial Award Begin Date
Business Rules:
1. Display the values using the standard US date format m/d/yyyy.
  1. Note, the ISIR data has a different date format (YYYYMMDD).

LP End

Title: LP End
Data Source: Both
DB field in Loan_Aggregate_Detail: loanPeriodEndDate
FAH data field, NSLDS_TMSFAHType5LoanDetail: loanPeriodEndDate
ISIR data field, Loan 1: NSLDSLoan1EndDate
Example FAH value: 8/25/2019
FAH Position#
Example ISIR Value: 20190825
ISIR Position, Loan 1, 2022-2023
Help Text:
Loan Period End Date
Financial Award End Date
Business Rules:
1. Display the values using the standard US date format m/d/yyyy.
  1. Note, the ISIR data has a different date format (YYYYMMDD).

AY Start

Title: AY Start
Data Source: FAH only
DB field in Loan_Aggregate_Detail: academicYearBeginDate
FAH data field, NSLDS_TMSFAHType5LoanDetail: academicYearBeginDate
ISIR data field, Loan 1: N/A
Example FAH value: 1/27/2019
FAH Position#
Example ISIR Values: 20190127
ISIR Position, Loan 1, 2022-2023
Help Text:
Academic Year Start Date
Start date of the Academic Year
Business Rules:
1. If the FAH data does not have a value (caused when the value is "N/A" in the raw FAH data import file), then the table will display a blank/empty/null value for the AY Start.

AY End

Title: AY End
Data Source: FAH only
DB field in Loan_Aggregate_Detail: academicYearEndDate
FAH data field, NSLDS_TMSFAHType5LoanDetail: academicYearEndDate
ISIR data field, Loan 1: N/A
Example FAH value: 8/27/2019
FAH Position#
Example ISIR Values: 20190827
ISIR Position, Loan 1, 2022-2023
Help Text:
Academic Year End Date
End date of the Academic Year
Business Rules:
1. If the FAH data does not have a value (caused when the value is "N/A" in the raw FAH data import file), then the table will display a blank/empty/null value for the AY Start.