The majority of the information on the student details tab is loaded to the system from the school's student information system via the student batch load (SBL) process.

Ability to Benefit (ATB)

If a student does not have a high school diploma or the equivalent, then their eligibility for Title IV aid is based upon their Ability to Benefit (ATB) information.
If there is nothing on SBL about how student met high school graduation eligibility requirement, Regent Award defers to the information on the active ISIR: If the student answered HS Diploma or Equivalent question with a 1, 2, or 3 on the active ISIR the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. If the student answered 4 (none of the above) or blank, the student will not be considered eligible for Title IV funds.
If SBL indicates high school diploma, GED, homeschooled, etc., the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. If SBL indicates "ATB" and if program start date is before 7/1/2012, the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement.
If the student's academic program start date is on/after 7/1/12 and if the "Grandfather" flag is "True", the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. If "Grandfather" flag is not "True", the student will not be considered eligible for Title IV funds. This status can be updated in the student details tab.
If the student answered HS Diploma or Equivalent question on the ISIR as blank or 4, but SBL has HS eligibility data, the system will consider them eligible for Title IV related to the HS Diploma or Equivalent requirement. However, you may receive a COD Reject 199: "HS Diploma or Equivalent Field on corresponding CPS transaction does not match Ability to Benefit Code submitted." If the ISIR information is not corrected to match the SBL information.

The high school diploma information is displayed on the ISIR student listing report. Additionally, the Review ATB task can be configured to identify students where Student's active ISIR shows the value for HS Diploma as "None of the above" or "Blank and the SIS data has false for both manualGrandFatheredATB and GrandFatheredATB flags.

Student Portal Authorizations

Schools may only use Federal Student Aid (FSA) funds to pay for institutionally related charges such as tuition, fees, and room and board and then any excess credit balance must be disbursed to the student unless the student authorizes the school to hold the funds or to use them to pay for other charges.
The authorizations listed below can be captured from the student in the Student Authorizations portlet or the school can capture them via a document from the student and then manually update the value in the Student Portal Authorizations section of the Student Detail tab. These values are then included in the Export Student Transactions (EST) file to be consumed and appropriately applied by the school's student A/R system.

Hold Excess Title IV – Indicates that authorization was received from the student to hold an FSA credit balance (1=yes) or not (0=no).
Pay Prior Year Minor Charges – Indicates that authorization was received from the student to apply FSA funds to prior-year charges for other than for tuition, fees, room, and board (1=yes) or not (0=no).
Pay Non-Institutional Charges – Indicates that authorization was received from the student to use FSA funds to pay for allowable educationally related charges other than tuition, fees, and room and board (1=yes) or not (0=no).
Portal Credit Balance Option – Indicates that authorization was received which indicates whether a credit balance on a PLUS loan should be paid to the student (1=yes) or to the parent borrower (0=no).

The credit balance option is captured when the Parent completes a Direct PLUS Loan Request/MPN at studentloans.gov and is then reported to the school in the COD PLUS loan response file. This value is then included in the Export Student Transactions (EST) file to be consumed and appropriately applied by the school's student A/R system. The school credit balance option is not currently supported in the system.

Credit Balance Option – Indicates that authorization was received via COD in the PLUS loan response file which indicates whether a credit balance on a PLUS loan should be paid to the student (Student) or to the parent borrower (Borrower).
School Credit Balance Option – Indicates whether any remaining PLUS credit balance should be paid to the school. The school credit balance option is not currently supported in the system.

Data Requirements

The following tables detail the data fields on the Student Details screen.

Student Information Section

Field Name	Source that takes precedence	Description	Required/ Optional	Type	SBL Max Length	Values	Business Rules
StudentId	Auto-generated	Generated by Regent Award	View only	Text	60		Student is searchable by this number.
Last Name	SBL	Student Last Name	View only	Text	35
First Name	SBL	Student First Name	View only	Text	35
Middle Name	SBL	Student Middle Name	View only	Text	35
Informal Name	SBL	Alternative Name the student would like to use, a nickname or preferred name.	View only	Text	35
Title	SBL	Title or Prefix such as Mrs., Ms., Mr., etc.	View only	Text	35
Suffix	SBL	Suffix such as Jr., Ph.D., etc.	View only	Text	5
Birth Date	ISIR	Student Birth date	View only	Date, format YYYYMMDD			If the field is null, then any source can populate this field. If an ISIR has been received for the student, it should become the source of record, and only an updated ISIR should be able to update this field.
Social Security Number	ISIR	Student Social Security Number	View only	9 digits, auto-format to #########	9	Valid values are must be within the range of `001010001 to 999999999.`	Student is searchable by this number.
Name of this field and whether or not to display, is chosen in set up.	SBL (externalStudentId1)		View only	Text	60		Student is searchable by this number.
Name of this field and whether or not to display, is chosen in set up.	SBL (externalStudentId2)		View only	Text	60		Student is searchable by this number.
Name of this field and whether or not to display, is chosen in set up.	SBL (externalStudentId3)		View only	Text	60
Name of this field and whether or not to display, is chosen in set up.	SBL (externalStudentId4)		View only	Text	60
Driver's License	SBL	Driver's License Number	View only	Text	255
Previous Name(s)	SBL	Student's name as previously provided on the SBL	View only	Text			This field will display a change to any of the student name fields within the SBL including: Last Name First Name Middle Name Informal Name The date/time stamp associated with the SBL import will display next to the previous name.

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Demographic Information Section

Field Name	Source that takes precedence	Description	Required/ Optional	Type	SBL Max Length	Values	Business Rules
Citizenship Status	ISIR	Student's citizenship status.	View only	Text		US Citizen Eligible Non-citizen Not eligible Blank	If the field is null, then any source can populate this field. If an ISIR has been received for the student, it should become the source of record, and only an updated ISIR should be able to update this field.
Alien Registration Number	ISIR	Student's Alien Registration Number	View only	Text	9		If the field is null, then any source can populate this field. If an ISIR has been received for the student, it should become the source of record, and only an updated ISIR should be able to update this field.
Visa Type	SBL	Student's Visa Type	View only	Text		Visa_Type_Values.docx
Visa Expiration Date	SBL	Visa Expiration Date	View only	Date, format YYYYMMDD
Residency Status	SBL	The student's current residency status, as compared to the site of the school they are attending. I.e., in-state, out-of state, etc.	View only	Text		In-state Out-of-state In-district Out-of-district Blank
Residency State	SBL	State of Residency	View only	Text		State_Values.docx
Residency Date	ISIR	Date the student became a resident of the State of Residency	View only	Date, format YYYYMMDD			If the field is null, then any source can populate this field. If an ISIR has been received for the student, it should become the source of record, and only an updated ISIR should be able to update this field.
Ethnicity	SBL	Student's ethnicity	View only	Text		Hispanic or Latino Not Hispanic or Latino Other Blank
Race	SBL	Student's race	View only	Text		American Indian or Alaska Native Asian Black or African American Native Hawaiian or Other Pacific Islander White Other Blank
Gender	SBL	Student's gender	View only	Text		Male Female Not reported Blank
Marital Status	ISIR	Student's marital status	View only	Text		Married Single Divorced Separated Blank	If the field is null, then any source can populate this field. If an ISIR has been received for the student, it should become the source of record, and only an updated ISIR should be able to update this field.
Veteran Status	SBL	Indicates whether or not the student is a veteran.	View only	Text		Yes No Other Blank
Disability Status	SBL	Indicates whether or not the student is disabled.	View only	Text		Yes No Other Blank
Deceased Date	SBL	Student date of death	View only	Date, format YYYYMMDD

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Contact Information Section

Field Name	Source that takes precedence	Required/ Optional	Type	SBL Max Field Length	Values	Business Rules
ISIR Address/Phone/Email - address type for ISIR address is always set to "Original"
Street Address Line 1	ISIR	Optional - View only	Text - 40 characters maximum			Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.
Street Address Line 2	ISIR	Optional - View only	Text - 40 characters maximum			Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.
City	ISIR	Optional - View only	Text - 30 characters maximum			Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.
State	ISIR	Optional - View only	Drop down		State_Values.docx	Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.
Postal Code	ISIR	Optional - View only	Text - 12 characters maximum			Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.
Nation	ISIR	Optional - View only	Drop down		Nation_Values.docx	Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.
Email Address	ISIR	Optional - View only	Text - 50 characters maximum			Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.
Phone Number	ISIR	Optional - View only	10 numbers, auto format to ###-###-####			Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.
Note	Data entry	Optional - EDITABLE	Text - 150 characters maximum			Do not allow these fields to be edited from this screen, view only. This data is pulled from the active ISIR. If a correction is needed, use the ISIR correction wizard.
Address/Phone/Email from SIS
Address Type	SBL	Required - View only	Drop down		Billing Permanent Original Local Other
Street Address Line 1	SBL	Optional - View only	Text	40
Street Address Line 2	SBL	Optional - View only	Text	40
City	SBL	Optional - View only	Text	30
State	SBL	Optional - View only	Drop down		State_Values.docx
Postal Code	SBL	Optional - View only	Text	13
Nation	SBL	Optional - View only	Drop down		Nation_Values.docx
Email Address Type	SBL	Optional - View only	Drop down		Home Work Other	Note, the "PortalType" email address was added in RS-17269 - Getting issue details... STATUS and is used for Student Experience communications. However, that type should never appears in this dropdown, per RS-17585 - Getting issue details... STATUS , as the type is intended for use by StudentX and not by the FA User for adding an email address contact type.
Email Address	SBL	Optional - View only	Text	255
Opt-out Email Communications flag	UI Checkbox	Optional	Checkbox			This flag will be used by the fa processor to Opt-out a student from receiving batch email communications from REM. If this flag is on and an fa processor attempts to manually send the student an email, a confirmation message will appear "This student has Opted Out of Receiving Email communications. Do you wish to override?"
Phone Number Type	SBL	Optional - View only	Drop down		Home Work Mobile Other
Phone Number	SBL	Optional - View only	10 numbers, auto format to ###-###-####
Note		Optional - editable	Text - 150 characters maximum
Address/Phone from COD
Street Address Line 1	COD	Optional - View only	Text			Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.
Street Address Line 2	COD	Optional - View only	Text			Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.
City	COD	Optional - View only	Text			Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.
State	COD	Optional - View only	Text			Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.
Postal Code	COD	Optional - View only	Text			Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.
International State/Province	COD	Optional - View only	Text			Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.
Nation	COD	Optional - View only	Text			Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.
Notes	UI Text field	Optional	Text field			Manual data entry field.
Phone Number	COD	Optional - View only	10 numbers			Do not allow these fields to be edited from this screen, view only. This data is pulled from the COD WB responses and COD rebuild files.
Manual Address
Address Type		Required	Drop Down		Billing Permanent Original Local Other	This should default to Permanent
Address Line 2		Optional	Text
Address Line 2		Optional	Text
City		Optional	Text
State		Optional	Drop Down
Postal Code		Optional	Text
International State/Province		Optional	Text	100 Characters MAX		Address cannot have both a "State" and an "International State/Province" value. Editable for manual addresses only. REM-4044 - Authenticate to see issue details
Use for COD Export		Optional	Check box			REM-4044 - Authenticate to see issue details DEX-1095 - Authenticate to see issue details DEX-1380 - Authenticate to see issue details If this flag is selected, COD export process use this address on COD file. By default ISIR address is used for COD file. If user select check box for "Use for COD Export", system should display Award Year drop down. Only one manual address can have the "Use for COD Export" check box selected. The specified "Use for COD Export" address will be used for all FAY’s up to the one specified. For example, if the COD Address has an FAY of 2014 it would only apply up to the 2014 FAY and then for 2015 and higher the other addresses are used in the order of precedence (ISIR, SBL, etc.) like normal.
Award Year		Optional	Drop Down			REM-4044 - Authenticate to see issue details Award Year drop down will be displayed for selection only when Use for COD Export check box is selected. Manual address will be used for selected award year for COD Export, unless there is a ISIR for higher year than selected here.
County		Optional	Text
Nation		Optional	Drop Down
Notes		Optional	Drop Down

Summary Page - Phone Number and Address Settings

The Summary tab displays the very first phone number and address that was saved on the student.

When the SBL is loaded for the first time for a student, the first phone number and address that is listed in the student section of the SBL will set the information that is displayed on the Summary tab. If the SBL file does not contain this information and the ISIR is loaded, then the phone number and address from ISIR will be the information saved on the student and it will be displayed on the Summary tab. Once the phone number and address are set on the Summary tab, this information is not updated on this tab.

A complete history of all phone numbers and addresses associated with the student is presented in the Contact Information section of the Student Details tab.

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Academic Information Section

Data for this section comes from the SISRecord table.

Field Name	Source that takes precedence	Description	Required/ Optional	Type	SBL Max Length	Values	Business Rules
SiteId	SBL	Reflects the Site to which the student is associated. If a Site was provided with the student's program on the academicInformation node of the SBL, that site will be reflected here. See RS-16258 - Getting issue details... STATUS	View only	Text	30	TBD dynamically, depending on the Sites that have been set up for this school
SIS Grade Level	SBL	Student's current grade level	View only	Text		First Year, Never Attended First Year, Attended Before Second Year, Sophmore Third Year, Junior Fourth Year, Senior Fifth Year, Other Undergrad First Year, Grad Professional Continuing Grad Professional Unknown	This is just a SIS data item that comes in on the SBL. If the student does not have units to support his grade level, they will not be packaged at that grade level. The academic plan will award them at the grade level we calculate, based on units.
ISIR Grade Level	ISIR	Student's current grade level, as reported on the ISIR	View only	Text		First Year, Never Attended First Year, Attended Before Second Year, Sophmore Third Year, Junior Fourth Year, Senior Fifth Year, Other Undergrad First Year, Grad Professional Continuing Grad Professional Unknown
Academic Program	SBL	Academic program that the student is enrolled in.	View only	Text	80	Dynamically populated based on programs of study that have been set up. If no program is known or imported for the student, default to value "Unknown."	If this value is updated, initiate auto-repackaging of student academic plan.
SIS Housing Status	SBL	Location that the student will be living while attending courses.	View only	Text		On campus Off campus With parent	If the student makes an update to this date from SNAP or the portal, overwrite with data provided. If this value is updated, initiate auto-repackaging of student academic plan.
Admitted Date	SBL	Date student was admitted (student has been accepted) to the school.	View only	Date, format YYYYMMDD
Anticipated Start Date	Student Table	The date that the student will actually begin their program, so that we can package this student into the future.	View only	Date, format YYYYMMDD		Default to today's date.	Pass to the academic plan and use this date to generate the academic plan, until the student has actual enrollment. If this value is updated, initiate auto-repackaging of student academic plan.
Teacher Expert	Manually entered via UI	Indicates if the student is a Teacher Expert, which relates to their GPA requirements for TEACH eligibility. See /wiki/spaces/RNA/pages/7027727	Optional	Drop down		Yes No	On the Student Details tab, within the Academic Plan section, please add the field "Teacher Expert." The field should be dropdown field with the values Yes and No. The field is optional and should default to the value No. This field should be only be active if the student is either a grade level 6 or 7, (AcademicPlan.currentGradeLevel) and is enrolled in a program that is TEACH eligible. (Program.teachEligible=0). Otherwise, this field should be un-editable. This value should be saved to AwardCODMetadata.teacherExpertIndicator This value should be exported to COD in the <TeacherExpertIndicator> element. If the value comes from the SBL (SISRecord.TeacherExpertIndicator), and there is no value that has been entered manually via the UI (SISRecord.manualTeacherExpertIndicator), then the SBL value should be displayed, and used for the COD export. The field should also be editable. If there is a value in the manual field (entered via the UI), and a value comes in via the SBL, the SBL value will be stored, but not displayed or used, and the field should remain editable. See REM-1295

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High School Information Section

Data for this section comes from the SISRecord and ISIR tables.

Field Name	Source that takes precedence	Description	Required/ Optional	Type	SBL Max Field Length	Values
SIS High School Data
SIS High School Diploma Type	SBL	Type of diploma received	View only	Drop-down		GED High School Diploma StateRecognizedHighSchoolEquivalent Home Schooled NoneOfTheAbove Blank
SIS High School Name	SBL	The name of the high school the student graduated from	View only	Text	255
SIS High School State	SBL	The state that the high school the student graduated from is located in.	View only	Text		State_Values.docx
SIS High School City	SBL	The city that the high school the student graduated from is located in.	View only	Text
SIS NCES High School Code	SBL	National Center for Education Statistics (NCES) High School Code	View only	Text	12	Alpha-Numeric
SIS High School Graduation Date	SBL	The date the student graduated from high school.	View only	Date, format YYYYMMDD
SIS High School Class Rank	SBL	For schools that award merit-based aid, students are ranked.	View only	Numeric	3	Percentage
SIS High School GPA	SBL	Student's GPA at the time they graduated high school	View only	Numeric	3	Numeric only 0.0-6.0
ISIR High School Data
ISIR HS Diploma	ISIR	High School Diploma received, as reported on the ISIR	View only	Text
ISIR HS Name	ISIR	Name of the High School the student graduated from, as reported on the ISIR	View only	Text
ISIR HS State	ISIR	State the High School is located in , as reported on the ISIR	View only	Text
ISIR HS City	ISIR	City the High School is located in, as reported on the ISIR	View only	Text
ISIR HS Code	ISIR	High School Code, as reported on the ISIR	View only	Text

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Test Scores Information Section

Data for this section comes from the StudentUserDefinedTestScores table.

Field Name	Source that takes precedence	Description	Required/ Optional	Type	SBL Max Field Length	Values	Business Rules
Test Name	SBL	Name of test, ie, SAT, GRE	View only	Text	25
Score	SBL	Score the student achieved on the test.	View only	Text	4	Numeric, 0-9

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Ability to Benefit Section

Data for this section comes from the SISRecord table.

Any user-edited Override values will take precedence. See DEV-3598 - Getting issue details... STATUS and DEV-3591 - Getting issue details... STATUS .

Field Name	Source that takes precedence	Description	Required/ Optional	Type	SBL Max Field Length	Values	Business Rules
SIS Student Eligibility Code	Manual Override value, then SBL, then ISIR. See /wiki/spaces/REM/pages/7012923	A two-digit numeric code indicating how the student has achieved the Ability to Benefit from Federal Student Aid.	Optional	Drop-down AbilityToBenefitCode	2	Valid values may include, but are not limited to: 01=ATB-Test Completed-1st Enrolled Before 7/1/12 02=ATB-College Credits-1st Enrolled Before 7/1/12 03=State Process 04=Home Schooled 05=Other 06 = High School Diploma 07 = GED or State Auth. H.S. Equivalent Certificate 08 = State Authorized High School Equivalent Certificate 09 = Academic Transcript of 2-yr Program Acceptable for Full Credit Transfer to a BA Program 10 = Program Leads to at least an Assoc. Degree, Excelled in H.S. and met the Admissions Requirements 11 = ATB-Test Completed - 1st Enrolled 7/1/12 to 6/30/15 12 = ATB-Test Completed - 1st Enrolled 7/1/15 or After 13 = ATB-College Credits - 1st Enrolled 7/1/12 to 6/30/15 14 = ATB-College Credits - 1st Enrolled 7/1/15 or After Can be BLANK NOTE: Some of these codes are no longer used but are still listed and available in the database so that existing records will display correctly.	See validation rules.
SIS Ability to Benefit Test Administrator Code	Manual override, then SBL	A two-digit numeric code indicating the administrator of Ability to Benefit testing, in the case that the Ability to Benefit Code = 01: Testing Completed.	Optional	Drop-down AbilityToBenefitTestAdministratorCode	2	Valid values may include, but are not limited to: 01=Assessment Center 02=Independent Test Administrator Can be BLANK.
SIS Ability to Benefit Test Code	Manual override, then SBL	A two-digit numeric code indicating which Ability to Benefit test the student took, in the case that the Ability to Benefit Code = 01: Testing Completed.	Optional	Drop-down AbilityToBenefitTestCode	2	Valid values may include, but are not limited to: 01 – ASSET Program: Basic Skills Tests 02 – Career Program Assessment (CPAT) Basic Skills Subtests 03 – Combined English Language Skills Assessment (CELSA) 04 – Compass Subtests (COMPASS) 05 – Computerized Placement Tests (CPTs)/ACCUPLACER 06 – Descriptive Tests of Language Skills and Mathematical Skills (DTLS/DTMS) 07 – ESL Placement Test (COMPASS/ESL) 08 – Wonderlic Basic Skills Test (WBST) 09 – WorkKeys Program 10 – Test of Adult Basic Education (TABE, Reading Mathematics Computation, Applied Mathematics Language, and Spelling Forms 7 and 8, Level A and 3) 11 – Spanish Assessment of Basic Education (SABE) 12 - Wonderlic Basic Skills Test - Spanish (WBST-Spanish) Can be BLANK.
SIS Ability to Benefit Completion Date	Manual override, then SBL	The date that the student completed the Ability to Benefit test or state process, in the case that the Ability to Benefit Code = 01: Testing Completed or 03: State Process.	Optional	Date	Date	Format = CCYYMMDD Can be BLANK.
SIS Ability to Benefit State Code	Manual override, then SBL	The state in which the student completed a state process to achieve Ability to Benefit, in the case that the Ability to Benefit Code = 03: State Process.	Optional	Drop-down	State/Province state codes	Valid values will include all state codes as defined by FSA. Can be BLANK.
SIS Grandfathered Ability to Benefit	Manual Override value, then SBL. See /wiki/spaces/REM/pages/7012923	Indicates whether or not the student was enrolled in an ATB eligible program prior, at this institution or another institution, to July 1, 2012.	Optional	Drop-down	Select Yes No	If the user chooses the value of "Select" then the flag should be cleared (set to Null). Display the value entered here, unless no value has been entered on the UI (SISRecord.manualGrandFatheredATB), then display the value provided on the SBL by default (SISRecord.grandFatheredATB). See /wiki/spaces/REM/pages/7012923 See REM-1194, DEX-604 and RNA-384

ATB Validation Rules

When users enter values for the ATB override fields, Regent Award should enforce validation.

If Student Eligibility Code is 11 or 12, the following fields must have a value, either in the SIS-provided or the user-entered Override screens:
1. ATB Test Administrator Code
2. ATB Test Code
3. ATB Completion Date
If Student Eligibility Code is not 01, 11, or 12, then the user must clear any override values for the following fields:
1. ATB Test Administrator Code
2. ATB Test Code
3. ATB Completion Date

DEX also (separately) will check validation when exporting to COD. See /wiki/spaces/DMND/pages/6135082 and ticket DEV-981 - Getting issue details... STATUS

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Institutionally Defined Data Section

Data for this section comes from the StudentAdditionalInformation table.

Regent Award should display a history of the values received via the SBL / entered via the UI, for each UDF name.

Field Name	Source that takes precedence	Description	Required/ Optional	Type	SBL Max Field Length	Values	Business Rules
Field Name	SBL	School defined	Optional - View only	Text	60
External ID	SBL	School defined	Optional - (unless Effective dates are entered then it is required)	Text	60
Value	SBL	School defined	Optional - View only	Text	80		Value must meet validations based on configured UDF Field Value Type: UDF Value Field Type of ‘Date’: Value must be a valid date in YYYY-MM-DD format UDF Value Field Type of ‘Amount’: Value must have no more than six digits before a decimal or without a decimal. Value must have no more than two digits past a decimal. UDF Value Field Type of ‘Number’: Value must have no more than six digits before a decimal or without a decimal. Value must have no more than three digits past a decimal.
Effective Start Date	SBL	School defined	Optional	Date		Date, format YYYYMMDD
Effective End Date	SBL	School defined	Optional	Date		Date, format YYYYMMDD

If adding options from the Institution setup fields:

Field Name

Description

Required/ Optional

Type

Values

Business Rules

User Defined Fields

Field Name

Optional

Drop down

Populate from the list of fields names defined in Institution Setup.

User shall have the ability to add multiple user-defined fields to the cost setup item via an "Add" button.

Equal To

Optional

Text

Alphanumeric up to 50 characters max.

If the student has this user-defined field defined on student details, with this exact value, then this cost item applies to that student.

If multiple user-defined fields are added to a cost item, the student must have ALL of these cost fields, with the exact defined value, in order for the student to be assigned this cost item.

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Parent/Spouse/Reference Information Section

Data for this section comes from the ParentSpouse and Address tables.

Field Name	Source that takes precedence	Description	Required/ Optional	Type	SBL Max Field Length	Values	Business Rules
Father Address/Phone/Email
Last Name	ISIR when available, otherwise SBL	Father's Last Name	Optional	Text	35		The ISIR record should only populate this field, if it is blank. Otherwise, the SIS is the system of record, and any data brought in from the SIS, or entered manually by the FA end user, is the data we want to retain for this field.
First Name	SBL	Father's First Name	Optional	Text	35		The ISIR record should only populate this field, if it is blank. Otherwise, the SIS is the system of record, and any data brought in from the SIS, or entered manually by the FA end user, is the data we want to retain for this field.
Middle Name	SBL	Father's Middle Name	Optional	Text	35		The ISIR record should only populate this field, if it is blank. Otherwise, the SIS is the system of record, and any data brought in from the SIS, or entered manually by the FA end user, is the data we want to retain for this field.
Street Address Line 1	ISIR when available, otherwise SBL		Optional	Text	40		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Street Address Line 2	ISIR when available, otherwise SBL		Optional	Text	40		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
City	ISIR when available, otherwise SBL		Optional	Text	30		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
State	ISIR when available, otherwise SBL		Optional	Drop-down		State_Values.docx	View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Postal Code	ISIR when available, otherwise SBL		Optional	Numeric	13		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Nation	ISIR when available, otherwise SBL		Optional	Drop-down		Nation_Values.docx	View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Email Address	ISIR when available, otherwise SBL		Optional	Text	255		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Phone Number	ISIR when available, otherwise SBL		Optional	Numeric		10 numbers, auto format to ###-###-####	View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
PLUS Borrower	UI	Indicates if this parent/spouse/reference is the DEFAULT PLUS borrower for this student's PLUS loans.	Editable - but see Business Rules	Checkbox			This check box is displayed on the data entry screen ONLY when type = Mother or Father. The user should only be able to choose one default borrower. I.e., at any given time, only one parent/spouse/reference can be the "default" Plus borrower. When that selection is made, if there are existing plus loans that already have a borrower defined, leave those alone. If there are existing loans that do not have a borrower defined at all, then assign the default borrower to these loans. Any plus loans created in the future should use this default borrower. If the value comes from the SBL (ParentSpouse.plusBorrower), and there is no value that has been entered manually via the UI (ParentSpouse.manualPlusBorrower), then the SBL value should be displayed. The field should also be editable. If there is a value in the manual field, and a value comes in via the SBL, this value will be stored, but not displayed or used, and the field should remain editable.
FERPA	SBL	Indicates whether or not the student agrees for the school to share information with this contact.	Optional	Checkbox			If checked, the student authorizes the school to share information with this contact.
Citizenship Status Code		The PLUS Borrower's citizenship status code	Optional	Drop-down	1 2 3	US Citizen Eligible Non Citizen Not a Citizen or Eligible Non Citizen Blank	1 = U.S. citizen (or U.S. national) 2 = Eligible noncitizen 3 = Not eligible
Note	Data Entry		Optional	Text - 250 characters maximum			Manual data entry field.
Mother Address/Phone/Email
Last Name	ISIR when available, otherwise SBL	Mother's Last Name	Optional	Text	35		The ISIR record should only populate this field, if it is blank. Otherwise, the SIS is the system of record, and any data brought in from the SIS, or entered manually by the FA end user, is the data we want to retain for this field.
First Name	SBL	Mother's First Name	Optional	Text	35		The ISIR record should only populate this field, if it is blank. Otherwise, the SIS is the system of record, and any data brought in from the SIS, or entered manually by the FA end user, is the data we want to retain for this field.
Middle Name	SBL	Student Middle Name	Optional	Text	35		The ISIR record should only populate this field, if it is blank. Otherwise, the SIS is the system of record, and any data brought in from the SIS, or entered manually by the FA end user, is the data we want to retain for this field.
Street Address Line 1	ISIR when available, otherwise SBL		Optional	Text	40		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Street Address Line 2	ISIR when available, otherwise SBL		Optional	Text	40		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
City	ISIR when available, otherwise SBL		Optional	Text	30		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
State	ISIR when available, otherwise SBL		Optional	Drop-down		State_Values.docx	View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Postal Code	ISIR when available, otherwise SBL		Optional	Numeric	13		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Nation	ISIR when available, otherwise SBL		Optional	Drop-down		Nation_Values.docx	View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Email Address	ISIR when available, otherwise SBL		Optional	Text	255		View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
Phone Number	ISIR when available, otherwise SBL		Optional	Numeric		10 numbers, auto format to ###-###-####	View only for source type ISIR, SBL, COD. If the source is UI (manual entry), this field can be edited.
PLUS Borrower	UI	Indicates if this parent/spouse/reference is the DEFAULT PLUS borrower for this student's PLUS loans.	Editable - but see Business Rules	Checkbox			The user should only be able to choose one default borrower. I.e., at any given time, only one parent/spouse/reference can be the "default" Plus borrower. When that selection is made, if there are existing plus loans that already have a borrower defined, leave those alone. If there are existing loans that do not have a borrower defined at all, then assign the default borrower to these loans. Any plus loans created in the future should use this default borrower. If the value comes from the SBL (ParentSpouse.plusBorrower), and there is no value that has been entered manually via the UI (ParentSpouse.manualPlusBorrower), then the SBL value should be displayed. The field should also be editable. If there is a value in the manual field, and a value comes in via the SBL, this value will be stored, but not displayed or used, and the field should remain editable.
FERPA	SBL	Indicates whether or not the student agrees for the school to share information with this contact.	Optional	Checkbox			If checked, the student authorizes the school to share information with this contact.
Citizenship Status Code		The PLUS Borrower's citizenship status code	Optional	Numeric	1 2 3	US Citizen Eligible Non Citizen Not a Citizen or Eligible Non Citizen Blank	1 = U.S. citizen (or U.S. national) 2 = Eligible noncitizen 3 = Not eligible
Note	Data Entry		Optional	Text - 250 characters maximum			Manual data entry field.
Spouse Address/Phone/Email
Last Name	SBL or SNAP if student updates through SNAP or portal	Spouse Last Name	Optional	Text	35		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
First Name	SBL or SNAP if student updates through SNAP or portal	Spouse First Name	Optional	Text	35		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Middle Name	SBL or SNAP if student updates through SNAP or portal	Spouse Middle Name	Optional	Text	35		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Street Address Line 1	SBL or SNAP if student updates through SNAP or portal		Optional	Text	40		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Street Address Line 2	SBL or SNAP if student updates through SNAP or portal		Optional	Text	40		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
City	SBL or SNAP if student updates through SNAP or portal		Optional	Text	30		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
State	SBL or SNAP if student updates through SNAP or portal		Optional	Drop-down		State_Values.docx	If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Postal Code	SBL or SNAP if student updates through SNAP or portal		Optional	Numeric	13		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Nation	SBL or SNAP if student updates through SNAP or portal		Optional	Drop-down		Nation_Values.docx	If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Email Address	SBL or SNAP if student updates through SNAP or portal		Optional	Text	255		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Phone Number	SBL or SNAP if student updates through SNAP or portal		Optional	Numeric		10 numbers, auto format to ###-###-####	If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
PLUS Borrower	UI	Indicates if this parent/spouse/reference is the DEFAULT PLUS borrower for this student's PLUS loans.	Editable - but see Business Rules	Checkbox			The user should only be able to choose one default borrower. I.e., at any given time, only one parent/spouse/reference can be the "default" Plus borrower. When that selection is made, if there are existing plus loans that already have a borrower defined, leave those alone. If there are existing loans that do not have a borrower defined at all, then assign the default borrower to these loans. Any plus loans created in the future should use this default borrower. If the value comes from the SBL (ParentSpouse.plusBorrower), and there is no value that has been entered manually via the UI (ParentSpouse.manualPlusBorrower), then the SBL value should be displayed. The field should also be editable. If there is a value in the manual field, and a value comes in via the SBL, this value will be stored, but not displayed or used, and the field should remain editable.
FERPA	SBL or portal	Indicates whether or not the student agrees for the school to share information with this contact.	Optional	Checkbox			If checked, the student authorizes the school to share information with this contact.
Citizenship Status Code		The PLUS Borrower's citizenship status code	Optional	Numeric	1 2 3	US Citizen Eligible Non Citizen Not a Citizen or Eligible Non Citizen Blank	1 = U.S. citizen (or U.S. national) 2 = Eligible noncitizen 3 = Not eligible
Note	Data Entry		Optional	Text - 250 characters maximum			If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Reference 1, 2 and 3 Address/Phone/Email
Last Name	SBL or SNAP if student updates through SNAP or portal	Reference Last Name	Optional	Text	35		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
First Name	SBL or SNAP if student updates through SNAP or portal	Reference First Name	Optional	Text	35		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Middle Name	SBL or SNAP if student updates through SNAP or portal	Reference Middle Name	Optional	Text	35		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Street Address Line 1	SBL or SNAP if student updates through SNAP or portal		Optional	Text	40		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Street Address Line 2	SBL or SNAP if student updates through SNAP or portal		Optional	Text	40		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
City	SBL or SNAP if student updates through SNAP or portal		Optional	Text	30		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
State	SBL or SNAP if student updates through SNAP or portal		Optional	Drop-down		State_Values.docx	If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Postal Code	SBL or SNAP if student updates through SNAP or portal		Optional	Numeric	13		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Nation	SBL or SNAP if student updates through SNAP or portal		Optional	Drop-down		Nation_Values.docx	If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Email Address	SBL or SNAP if student updates through SNAP or portal		Optional	Text	255		If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
Phone Number	SBL or SNAP if student updates through SNAP or portal		Optional	Numeric		10 numbers, auto format to ###-###-####	If the student makes an update to this date from SNAP or the portal, overwrite with data provided.
PLUS Borrower	UI	Indicates if this parent/spouse/reference is the DEFAULT PLUS borrower for this student's PLUS loans.	Editable - but see Business Rules	Checkbox			The user should only be able to choose one default borrower. I.e., at any given time, only one parent/spouse/reference can be the "default" Plus borrower. When that selection is made, if there are existing plus loans that already have a borrower defined, leave those alone. If there are existing loans that do not have a borrower defined at all, then assign the default borrower to these loans. Any plus loans created in the future should use this default borrower. If the value comes from the SBL (ParentSpouse.plusBorrower), and there is no value that has been entered manually via the UI (ParentSpouse.manualPlusBorrower), then the SBL value should be displayed. The field should also be editable. If there is a value in the manual field, and a value comes in via the SBL, this value will be stored, but not displayed or used, and the field should remain editable.
FERPA	SBL	Indicates whether or not the student agrees for the school to share information with this contact.	Optional	Checkbox			If checked, the student authorizes the school to share information with this contact.
Citizenship Status Code		The PLUS Borrower's citizenship status code	Optional	Numeric	1 2 3	US Citizen Eligible Non Citizen Not a Citizen or Eligible Non Citizen Blank	1 = U.S. citizen (or U.S. national) 2 = Eligible noncitizen 3 = Not eligible
Note	Data Entry		Optional	Text - 250 characters maximum			If the student makes an update to this date from SNAP or the portal, overwrite with data provided.

Add Contact/Reference Section Info

Field Name	Description	Required/ Optional	Type	SBL Max Field Length	Values	Business Rules
Section	Allows user to select which section is being updated	Required	Drop-down		Contact Parent/Spouse/Reference
Contact Type	Allows User to select the type of address they are trying to add	Required	Drop-down		Parent Parent Spouse or Partner Father Mother Spouse Reference	Type=Contact then only display: Address Phone Email Type=Parent/Spouse/Reference then only display: Father Mother Spouse Reference
Details - Contact/Address
Type		Required	Drop-down		ISIR Billing Permanent Original Local Other
Street Address 1		Required	Text - 40 characters maximum
Street Address 2		Optional	Text - 40 characters maximum
City		Optional	Text - 30 characters maximum
State		Optional	State_Values.docx
Postal Code		Optional	Text - 12 characters maximum
Nation		Optional	Nation_Values.docx
Note		Optional	Text - 150 characters maximum
Details - Contact/Phone
Type		Required	Drop-down		ISIR Billing Permanent Original Local Other
Phone			Numeric		10 numbers, auto format to ###-###-####
Details- Contact/Email
Type		Required	Drop-down		ISIR Billing Permanent Original Local Other
Email		Required	Text	255
Details-Reference/Spouse/Parent
First Name	SBL	Optional	Text		35
Middle Name	SBL	Optional	Text		35
Last Name	ISIR when available, otherwise SBL	Optional	Text		35
Street Address Line 1	ISIR when available, otherwise SBL	Optional	Text		40
Street Address Line 2	ISIR when available, otherwise SBL	Optional	Text		40
City	ISIR when available, otherwise SBL	Optional	Text		30
State	ISIR when available, otherwise SBL	Optional	Drop-down
Postal Code	ISIR when available, otherwise SBL	Optional	Numeric		13
Nation	ISIR when available, otherwise SBL	Optional	Drop down
Email Address	ISIR when available, otherwise SBL	Optional	Text		255
Phone Number	ISIR when available, otherwise SBL	Optional	Numeric
PLUS Borrower	UI	Optional	Checkbox			Indicates if this parent/spouse/reference is the DEFAULT PLUS borrower for this student's PLUS loans.
FERPA	SBL	Optional	Checkbox			Indicates whether or not the student agrees for the school to share information with this contact.
Citizenship Status Code		Optional	Numeric	1 2 3	US Citizen Eligible Non Citizen Not a Citizen or Eligible Non Citizen Blank	The PLUS Borrower's citizenship status code
Note	Data Entry	Optional	Text box - 250 characters maximum

Student Portal Authorizations

The following options are apart of a custom setup for each school; therefore, all options may or may not display in the Student Authorizations Portlet. Note: these fields are applied at the Student level.

Field Name	Description	Required/ Optional	Type	Values
Hold Excess Title IV	Indicates that authorization was received from the student to hold an FSA credit balance (1=yes) or not (0=no). User views the following on the portal, "I authorize the University to hold federal financial aid on my account as a credit balance to be applied to all outstanding educationally-related charges that have been or will be charged to my student account by the University during the current payment period."	Required	Drop down	Yes No
Portal Credit Balance Option	Indicates that authorization was received which indicates whether a credit balance on a federal Title IV loan should be paid to the student (1=yes) or to the parent borrower (0=no). User views the following on the portal, "I authorize the University to return any credit balance created by federal Title IV student loans directly to the lender. I want these funds to be used to decrease my student loan debt. You may choose to lower your outstanding student loan balance by having any excess funds from Title IV loans returned to the lender. This will help keep your total amount of student debt as low as possible. This applies only to federal student loans and does not apply to grants or scholarships."	Required	Drop down	Yes No
Pay Prior Year Minor Charges	Indicates that authorization was received from the student to apply FSA funds to prior-year charges for other than for tuition, fees, room, and board (1=yes) or not (0=no). User views the following on the portal, "I authorize the University to hold federal financial aid on my account as a credit balance to apply those funds to outstanding educationally-related charges that have been charged to my student account by the University for the prior award year not to exceed $200."	Required	Drop down	Yes No
Pay Non-Institutional Charges	Indicates that authorization was received from the student to use FSA funds to pay for allowable educationally related charges other than tuition, fees, and room and board (1=yes) or not (0=no). User views the following on the portal, "I authorize the University to hold federal financial aid on my account as a credit balance to be applied to future allowable charges for the current payment period. Any funds received in excess of the future allowable charges within each payment period will be sent to me as soon as possible, but no later than 14 days after receipt of my financial aid disbursement."	Required	Drop down	Yes No

Change Log

Date	Description of Change	Editor
4/8/2024	Added SIS High School Diploma Type options Added Spouse/Reference Information Contact Type options	Jen Dewey