1 Purpose

These procedures will guide {INSERT TEAM NAME} through list process(es)

2 Scope

The {INSERT CLIENT TEAM NAME} will be impacted by this procedure.

3 Roles and Responsibility

{INSERT ROLE or DEPT NAME} with a {define role} will be responsible for list action

{INSERT ROLE or DEPT NAME} will be responsible for list action share.

4 Definitions

5 Procedure

5.1 Pell and Direct Loan (DL) Reconciliation

Actors

• Student

• User with appropriate permissions

• Regent Award

Pre-condition

• Student has a Pell or DL disbursement in Regent and at COD

Basic Flow

• See Customer Zone Knowledgebase for additional information:

Direct Loan (DL) Reconciliation Process

https://regenteducation.atlassian.net/wiki/spaces/CZ/pages/2837741629/Pell+Reconciliation+Process

1. The user either:

   1. Configures the PGRC and DLSAS message classes in Regent to automatically import or,

   2. The files are imported via the Processes import process

2. Once imported, Regent:

   1. Automatically checks the files against COD data and what is currently in Regent by matching to the individual student record

   2. Creates an output file listed on the Process Log

   3. Triggers a task for any discrepancies

3. The user manually resolves the difference either via MAW or in the AR system

   1. If in Regent, the changes will be reflected at COD once the export process has been completed.

Post-Condition

• The student is updated at COD or in the AR system