Product Release Summary
This Product Brief includes a summary of Regent 6.9.1.0, information on key enhancements, and direction to additional documentation and information.
Product Release Description
The 6.9.1.0 release addresses product defects as listed in the “Bugs” section of the Release Notes, and also enhancements and new features including:
2025-2026 Access Master Questionnaire (RS-25993)
Access Application Data Export Functionality for 2025-2026 (eAccess ISIR Export File) (RS-27787)
2025-2026 ISIR Detail Display in UI (RS-27789)
Support for 2025-2026 ISIR Processing (RS-27788)
Support for 2025-2026 ISIR Message Classes (RS-28295)
Financial Value Transparency & Gainful Employment Exports (RS-27289)
Updated Cost of Attendance Display in Compare Awards (RS-28793)
Further details on enhancements/new features and a complete list of bug fixes as well as any new scripts and data views can be found in the Release Notes.
The Release Notes also contain information on new configuration options.
Other Documentation
In addition to the Product Brief, the following documentation is also available:
Release Notes
FAQ
Data Dictionary
System Requirements
Any client currently using Regent Award may take Regent 6.9.1 for UAT and ultimately production upgrade.
Any client currently using Regent Review may take Regent 6.9.1 for UAT and ultimately production upgrade.
Any client currently using Regent Access may take Regent 6.9.1 for UAT and ultimately production upgrade.
Any client currently using Regent Fund may take Regent 6.9.1 for UAT and ultimately production upgrade.
Any client currently using Regent Award may take the Regent 6.9.1 version of Student Experience for UAT and ultimately production upgrade.
Any client currently using Regent Review may take the Regent 6.9.1 version of Student Experience for UAT and ultimately production upgrade.
Any client currently using Regent Fund may take the Regent 6.9.1 version of Student Experience for UAT and ultimately production upgrade.
Some Regent Access clients may take the Regent 6.9.1 version of Student Experience for UAT and ultimately production upgrade. Please work with your Account Manager for additional information. Note: All current customer-specific functionality in the legacy portal may not be available in the new Student Experience portal at this time.
Clients using Regent Award for Salesforce will not need to upgrade to a new Salesforce application version in order to continue current functionality.
Special Notice to Regent Review Clients Regarding 2025-2026 Verification Worksheet Smart Form (Does not apply to Regent Access):
Starting in the 6.9.1 Release, Regent Award and Regent Review clients can import, display, award from, and make corrections to the 2025-2026 ISIR. Noting the Verification Worksheet (VWS) will NOT be available until the 6.10 Release, special consideration is needed for ISIRs that are flagged for verification and imported prior to 6.10.
Clients may opt to handle the VWS assignment process in one of the following ways:
Import ISIRs starting in the 6.9.1 Release (VWS will not be assigned):
When the Verification Worksheet is available in the 6.10 Release, assign the document to students with ISIRs imported prior to 6.10 via the Document Assignment Tool in Regent.
To use the Document Assignment Tool, clients must first build a query in the Query Tool (using ISIR FAY and ISIR Verification Status), as noted in screenshot below, which will identify students flagged for verification.
Please work with your Account Manager/Project Manager to enable Query Tool for document assignment.
When the Verification Worksheet is available in the 6.10 Release, clients can create an Import Student Document file (ISD) and include students selected for verification who require the Verification Worksheet Smart Form. The ISD file will be imported into Regent and the VWS will be assigned to the students in the file.
Clients can have students complete a paper Verification Worksheet (provided by the client). The paper document can be managed outside of Regent, or a "non-Smart Form" document assignment configured to trigger, for tracking the status of the paper document. Clients can transition to using the Verification Worksheet Smart Form when it becomes available in the 6.10 Release.
If this option is selected - clients will need to configure a NEW verification worksheet document for 2025-2026.
Clients can hold 2025-2026 ISIRs and NOT import until 6.10 Release is available with VWS functionality.
Prior to importing ISIRs for 2025-2026 (whether with the 6.9.1 Release or 6.10 Release), the Regent Review Verification Worksheet documents provided by Regent must be configured. A list of standard Regent Review documents for client use can be found here: .
Note: If W-2s are provided by the student prior to completion of VWS, the client may need to manually update the W-2 document requirement (triggered by the VWS completion) to the appropriate status.
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 into Regent Award for the new year. Please be certain to test this first in a QA environment before updating your Production instance. Please reach out to Account Manager or Project Manager with any questions.
A list of the standard Regent Review documents for existing client use can be found here: . Note: The Verification Worksheet Smart Form is not available until the 6.10 Release, this is being shared for informational purposes only at this time.
ISIRs for the NEW aid year should not be imported into Regent Award until ALL Document Setup is complete.
Important: If clients choose to import ISIRs in the 6.9.1 Release, clients will need to update the document scope setting for the following documents from All Federal Award Years to 2024-2025 only. When the Verification Worksheet Smart Form is available, the setting will need to be changed back to ALL Federal Award Years or add 2025-2026 to the already configured 2024-2025.
Verification Worksheet (VWS)
Verification Worksheet (VWS)-Change
Verification Worksheet (VWS)-Revised Request
Verification Worksheet (VWS)-V5
Please follow the steps below to update the Regent Review document requirements for the 2025-2026 FAY.
Manually add new 2025-2026 document requirements under Document Setup in the Regent Award User Interface for the documents on this list:
.
Important notes:
The Document Name must NOT be modified on these documents or it will affect the functioning of the Verification Worksheet in Regent Review.
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 CCM import process to work. You can use the sample ID and replace Test with your Campus. ID, or you can create your own unique externalID for each new document requirement.
Also, take note that any file attachments needed for these documents must be added manually through Document Setup.
Finally, ISIRs for the NEW (2025-2026) 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.
If you wish to assign due dates or expiration dates to specific documents, please see Document Setup Data Elements for more information on configuring those dates.
ISIRs for the NEW aid year should not be imported into Regent Award until ALL Document Setup is complete.
New Feature Overview for Regent 6.9.1.0
2025-2026 Regent Access Master Questionnaire (RS-25993) & Update Access Application Data Export (eAccess ISIR Export File) Functionality for 2025-2026 (RS-27787)
The 6.9.1 Release includes the 2025-2026 Regent Access Master Questionnaire, as well as the Application Data Export (eAccess ISIR Export File) functionality. The 2025-2026 Regent Access Master questionnaire was created in the Smart Form Manager Tool based on the new 2025-2026 FAFSA. The minor changes for the 2025-2026 form include updating help text and tax line form numbers to reflect the FAFSA, renaming the ‘Student Other Circumstances’ group to ‘Student Homelessness’, and as agreed upon between Regent Access clients, hiding the ‘Unsub Only’ question. For reference, in 2024-2025, the Unsub Only question was “Are the student’s parents unwilling to provide their information, but the student does not have an unusual circumstance that prevents them from contacting the parents or obtaining their information?” (It has been adjusted in 2025-2026). By hiding the question and defaulting to a response of ‘No’, the CSV file layout is unaffected and the question is no longer visible to students.
Regent has added support for ISIR formatted exports for the 2025-2026 ISIR changes.
The Student Aid Index (SAI) calculations and SAI recalculation tool have also been updated for the 2025-2026 FAY.
2025-2026 ISIR Detail Display in UI (RS-27789) & Support for 2025-2026 ISIR Processing and ISIR Corrections (RS-27788)
With the 6.9.1 Release, Regent now supports processing and corrections of 2025-2026 ISIRs.
Regent has applied annual updates for the 2025-2026 ISIR Comment Codes, Edits, and Reject Codes.
Underlying data tables and the ISIR Display tab were updated to reflect the values per the 2025-2026 ISIR layout.
The ISIR Verification/Corrections Wizard allows editing of most ISIR fields. However, some Personally Identifiable Information (PII) is editable for eAccess ISIRs only, and is not editable or correctable per ED policy.
Some ISIR field names are slightly modified for clarity when Regent displays the fields in the ISIR screens. Regent also displays the Contributor type with the Field Name.
The list of Country codes were updated for 2025-2026 ISIR processing.
Note: The current updates support basic ISIR editing and processing. In the next major release, Regent plans to additionally update the ISIR Verification/Corrections Wizard to support Verification and the Verification Worksheet (VWS).
Important: The Department of Education expects to support 2024-2025 and 2025-2026 Batch ISIR Corrections sometime in the first quarter of 2025. Regent recommends clients do NOT send 2024-2025 or 2025-2026 ISIR Correction files to ED until such time ED announces full functionality is available for both years.
Support for 2025-2026 ISIR Message Classes (RS-28295)
As in prior years, the non-COD message classes that were Active for 2024-2025 within Regent Award will automatically be made Active within Regent for the 2025-2026 year. However, clients should review, as some ISIR corrections may need to be re-enabled if they were disabled for 2024-2025. The COD message classes will be added for the Spring release as part of the implementation of the new COD schema for 2025-2026 processing. If you do not want to send/receive 2025-2026 ISIR files automatically as the related processes are kicked off either manually or with automation within Regent to include 2025-2026, please be sure to DEACTIVATE those 2025-2026 message classes until such time as you have configured your 2025-2026 document requirements and are ready to process 2025-2026 ISIRs.
Financial Value Transparency & Gainful Employment Exports (RS-27289)
A new process provides clients with Regent Award data needed to support reporting for compliance with the “Gainful Employment and Financial Value Transparency” regulations. Clients or their Third Party Servicers will determine the means of selecting and summarizing Regent data. The exported data may be combined with additional information outside of Regent for client submission to ED.
There is a new ‘Export Gainful Employment - FVT’ permission for the new Export GE-FVT Data process.
Client users permissioned for the new Export GE-FVT Data process will specify parameters for the Financial Value Transparency & Gainful Employment Reporting – Student Detail and the Financial Value Transparency & Gainful Employment Reporting – Program Summary outputs. These selections can be retained as Saved Parameter Sets for future Export GE-FVT Data process runs.
Selection parameters include stipulating:
One or more Federal Award Years for the data,
An optional indicator for Gainful Employment programs (Programs to be flagged with a “Y” in the export data),
Optionally select ‘Non-Reportable’ funds to be excluded from the ED totals, and
Optionally select any Tribal Funds for separate categorization
The resulting output data available for download includes two files:
Student level data in a separate row per unique combination of FAY and Program, for payment periods with attendance and/or a non-zero paid fund amount.
Any ‘non-reportable’ funds from included periods will have amounts isolated in separate columns.
Program level data in a row for each Program summarizing student counts for all students with attendance and/or a non-zero paid fund amount for the FAY.
Note: The data includes both Active and Inactive students, however, any purged or deleted data is unavailable to be included in the output.
Updated Cost of Attendance Display in Compare Awards (RS-28793)
In the 6.9.1 Release, Regent has updated the Compare Awards Grid that displays when a user selects a loan period from the Analyze Loan Period dropdown on the Awards Tab. With this release, the Cost of Attendance, Total Cost of Attendance, Census COA, and Total Census COA values display correctly.
For institutions with the ‘Package Using Actual Loan Fees’ configuration enabled, loan fees are now being included in the Total Cost of Attendance and Total Census COA values that are displayed.
Also, to lessen occurrences where the Compare Awards Grid displays $1 of Unmet Cost, Regent has updated existing loan fee truncation rules to account for loans with multiple disbursements in the same payment period.
Known Issues for Regent 6.9.1
Key | Issue | Workaround |
|---|---|---|
RS-25515 | In some cases, Regent Award incorrectly calculates Overlapping Academic Year loan amounts. | OAYs need to be reviewed individually and manually adjusted if needed. |
RS-25583 | The Review for Additional Subsidized Loan Eligibility document requirement is triggered several times per AY. | In some cases, change the academic year or change the assigned document to be an Internal Document. |
RS-26036 | Regent Award unexpectedly does not run the Loans - Overlapping Periods Report. | None. |
RS-26062 | Some students in a shortened remaining period of study (RPS) are unexpectedly being awarded the full annual prorated Unsubsidized and Subsidized loan amounts in a single term even though 'Award Full Eligibility in RPS Only' is set to false. | Clients can manually edit the award in MAW. |
RS-27724 | Regent Award unexpectedly generates ‘Review Overlapping Loan Period from ISIR’ tasks from ISIRs that were already in the system. | Close the tasks. |
RS-27782 | The 24-25 Regent Access PDF is unexpectedly not displaying the student ITIN field if the student leaves the field blank in the application. | None. |
RS-27813 | In some cases, Regent Award is using reject codes from an inactive ISIR to incorrectly determine the student is ineligible for, and therefore cancelling, the Pell Grant. | For students with affected awards, the FA user can switch the Pell Grant awards to be manual, modify the disbursements, and select the Override Eligibility Rules checkbox. |
RS-27826 | Regent Award is incorrectly updating SAI and SAI formulas when using the ISIR Verification/Correction Wizard to correct non-impactful data points (such as corrections in Grade Level or First Bachelor’s Degree). | Submit corrections via FPS when available. |
RS-27844 | In some cases, the Awarding Tool in Regent Fund displays incorrect results for 'Existing Award Amount' and 'Change to Existing Award'. | The client can run the Awarding Tool, sort for any changes, and manually update the award as needed. |
RS-27848 | In some cases, the packaging process that occurs after execution of approved awards via the Awarding Tool does not match the Awarding Tool award amounts. | Manually award the student. |
RS-27903 | In some cases, the Verification Worksheet workflow for a student without an IRS match is unexpectedly not populating the family grid. | None. |
RS-28205 | For schools who have adjusted the order of the Menu Settings display in the Student Portal, that order is not saving and displaying as configured. | None. |
RS-28489 | Regent is unexpectedly over and/or under awarding Title IV funds to students in some cases. | Clients can manually adjust award amounts using Modify Award Wizard (MAW). |
RS-28597 | For some term-based programs, the actual census units may differ from the census units used to determine COA if the COA recalculation is set to ‘Use Census Units’. | Clients can add a manual cost adjustment using the Adjust Cost Wizard on the Awards tab. |
RS-28798 | In some cases, the Census Calculation History is not recording entries when the Census information is changed, or is displaying inaccurate information. | None. This issue is expected to be mitigated, clients are asked to report any newly identified examples to their Account Manager if found. |
RS-28798 | On the Census Calculation History screen, the 'Most Recent Data' button sometimes cannot be toggled off. | To view the complete list of past Census Calculation History records, click the top 'Refresh' button on the main History tab, then navigate back to the Census sub-tab and click the 'Most Recent Data' button. |
RS-28806 | In the Awarding Tool, when the 'Auto-approve and package all new awards and any changes to existing awards' checkbox is enabled, Regent is not recognizing if there has been a change to an existing award amount and the updated award amount is $0. The tool is only approving updated awards if the updated award amount is greater than $0. | Clients can filter by changes to existing award amounts and manually review each award to identify reductions. Those awards can be edited and manually updated. |
RS-28808 | In some cases, Regent Award is not awarding a maximum Pell Grant ($7,395) to students with an ISIR record containing the Children of Fall Heroes (CFH) Indicator. | Clients can use the 'Review Potential IASG or CFH' task to identify students in this situation. The Pell Grant can be manually awarded ($7,395) using the Add Award Wizard and selecting the checkbox to Override Eligibility Rules. |
RS-28818 | For any schools with Modules currently configured with only a single census date later in the term (after some earlier modular courses will be finished), any non-attended early-module course that end before the term’s census date will not count for Pell EIP until attendance is posted. Some units may not count for Pell if:
Note: By design, any course with a course end date in the past that does not have attendance posted will not count toward census units. | Hold off on Batch Packaging until attendance is posted for those earlier-module courses that end before the term census date. The census date needs to be configured before the course end date of Module 1 courses. OR Update configuration:
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