Release 5.3 Product Brief

Product Release Summary

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

Product Release Description

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

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

Release Notes

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

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

Other Documentation

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

System Requirements

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

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

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

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

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

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

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

Annual Document Updates in Support of the Verification Worksheet:

Each year, annual documents must be added to a client's Document Setup before ISIRs are imported for the new year in order for Regent Review's Verification Worksheet to function properly. Please be certain to do this first in a QA environment before updating your Production instance. 

A list of the Regent Review documents for existing clients can be found here:  2021-2022 Verification Support Document Configuration List - Current Clients.  Please follow the steps below to update the Regent Review document requirements for the 2021-2022 FAY.

Document Updates Step 1:

1. Confirm the following document requirements are configured in your Regent instance:
   1. Verification Worksheet
   2. Verification Worksheet - Changed
   3. Verification Worksheet - V5
   4. Verification Worksheet- Revised Request
   5. Drug Conviction Worksheet/C Code
2. Update the five documents requirements listed above:
   
   1. If the document requirements above are configured and if the 'All FAYs' is not selected, add the FAY association for the new year.
   2. If the document requirements above are configured and the 'All FAYs' is selected, no further action is required for these requirements.
   3. If the document requirements are not configured at all, please create a Customer Zone ticket to receive guidance for adding or updating the document requirements.
      

Documents Update Step 2:

Select one of the following two methods for this step.

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

1. Download documents in XML format from Regent Award:
   1. Click on the Export Processes under the Processes menu tab
   2. Select 'Export Setup Configuration' under the Process Type 
   3. Select 'XML' for Format
   4. Select Enterprise
   5. Select All or applicable Institutions
   6. Select All or applicable Campuses
   7. Select All or applicable Sites
   8. Add the Document, DocumentAssignmentISIR, and DocumentRequirementsSBLUDF templates
   9. Click Export
   10. 
   11. Click on the Process Log under the Processes menu tab 
   12. Click on the Download File(s) on the Export Setup Configuration Process Type for the process ran above
2. Update the XML document export file for the 2021-2022 FAY:
   1. Remove all documents that you will not be updating for the 2021-2022 FAY.  For example, if you have added other student-scoped or 'All FAY' documents to your system that will not need updated for the 2021-2022 FAY, remove them from the XML file. 
      1. Your current document configurations for these documents will remain unchanged in your Regent instance.
      2. Hint:  You will likely be removing any documents that do not have 2020-2021 or 2018 in the document name.
   2. Update the Document externalId for each document remaining in the XML document.
      1. These will be the new externalids for the new document requirements you are creating.
      2. The externalIDs must must be unique across all documents.
3. Update Document Names and add the 2021-2022 FAY: 
   1. Search all FAY-scoped documents that do not have a year reference in the Document Name and have 2021 in the 'FAY List' and add the 2022 FAY to the 'FAY List'.
   2. Search all documents with a 'name' (document name) that contains 2021 and replace 2021 with 2022
      
4. 1. Then, search for documents with a 'name' (document name) that contains 2020 and replace 2020 with 2021
      
   2. Search for documents with a 'name' (document name) that contains 2018 and replace 2018 with 2019
      
5. Upload documents in XML format into Regent Award:
   1. Click on the Import Processes under the Processes menu tab
   2. Select 'Import Student Documents XML' under the Process Type
   3. Select the updated XML file under the Import File
   4. Click Import
   5. Review documents under the Document Setup in the Regent Award User Interface

Method 2:  Adding New Documents Manually

1. Manually add new 2021-2022 document requirements under Document Setup in the Regent Award User Interface for the forms on this list:  2021-2022 Verification Support Document Configuration List
2. Important notes:
   1. The Document Name must not be modified on these documents or it will affect the functioning of the Verification Worksheet in Regent Review.
   2. Create a new, unique externalID for each new document requirement.
   3. However, a customer can update the Document Message and can update the Document ID.  A Document ID is provided in these files and is required for the import process to work.  
   4. Also, take note that any file attachments needed for these documents must be added manually through Document Setup. 
   5. Finally, ISIRs for the NEW aid year should not be imported into Regent Award until this Document Setup is complete.

Other Annual Document Updates

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

Known Issues for Regent 5.3