Release	Release 5.3.1.0

Document Updated	FINAL

Executive Summary

Regent Education is pleased to announce Regent 5.3.1.0, a minor release of the Regent Enterprise Financial Aid Management System.

This release addresses product defects as listed in the “Bugs” section below, and also enhancements which include:

New Fields Available for Communications Filters
Support for Communications to Parent PLUS Borrowers
Configuration Options to Activate Regent Plan by Program/Site
Title IV Authorizations via Student Experience Portal
FERPA Authorization for Key Individuals via Student Experience Portal
Correct Disbursement Rules for Expired MPNs

New Configuration Options

The following new configuration options were added in Release 5.3.1:

Institution Setup>General>SAP Settings

An existing field was renamed by adding the words "At Same Level": Use Prior Program SAP Status When Program Is Changed At Same Level
'Use Prior Program SAP Status When Program Level is Changed' field has been added. This field will pre-populate with the same value as the preexisting setting 'Use Prior Program SAP Status When Program Is Changed At Same Level'.

Institution Setup>Portal Configuration> Financial Aid

A new 'Program Information Settings' section has been added.
- 'Add Program Information to Student X' field has been added. This field is a checkbox. If checked, a Program Information grid will be displayed beneath the Academic Year selection in the Financial Aid component of Student Experience for term-based programs only. The grid lists each Term in the Academic Year, Registered Units in each Term, Program Applicable Units in Each Term, and the associated Program Name for each Term.

Institution Setup>Portal Configuration>Documents

'Enable Students to Add Document’ field has been added. This field is a checkbox. If checked, the functionality for a student to add a Document Requirement via Student Experience will display.

Institution Setup>Portal Configuration>Smart Form

Title IV Authorization Settings section has been added.
- The new section contains the following fields:
  - Display Title IV Authorizations Description
  - Title IV Authorizations Description
  - Display Authorization to Retain Title IV Funds
  - Display Authorization to Return Federal Loan Credit Balances to Lender
  - Authorization to Retain Title IV Funds
  - Authorization to Return Federal Loan Credit Balances to Lender
  - Display Authorization to Pay Prior Year Minor Charges
  - Authorization to Pay Prior Year Minor Charges
  - Display Authorization to Pay Non-Institutional Charges
  - Authorization to Pay Non-Institutional Charges
  - Display Statement of Understanding
  - Statement of Understanding
  - Enable FERPA Authorizations SmartForm
  - FERPA Authorizations
- A new token was created, {SchoolNameDisplayValue} that can be used to surface text within configured portal messaging.

Document Setup>General

‘Allow Students to Add Document’ field has been added. This field is a checkbox. If checked, the document will appear in the dropdown for the student to add as a Document Requirement in Student Experience.
- Note: Placement of existing configuration was moved for consistency and administrative purposes.

'Title IV Authorizations' has been added as an option in the 'Smart Form Type' dropdown list.
'FERPA Authorizations' has been added as an option in the 'Smart Form Type' dropdown list.

Site Setup>General

'Enable Additional Regent Plan Components' has been added. This field is a checkbox. If checked, Regent Plan tools (with the exception of ‘My Borrowing’) will be presented in Student Experience to students at the site IF ‘Enable Additional Regent Plan Components' is also selected for the student's program. If the field is unselected, students at this site will not be presented with Regent Plan tools in Student Experience. This setting is independent of 'Enable My Borrowing' configuration. My Borrowing and Advisor Assist are not affected by this setting.

Program Setup>General

'Enable Additional Regent Plan Components' has been added. This field is a checkbox. If checked, Regent Plan tools (with the exception of 'My Borrowing') will be presented in Student Experience to students in the Program IF 'Enable Regent Plan Component' is also selected for the student's site. If the field is unselected, students in this program will not be presented with Regent Plan tools in Student Experience. This setting is independent of 'Enable My Borrowing' configuration. My Borrowing and Advisor Assist are not affected by this setting.

Admin and User Guide Updates

Updates to Admin and User Guide pages, related to changes in the 5.3.1.0 release, will be provided in this section of the 5.4 Release Notes page.

Enhancements

The following enhancements are included in this release:

Key	Product Selection	Functional Area	Release Note
RS-20281	Regent Award	Communications	Title: New Parent PLUS Borrower Communication Fields Tickets: RS-18884; RS-20281; RS-20297; RS-20298; RS-20312; RS-20311; RS-20357; RS-20358 Description: Regent has added new Communications fields to support communications to Parent PLUS Borrowers. Communications templates can access the data visible on the student's Loans sub-tab, PLUS Borrower Information. In this release, the Borrower's email address and Phone Number were added to the sub-tab. Regent Award was also enhanced with the ability to send email communications to PLUS borrowers when the borrowers are not listed on the student's Parent/Spouse/Reference Information. Currently, users must enter the PLUS borrower information manually on the sub-tab prior to COD acceptance of the PLUS loan.
RS-20197	Regent Award	Communications	Title: New Communications Fields: Office Name, Program Number of Years, SAP Failure Reason, Pell Lifetime Eligibility Used, Subsidized Usage Period Tickets: RS-19687; RS-20197; RS-20198; RS-20199; RS-20200; RS-20201; RS-20202; RS-20226 Description: Regent has added five additional fields to Communications: Institution Portal settings - Office Name, $InstitutionPortalSettings.General.OfficeName Program Setup - Number of Years, $ProgramConfigurationSettings.NumberOfYears Student's SAP Failure Reasons, $sap.SAPFailureReasonsString Student's Pell/IASG Lifetime Eligibility Used from NSLDS FAH data, $StudentFinancialAidHistory.NSLDSResponseLifetimeEligibilityUsed Student's Subsidized Usage Period from NSLDS FAH data, $StudentSubsidizedUsageHistory.NSLDS_SubsidizedUsagePeriod
RS-20169	Regent Award	SAP	Title: Use Prior Program SAP Status When Program Level is Changed Tickets: RS-20169; RS-20172; RS-20173; RS-20174; RS-20175; RS-20176; RS-20177; RS-20178; RS-20179; RS-20203; RS-20205; RS-20206; RS-20208; RS-20209; RS-20210; RS-20211 Description: Regent has enhanced Satisfactory Academic Progress (SAP) inheritance for Program Changes. The enhancement adds configurable behavior for Program Changes when a student's new program is changing between Undergraduate or Graduate levels. Schools may configure the new Institution Setup setting, Use Prior Program SAP Status When Program Level is Changed. The new setting is in addition to the preexisting configuration setting, Use Prior Program SAP Status When Program Is Changed At Same Level. If the new setting has a value of Yes, then by default, the system will apply the previous program's SAP status for program changes across Undergraduate/Graduate program levels. If the new setting is No, and the new program is at a different Graduate/Undergraduate level than the previous program, the first SAP review period will default to a status of "Not Calculated" for the new program. Users may still choose to Use Prior Program SAP Status while processing a Program Change through the Program Management Wizard (PMW).
RS-20120	Regent Award	SAP	Title: Display Satisfactory Academic Progress (SAP) Failure Reason Tickets: RS-19921; RS-20120; RS-20187; RS-20188; RS-20189; RS-20190; RS-20191 Description: Regent Award records and displays the SAP Failure Reason(s) for Regent-calculated SAP status. The SAP status on the Student Summary tab reflects the student's most recent actual SAP evaluation. If a student's SAP Status is other than "Satisfactory" or "Not Calculated," a blue information icon will display next to the SAP Status. A user may hover over the icon to view the reason or reasons the student failed the SAP check. The SAP Failure Reason is also visible on the SAP Wizard. The new SAP Failure Reason is only displayed for Regent's Calculated SAP. It does not apply to the special Competency-Based Education (CBE) calculated SAP. For schools with SIS-provided status or students who have a Manual SAP record, the SAP Failure Reason will indicate the source of the non-Satisfactory SAP status.
RS-20109	Student Portal	Student Portal (SNAP)	Title: Capability to Skip E-Signature on Smart Forms Ticket: RS-20109; RS-20277; RS-20278; RS-20279; RS-20302; RS-20303; RS-20304 Description: Student Experience has been updated to read the "Not Required" configuration option for E-signature in Regent Award Document Setup, and to display or not display action buttons for Smart Form documents accordingly. If e-signature is not required, the user will have the ability to submit the document without signing and the signature section on the PDF of the document will be hidden.
RS-20108	Student Portal	Student Portal (SNAP)	Title: Allow Students to Add Document via the Student Experience Portal Ticket: RS-20373; RS-20374; RS-20375; RS-20376 Description: A new feature has been added that allows students to add a document requirement via the Student Experience portal. This feature displays in the Student Experience portal when the portal configuration is enabled. Only documents configured to ‘Allow Students to Add Document' are available to be added.
RS-19729	Regent Plan	Configuration/Setup	Title: Regent Plan Program/Site Configuration Ticket: RS-19729; RS-20242; RS-20243; RS-20244; RS-20248; RS-20249; RS-20250 Description: Site and Program-level configuration options have been implemented in Regent Award to make Regent Plan functionality presentable by Program/Site, as is currently done for 'My Borrowing’. Advisor Assist functionality was not updated with the site and program-level configuration.
RS-19312	Regent Award	Awarding	Title: New Task- Review Late Disbursement – Payment Period Ended Tickets: RS-19312; RS-20370; RS-20371 Description: A new Task has been added called 'Review Late Disbursement- Payment Period Ended.' The new task is similar to the 'Review Late Disbursement – LTHT' task, but differs in that it includes any unpaid loan disbursements for which the payment period has ended, regardless of the learner’s current enrollment status.
RS-16304	Student Experience	Student Experience	Title: Title IV Authorizations Smart Form Tickets: RS-20215; RS-20231; RS-20216; RS-20256 Description: The Title IV Authorizations form collects required authorizations from students via an interactive Smart Form available in the Student Experience portal. All Smart Form responses are surfaced within Regent Award under the Student Portal Authorizations section in the Student Details tab.
RS-16289	Student Experience	Student Experience	Title: Program Information Configuration Option Display within Financial Aid Component Tickets: RS-16289; RS-20228; RS-20240 Description: A new configuration option in Regent Award will allow Registered and Program Applicable units to be displayed for each term beneath the Academic Year selection in the Financial Aid component of Student Experience. This is for term-based programs only.
RS-3846	Student Portal	Student Portal (SNAP)	Title: FERPA Authorizations Smart Form Tickets: RS-20215; RS-20231; RS-20216; RS-20256 Description: The FERPA Authorizations form allows students to provide authorization to release information via an interactive Smart Form available in the Student Experience portal. All FERPA Authorization Smart Form responses are surfaced within Regent Award under the Parent/Spouse/Reference Information section in the Student Details tab.
RS-286	Regent Award	EST/Disbursements	Title: Enhancement to the Treatment of Expired MPNs for Disbursing Ticket: RS-286; RS-20217 Description: The disbursement validation for EST has been updated for cases when the the MPN has expired. The EST logic has been updated to look at two tags in the Common Record (<MPNStatusCode> = “A” OR <MPNLinkIndicator> = “True”) and will no longer look at the MPN expiration to determine if the MPN is valid for disbursement. If either of the two updated tags apply and the MPN expires, the MPN will still be considered valid for making disbursements for the loan.

Bugs

The following bugs are resolved in this release:

Key	Product Selection	Functional Area	Release Note
RS-20527	Regent Award	Packaging	Problem: When students in their final Academic Year were packaged, the system moved the entire award amount into the first payment period. Cause: A bug in the Shortened Remaining Period of Study awarding logic incorrectly prevented the system from counting the number of payment periods in the final Academic Year for some funds. The bug affected AY-based funds configured with the Fund Setup setting, Award Full Eligibility for Eligible Periods Only set to False. Fix: The system correctly calculates the correct number of payment periods in the AY for awarding in a shortened remaining period of study. Testing: Find an affected student in a shortened Remaining Period of Study final AY containing at least two terms or payment periods. Confirm the student has an award from a non-manual, Academic-Year based fund configured with Award Full Eligibility for Eligible Periods Only set to False. Package the student. Confirm the award is allocated among all the eligible terms or payment periods.
RS-20301	Regent Review	Workflow/Questionnaire	Problem: In testing of the Verification Worksheet, on the page for Complete IRS Data Retrieval Tool (DRT), some erroneous text appeared with instructions to indicate hyperlinks with a change to font color. In addition, the "Student's Tax Return Information" displayed a technical variable instead of the Federal Award Year. Cause: Some additional text had been copied from the requirements for the Complete IRS Data Retrieval Tool (DRT) question. The question with the technical variable also used an incorrect template type. Fix: The unnecessary text was removed from the Complete IRS Data Retrieval Tool (DRT) question. In addition, the Student's Tax Return Information question was corrected to use the correct template type. Testing: Use a student who is Selected for Verification and who could not use the IRS Data Retrieval Tool (IRS DRT code 00). Proceed through the Verification Worksheet. In the Student Income & Tax Data section, review the Complete IRS Data Retrieval Tool (DRT) page. Confirm the extra text is not displayed. In the Student's Tax Return Information, confirm the correct FAY value is displayed.
RS-20229	Regent Award	Awarding	Problem: In testing, after going through the conversion wizard, the system packaged a Graduate PLUS loan in Cancelled status. Cause: The student's program started in the second term of a Scheduled Academic Year (SAY) AY. The packaging logic calculated the incorrect PLUS award amount for the shortened loan period when the loan period contained other Title IV COD Rebuild loans. Fix: The system correctly calculates Title IV Loan amounts in loan periods for conversion awards when the loan period is shorter than the full Academic Year, and the loan period contains other Title IV Rebuild loans. Testing: Find an affected test student who has non-manual COD Rebuild loans, and has a program starting in the second or third term of a Scheduled Academic Year (SAY). Process the student through conversion. Package the student. Confirm the system does not cancel the loans.
RS-20192	Regent Award	ISIR Processing/Verification	Problem: The Student ISIR screen had incorrect validation in the ISIR Verification/Correction Wizard. For both Marital Status Date fields, if the user entered a value ending in a 10, 11, or 12, the system incorrectly marked the valid value as being in error. The screen validation prevented a user from correcting the ISIR with that value. Cause: The screen had an incorrect validation rule for the two fields. Fix: The validation rule was corrected. Testing: Find a dependent student. In the student's ISIR tab, select an ISIR. Start the ISIR Verification/Correction Wizard. In the Parental Information, edit the Parent's Marital Status Date field and enter a value ending in 10, 11, or 12, such as 199912. Click into another field. Confirm the date value is not marked in error. In the Student Information, edit the Student's Marital Status Date to have a value ending in 10, 11, or 12, such as 201811 . Click into another field. Confirm the date value is not marked in error.
RS-20003	Regent Access	Student Portal (SNAP)	Problem: When a Smart Form application is completed in the old portal, it has an initial status of “Completed on MM/DD/CCYY” and is subsequently updated when it is picked up on the SNAP Export Process to "Processed on MM/DD/CCYY". Cause: There is shared code amongst multiple themes that updates the status when the application is picked up by the SNAP Export Process. Fix: The code was updated to remove themes, where the status should not be updated when the application is picked up by the SNAP Export File. Testing: Complete an application in the old student portal. Review the status of the application on the portal. Run the SNAP Export Process. Ensure the status of the application on the portal remains the same and has not been updated.

Scripts

Terminology for understanding Script Release Notes:

Build Script: These scripts are automatically run when an environment is upgraded to a new release; no special request is needed and all customers receive the scripted change.
Data Cleanup Script: These scripts modify specific data, and may or may not be included with a new release; the release note provided below will specify. If they are not included with the release, they need to be requested by the customer.
Custom Script: These scripts may perform a variety of functions, which will be specified in the release note and must be requested by the customer as needed.

The following scripts relate to this release:

Key	Product Selection	Functional Area	Release Note
RS-20175	Regent Award	SAP	Purpose of Script: The build script pre-populates the new configuration setting, Use Prior Program SAP Status When Program Level is Changed. The purpose is to preserve existing functionality for schools who have currently configured the preexisting setting, Use Prior Program SAP Status When Program Is Changed At Same Level. Note, the words "At Same Level" were added to the label for the preexisting setting. Data Changed by the Script: The script copies the current value of the preexisting configuration setting, Use Prior Program SAP Status When Program Is Changed At Same Level into the value for the new setting, Use Prior Program SAP Status When Program Level is Changed. How to Access the Script: The script is included in the deployment of the 5.3.1.0 release. Each customer will receive this script update automatically when they upgrade to the 5.3.1.0 release. How to Test the Script: After the upgrade, log in and navigate to Institution Setup. Confirm the new setting, Use Prior Program SAP Status When Program Level is Changed has the same value as Use Prior Program SAP Status When Program Is Changed At Same Level.

Key

Product Selection

Functional Area

Release Note

RS-20175

Regent Award

SAP

Purpose of Script:
The build script pre-populates the new configuration setting, Use Prior Program SAP Status When Program Level is Changed. The purpose is to preserve existing functionality for schools who have currently configured the preexisting setting, Use Prior Program SAP Status When Program Is Changed At Same Level. Note, the words "At Same Level" were added to the label for the preexisting setting.

Data Changed by the Script:
The script copies the current value of the preexisting configuration setting, Use Prior Program SAP Status When Program Is Changed At Same Level into the value for the new setting, Use Prior Program SAP Status When Program Level is Changed.

How to Access the Script:
The script is included in the deployment of the 5.3.1.0 release. Each customer will receive this script update automatically when they upgrade to the 5.3.1.0 release.

How to Test the Script:
After the upgrade, log in and navigate to Institution Setup. Confirm the new setting, Use Prior Program SAP Status When Program Level is Changed has the same value as Use Prior Program SAP Status When Program Is Changed At Same Level.

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