5.7 Release Notes

Owned by Heather Smith
Last updated: Feb 02, 2022


Release

Release 5.7.0.0



Document Updated

1/28/22


Executive Summary

Regent Education is pleased to announce Regent 5.7, the latest 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:

  • Pell Multiple Reporting Record (MRR) Support
  • Subscription Period Functionality
  • Resource Function in Student Experience
  • Reallocation of Sub/Unsub R2T4 PWD Option
  • Refined Transfer Monitoring First Time Student Criteria
  • Integration Improvements to Regent Award for Salesforce - RAFSF Certification Pending
  • New Loan Distribution Options
  • Academic Plan Term Enrollment Anticipation Option

New/Updated Configuration Options

 Click here to expand...

The following configuration options were added or updated in release 5.7.0.0:   


Institution Setup>Regent Access tab>State (New Section)

  • Field Name: State

    • Field Type: Single Select Dropdown

    • Field Options: All 50 states and Puerto Rico


Institution Setup > Portal Tab > Financial Aid>Resource Settings (New Section)

  • Field Name: Display External Resources on Portal

    • Field Type: Checkbox

      • If this box is checked, external resources are displayed on the financial aid component. 

      • Unselected by default

      • Help Text: If this box is checked, external resources are displayed on the financial aid component. 

  • Field Name: Resource Section Header Name

    • Field Type: Textbox

      • Text entered here will be displayed as the Resource section name.

      • Default Text: Resources

      • Help Text: Text entered here will be displayed as the Resource section name.

  • Field Name: Resource Informational Text

    • Field Type: WYSIWYG Editor

      • Text entered here will display as informational text to the student beneath the Resource section name on the Financial Aid component if the 'Display External Resources on Portal' configuration is enabled. 

      • Default Text:  Resources received from outside entities are included in your financial aid offer.  Resources are applied to and reduce the total cost of your education.  If you have received or are anticipating receipt of a resource that is not shown below, please report the amount to your financial aid office.  You may do this by clicking on the 'Add New' button below.

      • Help Text: Text entered here will display as informational text to the student beneath the Resource section name on the Financial Aid component if the 'Display External Resources on Portal' configuration is enabled.

  • Field Name: Allow Student Add to Resources

    • Field Type: Checkbox

      • If this box is checked, students have the option to add external resources not currently accounted for by the financial aid office.

      • Unselected by default

      • Help Text: If this box is checked, students have the option to add external resources not currently accounted for by the financial aid office.

  • Field Name: Add Resource Instructional Text

    • Field Type: WYSIWYG Editor

      • Text entered here will display as instructional text when adding a resource.

      • Default Text: To add a resource, enter the Resource Name, and select the appropriate Source and Type.  For example, ‘Lions Club Scholarship – Private – Scholarship’. If you expect to receive the same amount for each term/payment period in this academic year, select ‘Academic Year’ in the ‘Amount Per’ field and enter the amount for each period. If you wish to enter an amount for a specific term/payment period, select ‘Term/Payment Period’ in the ‘Amount Per’ dropdown and enter the amount for that specific period.

      • Help Text: Text entered here will display as instructional text when adding a resource


Institution Setup > Salesforce Tab>Payment Period Display (New Section)

  • Field Name: Term-based Display 

    • Field Type: Dropdown

    • Field Options: 
      • Term Name 
      • Term Start and End Dates 
        • Default Option: Term Name
    • Help Text: The option chosen here will determine how the Term is displayed on the Award Information object in SalesForce.  This applies to Term-based programs only.  All Nonterm programs are displayed with the Payment Period Start and End Date.


Institution Setup > Salesforce Tab>Award Settings (New Section)

  • Field Name: Display "Declined" Awards 

    • Field Type: Dropdown

    • Field Options: 
      •  Yes
      • No
        • Default Option: No
    • Help Text: If "Yes" is selected here, the FA user will have the ability to see awards in a "Declined" status on the Award Information object in SalesForce.

  • Field Name: Display "Cancelled" Awards 

    • Field Type: Dropdown

    • Field Options: 
      •  Yes
      • No
        • Default Option: No
    • Help Text: If "Yes" is selected here, the FA user will have the ability to see awards in a "Cancelled" status on the Award Information object in SalesForce.

  • Field Name: Display "Estimated" Awards 

    • Field Type: Dropdown

    • Options: 
      • Yes
      • No
        • Default Option: No
    • Help Text: If "Yes" is selected here, the FA user will have the ability to see awards in an "Estimated" status on the Award Information object in SalesForce.


Institution Setup > Salesforce Tab>Award Academic Settings (New Section)

  • Field Name: Display Academic Year 0 

    • Field Type: Dropdown

    • Field Options:
      •  Yes
      • No
        • Default Option: No
    • Help Text: If "Yes" is selected here and an Academic Year 0 is present in the award information for the student, the Academic Year 0 information is displayed on the Award Information object in SalesForce.  If "No" is selected here and an Academic Year 0 is present in the award information for the student, no Academic Year 0 information is displayed on the Award Information object in SalesForce.

  • Field Name: Academic Years to Display 

    • Field Type: Dropdown

    • Field Options: 
      • Current AY and one Future AY
      • All AYs
        • Default Option: Current AY and one Future AY
    • Help Text: If "Current AY and one Future AY" is selected here, only the current academic year, or the next future academic year is displayed on the Award Information object in SalesForce. If "All AYs" is selected here, all academic years will be displayed on the Award Information object in SalesForce.


Institution Setup > Salesforce Tab>Resource Settings(New Section)

  • Field Name: Display External Resources 

    • Field Type: Checkbox

      • Default: Unselected
    • Help Text: If this box is checked, external resources are displayed on the Academic Information object in SalesForce.


Institution Setup > Campus Setup > SAP Setup

  • Changed Field: SAP Status Source

    • New Dropdown Option: Assume Satisfactory


Institution Setup > Campus Setup > Disbursement Schedule Setup

  • New field: Restrict Disbursements for Subscription Period Programs

    • Field Type: Drop-down (Edit mode) / Checkbox (view-only)

    • Field Options:

      • Yes (Default)

      • No

    • Help Text: This setting applies to terms in Subscription Period programs ONLY. When this setting is selected, the disbursements are not released for a term until a student meets the expected minimum number of cumulative total Subscription Period Units for disbursement. If the term has started, the student must also post attendance during the Subscription Period term.


Institution Setup > Campus Setup > Term Setup

  • Changed field: Pell Recalculation Date

    • Removed validation restriction on date value


Institution Setup >Campus Setup>Document Setup>ISIR Assignment tab>EFC Section

  • New field: Do not assign if EFC is rejected

    • Field Type: Checkbox

      • Default: Unchecked


Institution Setup >Campus Setup>Document Setup>Signature tab>Electronic Signature section

  • Field Name: Override Signature Options

    • New option in drop-down list: 'Dependency Status UDF vs. ISIR Dependency Status'


Institution Setup > Campus Setup > Program Setup> General Tab>Program Section

  • New field: Subscription Period Enrollment Level

    • Field Type: Drop-down

    • Field Options:

      • None (Default)

      • Full Time

      • Three Quarter Time

      • Half Time

      • Less Than Half Time

    • Help Text: If an Enrollment Level other than 'None' is selected, the system will treat the program as one that uses Subscription Periods(SP). Functions such as packaging and disbursment release will us the SP Enrollment Level selects for the program.
    • If the SP Enrollment Level has a value of 'None' the system will not apply Subscription rules.
    • SP Enrollment Level cannot be used with the 'Enable Enrollment Anticipation' configuration settings. Subscription Periods also cannot apply to nonterm programs


Institution Setup >Program Setup > General Tab>Enrollment Options (New Section)

  • ‘Enable Enrollment Anticipation’ field

    • Field Type: Checkbox

      • Unselected by default.

      • Help text: If this box is checked, anticipated units for future terms are anticipated using current term units. This setting does not apply to Subscription Period Programs.

  • ‘Minimum Enrollment Threshold’ field

    • Field Type: Dropdown

    • Field Options:

      • Full Time
      • Three Quarter Time
      • Half Time
      • Less Than Half Time

    • Help Text: The minimum enrollment level allowed for anticipation.  If the current term’s enrollment level is below the configured level, anticipation for future terms will be at the configured level. This setting does not apply to Subscription Period Programs.


Institution Setup >Campus Setup>Fund Setup>General Tab>Fund Detail Section

  • New Field: Award Full Eligibility in Final AY Only
    • Field Type: Checkbox

      • Unchecked by default

      • Note:

        • The default selection aligns with current functionality.

        • This configuration will display beneath the current ‘Award Full Eligibility for Eligible Periods Only’ configuration.

        • This configuration will only display when the ‘Award Full Eligibility for Eligible Periods Only’ configuration is not enabled.

        • Schools are responsible for configuring applicable funds.

        • Help Text: When this field is set, the student is packaged with full eligibility in the eligible periods of a final academic year of the program.

  • New Field: Award Full Eligibility in RPS Only

    • Field Type: Checkbox

      • Checked by default.

      • Note:

        • The default selection aligns with current functionality.

        • This field will display beneath the new ‘Award Full Eligibility in Final AY Only’ configuration.

        • This field will only display when the ‘Award Full Eligibility for Eligible Periods Only’ configuration is not enabled and the ‘Award Full Eligibility in Final AY Only’ is not enabled.

        • If this configuration is hidden, the selection will be removed from the database.

        • If this configuration is hidden and redisplayed, the configuration will be selected by default.

        • Schools are responsible for configuring applicable funds.

        • Help Text: When this field is set, the student is packaged with full eligibility in the eligible periods of a Remaining Period of Study.


Institution Setup >Campus Setup>Fund Setup>General Tab>Awarding Rules Section

  • New field: Prorate Distribution Amounts

    • Field Type: Checkbox

    • Unchecked by default

    • Not Required

    • Help Text:  When this checkbox is selected, the calculated distribution amounts will be prorated based on the program applicable, registered units for the period out of the minimum full-time enrollment level for the program. Anticipated periods use anticipated units for the period. Proration does not apply to nonterm programs.

    • This configuration option does not display for Title IV funds or for funds configured with a Ruleset.


  • New field: Exclude Header and Trailers

    • Field Type:  Checkbox

    • Unchecked by default

    • Not Required

    • Help Text:  When this checkbox is selected, terms configured with a Header or Trailer are not included in the award distribution across payment periods for term-based programs.

    • This configuration will not display for Title IV funds or for funds configured with a Ruleset.


  • Fields updated:
    • Amount Per Payment Period Section

      • This field will always display. It was previously hidden unless the 'Amount Per Payment Period' configuration was set to 'Yes'.

        • Validation was added to ensure the Max must be greater than or equal to the Min and if either the Min or Max is configured, the other field must also be configured.

      • Enrollment Status

        • This field will always display. It was previously hidden unless the ‘Amount Per Payment Period’ configuration was set to ‘Yes’
      • Award Distribution Options:
        • This field will always display. It was previously unless the 'Amount Per Payment Period' configuration was set to 'Yes'.

        • Academic Year scope funds will continue to default to ‘Divide Evenly Across PPs’.

        • Current fund configuration settings will not be changed.

        • The ‘Divide Evenly Across all PPs in FAY, Not to Exceed Costs per PP’ will not be displayed for Academic Year scope funds.


Institution Setup >Campus Setup>Communications Setup

  • New field: ‘Custom Header’: If the template for the Communication body has a header coded, the file uploaded to this field will be used as the header. If no file is present in this field, the file from the Site Logo field in Portal Configuration in Institution Setup will be used as the header, if present.
    • Help Text: Enter a URL for a valid HTML Header to be used for this communication, if the communication requires a custom header.
  • New fields: ‘Custom Contact Information’: Two groups of fields for custom contact information include text fields for ‘Title’, ‘Phone Number/Email 1’, and ‘Phone Number/Email 2’. Templates can be coded to use these fields in replacement of, or in addition to, Contact Information from Institution Setup.
    • o Help Text: Enter Custom Contact Information to be displayed in the Communication, per code in the Communication template.
  • Five new standard templates available:
    • R2T4 Finalized
    • PWD Notification
    • Student Disbursement Notification
    • Parent Disbursement Notification
    • Exit Counseling


Campus Setup Permissions

  • New Permissions Added: 

    • View Packaging Grid Setup

      • If this field is enabled, the user will have access to view the Packaging Grid Setup by clicking on a listed item and seeing the configuration for the grid selected below.

      • Disabled by default

    • Edit Packaging Grid Setup

      • If this field is enabled, the user will have access to edit the Packaging Grid Setup and add new Packaging Grids.

      • Disabled by default


Student Permissions

  • New Permissions Added:
    • Grid Override Wizard

      • Access Grid Override Wizard

        • If this field is enabled, the user will have view only access  to the Grid Override Wizard (similar to MAW Access permission).

        • Disabled by default

      • Edit Grid Override Wizard

        • If this field is enabled, the user will have editability within the Grid Override Wizard (similar to MAW Edit permission)

        • Disabled by default

Admin and User Guide Updates 



Enhancements

The following enhancements are included in this release:

KeyProduct SelectionFunctional AreaRelease Note
RS-22867Regent ReviewWorkflow/Questionnaire

Title: New EFC Document Configuration under Document Setup

Tickets: RS-22867;

Description:

A new document configuration option under document setup, ‘Do not assign if EFC is rejected’, has been added to support document assignment. When this configuration is set under document setup, the document will not be assigned to students who have a rejected EFC on their ISIRs.

RS-22865Regent ReviewWorkflow/Questionnaire

Title: Added New eSignatures Setup Configuration to support Dependency Status UDF

Tickets: RS-22865;

Description:

A new configuration option has been added to allow for a Dependency Status UDF to be utilized to determine when a parent signature would be required if an ISIR dependency is unavailable. If configured as such and no ISIR is available, the system will look for the Dependency Status UDF and if the Dependency Status UDF equals ‘I', only the student's signature is required. If the Dependency Status UDF equals ‘D’, the student and parent signatures are required.  If no ISIR and there is no Dependency Status UDF available, the system will only require the student’s signature.

See Customer Zone Knowledge Base topic: Document Setup Data Elements 

RS-22585Regent AccessConfiguration/Setup

Title: Hide/Show Custom Questions for Access Customer by State

Tickets: RS-22854; RS-22585; RS-22853; RS-22882;

Description:

A ‘State’ Field has been added to the Regent Access configuration tab of Institution Setup. The state indicator will be used to hide or show questions on new questionnaires for Access customers, by state for customers who migrate to the master application within Student Experience.

See Customer Zone Knowledge Base topic: Institution Setup Data Elements

RS-22517Student ExperienceStudent Experience

Title: Update Acceptance of Awards via My Borrowing under Specific Conditions

Tickets: RS-22570; RS-22571; RS-22645; RS-22646; RS-22687; RS-22915;

Description:

The My Borrowing Select Plan screen did not previously allow for any awards to be accepted when one or more awards existed with a closed loan period. The acceptance of awards via the My Borrowing Select Plan screen has been updated to allow for awards to be accepted even when awards with a closed loan period exist, including doughnut and single-term awards. It has also been updated to allow for the acceptance of awards when an award with a disbursement being included in an R2T4 exists.

To allow acceptance of other awards and ensure all awards, including awards that are unable to be updated are a part of the student’s overall borrowing plan are displayed, a new dynamic message has been added to the My Borrowing Acceptance pop-up page. The message will display above the awards and the dynamic message will be dependent upon the award’s status.

  • The accepted award(s) below cannot be updated at this time. OR
  • The offered award(s) below may no longer be available.  Please contact your <office name> for assistance.

See the Customer Zone Knowledge Base topic: My Borrowing. 

RS-22487Regent AwardCommunications

Title: Add Custom Header and Custom Contact Information Fields in Communication Setup/Make Color Dynamic in Standard Communications

Tickets: RS-22453; RS-22487; RS-22717; RS-22718; RS-22719;

Description:

  • Fields have been added to Communication Setup in Regent Award to capture a Custom Header and Custom Contact Information.
    • Custom Header: If an HTML link is entered in this field, the configured file will be used in the header of the Communication instead of the header that is used in the Student Experience portal.
    • Custom Contact Information: Two sets of fields have been added titled Custom Contact Information 1 and Custom Contact Information 2.
      • Each set consists of the following text box fields: ‘Title’, ‘Phone Number/Email 1,’ ‘Phone Number/Email 2’
      • If the Communication Template associated with the Communication Setup is coded to use Custom Contact Information # 1 and/or Custom Contact Information # 2, the entered title and values entered in the Phone Number/Email fields will be displayed in the communication.
  • Existing Standard Communication templates have been updated to use the color configured in Institution Setup>Portal Configuration>Primary Color as the color for table header rows and clickable buttons in the Communication.

See Customer Zone Knowledge Base topic: Configure a Communication

RS-22457Regent AwardConfiguration/Setup

Title: SAP Setup: SAP Source - Assume Satisfactory

Tickets: RS-22457; RS-22771; RS-22772; RS-22773; RS-22774; RS-22775; RS-22776; RS-22777; RS-22778; RS-22779;

Description:
Regent Award has a new ‘Assume Satisfactory’ option for the ‘SAP Status Source’ field in SAP Setup. When ‘Assume Satisfactory’ is selected, Regent Award applies a Satisfactory SAP status to all SAP review periods covered by the SAP policy. The school does not separately provide SBL SAP data. Regent Award treats students in programs with an ‘Assume Satisfactory’ SAP policy as always having a Satisfactory SAP status. Schools should only choose the ‘Assume Satisfactory’ option when all students covered by the policy will always be considered to be meeting or exceeding the school’s SAP standards, as determined by the school outside of Regent Award.

See Customer Zone Knowledge Base topic: SAP Setup Data Elements

RS-22404Regent AwardCommunications

Title: Create New Standard Communications

Tickets: RS-22453; RS-22404; RS-22523; RS-22524; RS-22525; RS-22526; RS-22527;

Description:

The following standard communication templates have been created within Regent Award Communication Setup:

  1. R2T4 Finalized
  2. PWD Notification
  3. Student Disbursement Notification
  4. Parent Disbursement Notification
  5. Exit Counseling

See Customer Zone Knowledge Base topic: Standard Communication Templates and Communication Context Variables

RS-22369Regent AwardPackaging

Title: Expanded Packaging Philosophy ‘Package To’ functionality with new Packaging Grid Configuration

Tickets: RS-13678; RS-22347; RS-22348; RS-22359; RS-22358; RS-22360; RS-22361; RS-22369;

Description:

Regent added new packaging functionality to determine a fund award amount based on one or two variables configured on an indexed grid. The grid variables determine the amount or percentage that will be used for the ‘Package To’ limit. For example, a chart or grid may have GPA ranges across one axis and EFC ranges across the other, and a student’s ‘Package To’ target is identified via the grid cell corresponding to the student’s GPA and EFC. The award amount is then calculated using the ‘Packaging To' target amounts. All other eligibility stipulations configured for the fund (such as a requirement for SAP or ISIR) continue to apply.

See Customer Zone Knowledge Base topic: Packaging Grids

RS-22326Regent AwardAwarding

Title: Added New Configuration to Support Final Academic Year Proration

Ticket: RS-22642; RS-22643; RS-22644; RS-22326; RS-22133;

Description:
Two new configurations were added to award full eligibility in a final Academic Year or in a Remaining Period of Study that are only available when the ‘Award Full Eligibility for Eligible Periods Only’ configuration is not enabled. These configurations allow schools to award full eligibility over each payment period in the final academic year or to divide the full prorated eligibility over the eligible payment periods in a remaining period of study without awarding full eligibility to all academic years in the student’s program of study.

When awarding full eligibility in a Remaining Period of Study, the total combined prorated amount of Subsidized and Unsubsidized loan amount will not exceed the total prorated eligibility.

See the Customer Zone Knowledge Base topic: Fund Setup Data Elements.

RS-22282Regent AwardNot Applicable

Title: Updated TSM Monitoring for "First Time" students

Tickets: RS-22282; RS-22755;

Description:

The NSLDS Export File was updated to include logic for auto-withdrawn terms when determining ‘first-time students’ for the ‘Begin Monitor Date’ to allow a student to be re-exported if the original first term on the Academic Plan becomes auto-withdrawn.

See Customer Zone Knowledge Base topic: NSLDS Transfer Monitoring (TSM)

RS-21980Regent Award for SalesforceWorkflow/Questionnaire

Title: Award Data added to Regent Award for Salesforce

Tickets: RS-21982; RS-21980; RS-22897; RS-22900;

Description:

Staff members using Salesforce are now able to view Academic Year(s), Payment Period(s), Manual Resource(s), Awards, Award Disbursement(s), and Loan Period(s) information, if configured. On the SalesForce tab in Institution Setup In Regent Award, new configurations for Award Settings, Academic Year Settings, and Resource Settings. have been added to support staff member visibility within SalesForce.

See the Customer Zone Knowledge Base topic: Regent Award for Salesforce (RAFSF) (Archived)

RS-21687Regent Award for SalesforceAccount Management

Title: Regent Unique Identifiers added to Regent Award for Salesforce Objects

Tickets: RS-21982; RS-21687;

Description:

Regent unique identifiers for ISIR, Documents, and Tasks have been added to the page layout in Salesforce. If client preference is to not display those fields, this is configurable within SalesForce and the fields will be hidden on the page layout in Salesforce.

See the Customer Zone Knowledge Base topic: Regent Award for Salesforce (RAFSF) (Archived)

RS-20051Regent AwardR2T4

Title: R2T4 PWD: Reallocate to Unsub for Subsidized/Unsubsidized PWD Amounts When PP Has Multiple Disbursements

Ticket: RS-20051; RS-22133; RS-22330; RS-22331; RS-22335; RS-22336; RS-22337;

Description:
In R2T4 in Regent Award, the PWD tab has been updated with a ‘Reallocate to Unsub’ feature. The new control allows users to reallocate unpaid Subsidized disbursement amounts in order to pay Unsubsidized disbursements. A user may ‘Reallocate to Unsub’ for Finalized and non-Finalized R2T4s when all of the following apply: 1) One or more Subsidized disbursements exist for the Payment Period; AND, 2) A disbursement for the Subsidized loan has already been paid; AND, 3) The student has an unpaid Unsubsidized loan with its first disbursement included in the R2T4 calculation. A new activity log entry will be created for reallocated amounts. To use the new feature, users must have a role with the ‘Edit Do Not Offer on Finalized PWD’ permission enabled.

See Customer Zone Knowledge Base topic: R2T4 Wizard - PWD Tab and Return of Title IV (R2T4) Overview

RS-20050Regent AwardPackaging

Title: Anticipate Remainder of Plan Based Previous Enrollment Levels

Tickets: RS-22292; RS-22313; RS-22320;

Description:

The system has been updated with a configurable option to anticipate future terms using the number of registered units in the current term. This new functionality is intended to more closely reflect a student’s typical enrollment pattern. The number of units used for future anticipation continues to adjust with changes in student registration until the first Title IV award is disbursed for the current term. Adjustments will resume when the next term has Actual registration and continue until the first Title IV disbursement of the next term.

See the Customer Zone Knowledge Base topic: Program Setup Data Elements

RS-19890Regent AwardPackaging

Title: Support for Subscription Periods Awarding and Disbursement

Tickets: RS-16335; RS-19890; RS-22288; RS-22289; RS-22328; RS-22454; RS-22456; RS-22457; RS-22458; RS-22474; RS-22475; RS-22476; RS-22477; RS-22478; RS-22495; RS-22497; RS-22582; RS-22583; RS-22587; RS-22588; RS-22589; RS-22591; RS-22592; RS-22654; RS-22655; RS-22656; RS-22657; RS-22658; RS-22662; RS-22663; RS-22664; RS-22665; RS-22678; RS-22679; RS-22680; RS-22681; RS-22682; RS-22683; RS-22684; RS-22685; RS-22686; RS-22771; RS-22772; RS-22773; RS-22774; RS-22775; RS-22776; RS-22777; RS-22778; RS-22779; RS-22783; RS-22829; RS-22834; RS-22835; RS-22836; RS-22837; RS-22838; RS-22839; RS-22840; RS-22841; RS-22842; RS-22872; RS-22873; RS-22874; RS-22875; RS-22876; RS-22877; RS-22878; RS-22898; RS-22904; RS-22905; RS-22907;

Description:
Regent Award has added support for the new Subscription Period (SP) financial aid model. Subscription Periods use term-based awarding for self-paced students. Each term’s awarding is based on a new Program Setup configuration, ‘Subscription Period Enrollment Level,' instead of using the student’s actual registration in an SP term. Title IV Disbursements depend on the student successfully completing the target units for each term other than the immediately prior subscription period term. A new Disbursement Schedule configuration setting, ‘Restrict Disbursements for Subscription Period Programs’ will apply to Subscription Period students only. New EST/COD disbursement validation codes, EST-0088 and EST-0089 will also apply if the student does not have sufficient units or attendance in the term. When the student is packaged on or after the Pell Recalculation Date, Regent Award will also reduce the Pell Grant amount in a term if the student has actual attendance lower than the term’s SP Enrollment Level.

Subscription Period (SP) programs are not considered to have Modules for R2T4 purposes. If a student has an R2T4 in a Subscription Period term, the R2T4 numerator is from the Term’s Start Date to the student’s Date of Withdrawal. The R2T4 denominator is the full length of the term dates, from the Term Start Date to the Term End Date. The numerator and denominator are based on the term dates and withdrawal date, regardless of whether the student had registered for courses in the full term.

See Customer Zone Knowledge Base topics: Course And Unit Information; Remedial and Repeat Units; Disbursement Schedule Setup Data Elements; EST Validation Error Codes Guide; Program Setup Data Elements; Term Setup Data Elements; SAP Setup Data Elements; Automated R2T4; and Processing an R2T4 in Regent Award

RS-17237Regent PlanStudent Experience

Title: Student Experience/Resources: Student Entry of External Awards/Cash

Tickets: RS-22133; RS-17237; RS-19702; RS-22562; RS-22563; RS-22564; RS-22565; RS-22566; RS-22567; RS-22568; RS-22572; RS-22573; RS-22574;

Description:

The Student Experience portal now provides an optional display of External Resources within the Financial Aid component. The configurable options within Regent Award, allow students to enter External Resources for a payment period or academic year. External Resource amounts entered on the portal are then considered in the student’s packaging and displayed within Regent Award on the Awards tab. The External Resource configurations have been added to Institution Setup > Portal > Financial Aid in the new Resources Settings section. In addition, a new Export Student Resources Process and downloadable output file (.csv) is available for reporting and review purposes.

See the Customer Zone Knowledge Base topics: Student Experience Portal Data Elements; Export Processes; Financial Aid: General Functionality; External Resources; Financial Aid: Adding External Resources

RS-1962Regent AwardCOD

Title: Pell Multiple Reporting Record (MRR) File Import and Task Assignment

Tickets: RS-22466; RS-22465; RS-22463; RS-22464; RS-22462; RS-22461; RS-22459; RS-22467; RS-22468; RS-22470; RS-22460; RS-22489; RS-22490; RS-22491;

Description:

Regent Award will consume Pell MRR files and provide process summary information on which records were matched, which records matched on the student but for which Regent did not have a corresponding Pell award, and which records did not match.  Tasks will be created for matched records with the following MRR record type codes.

  • CE – The student is concurrently enrolled
  • PB – The student is in a POP situation. The school listed on the MRR was not the first that disbursed funds to the student
  • PR – The student is in a POP situation. The school listed on the MRR was the first school to disburse funds to the student
  • BC – The student is in a POP condition and is concurrently enrolled. The school listed on the MRR was not the first that disbursed funds to the student
  • RC – The student is in a POP condition and is concurrently enrolled.  The school listed on the MRR was the first school to disburse funds to the student

In order to take advantage of the new Pell MRR process in Regent Award, activate the new SAIG Message class of PGMR##OP, set up permissions to run the new Import Process Type of ‘Import Pell Multiple Reporting Record’, and activate the new ‘Review Pell MRR Notification’ task type.

See Customer Zone Knowledge Base topics: Message Classes Supported by Regent Award and Import of the Pell Grant Multiple Reporting Record (MRR)

Bugs  

The following bugs are resolved in this release:

KeyProduct SelectionFunctional AreaRelease Note
RS-22696Regent ReviewCommunications

Problem:
Regent Review unexpectedly did not send the ‘ISIR Verification Communication’ email for the next Federal Award Year’s ISIR for students that had an ISIR Verification Communication sent for the current Federal Award Year.

Cause:
Regent incorrectly checked for a need for the ‘ISIR Verification Communication’ based on the current year’s ISIR instead of the next year’s ISIR.

Fix:
The Communications filter was updated to ensure that students with a ‘Selected for Verification’ ISIR for the next year would receive the Communication.

Testing:
In Regent Review, find a student that has an ISIR ‘Selected for Verification’ for the current year. Apply the Communication Filter and Generate Communication. Load another ISIR for the next year that is also ‘Selected for Verification.’ Apply the Communication Filter and Generate Communication. Confirm the communication is successfully created for the next year's ISIR.

RS-22690Regent AwardCOD

Problem:
COD information was missing on the Student COD tab. The screen also sometimes displayed an error, “Data is Null. This method or property cannot be called on Null values.”

Cause:
When awards were imported from COD with Financial Award Begin and End dates having blank/NULL values, the system could not replace the empty values with non-null values for the screen to display.

Fix:
The COD tab screen has updated logic to display the imported data as it was imported without any modifications. As COD schema allows blank/NULL values, the screen also displays the blank/NULL values.

Testing:
Find the affected student. Open the COD tab. Confirm the COD tab data is loaded and is displayed without any errors.

RS-22671Regent AwardCommunications

Problem:
The ‘Award Notification-Updated (email)’ Communication was unexpectedly generated and sent almost every day to a group of students.

Cause:
This issue was caused by two factors. The awards that were modified due to an R2T4 (Return of Title IV) record were selected regardless of the previously sent communications. The communication also did not take into account the current AY (Academic Year) of the student if the award was modified due to an R2T4.

Fix:
The code fix was applied to set limitations based on previously sent communications and with respect to the current Academic Year. Only the last Academic Year is selected for further generation of the ‘Award Notification-Updated (email)’ communication.

Testing:
Package a student such as by using the Modify Academic Plan wizard (MAP). In Processes, under System, click ‘Generate Communications.’ Select the ‘Award Notification-Updated (email)’ Communication and Generate. Review the students in the Process Log entry. Confirm whether there are students that have an award letter generated incorrectly. Confirm the affected students are not present.

RS-22452Regent AwardSAP

Problem:
Some students had the EST-0056 and EST-0057 validation errors. The students were using the ‘SAP-Not Required’ user-defined field, which should have prevented those errors.

Cause:
The logic that waived SAP validation was expecting the specific UDF of “SAP-Not Required.” The actual UDF field was in all capital letters, “SAP-NOT REQUIRED.”

Fix:
A short-term script was developed to override the EST errors for the affected students. The longer-term fix updated the ‘SAP-Not Required’ SAP logic to not be case-sensitive. The new code considers ‘SAP-NOT REQUIRED’ and ‘SAP-Not Required’ to be the same field.

Testing:
Navigate to an affected student who has a ‘SAP-NOT REQUIRED’ UDF, and who has unpaid disbursements from a later term. Ensure the ‘SAP-NOT REQUIRED’ UDF value matches the External Term ID for the previous term to the unpaid disbursements. Package the student. Try to pay the unpaid disbursements (export with DRI=true). Try to export the disbursements for Accounts Receivable (EST for AR). Confirm the EST-0056 and EST-0057 errors do not occur in any of the EST or export processes.

RS-21893Regent AwardR2T4

Problem:
Regent unexpectedly calculated an incorrect Unsubsidized Loan amount after an R2T4 Finalization resulting in a Post Withdrawal Disbursement (PWD).

Cause:
Regent was incorrectly rounding the Net PWD Amount prior to getting the Gross PWD amount, and using that rounded Net Amount value.

Fix:
Regent’s R2T4 PWD logic was updated. The Net PWD Amount rounding was removed to ensure the correct Gross PWD amount after R2T4 Finalization.

Testing:
Test in the affected student Regent Award, where Fund Setup is using Round to Dollars for Direct Loans. Create an R2T4 resulting in a PWD where some portion of the Unsubsidized Direct Loan is added to the PWD. Review the Gross and Net Amounts on the PWD tab and make sure they have the correct values. Finalize the R2T4. Confirm the amount is correct on the Academic Plan and the value is rounded to the nearest Dollar.

RS-21787Regent AwardAwarding

Problem
A student was not being packaged to the different limits for Subsidized and Unsubsidized loans according to the configuration 'Award Full Eligibility for Eligible Periods Only' setting at Fund Setup, which was set to 'No.'

Root cause
The system incorrectly determined the payment period amounts when the ‘Award Full Eligibility…’ setting was False and the student had a “donut” scenario with a non-enrolled term in the middle of a three-term AY.

Fix/Solution
Regent’s logic was adjusted for the balance tracker used in the rules for calculating Subsidized and Unsubsidized loans. The new logic properly handles the ‘Award Full Eligibility…' setting (both True and False) when determining payment period amounts. The logic was additionally improved under the enhancement that added the two new related Fund Setup settings for 'Award Full Eligibility in Final AY Only’ and ‘Award Full Eligibility in RPS Only.’

Testing
Test using an undergraduate student with a future, three-term AY with Subsidized and Unsubsidized loans with no paid amounts, in a “donut” scenario with at least half-time enrollment in the first and third terms and with no enrollment (or LTHT) in the middle term.

1) Set 'Award Full Eligibility for Eligible Periods Only' to No/False. Reload RNA Setup. Package the student. Confirm the amounts are divided across the total terms in the AY and only awarded for the eligible terms. For example, if a total award amount eligibility is $3000, Term A will get $1000, Term B: $0 (because it's skipped), Term C: $1000.

2) Set 'Award Full Eligibility for Eligible Periods Only' to Yes/True. Reload RNA Setup. Package the student. Confirm the full AY eligible amount is divided across the eligible terms. For example, with a total award amount eligibility is $3000, Term 1 should get $1500, Term B: $0 (is skipped), Term C: $1500.

RS-21760Regent AwardCOD

Problem:
Regent Award unexpectedly set incorrect AY start/end dates to a single-term length and sent the dates to COD which resulted in COD reject code 046 for Direct Subsidized Loan.

Cause:
The loan was from a single-term academic year (AY). Regent set the COD begin/end date according to the term. This date range caused the 046 reject code from COD.

Fix:
The AY begin/end dates for COD were extended to the full academic year by ending the AY with the next sequential term's end date (next 2 terms for quarter program type).

Testing:
Find the affected student having a single-term AY dates at COD. Package the student. View the AY dates on the Loans tab. Confirm the AY dates are correct. Export the Sub/Unsub loan to COD for EST for DRI = true. View the dates in the COD export file. Confirm the AY dates are not a single-term length.

RS-21755Regent AwardR2T4

Problem:
A student had an R2T4 resulting in a Pell Grant refund. When the R2T4 was finalized, the calculated amount was off by $0.01 (one cent) on the Academic Plan and when the amount was exported.

Cause:
The Pell Grant fund was configured to round to Cents. The system had incorrect rounding logic after Step 5, resulting in a final Pell Grant amount that was missing $0.01 from an R2T4 refund.

Fix:
The R2T4 rounding logic was corrected.

Testing:
Test with the Pell Grant fund configured to round to Cents. On an affected student, create an R2T4 resulting in a refunded Pell Grant amount with cents. Finalize the R2T4. Package the student. Confirm the amount on the Academic Plan is correct. Export the value for DRI=True and Export Student Transactions. View the Disbursement Details. Confirm the exported amount is correct.

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:

KeyFunctional AreaRelease Note
RS-22030Packaging

Purpose of Script:
This build script ensures Regent Award is using updated course data for all students upon upgrade. In some cases, resource conflicts at the database level might have caused deadlocks and stopped the Course Enrollment Rollup (CE Rollup) process from completing. Some students might have had pending data changes, such as new course information from the Student Batch Load (SBL) process. For the affected students, the system could not update information such as total unit values.

Data Changed by the Script:
The script identifies any students that have course data changes or other SIS-provided data that was loaded but was not yet fully processed. The script then runs the Course Enrollment Rollup (CE Rollup) process for those students. The CE Rollup process updates the unit totals and other information.

How to Access the Script:
The script is included in the deployment of the 5.7.0.0 release. Each customer will receive this script update automatically when they upgrade to the 5.7.0.0 release.

How to Test the Script:
Before upgrading, find an affected student who had SBL data loaded in a failed CE Rollup process, where the student’s current course data do not match the unit totals on the Academic Plan screen. Package the student using the Modify Academic Plan wizard (MAP). Perform the upgrade. Refresh the Process Log. Confirm the Process CE Rollup process is Complete. View the affected student. Repackage the student using MAP. Refresh the Academic Plan screen. Confirm the total units match the course data.

Data Views  

The following scripts relate to this release:

KeyFunctional AreaRelease Note
RS-22971Regent AwardData Views

Title: Data View Updates per 5.7 Release

Tickets: RS-22971;

Description:

The following Data Views were created for new tables:

  • dataExtract_PellMRR_View_v001
  • dataExtract_IOProcess_Config_View_v001

The following Data Views were created per changes to tables:

  • dataExtract_AwardCODMetadata_View_v003
  • dataExtract_AwardDisbursement_View_v004
  • dataExtract_AwardPeriod_View_v005
  • dataExtract_CODAward_View_v005
  • dataExtract_Communication_Config_View_v003
  • dataExtract_CourseAdjustment_View_v004
  • dataExtract_CourseData_View_v006
  • dataExtract_CourseEnrollment_View_v007
  • dataExtract_DisbursementSchedule_Config_View_v006
  • dataExtract_DocumentAssignmentISIR_Config_View_v005
  • dataExtract_DocumentExpirationStatus_Config_View_v002
  • dataExtract_Enrollment_View_v006
  • dataExtract_FederalAwardYearProgramSite_Config_View_v003
  • dataExtract_Fund_Config_View_v008
  • dataExtract_Institution_Config_View_v010
  • dataExtract_InstitutionPortal_FinancialAid_Config_View_v005
  • dataExtract_InstitutionStudentPortal_Config_View_v005
  • dataExtract_LoanPeriod_View_v005
  • dataExtract_Location_Config_View_v009
  • dataExtract_Login_Config_View_v002
  • dataExtract_PaymentPeriod_View_v004
  • dataExtract_R2T4_View_v007
  • dataExtract_RebuildAward_View_v005
  • dataExtract_Site_Config_View_v006
  • dataExtract_Student_View_v005
  • dataExtract_StudentR2T4_View_v006
  • dataExtract_StudentSAP_View_v004
  • dataExtract_StudentTestScores_View_v003