Title: Update ‘Ability to Benefit’ Student Eligibility Codes for 2023-2024 COD Changes

Tickets: RS-21784; RS-25389;

Description:
Regent has updated the Ability to Benefit ‘Student Eligibility Codes’ for 23-24 COD processing. Per COD, a code value of “15” has been added for the SBL Import and within the ATB section on Student Details in Regent. Code 15 is for “Comprehensive Transition and Postsecondary (CTP) Program.”

Options in the ‘SIS Student Eligibility Code’ field dropdown within the ATB section on Student Details in Regent have also been updated to include revised information in the names that correspond with codes 12 and 14, for 23-24 processing.

• Code 12:  ATB-Test Completed - 1st Enrolled 7/1/15 or After (or 7/1/12 or After for 23-24)
• Code 14: ATB-College Credits - 1st Enrolled 7/1/15 or After (or 7/1/12 or After for 23-24)

Per COD, existing codes 11 and 13 will not be valid for 23-24 processing. Please note that Ability to Benefit data is not FAY-specific in the SBL Import or Regent user interface. Schools will need to identify any affected students. The following process should be used for 23-24 COD processing of students who have code 11 or 13 for 22-23 (or prior.)

1. Identify students with a Student Eligibility Code 11 (ATB-Test Completed - 1st Enrolled 7/1/12 to 6/30/15) or a Student Eligibility Code 13 ( ATB-College Credits - 1st Enrolled 7/1/12 to 6/30/15.)
2. Determine the new applicable code for 23-24 COD processing.
3. Manually update the Student Eligibility Code in Student Details to the value for 23-24 processing.
4. Run COD Export process for 23-24 for the identified students.
5. Manually update the Student Eligibility Code in Student Details back to 11 or 13 if COD Export is needed for 22-23 (or prior.)

A new ‘SIS Ability to Benefit Test Code’ option has also been added within the ATB section on Student Details, per COD:

• Code 13: Texas Success Initiative (TSI) Assessment

Title: Display reason for EST-0059 errors - Student is queued for repackaging

Tickets: RS-25136; RS-25192;

Description:
Regent has enhanced the error validation messages for the Export Student Transactions (EST) and COD Export processes. The improved messages apply when a student cannot be exported because of disbursement validation error code EST-0059 student is queued for repackaging. When additional information is available, the system displays the reason the student is marked as needing repackaging.

See Customer Zone Knowledge Base topic: EST Validation Error Codes Guide

Title: New data elements available for creating queries in the Query Tool

Tickets: RS-25168; RS-25167; RS-2516; RS-25127; RS-25128;

Description:

The following SBL-related data elements have been added as options to select within the Query Tool:

• Student Data Group
  • Gender
  • High School
  • High School City
  • High School State
  • High School Graduation Date
  • NCES High School Code
  • Class Rank
  • Disability Status
  • Grade Level
• Student Address Group
  • Address Type
  • Source Type
  • County
  • State

The following data elements from Program Setup have been added as options to select within the Query Tool:

• Student Data Group
  • School Of
  • Specialization

See Customer Zone Knowledge Base topic: Query Tool

Title: Active ISIR Sync Enhancement

Tickets: RS-25109; RS-25212; RS-25213; RS-25214; RS-25215;

Description:
A new Active ISIR Sync import process has been created. This process allows schools to import the ‘Active’ ISIR transaction into Regent to align with the ISIR transaction being used to award and disburse other aid in the Financial Aid Management system. It also allows schools to import the verification status for the ISIR transaction. Schools can opt to import the file manually via the user interface or place the file in the sFTP file watch folder to be consumed and processed automatically. Regent has a standard csv template available for schools to use.

See Customer Zone Knowledge Base topic: Active ISIR Sync and Batch Packaging

Title: Expand Donor Name Field on Thank You Note Smart Form (Regent Fund)

Tickets: RS-24379; RS-25048;

Description:

The Donor Name field on the Thank You Note Smart Form was expanded to allow for display of more characters.

Title: Fund Setup: Display Fund Budget ID on Budgets Screen

Tickets: RS-25034; RS-25181; RS-25168;

Description:
In Fund Setup, for budgeted funds, the system now displays the Fund Budget ID on the Budgets sub-tab.

See Customer Zone Knowledge Base topic: Regent Award Fund Budgets

Title: Updated FAFSA Link in Verification Worksheet Smart Forms

Tickets: RS-24379; RS-25015;

Description:

In 2022-2023 and 2023-2024 Verification Worksheet smart forms, the FAFSA.gov link has been replaced with the following correct link: https://studentaid.gov/h/apply-for-aid/fafsa .

Title: Do not queue the student for packaging for changes to demographic data and autogenerated SAP records

Tickets: RS-24989; 

Description:
Regent has updated logic to ensure students are not automatically flagged for repackaging upon the receipt of Demographic node data and GPA data within the Student node in the SBL. The Student node GPA data changes only affected schools that were using the Auto-Generate SAP functionality.

The parameter, ‘Process Students with Data Changes Only’, was added to the Batch Packaging export process in the 6.2 release. That parameter allows Batch Packaging to be limited only to students who have data changes impacting awarding. However, in the initial logic, all students with specific Demographic node data and GPA data were also being flagged for repackaging which prevented disbursement during the EST process. Exports were blocked due to EST Validation Error Code 0059: Student is queued for packaging.

Examples of other Data changes that still are intended to flag students for repackaging: 

• Specific Import/Export Processes 
• Any Import or Export Process that creates or updates a Task 
• Specific updates in the Regent Award User Interface (e.g., Cost Adjustment) 
• Updates to awards in Student Experience Portal (e.g., Acceptance) 
• Institution Configuration Changes (manual or imported changes) 
• Campus Configuration Changes (manual or imported changes) 
• Pertinent configured dates (e.g., Census Date) 
• Tasks triggered by specific events (e.g., Term End Date) 

Title: Remove “FAFSA” reference from PDF of e-signed documents

Tickets: RS-24379; RS-24806;

Description:

Verbiage has been updated on the PDF output of an e-signed document for Dependent students. Above the signature lines, the last sentence of text has been changed from “The student and one parent whose information was reported on the FAFSA must sign and date.” to “The student and one parent whose information was reported must sign and date.” This is being done to provide accurate verbiage for documents that are unrelated to FAFSA completion.

Title: Parent Age Fields on Verification Worksheet Required When Presented

Tickets: RS-24379; RS-24794;

Description:

2022-2023 and 2023-2024 Verification Worksheet Smart Forms have been updated to ensure that the “What is the age of your primary parent?” and “What is the age of your second parent?” fields are required when presented.

Title: Access- Changed ‘Completed 1st Bachelor?’ Question to match the FAFSA

Tickets: RS-24379; RS-24667;

Description:

The 2022-2023 and 2023-2024 Access Master Applications were updated to change the question ‘Completed 1st Bachelors Degree?' to match the FAFSA. The question now reads: ‘Will you have your first bachelor’s degree before you begin the 20XX-XX school year?’ Spanish translation is included.

Problem:
Regent Award unexpectedly started a new Payment Period and/or new AY when the system processed a nonterm student’s Substantially Equal program change.

Cause:
During NT SE program change, Regent Award was not able to assign the new program into valid course enrollment.

Fix:
The logic was updated so that the new program will use the first open active course enrollment.

Testing:
Find the non-term student. Perform SE program change. Make sure the student continues the new program in their preexisting nonterm PP of current AY. The new program should not start at next PP of new AY.

Title: Non TIV Aid Proration Through End of the Term

Tickets: RS-24474; RS-23956; RS-24893; RS-24894;

Description:
The numerator was updated to exclude withdrawn units for the calculated proration when the 'Prorate Distribution Amounts’ option is enabled in Fund Setup.

See Customer Zone Knowledge Base topic: Fund Setup Data Elements 

Title: Change Document Status in Student Experience to Remove "Needed"

Tickets: RS-24463; RS-24379; RS-25035; RS-25036;

Description:

In Student Experience, for Regent Access clients only, the word “NEEDED” was removed from all statuses in the Status filter at the top of the Document page, in the status labels for each document on the Document page, and within Document Statuses help text. In the tool bar of Student Experience the document label was updated from ‘RECEIEVED’ to ‘SUBMITTED’.

See Customer Zone Knowledge Base topic: Access - Student Experience Portal

Title: COD Regulatory Updates for 2023-2024 Processing

Tickets: RS-21784; RS-24349; RS-24343; RS-24344; RS-24345; RS-24346;

Description:

COD Import and Export Processes within Regent have been updated for 2023-2024 FAY processing. Rebuild, Reconciliation, and Pell MRR Files have been updated for 2023-2024 processing. Pell Tables and SAIG Message Classes have been updated for 2023-2024.

NOTE: As COD may be in the process of implementing the 2023-2024 changes, it is not advised to request these Rebuild, Reconciliation, and Pell MRR Files between 3/31/2023 and 4/3/2023.

Title: 2023-2024 College Financing Plans

Tickets: RS-24347; RS-21784; RS-24342; RS-25061; RS-24341;

Description:

New Undergraduate and Graduate College Financing Plan Communication Templates have been created for the 2023-2024 Federal Award Year and the 2023-2024 Federal Award Year option has been added to the CFP tab in Communication Template Setup to support the processing for the new award year.

See Customer Zone Knowledge Base topics: College Financing Plan (CFP) and Standard Communication Body Templates and Filters

Title: Update the Cancel-Recreate Process

Tickets: RS-24214; RS-25041; RS-25042;

Description:
The Cancel-Recreate Process has been updated to maintain an original loan award with the original FAID when an incorrect FAY is identified and update the award to a 'Cancelled' status. The incorrect FAY award and disbursement amounts are reduced to $0. A new loan award for the new FAY is then created (if eligible) per normal packaging rules. An Activity Log entry will be generated upon the cancellation of the incorrect FAY loan award.

Title: New Import Process to Mass Update Tasks

Tickets: RS-23152; RS-24207; RS-24743; RS-24744; RS-24747; RS-24748; RS-24749; RS-24973;

Description:

A new Import Process called ‘Import Task Updates’ has been created in Regent to support update of Tasks in Bulk. Customers will provide Task ID and External ID 1, via XML, along with any value to be updated for Status, Due Date, Priority, Assignee, and/or Note, for the matching Task record. XML files will be created by customers based on data pulled from Regent Data Views.

A new Activity Log Entry and Process Log record will be generated for the new process. If there is no match to Task ID AND External ID 1, and if Assignee values do not pass validation, the task will not be updated and the Student grid in the Process Log will display a Message for the record. If any Priority, Due Date, Status, or Note values in the XML are invalid, the import process will fail. Process Log records for Import Task Updates will be cleared seven days after process run.

In relation to this new process, the Batch Packaging Delta functionality for ‘Import and Export Processes that create or change a Task’ has been revised. If a Task has a ‘Restrict Process Setup’ selection of ‘Restrict Packaging’ in Task Setup AND if an update is made by a process to change the Status of the Task TO Closed, Waived, or Completed, the student will be queued for packaging. If the process responsible for the update was the new ‘Import Task Updates’ process, student will only be queued for packaging if status of the task was changed to Closed, Waived, or Completed from a previous status other than one of those three.

See Customer Zone Knowledge Base topic: Import Task Updates Process

Title: Regent Fund: Update Import Awards Review Screen to Allow Cancelling of Unprocessed Records from Awarding Tool

Tickets: RS-25168; RS-24053; RS-25204; RS-25205; RS-25206; RS-25207;

Description:
Regent now allows users to remove unprocessed Regent Fund awards that have caused “Import Award” errors.

The Regent Fund Awarding Tool uses “Import Awards” functionality to apply approved awards to the student’s plan, but Regent Fund awards that are not processed because of an “Import Awards” error can result in a student being blocked for packaging. A mechanism to cancel a failed “import” created by the Awarding Tool has been implemented on the ‘Imported Awards Review’ screen, so that the student will not be blocked from packaging due to the unprocessed Regent Fund award.

Note: For failed imported awards created via the Import Awards and Disbursements (IAD) data files, the school is expected to make corrections and re-import the corrected IAD data files.

See Customer Zone Knowledge Base topic: Regent Fund Awarding Tool

Title: Updated Offer Notification Template for Past AY’s

Tickets: RS-25146; RS-25145; RS-25147; RS-25148; RS-23913; RS-24379;

Description:

Within the Student-Level communication tab, a new ‘Period’ selection was added with a dropdown menu of multiple academic years to coincide with a few ‘Notification’ selections.

A new Communication Context Variable for Period Selection was created to be used in the communication template. As a result, a new custom communication template was created to update the academic year logic to use the REM period selection as opposed to defaulting to Academic Year 1. To honor the new selection period, the Standard Communication template was updated to use the REM prior selection for the Academic Year, Award Year, R2T4 period and the SAP Review Period.

Release Note

Title: Added columns/changed column names on Awarding Tool: Results screen and to the export file and Student tab of the Process Log for the Process

Tickets: RS-25208; RS-25209; RS-25168; RS-23848; RS-25210;

Description:

Column headers within Student and Awarding Information Grid on the Results Tab of the Awarding Tool have been updated for clarity, and the column ‘Change to Existing Award Amount’ has been added. The new column will display the amount difference between ‘Existing Award Amount’ and ‘New Award Amount’ (formerly ‘Award Amount.’) The column will include symbols to indicate positive and negative changes to ‘Existing Award Amount’. Changes were also made to the column headers, and help text was added, to the Student Tab in the Process Log for ‘Awarding Tool: Results’ process. Column headers were also updated for clarity in the export file for the process and the ‘Change to Existing Award Amount’ column added.

See Customer Zone Knowledge Base topic Regent Fund Awarding Tool

Title: Update Display of R2T4 Post-Withdrawal Disbursement Gross Amounts

Tickets: RS-23782; RS-24862; RS-24863; RS-23152;

Description:
Regent has updated the R2T4 Post-Withdrawal Disbursement (PWD) gross amount calculation. The system calculates the Direct Loan Gross Disbursement Amount by using the Net Disbursement Amount for PWD display in R2T4, by determining the Origination Fee Percentage and Interest Rebate Percentage. The Gross Disbursement Amount is recalculated using the Net Disbursement Amount for PWD display in R2T4.

The Gross and Net amounts display values based on the Direct Loan Gross amount shown in the R2T4. The value and calculations match the Direct Loan Gross amount of the PWD on the Academic Plan and Awards Tab. The Net Amount Accepted for the disbursement then also matches the Net amount of the PWD. Regent displays the amount entered by the user, and displays the total amounts entered by the user for the accepted Net amounts. The Inadvertent Overpayment (IOP) and non-IOP Direct Loan Net amounts also display the total amounts for each column change.

Title: New CFP Configuration Option for Housing and Meals Cost for Students with No ISIR for the FAY

Tickets: RS-23956; RS-23584; RS-24056; RS-24057;

Description:

A ‘No ISIR for FAY’ option for ‘Housing and Meals’ has been added to the Cost of Attendance Settings section of the CFP tab in Communication Template setup. If either ‘On Campus Residence’ or ‘Off Campus Residence’ is selected for ‘No ISIR for FAY,’ a Cost field will be presented. The amount entered in the Cost field will display in either the On Campus Residence column or the Off Campus Residence column, based on option selected, for the Housing and Meals row of the CFP, for students without an ISIR for the selected FAY.   

See Customer Zone Knowledge Base topics: Communication Template Data Elements and College Financing Plan (CFP)

Title: Update Field Name on Parent Account Validation (Regent Access)

Tickets: RS-23954; RS-23576; RS-24653;

Description:

In the Student Experience account validation process for Parents, when Regent Access is enabled, on ‘Registration Step 3 of 3: Parent Account Validation’ page, text has been change from ‘Last 4 digits of your SSN’ to ‘Last 4 digits of your Social Security, DACA, or ITIN number.’ This matches the Student account validation experience.

See Customer Zone Knowledge Base topic: Account Creation and Management

Title: UDF Effective Dates for Packaging Grids

Tickets: RS-23707; RS-23575; RS-25017; RS-25019; RS-25020;

Description:

Packaging Grid configuration options have been added and packaging logic has been updated so that disbursements of an award can be calculated independently of one another and packaged from different Packaging Grids, based on Payment Period Start Dates, UDF Effective Dates, and Packaging Grid Effective Dates.

IF Packaging Grid Option is ‘Assign by UDF’ AND and the new Package Frequency option of ‘Award/Reaward during packaging process/re-evaluate grids for each Payment Period’ is selected, students will be repackaged each payment period. The Effective Start Date and Effective End Date for the UDF configured for the Packaging Grid, displayed in Institutionally Defined Data for the student, will be used to determine which Packaging Grid will be used for the Payment Period.

• Payment Period Start Date must fall within Effective Start Date and Effective End Date range for the Packaging Grid.
• Payment Period Start Date must fall within the Effective Start Date and Effective End Date range for the UDF/value configured for the Packaging Grid, per student’s Institutionally Defined Data.
• If more than one Packaging Grid is applicable based on configured UDF and Effective Dates, the first Packaging Grid created will be used.

Disbursement amount will be calculated based on Packaging Grid to be used for the Payment Period and the Award Amount updated to reflect the total.

See Customer Zone Knowledge Base topic: Packaging Grids 

Title: Update the Standard 'Award Notification - Initial' Filters

Tickets: RS-23467; RS-23648; RS-23651; RS-25144;

Description:

Three standard Initial Award Notification communication filters were created where the initial Award Notification communication is being sent with or without the College Financing Plan. Each filter uses the new communication configuration ‘Days prior to Period Start’ and applies to both email and text communication types:

• Standard Award Notification - Initial Filter
• Standard Award Notification - Initial - Undergrad (CFP) Filter
• Standard Award Notification - Initial - Grad (CFP) Filter

A new communication configuration, 'Days prior to Period Start’, was added to use in the standard communication filters. The number entered here is used as the number of days prior to an Academic Year starting to determine when to generate the initial award notification.

Title: Update to Parent Account Link in for Student Experience in Signature Request Communication

Tickets: RS-23954; RS-23004;

Description:

The link in the Communication Template for the Parent Signature Request Email was updated to ensure that, when the link is accessed, any open student sessions of Student Experience are automatically logged out and the parent user is correctly directed to the Parent Account Registration page if the parent does not have an account or to the Student Experience sign-in page if the parent does have an account.

Title: School Name Added to Access Application PDF

Tickets: RS-23954; RS-22970; RS-24724;

Description:

For Regent Access clients, the PDF of the Access application has been updated to display School Name selected by the user, and not just the code, in the School List section.

Title: Access Master Form: Update Validations for 'Student's Household Number of Family Members'

Tickets: RS-23954; RS-22848; RS-24821; RS-24822;

Description:

Validations in the 22-23 and 23-24 Access application (for clients using Student Experience) have been updated to allow a value of ‘1' for ‘Student's Household Number of Family Members’ when Student’s Marital Status is ‘Separated.’

Title: Maintain Award Status of Fully Returned Awards

Tickets: RS-20974; RS-24654;

Description:
Regent Award’s packaging logic has been updated to maintain the award status for all ‘Accepted' awards. Previously Regent would update an award to a 'Cancelled’ status when reducing an award to $0. Once an award has been updated to an ‘Accepted’ status, an award status will only be changed if a user manually updates an award to 'Cancelled' or 'Declined' Status via the Regent Award user interface, the student chooses to 'Decline' an award via the Student Experience Portal, or an SBL is imported with a UDF award status override. The only exception to this is when an award is required to be updated to a 'cancelled' status via the cancel-recreate process. The cancel-create process is a process that cancels an existing award and recreates a new award with an updated Federal Award Year or updated origination fees.

Title: Update UI - Task Setup

Tickets: RS-20092; RS-24666;

Description:

In Regent Task Management>Task Setup>Restrict Process Setup Tab, the following columns have been added to the ‘Fund’ section grid: Fund Alternative FAY Schedule; Fund Scope; Fund Source; Fund Type; Fund External ID; Fund Date Added. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Update UI - Pell COA Setup

Tickets: RS-20091; RS-24666;

Description:

In Regent Pell COA>Programs Tab, the following column has been added to the ‘Programs Section’ grid: Program Date Added. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Update UI - SAP Setup

Tickets: RS-24666; RS-20090;

Description:

In Regent SAP Setup>Properties Tab, the following columns have been added to the ‘Population Section’ grid: Program Unit Type; Program External ID; Program Date Added; Program Credential. Functionality of the ‘Add All' and 'Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Update UI - Document Setup

Tickets: RS-20088; RS-24666;

Description:

In Regent Document>Restrictions Tab, the following columns have been added to the ‘Funds’ grid: Fund Alternative FAY Schedule; Fund Scope; Fund Source; Fund Type; Fund External ID; Fund Date Added. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Update UI - Cost Setup

Tickets: RS-24666; RS-20087;

Description:

The following columns were added to the grid (in preview/non-edit and edit mode) on Cost Setup>Cost Group Tab>'Program Associations' Section: Program Academic Calendar Type; Program Academic Period Type; Program Unit Type; Program External ID; Program Date Added; Program Credential; Program Type. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Updated Help Text on Verification Worksheet for ‘Other Dependents’ Question

Tickets: RS-20073; RS-23956; RS-24829; RS-24830;

Description: Updated help text on the 2022-2023 and 2023-2024 Verification Worksheet, for ‘Other Dependents’ questions, for Dependent students whose parents are married, Dependent students whose parents are unmarried (single, head of household), and for Independent students, to include “who now live with” verbiage.

Title: Update UI - Disbursement Schedule Setup

Tickets: RS-24666; RS-19607;

Description:

In Regent Disbursement Schedule Setup>Programs Tab, the following columns haven been added to the ‘Programs Section’ grid: Program Academic Calendar Type; Program Academic Period Type; Program Unit Type; Program External Id; Program Date Added; Program Credential; Program Type. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Update UI - Group Fund Setup

Tickets: RS-19606; RS-24666;

Description:

In Regent Fund Group Setup>General Tab, the following columns have been added to the ‘Funds Association’ grid: Fund Alternative FAY Schedule; Fund Scope; Fund Source; Fund Type; Fund External ID; Fund Date Added. In Regent Fund Group Setup>Program Tab, the following columns have been added to the ‘Available Programs’ grid: Program Period Type; Program Unit Type; Program Date Added; Program Credential. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Update UI - Fund Setup

Tickets: RS-19601; RS-24666;

Description:

In Regent Fund Setup>Programs Tab, the following columns have been added to the ‘ProgramsTab’ grid: Program Academic Calendar Type; Program Academic Period Type; Program Unit Type; Program External Id; Program Date Added; Program Credential; Program Type. In Regent Fund Setup>Override Award Status Tab, the following columns have been added to the ‘Program Associations’ grid: Program Academic Calendar Type; Program Academic Period Type; Program Unit Type; Program External Id; Program Date Added; Program Credential; Program Type. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Update UI - Term Setup Functionality

Tickets: RS-19600; RS-24666;

Description:

In Regent Term Setup>Programs Tab>Associated Programs Section, the following columns have been added to the ‘Associated Programs’ grid in View Mode and the ‘Available Programs’ grid and ‘Selected Programs’ grid in Edit Mode: Academic Calendar Type; Academic Period Type; Unit Type; External Id; Created On; Credential. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs. The ‘Available Programs’ table was moved from beside ‘Selected Programs’ to above it.

Title: Update UI - Program Setup Functionality and Display (CCM)

Tickets: RS-19599; RS-24666;

Description:

In Regent Program Setup>Terms/Enrollment Levels Tab, the following columns have been added to the ‘Available Terms & Enrollment Levels’ and ‘Selected Terms & Enrollment Levels' grids: Term External ID; Term Academic Calendar Type; Term Unit Type; Term Academic Period; Term Date Added; Term Track. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Update UI - Institution Setup

Tickets: RS-24666; RS-19598;

Description:

In Regent Institution Setup>Program Groups Tabs>General Subtab, the following columns have been added to the ‘Selected Programs’ grid: Program External ID; Program Academic Calendar Type. Functionality of ‘Add All’ and ‘Remove All’ buttons in Edit mode was updated to respect table filters in place when adding or removing programs.

Title: Updated functionality for ‘Tasks User Productivity Report' when multiple 'Task Status’ options are selected

Tickets: RS-19468; RS-23956; RS-24951; RS-24952;

Description:

Updates have been made to the Task-User Productivity Report Date. The ‘Date Completed From’ field has been renamed ‘Task Status Date From’. The ‘Date Completed To’ field has been renamed ‘Task Status Date To’. The logic for these date fields has been updated so that the system will return data for tasks of multiple statuses at a time, based on the date range in which a task was updated to a selected status. The ‘Date Closed From’ and ‘Date Closed To’ fields have been removed.

The report file has been modified to include a ‘Task Status Date' column, and the following two columns in the file have been updated to display as blank if no completed tasks are identified: ‘Average Time From Assignment To Completion Per Task’; 'Average Time From Creation To Completion Per Task’.

See Customer Zone Knowledge Base topic Reports: Tasks - User Productivity

Title: Allow Students to Reinstate Declined Loans via Student Experience

Tickets: RS-18982; RS-24861; RS-24926; RS-24927; RS-24928; RS-24929; RS-24930; RS-24931; RS-24932; RS-24933; RS-24934; RS-24937; RS-24938; RS-24941;

Description:
The Student Experience portal, My Borrowing, Change My Borrowing, and the Financial Aid component have each been updated to allow the user to accept a previously declined Direct Loan award if the 'Display Declined Awards' portal configuration is set to 'Yes' on the Portal → Financial Aid tab.

Title: UNSUB to SUB Auto-Reallocation When Student has Additional SUB eligibility

Tickets: RS-18909; RS-24699; RS-24700; RS-24813; RS-23152;

Description:

A new configuration option Auto Acceptance of Redistributed Funds has been added to Institution Setup. When enabled, increased Subsidized Loan eligibility for a student that has already previously accepted SUB and UNSB loans will be auto accepted. 

See Customer Zone Knowledge Base topic: Institution Setup Data Elements

Title: Improve validation on COD Routing ID field

Tickets: RS-16753; RS-23956; RS-24994;

Description:
Regent has updated the validation for COD Web Responses (WB) and other unsolicited COD data files. If an Institution, Campus, or Site is configured as a Third-Party Servicer, Regent will not require a match between the ‘COD Source ID’ value and the ‘Destination School Routing ID’ value.

Title: Overlapping Academic Year (OAY) Award Automation for Term-Based Students

Tickets: RS-12905; RS-24079; RS-24080; RS-24081; RS-24082; RS-24083; RS-24086; RS-24087; RS-24088; RS-24089; RS-24090; RS-24091; RS-24092; RS-24093; RS-24094; RS-24095; RS-24096; RS-24219; RS-24220; RS-24238; RS-24255; RS-24256; RS-24257; RS-24258; RS-24259; RS-24260; RS-24262; RS-24263; RS-24264; RS-24265; RS-24266; RS-24272; RS-24273; RS-24274; RS-24275; RS-24276; RS-24277; RS-24578; RS-24626; RS-24627; RS-24628; RS-24629; RS-24630; RS-24631; RS-24632; RS-24633; RS-24634; RS-24635; RS-24637; RS-24646; RS-24647; RS-24648; RS-24649; RS-24651; RS-24679; RS-24680; RS-24682; RS-24683; RS-24714; RS-24715; RS-24716; RS-24717; RS-24859; RS-24860; RS-24867; RS-24869; RS-24870; RS-24887; RS-24888; RS-24890; RS-24897; RS-24898; RS-24979; RS-24980; RS-25190; RS-25276;

Description:
For term-based Subsidized and Unsubsidized loans, Regent Award has added automatic packaging and amount adjustments for previous overlapping Academic Years (OAYs). The system detects when previous Academic Year dates overlap with Academic Years in Regent. Schools may configure the automation in Institution Setup and Campus Setup. Two types of adjustments are available: Internal and External. Internal adjustments can Adjust Loan Amounts Within Regent for Program Changes and Track Changes into Term and NST Programs. External adjustments can Adjust Loan Amounts for External Overlapping Academic Years with Loans from Other Schools. When those configuration options are enabled, Regent makes adjustments to loan amounts to prevent exceeding the student’s Annual Limits for the AY date ranges. Regent Award identifies OAYs that could potentially affect a term-based student’s current and future loan amounts. Regent will automatically adjust loan amounts to not exceed the total annual AY limits in the overlap period. Regent also automatically limits the total AY amounts in Regent. The adjustments occur when the overlapping date ranges would result in lower loan amounts than Regent’s calculated normal award amounts.

Regent Award also has a new sub-tab under the Student History to view Overlapping Academic Years. OAY information can come from ISIR, NSLDS FAH, and internally within Regent Award. Users may override the Overlapping Academic Year start and end dates. Users may edit the underlying loan information, using the same loan amount override functionality as in the Loan Aggregate Detail. Users may also create manual OAYs to track data not yet in the system. Users may flag the manual OAY to be replaced with FAH data when available. Users may also mark an OAY as “Inactive” to prevent Regent from making adjustments for that OAY.

Regent has also added new Tasks to assist schools in identifying students with specific scenarios for Overlapping Academic Years. The new Tasks apply when the new configuration settings are enabled for ‘Adjust Loan Amounts for External Overlapping Academic Years with Loans from Other Schools' or ‘Adjust Loan Amounts for Overlapping Academic Years Within Regent for Program Changes and Track Changes into Term and NST Programs.’ Regent has also updated several existing Tasks to avoid generating multiple tasks for the same scenario. If an OAY Task is triggered, the system will not additionally trigger the Tasks for ‘Review Manual Award,’ ‘Review Eligibility Change,’ and ‘Review Overlapping Period for Overaward.’

See Customer Zone Knowledge Base topics: Batch Packaging, History Tab, Regent Award Task Triggers, Institution Setup Data Elements, Campus Setup Data Elements, Overlapping AYs, Loan Automation for Overlapping Academic Years (OAYs) 

Title: Cost History: Track Changes to COA Information for Audit Purposes

Tickets: RS-3929; RS-16347; RS-25051; RS-25176; RS-25177; RS-25178; RS-25197; RS-25198; RS-25175;

Description:

A new ‘COA' subtab was added to the student-level History screen in Regent. The new screen includes a sortable and filterable ‘Payment Period COA History’ grid that will display a row for each change to the Total COA for the Payment Period. Users are able to click on a row in the grid to display additional information about the change in the 'Payment Period Change Details’ grid in the Details subtab at the bottom of the page. Note: COA changes due to resources are not covered by this enhancement.

See Customer Zone Knowledge Base topic: History Tab

Title: Update Standard Communication Template ‘StudentX: Parent Signature Request Email’ to Reference "Edited" Forms

Tickets: RS-23954; RS-3715; RS-20121;

Description:

Text in the current 'StudentX: Content for Parent Signature Request Email' Communication Template has been updated to reference “completed or edited” documents, since Regent Access forms within Student Experience can be edited after submission. The script in RS-20121- will update the template where it has not been modified from the original.

See Customer Zone Knowledge Base topic: Standard Communication Body Templates and Filters

Title: Disallow Deletion of Records Related to Disbursement Records Marked by the System as ‘Must Not Delete’

Tickets: RS-23609; RS-388; RS-24865; RS-24866;

Description:

Updates to packaging logic will disallow deletion of Enrollment, Payment Period, and AY records that are related to Disbursement records marked as “must not delete”. A build script RS-24865 will restore such records that were previously deleted.