6.8.0.0 FAQ

Owned by Heather Smith
Aug 13, 2024
5 min read

Frequently Asked Questions document is not all-encompassing but provides some very basic information to questions that are projected from the client community. For additional information, please check the Product Brief for this release and the Release Notes and linked material.  If you still need more information, submit a ticket through the CZ Portal.

Can any client upgrade to Regent 6.8? 

Any client currently using Regent Award may take Regent 6.8 for UAT and ultimately production upgrade.

Any client currently using Regent Review may take Regent 6.8 for UAT and ultimately production upgrade.

Any client currently using Regent Access may take Regent 6.8 for UAT and ultimately production upgrade.

Any client currently using Regent Fund may take Regent 6.8 for UAT and ultimately production upgrade.

Any client currently using Regent Award may take the Regent 6.8 version of Student Experience for UAT and ultimately production upgrade.

Any client currently using Regent Review may take the Regent 6.8 version of Student Experience for UAT and ultimately production upgrade.

Any client currently using Regent Fund may take the Regent 6.8 version of Student Experience for UAT and ultimately production upgrade.

Some Regent Access clients may take the Regent 6.8 version of Student Experience for UAT and ultimately production upgrade. Please work with your Account Manager for additional information. Note: All current customer-specific functionality in the legacy portal may not be available in the new Student Experience portal at this time.

Clients using Regent Award for Salesforce will not need to upgrade to a new Salesforce application version in order to continue current functionality.

What Enhancements are in Regent 6.8?

The 6.8 release addresses product defects as listed in the “Bugs” section of the Release Notes, and also enhancements and new features including:

  • Updated SAIG Software/New SAIG Mailbox Support for 2024-2025 and FTI (RS-25750)

  • Updated SAIG Password Criteria in Regent (RS-27265)

  • New Pell Rounding Rules for 2024-2025 (RS-27819, RS-27893)

  • City/State Confirmation Added to Student E-Sign Process (RS-26216)

  • ISIR-Related Fields Added to Access Database Extract File (RS-27648)

  • Bright Futures and FSAG Automation (RS-26658)8)

 Further details on enhancements/new features and a complete list of bug fixes as well as any new scripts and data views can be found in the Release Notes. 

The Release Notes also contain information on new configuration options.

Has Regent been able to fully test the new FTI-SAIG connectivity?

No. While Regent has completed extensive internal testing on the support for FTI-SAIG connectivity in Release 6.8.0, software providers were not provided with test FTI-SAIG mailboxes as they have been in the past for the SAIG mailbox. Schools also have not been provided with access to test FTI-SAIG mailboxes.

 

Will final testing of FTI-SAIG connectivity occur in client Production instances?

Yes. After upgrading to 6.8.0.0 and entering their FTI-SAIG credentials in the new ‘FTI-SAIG’ tab of the SAIG setup screen, clients will first attempt FTI-SAIG connectivity within their Regent Production instances. At this point, Regent will either connect successfully to the FTI-SAIG mailbox or the connection will fail.  In the case of an unsuccessful transmission, no files will be deleted or altered in the FTI-SAIG mailbox.  The transmission simply will not have worked.  In that case, please provide Regent with screenshots and information about your experience via the Customer Zone ticketing process. Please also advise your Account Manager when you are able to successfully receive files from FTI-SAIG within Regent.

 

What are the updated Pell disbursement rounding rules for 2024-2025 in Regent?

  • Pell disbursement rounding rules have been updated as follows:

    • The disbursement amount for Term 1 (or the first nonterm payment period) in the FAY will be rounded using standard rounding rules. For example, $5.01 through $5.49 will round down to $5.00 and $5.50 through $5.99 will round up to $6.00.

    • For subsequent terms with the same Enrollment Intensity Percentage (EIP), the up/down or down/up alternating rounding practice will apply.  If Term 1 rounded up, then Term 2 will round down and if Term 1 rounded down, then Term 2 will round up.

    • For a subsequent term with a different Enrollment Intensity Percentage (EIP) than the most recent term with Pell from the same FAY, standard rounding will apply as described for Term 1 above.  Alternate rounding will apply to the following terms in the FAY unless EIP changes again.  If EIP changes for another subsequent term, the process will restart with standard rounding applied to that term and then alternate rounding thereafter.

    • These rounding rules may result in two consecutive terms that both round up or both round down when there are EIP changes, but in no case may total Pell for the number of payment periods in the FAY exceed the Scheduled Award. For example, Scheduled Pell may not be exceeded during the Fall/Spring terms in a 2-term SAY and Scheduled Pell may not be exceeded during the Fall/Winter/Spring terms in a 3-term BBAY. Subsequent terms in the FAY may receive ‘Year Round Pell’ from the additional 50% Scheduled Pell. All other Pell eligibility rules, such as the Lifetime Eligibility Used (LEU) cap continue to apply.

  • These updates also include two tweaks to Pell Formula 3 logic to align with new guidance. 

    • First, the number of units for Full-Time enrollment will still be calculated up front (Weeks in nonstandard term ÷ Weeks in academic year x Credit-hours in academic year) for a term but will no longer automatically round up to a whole number.  This is to accommodate institutions with programming in partial units. 

    • Second, the Scheduled Award for the term is adjusted per Formula 3 before applying EIP instead of afterwards.  The Formula 3 Adjusted Scheduled Award is calculated by multiplying the annual Scheduled Pell amount by the number of weeks in the term and dividing by the number of weeks in the academic year.  (Annual Scheduled Award x Weeks in Term) ÷ (Weeks in AY) = Formula 3 Adjusted Scheduled Award for this term, the amount a student would receive if attending full-time for the term.  At this point, the Formula 3 Adjusted Scheduled Award is multiplied by the EIP to determine the amount the student will receive, with rounding rules applied as in the first section above.

  • For all of these updates, any Pell disbursements that have already been packaged and/or disbursed will update per these new rules unless either the disbursement has paid and the client has configured to NOT update Pell after disbursement or the Pell award is marked ‘manual’.

 

Are the new ‘Current City’ and ‘Current State’ fields in student e-signature validated against data within the smart form?

When the configuration option is selected in the ‘Student e-Signature Confirmation Options’ field on the Portal tab in Institution Setup, a field will be presented and required on the student’s e-signature portion for smart forms in the Student Portal. Entry in the ‘Current City' and ‘Current State’ fields will not be validated against data within the smart form. The purpose of the fields is to capture the student’s location at the time they electronically signed the form, per regulatory requirements of some states.

 

Can any client use the new ruleset to award the Bright Futures Scholarship or Florida Student Assistance Grant?

A ruleset has been developed for awarding of the Bright Futures awards and the Florida Student Assistance Grant, based on imported eligibility report data and other eligibility criteria. Clients with a Regent Fund license who are interested in taking advantage of this automation should contact their Account Manager or Project Manager for more information.