Introduction

Client Configuration Management Project

Enhancements have been made to Regent 8's Import Process and Export Process menus that will allow FA Offices to manage and potentially automate bulk configuration updates. Starting with Release 4.1.1.0, users will no longer need to submit a request to Regent Client Support for an export or import of their Program, Program Groups, Program Site, Program Group Program or Terms Setup when doing annual or ad hoc bulk updates.

This guide outlines the key steps and concepts that a user needs to be aware of when testing and using Program, Program Groups and Terms functionality of the Client Configuration Management project. Starting with release 4.1.1 Regent Award will accommodate import and export of Programs and Terms setup data using XML file format (CSV format is currently in development). Prior to this solution, there was only one way to manually import setup data into Regent Award using a single file format of configuration data, specifically a spreadsheet that followed a specific naming structure, which relied on the following components:

Spreadsheet (Excel)
- Usually used for new setups
- Require the client to provide the data manually or BA/CS fill it out for them
- Some schools generate the spreadsheet automatically
Export program configuration
- Regent exports existing setup configuration, and schools use it as a starting point or to modify existing data. They would then use the aforementioned spreadsheet to re-import the updated date back into Regent Award.

User Steps for Setup Process:

Navigate to the Export Processes screen

Processes > Export Processes

The user must have appropriate permissions to the Export Setup Configuration Process.
- Permissions are set at Global Permissions > Process Permissions > Export Processes > Export Setup Configuration

Set parameters:

Process Type - "Export Setup Configuration"
Format - "CSV" or "XML"

3. Enterprise - Select One

4. Institution(s) - Select "All", one or multiple

5. Campus(es) - Select "All", one or multiple

6. Site(s) - Select "All", one or multiple

7. Setup Template(s) - Select "All", one or multiple

Click the "Export" button

The system will export data from the Regent Database tables.
The Process Log will records the export process

3. User will see the following items:

- A Process Log entry for the completed Export Setup Configuration process.
- Exported file(s) are ready for the user.
  - With XML format, 1 file will be exported. When multiple templates are selected, all parent nodes will be exported to show the associations; however, sibling nodes that are not requested will not be included.

Clicking the "Cancel" button, cancels the export process and takes the user to a previous screen.

All export process errors will be logged in the Process Log.

Export Format

XML Format

The set-up configuration data will be exported in XML format by the system. The end result is that the DEX XSD template should mimic the Import Setup Configuration (XML) template and should be available for bulk export.

The file is saved as a .xml file.
Filename format: SetupConfiguration_XML_CCYYMMDD_HHMMSSmss.xml
The date fields on the output file are in UTC time format

User Steps for Setup Import Process:

Navigate to the Import Processes screen

- Processes > Import Processes
  - The user must have appropriate permissions to the Import Setup Configuration Process.
    - Permissions are set at Global Permissions > Process Permissions > Import Processes > Import Setup Configuration

2. Set Process Type to "Import Setup Configuration (XML)" ("Import Setup Configuration (CSV) is not currently available)

3. Select the file

4. Click on the Import button to update Setup Configuration.

The system will:

import data into Regent Database staging tables
match records using external ID.

If external ID is not found, a new record is inserted.
If external ID is found, a record is updated.

Ensure that Process Log records the import process
Update appropriate reports and screens

Once the import process is complete, users can expect to see the following:

A "File Submitted for Processing" message, immediately after importing on the Import Setup Configuration screen
A Process Log entry for the completed Import Setup Configuration process.
Setup screens are updated with new/updated data.

Additional Notes

In order for the batch program and terms update import and export processes to work properly, all of the following setup entities need to have a unique external Id: Enterprise, Institution, Campus, Site, Program, Term, EnrollmentLevelSetup, ProgramGroup. Enterprise, Institution, Campus, Site, Programs, Terms and ProgramGroups have required an externalId prior to the current release.

For EnrollmentLevelSetup, an 'externalId' field has been added for Release 4.1.1. On the Enrollment Level Setup screen in Regent Award this field is called 'External Enrollment Level Id'. This is now a required field and it needs to be pre-populated with a unique value across the Regent Award database. Regent needs this field to have external ID value to allow import of ProgramTerm association. As a part of 4.1.1 Release Regent has run a script to pre-populates this field with a temporary value. Customers must update the values for this field for their currently existing and new enrollment level set up to ensure that program and terms update import and export processes work correctly. The value for this field must conform to the following standards:

cannot be null
can be letters or numbers
60 characters maximum
the value must be unique across the database

Appendices

Data Dictionary for Import-Export Templates

There are 3 entities involved in importing Document Setup configuration

Documents - The main document setup table
DocumentAssignmentISIR - Contains all the ISIR Document Setup configuration rules for documents that are assigned via ISIR load
DocumentRequirementSBLUDF - Contains all the UDF assignment rules for documents that are assigned via UDF from the SBL

Please, note that an Excel version of the data dictionary containing lookup values and reference tables is available as well.

General Instructions

Template Rules:

1. If external ID is not found, a new record is inserted. If external ID is found, a record is updated.

2. The following are the rules when updating data:

Inheritable fields: If the field is blank, the value will be inherited from Campus level.
Required fields:
- Must have values
- If the field is blank or not sent, the DEX process will fail the import and write an error message in the Process Log.
Optional fields:
- Blank (i.e. "") values will not update a fields' value to NULL. If the value is to be set to NULL, then that attribute must not be provided in the XML file or that field must not be provided in the CSV file.

Document

	Common Field Name	XML/CSV Schema Field Name	Maps to Database Table : Field	Description	Required/ Optional	Inheritable?	Type	Min Length	Max Length	Values	Business Rules
1	External Enterprise ID	XML: <Enterprise> externalId CSV: externalEnterpriseId	Enterprise : externalId	Associated Enterprise	Required	No	string	1	60		Used for matching
2	External Institution ID	XML: <Institution> externalId CSV: externalInstitutionId	Institution : externalId	Associated Institution	Required	No	string	1	60		Used for matching
3	External Campus ID	XML: <Campus> externalId CSV: externalCampusId	Location : externalId	Associated Campus	Required	No	string	1	60		Used for matching
4	External Document ID	externalId	Document: externalId	Document ID from SIS	Required	No	string	1	60		Used to match imported documents to setup. For site to site transfer of Documents. The scope for External Document ID is Campus
5	Document Name	name	Document : name	Name of the Document	Required	No	string	1	60		Must be unique across Campus
6	Description	description	Document : description	Description of Document, internal use only.	Optional	No	string	0	256
7	Message	message	Document : message	Document Message which is displayed on the Student Portal and in Missing Requirements communications.	Optional	No	string	0	5000
8	Enforce Scope Uniqueness	enforceScopeUniquness	Document : enforceScopeUniqueness	Indicates whether the document can be assigned more than once per scope value combination by an automated processes or SNAP.	Optional	No	boolean			true false	If "true", automated processes, and SNAP, cannot assign this document more than one time per scope value combination. Meaning you cannot have 2 documents attached to the same FAY or same AY.
9	Smart Form Type	smartFormTypeCode	Document : smartFormTypeCode	SNAP will map the Smart Form Type to the appropriate questionnaire type in SNAP.	Optional	No	string			Smart Form Type	Validate against SmartFormType table Used by SNAP to map the Smart Form Type to the appropriate questionnaire type in SNAP.
10	Office use Only	assignedByOfficeUseOnly	Document : assignedByOfficeUseOnly	Designated documents to be for internal use only	Optional	No	boolean			true false	If "true",this document is hidden from the student in SNAP and the portal. If "false", this document will not be provided by the student.
11	Document Use	documentUseTypeCode	Document : documentUseTypeCode	Determines which standardized process this document should trigger or facilitate.	Optional	No	string			Document Use Type	Validate against DocumentUseType table
12	Initial Document Status	initialDocumentRequirementStatusCode	Document : initialDocumentRequirementStatusCode	The status assigned to the document when the document requirement is initially assigned to a student	Optional	No	string			Document Status	Validate against DocumentStatus table
13	Activity Type	documentRequirementActivityTypeCode	Document : documentRequirementActivityTypeCode	Reflects the process which the document relates to.	Required	No	string			Activity Type	Validate against ActivityLogEntryType table The value chosen here will automatically populate the Activity Type field on the student facing document tab when the document is assigned.
14	Non ISIR Assignment Scope	documentScopeCode	Document : documentScopeCode	Indicates whether this document applies only to specific student situations, only to specific award years, or only to specific payment periods. It indicates how often this document can be requested. If it's a student document, it is collected once from the student, period. If it’s an Award Year document, it's collected once every award year.	Required	No	string			Non ISIR Assignment Scope	Validate against DocumentScope table For Federal Award Year scope: If the documentScopeCode is for all award years, the field allFederalAwardsYears should be "true"(see below) Else, list the applicable award years in the FAY_list. If the document is being used to control the eligibility of a fund, the document scope cannot be edited by the end user on either the General or the ISIR Assignment tab. If the document is no longer being used by a fund (setup has been removed) the document scope can be edited, on either tab, once again. See RS-11860 - Getting issue details... STATUS
15	Scope Start Date	effectiveStartDate	Document : effectiveStartDate	Effective scope start date for the document to be used. For "PAYMENTPERIOD" scope - compare with payment period start date For "ACADEMICYEAR" scope - compare with academic year start date of their academic year.	Optional	No	date			YYYY-MM-DD	This field is only applicable if the documentScopeCode for this document is "PAYMENTPERIOD" or "ACADEMICYEAR". Is not allowed when documentScopeCode = "STUDENT" or "FEDERALAWARDYEAR" Effective Start Date must be before Effefctive End Date
16	Scope End Date	effectiveEndDate	Document : effectiveEndDate	Effective scope end date for the document to be used. If end date is left blank, document is effective on an ongoing basis.	Optional	No	date			YYYY-MM-DD	This field is only applicable if the documentScopeCode for this document is "Payment Period" or "Academic Year". Is not allowed when documentScopeCode = "STUDENT" or "FEDERALAWARDYEAR" Effective End Date must be after Effective Start Date.
17	Apply DR to All FAYs	allFederalAwardsYears	Document : allFederalAwardsYears	Indicates that the document is assigned for all award years, even as additional award years are added to the system. In this way, the user will not have to edit this document each time additional federal award year options are added to the federal award year selection box.	Required	No	boolean			true false	This field is only applicable if the documentScopeCode for this document is "Federal Award Year". If "true", assign this document for all federal award years that are available in the system at any given time.
18	Enable Restrictions	hasRestrictProcess	Document : hasRestrictProcess		Optional	No	boolean			true false	If "true", the document restricts a process. If "false", user will not be able to restrict processes based on this document.
19	Cancel Funds If Document Is Unsatisfied	cancelFunds	Document : cancelFunds	Option to cancel the award if student has award and the required document status is set to "Unsatisfied".	Optional	No	boolean			true false	This option applies to only those documents which are selected for restrict packaging in "Restrict Process" Also, this option applies to only those funds which are selected under "Funds to restrict packaging." This option will be used to cancel funds, if document to restrict packaging is set to "Unsatisfied" status and student was previously packaged.
20	Restrict All Funds	restritAllFunds	Document : restrictAllFunds	This field allows you to select a single or multiple funds to be restricted by the document.	Required	No	boolean			true false	If "true", apply the restrictions selected to all funds that are set up in the system, for the selected Campus (location) at any given point in time.
21	Packaging Assignment -All funds	allFunds	Document : allFunds	Indicates that all available funds will result in the assignment of the document when packaged.	Required	No	boolean			true false	If "true", all available funds will result in the assignment of the document when packaged.
22	Assigned By ISIR Import	assignedByISIR	Document : assignedByISIR	Specifies that the document is used during the ISIR import.	Optional	No	boolean			true false	If "true", the document is used during the ISIR import.
23	Assigned by Packaging	assignedByPackaging	Document : assignedByPackaging		Optional	No	boolean			true false	If "true", the document is used during the Packaging Process.
24	Assigned by SBL	assignedBySBL	Document : assignedBySBL		Optional	No	boolean			true false	SBL Document Assignment is only for Student-scoped documents If "true", assignment of documents based upon user defined fields in the SBL load is enabled.
25	Attachment	fileName	Document : fileName	File attachment. Used to attach a PDF or eForm to the email that is sent to the student. File is also available in the portal for viewing/ downloading by the student.	Optional	No	string	0	256		One file attachment only Used to attach a PDF or eForm in the portal for viewing/downloading by the student. Visible to student Allows all file types
26		storedFileName	Document : storedFileName		Optional	No	string	0	256
27		mimeType	Document : mimeType		Optional	No	string	0	256
28		fileSize	Document : fileSize		Optional	No	long	0	19
29	Assign when Sub Eligibility has not been for fully accepted and an Unsub award exists (For Active Acceptance funds only)	subEligibilityEnforcementForActiveAcceptance	Document : subEligibilityEnforcementForActiveAcceptance	Triggers a document to help enforce Sub loan eligibility that is fully accepted before Unsub can be accepted or paid for Active Acceptance schools.	Optional	No	boolean			true false	If "true", a document will be assigned to the student's record in the event when there is any Sub eligibility that has not been accepted for the Academic Year (AY) AND there is at least one non-zero Accepted Unsub award in the same AY. Only one document per AY should be assigned. If the condition is detected again after the document exists in the same AY, then the existing document status will be set to the initial status defined in Document Setup.
30	Attachments Allowed	attachmentsAllowed	Document : attachmentsAllowed	This field determines whether or not a student will be able to upload an attachment for this document from the SNAP document portlet.	Required	No	boolean			true false	If "true," the upload icon will be available for this document in the SNAP document portlet. If "false," the upload icon will NOT be available for this document in the SNAP document portlet.
31	Electronic Signature	eSignInheritFromCampus	Document : eSignInheritFromCampus		Optional	No	boolean			true false	Only applicable to schools that use Electronic Signature feature. If the value is not provided, default to "true"
32		eSignRequiredTypeCode	Document : eSignRequiredTypeCode		Optional	No	string			Electronic Signature Required Type Code	Only applicable to schools that use Electronic Signature feature. Validate against ElectronicSignatureRequiredType table If the value is not provided, default to "NOTREQUIRED"
33		eSignParentDataIsir	Document : eSignParentDataIsir		Optional	No	boolean			true false	Only applicable to schools that use Electronic Signature feature.
34		eSignParentDataSblSis	Document : eSignParentDataSblSis		Optional	No	boolean			true false	Only applicable to schools that use Electronic Signature feature.
35		eSignParentDataCod	Document : eSignParentDataCod		Optional	No	boolean			true false	Only applicable to schools that use Electronic Signature feature.
36		eSignParentDataManual	Document : eSignParentDataManual		Optional	No	boolean			true false	Only applicable to schools that use Electronic Signature feature.
37		eSignParentDataStudent	Document : eSignParentDataStudent		Optional	No	boolean			true false	Only applicable to schools that use Electronic Signature feature.
38		eSignParentIdentityVerificationAttemptsAllowed	Document : eSignParentIdentityVerificationAttemptsAllowed		Optional	No	int				Only applicable to schools that use Electronic Signature feature.
39		eSignPortalAccessRequestLinkExpiresIn	Document : eSignPortalAccessRequestLinkExpiresIn		Optional	No	string				Only applicable to schools that use Electronic Signature feature.
40	Federal Award Year(s)	FAY_list	DOCUMENT_FEDERALAWARDYEAR : federalAwardYearId	The federal award year(s) for which the document is applicable.	Optional	No	string			Federal Award Year	Validate against FederalAwardYear table This field is only applicable if documentScopeCode = "FEDERALAWARDYEAR" and allFederalAwardYears="false" Multiple Federal Award Years may exist for the same document. If multiple values, list separated with commas.
41	Packaging Assignment External Fund ID(s)	Fund_list	DOCUMENT_FUND : funds_id	Fund(s), which when packaged, will result in the assignment of the document.	Optional	No	string			Values must be setup in R8 and are specific for every school.	If multiple values, list separated with commas.
42	Restrict External Fund ID(s)	RestrictFund_list	DocumentDocumentRestrictFund : fundId	Fund(s) to be restricted by the document.	Optional	No	string			Values must be setup in R8 and are specific for every school.	Only applicable if RestrictAllFunds = "false" Multiple funds can be selected for the document. If multiple values, list separated with commas.
43	Document Restrict Process Type Code(s)	RestrictType_list	DocumentDocumentRestrictType : documentRestrictTypeId	System purpose/functionality associated with the document. This is mostly used to specify what a document, when unsatisfied, is intended to do, i.e. stop packaging and/or disbursement. Document will restrict the chosen system process from being executed unless the document requirement status for the student is "Satisfied" or "Waived."	Optional	No	string			Document Restrict Type	This field should be provided if hasRestrictProcess = "true". Document can restrict more than one process. If multiple values, list separated with commas. The COD Export validation checks are only available to the FAY and Student scoped documents at this time. Information Note: Please see the Export COD Validation Checks section on the Export COD File wiki. "Restrict Packaging" is not available if "PAYMENTPERIOD" is chosen for the documentScopeCode value for the given document.
44	Dependency	documentDependencyStatusCode	Document: documentDependencyStatusCode	This field will be used as an informational attribute to the document, and enable the system to determine if the document should be auto-waived under certain circumstances.	Optional	No	string	0	50	Independent Dependent	This option is currently information only except for cases when the "Enable VWS Marital Status Change" feature, for the VWS, is turned on. In that case, this attribute is used to auto-waive documents when the student's marital status changes.
45	Relationship to Student	documentRelationshipToStudentCode	Document: documentRelationshipToStudentCode	This field will be used as an informational attribute to the document, and enable the system to determine if the document should be auto-waived under certain circumstances.	Optional	No	string	0	50	Spouse Parent	This option is currently information only except for cases when the "Enable VWS Marital Status Change" feature, for the VWS, is turned on. In that case, this attribute is used to auto-waive documents when the student's marital status changes.

DocumentAssignmentISIR

	Common Field Name	XML/CSV Schema Field Name	Maps to Database Table : Field	Description	Required/ Optional	Inheritable?	Type	Min Length	Max Length	Values	Business Rules
1	External Enterprise ID	XML: <Enterprise> externalId CSV: externalEnterpriseId	Enterprise : externalId	Associated Enterprise	Required	No	string	1	60		Used for matching
2	External Institution ID	XML: <Institution> externalId CSV: externalInstitutionId	Institution : externalId	Associated Institution	Required	No	string	1	60		Used for matching
3	External Campus ID	XML: <Campus> externalId CSV: externalCampusId	Location : externalId	Associated Campus	Required	No	string	1	60		Used for matching
4	External Document ID	externalDocumentId	Document : externalId	Associated Document	Required	No	string	1	60		Used for matching
5	ISIR Disable Auto-Satisfy feature	disableAutoSatisfryFeature	DocumentAssignmentISIR : disableAutoSatisfyFeature	Do not auto-satisfy this document if these options do not appear on a subsequent ISIR.	Required	No	boolean			true false	If "true", R8 will not take any automated action on this document once R8 has auto-assigned the document to the student. Cannot be "true" when Document.AssignedByISIR = "false".
6	ISIR Allow Document to be "Re-opened" During Scope Period	allowDocumentToBeRe OpenedDuringScopePeriod	DocumentAssignmentISIR : allowDocumentToBeReOpened DuringScopePeriod	Indicates whether the document requirement assigned to a student must be returned to its initial status.	Required	No	boolean			true false	If "true", and the student meets the conditions for assigning this document multiple times within a given FAY, R8 will return the existing document requirement assigned to the student to its "initial" status.
7	ISIR - Document Scope	documentScopeCode	DocumentAssignementISIR : documentScopeCode	Allows to set a scope for the overall document, or ISIR Assignment. The Scope field tells you how often this document can be requested.	Required	No	string			STUDENT FEDERALAWARDYEAR	If "STUDENT", the document need to be provided only once by the student. If "FEDERALAWARDYEAR", the document must be provided by the student each award year. If the document is being used to control the eligibility of a fund, the document scope cannot be edited by the end user on either the General or the ISIR Assignment tab. If the document is no longer being used by a fund (setup has been removed) the document scope can be edited, on either tab, once again. See RS-11860 - Getting issue details... STATUS
8	ISIR - Apply to all FAYs	allFederalAwardYears	DocumentAssignmentISIR : allFederalAwardYears		Required	No	boolean			true false	Only required if DocumentAssignmentISIR.documentScopeCode = "FEDERALAWARDYEAR". If "false", need to specify the FAY(s). Multiple pre-defined values are allowed.
9	ISIR - Initial Document Status	initialDocumentRequirementStatusCode	DocumentAssignementISIR : intialDocumentRequirementStatusCode	This is the status that a document will be in when it is initially assigned to a student.	Optional	No	String			Initial Document Status
10	Federal School Code Mismatch	federalSchoolCodeMismatch	DocumentAssignmentISIR : federalSchoolCodeMismatch	Indicates whether to generate a document on ISIR import if the Federal School codes provided don't match to the current site of the student. Assumption: The ISIR record will always have at least one Federal School Code that exists in R8 - it may not be a Federal School Code related to the student, but it will relate to the Institution.	Required	No	boolean			true false	Generates a document requirement on ISIR import when none of the Federal School codes on the ISIR match to the Federal School code of the current site of the student.
11	ISIR - Age Min	ageMin	DocumentAssignmentISIR : ageMin	Minimum student age that the document is applicable to.	Optional	No	int	0	4		If not provided, no demographic criteria will be enabled. Must be a positive number
12	ISIR - Age Max	ageMax	DocumentAssignmentISIR : ageMax	Maximum student age that the document is applicable to.	Optional	No	int	0	4		If not provided, no demographic criteria will be enabled. Must be a positive number ageMax must be greater than ageMin
13	ISIR-Working on a Masters or Doctorate Program	workingOnMastersOrDoctorateProgram	DocumentAssignmentISIR : workingOnMastersOrDoctorateProgram	Needed in order to assign the documents.	Optional	No	boolean			true false
14	ISIR-Mother/Stepmother Last Name Blank on ISIR	mothersStepmothersLastNameBlank	DocumentAssignmentISIR : mothersStepmothersLastNameBlank	Needed in order to assign the documents..	Optional	No	boolean			true false	Assigns the document based upon the selected ISIR value. If "false", indicates that the Mother's/ Stepmother's Last Name is provided on the ISIR.
15	ISIR-Father/Stepfather Last Name Blank on ISIR	fathersStepfathersLastNameBlank	DocumentAssignmentISIR : fathersStepfathersLastNameBlank	Needed in order to assign the documents.	Optional	No	boolean			true false	Assigns the document based upon the selected ISIR value. If "false", indicates that the Father's/ Stepfather's Last Name is provided on the ISIR.
16	ISIR-Student Income Earned From Work (From)	studentsIncomeEarnedFromWorkFrom	DocumentAssignmentISIR : studentsIncomeEarnedFromWorkFrom	Needed in order to assign the documents.	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed. Whole numbers only -999999 to 999999 or blank
17	ISIR-Student Income Earned From Work (To)	studentsIncomeEarnedFromWorkTo	DocumentAssignmentISIR : studentsIncomeEarnedFromWorkTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed. Whole numbers only -999999 to 999999 or blank
18	ISIR-Student Income Earned From Work (Blank)	studentsIncomeEarnedFromWorkBlank	DocumentAssignmentISIR : studentsIncomeEarnedFromWorkBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options.
19	ISIR -Spouse Income Earned From Work (From)	spousesIncomeEarnedFromWorkFrom	DocumentAssignmentISIR : spousesIncomeEarnedFromWorkFrom	Needed in order to assign the documents.	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed. Whole numbers only -999999 to 999999 or blank
20	ISIR -Spouse Income Earned From Work (To)	spousesIncomeEarnedFromWorkTo	DocumentAssignmentISIR : spousesIncomeEarnedFromWorkTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed Whole numbers only -999999 to 999999 or blank
21	ISIR -Spouse Income Earned From Work (Blank)	spousesIncomeEarnedFromWorkFromBlank	DocumentAssignmentISIR : spousesIncomeEarnedFromWorkBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options.
22	ISIR-Father/Stepfather Income Earned From Work (From)	fathersStepfathersIncome EarnedFromWorkFrom	DocumentAssignmentISIR : fathersStepfathersIncomeEarnedFromWorkFrom	Needed in order to assign the documents.	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed Whole numbers only -999999 to 999999 or blank
23	ISIR-Father/Stepfather Income Earned From Work (To)	fathersStepfathersIncome EarnedFromWorkTo	DocumentAssignmentISIR : fathersStepfathersIncomeEarnedFromWorkTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed. Whole numbers only -999999 to 999999 or blank
24	ISIR-Father/Stepfather Income Earned From Work (Blank)	fathersStepfathersIncome EarnedFromWorkBlank	DocumentAssignmentISIR : fathersStepfathersIncomeEarnedFromWorkBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options.
25	ISIR-Moth/Sepmother Income Earned From Work (From)	mothersStepmothersIncome EarnedFromWorkFrom	DocumentAssignmentISIR : mothersStepmothersIncomeEarnedFromWorkFrom	Needed in order to assign the documents.	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed. Whole numbers only -999999 to 999999 or blank
26	ISIR-Mother/Stepmother Income Earned From Work (To)	mothersStepmothersIncome EarnedFromWorkTo	DocumentAssignmentISIR : mothersStepmothersIncomeEarnedFromWorkTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed. Whole numbers only. -999999 to 999999 or blank
27	ISIR-Mother/Stepmother Income Earned From Work (Blank)	mothersStepmothersIncome EarnedFromWorkBlank	DocumentAssignmentISIR : mothersStepmothersIncomeEarnedFromWorkBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options.
28	ISIR-STI: Student Total Income (From)	studentsTotalIncomeFrom	DocumentAssignmentISIR : studentsTotalIncomeFrom	Needed in order to assign the documents.	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed Whole numbers only -999999 to 999999 or blank
29	ISIR-STI: Student Total Income (To)	studentsTotalIncomeTo	DocumentAssignmentISIR : studentsTotalIncomeTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed. Whole numbers only. -999999 to 999999 or blank
30	ISIR-STI: Student Total Income (Blank)	studentsTotalIncomeBlank	DocumentAssignmentISIR : studentsTotalIncomeBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options.
31	ISIR: FTI: FISAP Total Income (From)	fisapTotalIncomeFrom	DocumentAssignmentISIR : fisapTotalIncomeFrom	Needed in order to assign the documents.	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed. Whole numbers only. -999999 to 999999 or blank
32	ISIR: FTI: FISAP Total Income (To)	fisapTotalIncomeTo	DocumentAssignmentISIR : fisapTotalIncomeTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Positive or Negative numbers allowed. Whole numbers only. -999999 to 999999 or blank
33	ISIR: FTI: FISAP Total Income (Blank)	fisapTotalIncomeBlank	DocumentAssignmentISIR : fisapTotalIncomeBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options.
34	ISIR-Student Untaxed Pension (From)	studentsUntaxedPensionFrom	DocumentAssignmentISIR : studentsUntaxedPensionFrom	Needed in order to assign the documents. Note: This field maps to the ISIR field titled "Student's Untaxed Pension" and is only available for use through FAY 2019- 2020	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Only positive numbers allowed Whole numbers only 0 to 9999999 or blank
35	ISIR-Student Untaxed Pension (To)	studentsUntaxedPensionTo	DocumentAssignmentISIR : studentsUntaxedPensionTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school .may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Only positive numbers allowed Whole numbers only 0 to 9999999 or blank
36	ISIR-Student Untaxed Pension (Blank)	studentsUntaxedPensionBlank	DocumentAssignmentISIR : studentsUntaxedPensionBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options.
37	ISIR-Parent Untaxed Pension (From)	parentsUntaxedPensionFrom	DocumentAssignmentISIR : parentsUntaxedPensionFrom	Needed in order to assign the documents. Note: This field maps to the ISIR field titled "Parent's Untaxed Pension" and is only available for use through FAY 2019- 2020	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Only positive numbers allowed Whole numbers only 0 to 9999999 or blank
38	ISIR-Parent Untaxed Pension (To)	parentsUntaxedPensionTo	DocumentAssignmentISIR : parentsUntaxedPensionTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Only positive numbers allowed Whole numbers only 0 to 9999999 or blank
39	ISIR-Parent Untaxed Pension (Blank)	parentsUntaxedPensionBlank	DocumentAssignmentISIR : parentsUntaxedPensionBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options
40	Student's Untaxed IRA Distributions and Pensions (From)	studentsUntaxedPortionsOfIRADistributionsAndPensionsFrom	DocumentAssignmentISIR : studentsUntaxedPortionsOfIRADistributionsAndPensionsFrom	Needed in order to assign the documents. Note: This field maps to the 2020-2021 ISIR field titled "Student's Untaxed Portions of IRA Distributions and Pensions" and is only available for use beginning with the 2020-2021 FAY	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Only positive numbers allowed Whole numbers only 0 to 9999999 or blank
41	Student's Untaxed IRA Distributions and Pensions (To)	studentsUntaxedPortionsOfIRADistributionsAndPensionsTo	DocumentAssignmentISIR : studentsUntaxedPortionsOfIRADistributionsAndPensionsTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Only positive numbers allowed Whole numbers only 0 to 9999999 or blank
42	Student's Untaxed IRA Distributions and Pensions (Blank)	studentsUntaxedPortionsOfIRADistributionsAndPensionsBlank	DocumentAssignmentISIR : studentsUntaxedPortionsOfIRADistributionsAndPensionsBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options
43	Parent's Untaxed IRA Distributions and Pensions:(From)	parentsUntaxedPortionsOfIRADistributionsAndPensionsFrom	DocumentAssignmentISIR : parentsUntaxedPortionsOfIRADistributionsAndPensionsFrom	Needed in order to assign the documents. Note: This field maps to the 2020-2021 ISIR field titled "Student's Untaxed Portions of IRA Distributions and Pensions" and is only available for use beginning with the 2020-2021 FAY	Optional	No	int				The value entered in the "From" field must be less than the value entered in the "To" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Only positive numbers allowed Whole numbers only 0 to 9999999 or blank
44	Parent's Untaxed IRA Distributions and Pensions:(To)	parentsUntaxedPortionsOfIRADistributionsAndPensionsTo	DocumentAssignmentISIR : parentsUntaxedPortionsOfIRADistributionsAndPensionsTo		Optional	No	int				The value entered in the "To" field must be greater than the value entered in the "From" field. The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options. Only positive numbers allowed Whole numbers only 0 to 9999999 or blank
45	Parent's Untaxed IRA Distributions and Pensions:(Blank)	parentsUntaxedPortionsOfIRADistributionsAndPensionsBlank	DocumentAssignmentISIR : parentsUntaxedPortionsOfIRADistributionsAndPensionsBlank		Optional	No	boolean			true false	The school may indicate a To/From field and a "Blank" value and these will be treated as "OR" options
46	External ISIR Layout Comment Code ID(s)	CommentCode_list	DOCUMENT_CommentCodes : isirLayoutCommentCodeId	Comment code(s) that the document is associated with.	Optional	No	string			ISIR Layout Comment Code	Validate against ISIRLayoutCommnetCode table. If multiple values, list separated with commas.
47	Dependency Status Code(s)	DependencyStatus_list	DocumentAssignmentISIRDependency Status : dependencyStatusId	Dependency status(es) that the document is applicable to.	Optional	No	string			Dependency Status	Multiple dependency statuses can be assigned to the same document If multiple values, list separated with commas.
48	Federal Award Year(s)	FAY_list	DocumentAssignmentISIRFederalAward Year : federalAwardYearId	The federal award year(s) for which the document is applicable.	Optional	No	string			FederalAwardYear	Validate against FederalAwardYear table. This field is only valid if documentScopeCode = "FEDERALAWARDYEAR". Multiple Federal Award Years may exist for the same document. If multiple values, list separated with commas.
49	Gender Code(s)	Gender_list	DocumentAssignmentISIRGender : genderId	Student gender(s) that the document is applicable to.	Optional	No	string			Gender	Multiple genders can be assigned to the same document. If multiple values, list separated with commas.
50	ISIR-Children You Support Value List	HaveChildrenYouSupport_list	DocumentAssignmentISIRHaveChildren YouSupport : yesNoBlankCode	Needed in order to assign the documents.	Optional	No	string			YesNoBlank	Multiple codes can be selected for the same document. If multiple values, list separated with commas.
51	ISIR-Legal Dependents Value List	HaveLegalDependentsOtherThanChildrenOrSpouse_list	DocumentAssignmentISIRHaveLegal DependentsOtherThanChildrenOrSpouse : yesNoBlankCode	Needed in order to assign the documents.	Optional	No	string			YesNoBlank	Multiple codes can be selected for the same document. If multiple values, list separated with commas.
52	External Homelessness/ Ward of Court ID(s)	HomelessWardCourtStatus_list	DocumentAssignmentISIRHomelessWard CourtStatus : isirColumnTextId	Homelessness/Ward of Court Field(s) on ISIR that document is associated with.	Optional	No	string			ISIR Homeless Ward Court Status	Multiple Homeless/Ward of Court fields can be assigned to the same document. If multiple values, list separated with commas.
53	Marital Status Code(s)	MaritalStatus_list	DocumentAssignmentISIRMaritalStatus : maritalStatusId	Marital status(es) that the document is applicable to.	Optional	No	string			Martial Status	Multiple marital statuses can be assigned to the same document. If multiple values, list separated with commas.
54	ISIR-Parents Marital Status Code(s)	ParetnsMaritalStatus_list	DocumentAssignmentISIRParentsMarital Status : maritalStatusCode	Needed in order to assign the documents.	Optional	No	string			Marital Status	Multiple Marital Statuses can be selected for the same document. "UnmarriedLivingTogether" will only come in ISIR for 14-15 and going forward. If multiple values, list separated with commas.
55	ISIR-ParentsTax Form Code(s)	ParentsTaxFormUsed_list	DocumentAssignmentISIRParentsTax FormUsed : taxFormUsedCode	Needed in order to assign the documents.	Optional	No	string			Tax Form Used Code	Multiple codes can be selected for the same document. If multiple values, list separated with commas.
56	ISIR-Students Tax Form Code(s)	StudentsTaxFormUsed_list	DocumentAssignmentISIRStudentsTax FormUsed : taxFormUsedCode	Needed in order to assign the documents.	Optional	No	string			Tax Form Used Code	Multiple codes can be selected for the same document. If multiple values, list separated with commas.
57	ISIR - Verification Change Flag Code(s)	VerificationChangeFlag_list	DocumentAssignmentISIRVerificationChange Flag : verificationChangeFlagCode	Provides a way for schools to configure a document to trigger on ISIR load when the value(s) in this field changes so that the school is notified to the fact that the student must be re-verified. Y = Transaction is now selected for verification when the transaction being corrected was not selected C = Change in Verification Tracking Group Blank = Verification selection status has not changed from transaction being corrected	Optional	No	string			Verification Change Flag	If an ISIR is loaded and made active and the value in the "Verification Selection Change Flag" field (field #221) matches any of the selected values configured in the "Verification Selection Change Flag" section on the ISIR Assignment tab, trigger a new document. Multiple codes can be selected for the same document. If multiple values, list separated with commas.
58	ISIR - Verification Group Code(s)	VerificationGroup_list	DocumentAssignmentISIRVerificationGroup : verificationGroupCode	Verification group(s) that the document is associated with.	Optional	No	string			Verification Group	Multiple comment codes can be selected for the same document unless Federal Award years are prior to 2013-2014. If multiple values, list separated with commas.
59	Parent IRS Request Flag(s)	ParentIRSRequestFlag_list	DocumentAssignmentISIRParentIRSRequestFlag : parentIRSRequestFlagCode	Provides the ability to assign a document to a student, based on the code(s) selected for Parent IRS Request code. This feature will apply to any FAYs based on the selected FAY in Document Setup.	Optional	No	string			Parent IRS Request Flag Code	Validate against ParentIRSRequestFlag table. Multiple codes can be selected for the same document. If multiple values, list separated with commas.
60	Student IRS Request Flag(s)	StudentIRSRequestFlag_list	DocumentAssignmentISIRStudentIRSRequestFlag : studentIRSRequestFlagCode	Provides the ability to assign a document to a student, based on the code(s) selected for Student IRS Request code. This feature will apply to any FAYs based on the selected FAY in Document Setup.	Optional	No	string			Student IRS Request Flag Code	Validate against StudentIRSRequestFlag table. Multiple codes can be selected for the same document. If multiple values, list separated with commas.
61	Parent IRS IRA Distributions Data Field Flag(s)	ParentIRSIRADistributionsDataFieldFlag_list	DocumentAssignmentISIRParentIRSIRADistributionsDataFieldFlag: ParentIRSIRADistributionsDataFieldFlagCode	Provides the ability to assign a document to a student, based on the code(s) selected for Parent IRS IRA Distributions Data Field code. Note: This field maps to the ISIR field titled "Parent IRS IRA Distributions Data Field Flag" and is only available for use through FAY 2019- 2020	Optional	No	string			Parent IRS IRA Distributions Data Field Flat Code	Validate against ParentIRSIRADistributionsDataFieldFlag table. Multiple codes can be selected for the same document. If multiple values, list separated with commas.
62	Parent IRS Untaxed Pensions Data Field Flag(s)	ParentIRSUntaxedPensionsDataFieldFlag_list	DocumentAssignmentISIRParentIRSUntaxedPensionsDataFieldFlag: ParentIRSUntaxedPensionsDataFieldFlagCode	Provides the ability to assign a document to a student, based on the code(s) selected for Parent IRS Untaxed Pensions Data Field code Note: This field maps to the ISIR field titled "Parent IRS Untaxed Pensions Data Field Flag" and is only available for use through FAY 2019- 2020	Optional	No	string			Parent IRS Untaxed Pensions Data Field Flag Code	Validate against ParentIRSUntaxedPensionsDataFieldFlag table. Multiple codes can be selected for the same document. If multiple values, list separated with commas.
63	Parent IRS IRA Distributions and Untaxed Pensions Data Field Flag(s)	ParentIRSUntaxedPortionsofIRADistributionsandPensionsDataFieldFlag_list	DocumentAssignmentISIRParentIRSUntaxedPortionsofIRADistributionsandPensionsDataFieldFlag: parentIRSUntaxedPortionsofIRADistributionsandPensionsDataFieldFlagCode	Provides the ability to assign a document to a student, based on the code(s) selected for Parent IRS IRA Distributions and Untaxed Pensions Data Field code. Note: This field maps to the 2020-2021 ISIR field titled "Parent IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag" and is only available for use beginning with the 2020-2021 FAY	Optional	No	string			0 = IRS data not transferred (default value) 1 = IRS data was transferred and not changed by user 2 = IRS data was transferred and changed by user to a different value 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction if this XML attribute is not sent = IRS DRT not used	Validate against DocumentAssignmentISIRParentIRSUntaxedPortionsofIRADistributionsandPensionsDataFieldFlag table. Multiple codes can be selected for the same document. If multiple values, list separated with commas.
64	Student IRS IRA Distributions Data Field Flag(s)	StudentIRSIRADistributionsDataFieldFlag_list	DocumentAssignmentISIRStudentIRSIRADistributionsDataFieldFlag: StudentIRSIRADistributionsDataFieldFlagCode	Provides the ability to assign a document to a student, based on the code(s) selected for Student IRS IRA Distribution Data Field code. Note: This field maps to the ISIR field titled "Student IRS IRA Distributions Data Field Flag" and is only available for use through FAY 2019- 2020	Optional	No	string			Student IRS IRA Distributions Data Field Flag Code	Validate against StudentIRSIRADistributionsDataFieldFlag table. Multiple codes can be selected for the same document. If multiple values, list separated with commas.
65	Student IRS Untaxed Pensions Data Field Flag(s)	StudentIRSUntaxedPensionsDataFieldFlag_list	DocumentAssignmentISIRStudentIRSUntaxedPensionsDataFieldFlag: StudentIRSUntaxedPensionsDataFieldFlagCode	Provides the ability to assign a document to a student, based on the code(s) selected for Student IRS Untaxed Pensions Data Field code. Note: This field maps to the ISIR field titled "Student IRS Untaxed Pensions Data Field Flag" and is only available for use through FAY 2019- 2020	Optional	No	string			Student IRS Untaxed Pensions Data Field Flag Code	Validate against StudentIRSUntaxedPensionsDataFieldFlag table. Multiple codes can be selected for the same document. If multiple values, list separated with commas.
66	Student IRS IRA Distributions and Untaxed Pensions Data Field Flag(s)	StudentIRSUntaxedPortionsofIRADistributionsandPensionsDataFieldFlag_list	DocumentAssignmentISIRStudentIRSUntaxedPortionsofIRADistributionsandPensionsDataFieldFlag: studentIRSUntaxedPortionsofIRADistributionsandPensionsDataFieldFlagCode	Provides the ability to assign a document to a student, based on the code(s) selected for Student IRS IRA Distributions and Untaxed Pensions Data Field code. Note:This field maps to the 2020-2021 ISIR field titled "Student IRS Untaxed Portions of IRA Distributions and Pensions Data Field Flag" and is only available for use beginning with the 2020-2021 FAY	Optional	No	string			0 = IRS data not transferred (default value) 1 = IRS data was transferred and not changed by user 2 = IRS data was transferred and changed by user to a different value 3 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on this transaction 4 = IRS Request flag is equal to 02, 03, 04, or 07, and field has been corrected on a previous transaction if this XML attribute is not sent = IRS DRT not used	Validate against DocumentAssignmentISIRStudentIRSUntaxedPortionsofIRADistributionsandPensionsDataFieldFlag table. Multiple codes can be selected for the same document. If multiple values, list separated with commas.
67	External Layout ISIR Reject Code ID(s)	RejectCode_list	DOCUMENT_RejectCodes : ISIRLayoutRejectCodeId	Reject code(s) that the document is associated with.	Optional	No	string			ISIR Layout Reject Code	Validate against ISIRLayoutRejectCode table. If multiple values, list separated with commas.
68	Marital Status Change	studentMaritalStatusChange	DocumentAssignmentISIR: studentMaritalStatusChange	Provides ability to enable tracking of student marital status on ISIR import compared to previous active ISIR, of the same year, when both ISIRs are selected for verification.	Optional	No	boolean			true false	When this option is selected, and the Institutional Setting "Enable VWS Marital Status Change" is set to "Yes," Regent Award will compare the prior active ISIR to the current active ISIR of the same FAY, (if both ISIRs are selected for Verification) to determine if there is a student marital status change.

DocumentRequirementSBLUDF

	Common Field Name	XML/CSV Schema Field Name	Maps to Database Table : Field	Description	Required/ Optional	Inheritable?	Type	Min Length	Max Length	Values	Business Rules
1	External Enterprise ID	XML: <Enterprise> externalId CSV: externalEnterpriseId	Enterprise : externalId	Associated Enterprise	Required	No	string	1	60		Used for matching
2	External Institution ID	XML: <Institution> externalId CSV: externalInstitutionId	Institution : externalId	Associated Institution	Required	No	string	1	60		Used for matching
3	External Campus ID	XML: <Campus> externalId CSV: externalCampusId	Location : externalId	Associated Campus	Required	No	string	1	60		Used for matching
4	External Document ID	externalDocumentId	Document : externalId	Associated Document	Required	No	string	1	60		Used for matching
5	UDF Field Name Code	institutionUserDefinedFieldCode	DocumentRequirementSBLUDF : institutionUserDefinedFieldCode	User Defined Fields that trigger/auto-assign documents. If the school will provide the document status, then they need to setup a separate UDF/value pair for each status.	Required	No	string			Values must be set up in InstitutionUserDefinedField table and is specific for every school.	Can setup multiple value / status pairs for the same UDF. Once a field is used to “Map UDF Values to document statuses” for a particular document, it cannot be used as a UDF field for any other document or for any other purpose for the original document.
6	Match Any Value	matchAnyValue	DocumentRequirementSBLUDF : matchAnyValue	This option is that no matter what is sent as a value for the UDF, the document will be triggered with the specified or default document status. The UDF may be provided with no value on the SBL and the document will be assigned with the default document status from the configuration.	Required	No	boolean			true false	If "true", value field must be blank. This institutionUserDefinedFieldCode must not be used in any other row If institutionUserDefinedFieldCode=“UDF_One” and matchAnyValue="false", then any other row with institutionUserDefinedFieldCode="UDF_One" must have matchAnyValue="false".
7	UDF Value	value	DocumentRequirementSBLUDF : value	The UDF may be provided with a specific value, then that value must be provided for the UDF in the SBL in order for the document to be assigned.	Optional	No	string	0	80		Value can be left blank regardless of matchAnyValue value, allowing the school to send a blank UDF value on the SBL. If matchAnyValue="true", this field must be blank.
8	Document Requirement Status Code	documentRequirementStatusCode	DocumentRequirementSBLUDF : documentRequirementStatusCode	Document Status associated with the UDF	Optional	No	string			Document Status	When no status is provided, Document. initialDocumentRequirementStatusCode will be used. When the status is provided, it will set the status of the document, at the time the document is assigned to the student if the UDF name/value pair indicated is provided on the SBL for the student. documentRequirementStatusCode must not be provided if multiple UDF Field Names are added. If the user chooses the same External Document ID and there are 2 different UDFs, the documentRequirementStatusCode field must not be provided.
9	MAP UDF Values to Document Statuses	valueUsedForDocumentRequirementStatus	DocumentRequirementSBLUDF : valueUsedForDocumentRequirementStatus	Indicates that the school will send the status value as the UDF value, on the SBL, and that will be used to set the document status.	Required	No	boolean			true false	If "true": Only one institutionUserDefinedFieldCode can be setup for any document. matchAnyValue must be "true" documentRequirementStatusCode should not be provided.

Customer Zone Knowledge Base

Client Configuration Management: Document Setup