4.4.0.0 - Product Brief

Product Release Summary

This Product Brief will include a summary of the following releases: 4.2.2.0, 4.3.0.0, 4.3.1.0, and 4.4.0.0.  The last major release was 4.2 and although release notes were provided to the community for each of the subsequent releases, this Product Brief will provide a full summary of those releases and provide direction to additional documentation and information.  

Product Release Description

Release 4.2.2.0

This release addresses product defects as listed in the “Bugs” section of the Release Notes, and provides an extensive list of enhancements and new features including:

• Additional user configuration options for fund awarding when there is no coded ruleset for the fund:
• Award distribution options
• Package loans to net direct costs
• Alternative packaging philosophies/overrides
• New “Package To” Cost Groups for specific Funds
• Use of Satisfied Documents to determine award eligibility
• Cost of Attendance improvements include:
• Adjust Cost Wizard Error messaging improvements
• Option for treatment of tuition costs in COA for attended courses after course withdrawal
• Configurable options for the determination date on whether a term will be used to “anchor” a BBAY
• Configurable option on whether or not to display historic academic years to students.
• New “Year Round Pell Crossover Exceptions” Report

Release 4.3.0.0

This release addresses product defects as listed in the “Bugs” section of the Release Notes, and also enhancements and regulatory updates including:

• Annual COD processing updates to support 2018-19 originations and disbursements,
• Improved Document Log tracking for document updates made during import of COD files,
• The 2018-19 Pell schedules published by Federal Student Aid on January 31, 2018,
• Permission configuration controls for packaging override functionality, and
• Four enhanced data views for import award and rebuild award data.

Release 4.3.1.0

This minor release addresses product defects as listed in the “Bugs” section in the Release Notes, and also several enhancements including:

• Display of Loan Period IDs in several key Regent Award screens,
• ISIR match option for clients wanting the Federal School Code match to be at the Site level,
• Improved updates of ISIR transaction numbers at COD, and
• Enhanced Student Awards Portal usability items.

Release 4.4.0.0

This release addresses product defects as listed in the "Bugs" section in the release notes, and enhancements including:

• TD Client transmission access to the Student Aid Internet Gateway (SAIG).
• Added Term/Module-based "Add/Drop" date to refine the use of withdrawn courses in SAP calculations.
• New SAP option to delay SAP calculations until all grades are received.
• Improvements to the detail included in certain tasks to improve usability.
• Focused support for awarding of the Ohio College Opportunity Grant as a first step in developing reusable code anticipated to culminate in future Funds Management tools for users.
• Increased number of children or dependents on the standard Verification Worksheet allowing up to 20 entries.

As part of the 4.4.0.0 Release, the following Admin Guide pages were updated:

• Institution Setup Data Elements
• SAP Setup - Admin Guide 4.1.0.0
• SAP Setup Data Elements
• Term Setup Data Elements
• Fund Setup Data Elements
• _Fund Setup Data Elements - General Subtab

The following User Guide pages were also added/updated:

• Courses Tab
• NEW Courses Tab Data Elements
• Wisconsin Grant - Private Non-Profit (WG-PNP)
• NEW Ohio College Opportunity Grant (OCOG)
• Modifying SAP Status
• NEW Adding a Manual SAP Status
• NEW Regent Awards Reports 
• NEW Reports: Student - SAP 
• Identity / High School Verification
• Exporting Identity / High School Verification Status
• NEW Reports: ISIR - Identity / High School Verification Results
• NEW Graduate and Undergraduate ISIRs
• NEW SAIG Mailbox Integration
• NEW SAIG Credentials Screen
• NEW SAIG "Receive File" Screen
• NEW SAIG "Send / Received Files" Screen
• NEW Permissions List page
• Program Changes
• NEW Substantially Equal vs Not Substantially Equal Guidance

Release Notes

Further details on enhancements/new features and complete list of bug fixes can be found in the following Release Notes.   The Release Notes are made available externally via Customer Zone.

Release Notes for 4.2.2.0

Release Notes for 4.3.0.0

Release Notes for 4.3.1.0

Release Notes for 4.4.0.0

Other Documentation

In addition to the Product Brief, the following documentation is also be available:

Configuration Requirements / System Requirements

System Requirements

Any client currently on the R8 4.2 branch may take R4.4.0.0. for UAT and ultimately production upgrade.

New Features Overview

SAIG Integration

The Transaction Delivery Community Manager (TDCM), also known as TDClient, is software that handles transmissions to and from an institution's Student Aid Internet Gateway (SAIG) mailbox. Regent is integrating existing export and import processes with TD Client to reduce the manual aspects of daily send and receive activities. Initially, the user will be able to select which Regent process type files are to be transmitted via TD Client; and will also be able to select either a manual or automated approach for that processing. In future releases, planned enhancements include client scheduling of all related processes for full automation, greater configuration granularity to automate specific process type files and not others, and the ability to configure different transmission requirements for individual message classes rather than for all message classes within a particular process.

SAP

This release includes two new features in support of SAP calculations for term-based programs.  A configurable drop/add date (separate from the existing census date) provides more surgical treatment of courses withdrawn during the period for which an institution's SAP policy indicates those courses should be excluded from SAP calculations even if they were initially attended.  Additionally, a term-based school can now elect to delay SAP calculations on a per-student basis until all grades for the SAP review period have been received in Regent. 

Ohio College Opportunity Grant

Initial work on awarding Ohio College Opportunity Grant  was completed to a specific set of requirements , but much of the underlying structure was designed with an eye to surfacing "Fund Management", the ability for FA Users to configure eligibility and awarding rules for funds and to set up rules for the creation of export files and the import of externally-created files in support of various State funds. This is a long-term goal toward which Regent will be working throughout a series of releases.

Known Issues & Updates