Product Release	4.4.0.0
Release Date	6/18/2018
Point of Contact
Keywords	4.4.0.0 Product Brief
Additional Documents
Status	COMPLETE
Authors	Ron Dinwiddie Susan Sherrick Dennis Kapoyos (Deactivated) Sharon Clough Steve England

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:

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

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

Issue key	Summary	Workaround
RS-13269	2017-2018 YRP Not Packaging when student receives full "regular" PELL from another institution	User Add Award Wizard to add a manual PELL award.
RS-13249	Duplicate Pell Award message for small number of students	None
RS-13235	Error validating plan for Student. The number of disbursements was attempted to be increased on a paid Pell Rebuild award in a closed enrollment. Award. This student is blocked from packaging.	A user can edit the Pell award using MAW, and change the Accepted Amount to match the Calculated Eligibility. After editing the Pell, the system packages without error.
RS-13233	StudentIdentityHighSchoolVerificationResult Data View is Missing	None
RS-13203	EST-0009 being generated when ISIR is corrected and not transmitted, when configuration is set an ISIR to "Package Using Corrected active ISIR, not transmitted."	Choose “Package using active ISIR” option instead, or use disbursement overrides feature.
RS-13199	Remaining Period of Study unexpectedly packaged "Actual" non-enrolled term	Use Program Management Wizard to truncate loan period to enrolled term in final remaining period of study.
RS-13158	Student Unable to Accept Full Offered Loan on Portal when award is Manual and "Override Eligibility Rules" is not selected	Select the Override Eligibility Rules flag on Modify Award Wizard for affected award.
RS-13136	ISIR-Corrections Report Missing Some Data	None
RS-13130	New/Additional Title IV awards are prevented from awarding when additional eligibility occurs in period with rebuild awards.	Manually add new/increased awards with Add Award Wizard or Modify Award Wizard.
RS-13123	Loan Periods Truncated And Causing Packaging Issues for small number of students	None
RS-13056	Browser Bug: not able to navigate between tabs when opening large number of tabs (20+) using Internet Explorer - Version 11.1029.15063.0	Close tabs or use different browser.
RS-12977	MAW error: Accepted Amount is required but Step 1 has an Accepted Amount in AY0 loan period.	None
RS-12866	Duplicate AYs After Completing NSE Program Change	None
RS-12803	ISIR Data Not Exporting when ISIR correction is performed before regulatory update but exported after update.	Make corrections directly in CPS so the corrected ISIR is transmitted back to Regent
RS-12734	"Ghost Task" preventing edit of Manual Awards with error: Award is being blocked by a task requirement.	Cancel award that is blocked, then re-award.
RS-12682	Cannot disburse student due EST-0059 Error (Student Queued for Packaging). Affects schools with Student-level census and Assume Attendance configurations.	Use EST overrides feature.
RS-12674	Subsidized and Unsubsidized Loans are Zeroing out vs. Refunding R2T4 Amounts only	Turn off the ' Auto-Cancel Excluded Title IV Disbursements for R2T4' configuration
RS-12664	Reject 46- Incorrect AY Dates	Manually adjust Academic Year using the Program Management Wizard to add all terms within the AY.
RS-12494	Unable to Award for Fall/Spring/Summer - loan periods truncating in error	Add Disbursements, then go back and proceed from MAW Step 1 # Edit the problem loan in MAW. # Proceed through to the disbursements screen. # Add the nonzero disbursements in all payment periods that should be in the Loan Period. #* Add gross amounts # Go Back to MAW Step 1 and correct the Accepted amount. # Continue to Step 2 and edit the PP amounts. #* The loan period and PP amounts will now include all terms with nonzero disbursements # Continue to Step 3 and edit disbursement amounts. # Continue to step 4 and finish. # Refresh. # The loans should now have correct amounts and correct dates on the Loans tab.
RS-12470	Reports: Student - Completed Units Report Not Displaying PA Completed Transfer Units	Confirm completed units via Academic Plan
RS-12405	Eligible / Paid Loans Cancelled Erroneously for small number of students	None
RS-3539	Pell Recalculating at Time of Withdrawal Prior to Census Creates Incorrect R2T4 in Wizard	Manually adjust Pell and an other awards in R2T4 payment period with Modify Award Wizard

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