4.7.0.0 - Product Brief

Product Release4.7.0.0
Release Date4/5/2019
Keywords

Product Brief

Additional Documents
Status

4/1/2019 

Authors

Ron Dinwiddie

Susan Sherrick

Sharon Clough

Steve England



Product Release Summary

This Product Brief includes a summary of Release 4.7.0.0 and direction to additional documentation and information.  The last major release was 4.6.0.0.  These materials include some critical items that were part of the 4.6 MR1 and 4.6 MR2 releases Regent made available after Release 4.6.0.0.  

Product Release Description

Release 4.6 MR1

This release was a small maintenance release that addressed some critical product defects included in the "Bugs" section of the Release Notes.

Release 4.6 MR2

This release was a small maintenance release that addressed some critical product defects included in the "Bugs" section of the Release Notes.

Release 4.7.0.0

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

  • Support for 2019-2020 Processing
    • 2019-2020 Pell Schedules
    • COD Support
  • Phase 1 of R2T4 Automation
  • New Nonterm R2T4 Payment Period Length Calculation Option
  • Disbursement Option to Confirm Current Attendance

Release Notes

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

The Release Notes also contain information on new configuration options, and a list of updates to the Admin Guide and User Guide.

Other Documentation

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


System Requirements

Any client currently using Regent Award may take the 4.7.0.0 version for UAT and ultimately production upgrade.

Any client currently using Regent Review may take the 4.7.0.0 version for UAT and ultimately production upgrade.

Any client currently using Regent Access may take the 4.7.0.0 version for UAT and ultimately production upgrade.


New Features Overview


  • Support for 2019-2020 Processing:

With the addition of the 2019-2020 Award Year Federal Pell Grant Program Payment and Disbursement Schedules and support for 2019-2020 COD processing, Regent Award now supports full 2019-2020 Title IV processing.

  • Phase 1 of R2T4 Automation:

Regent Award can now be configured to automatically finalize R2T4s for students who have a "Review R2T4" task, and for whom aid for the R2T4 Period is fully earned and fully disbursed.

The first level of automation will apply to all cases where basic "Review R2T4" task trigger information is included in the SBL integration file.  Regent Award will evaluate these potential R2T4s to see if they can be closed without finalization for reasons such as a student not having any Title IV funding for the R2T4 period or a student returning to school before the R2T4 finalization deadline.  In such a case, and when any automated action is taken by Regent on an R2T4, the student's Activity Log will be updated and the action will also be reflected in summary and in detail in post-processing reporting. To allow for late data entry, returning students, etc., clients will configure the number of days Regent should wait from the Date of Determination before either closing an R2T4 as "Not Required" or before finalizing an R2T4. 

The second level of automation will address autofinalizing R2T4s remaining open after the initial review noted above.  R2T4 results are divided into three buckets: those with refunds, those with post-withdrawal disbursements (PWDs), and those for which neither refunds nor PWDs are needed.  This initial rollout will give clients the option to fully automate those with neither refunds nor PWDs - these are R2T4s for which the student attended more than 60% of the R2T4 payment period and all Title IV disbursements have already been paid.  Clients can elect to have these R2T4s finalize once the configured number of offset days have elapsed, or can elect to have staff notified via task that an R2T4 is ready for review and finalization. In either case, related tasks will auto-close when the R2T4 is finalized.


  • New Nonterm R2T4 Payment Period Length Calculation Option

Clients with nonterm programs may now opt to use the nonterm denominator length formula detailed in the example on page 5-83 of the 2018-2019 Federal Student Aid Handbook. This formula evaluates the length of time it took the student to complete any units in the R2T4 period, and then assumes the student would have proceeded at the same pace to complete additional units needed to arrive at half of the configured units for the program's academic year.  A new nonterm Program configuration option allows users to add a specific number of days for use as the denominator length when a student in that program has not completed any units in the R2T4 period.


  • Current Attendance Confirmation Option for Disbursing:

In addition to existing Disbursement Schedule configuration options, clients now have an option to also require confirmation of attendance in a current course prior to disbursing a fund. This feature should result in a significant reduction of inadvertent overpayments for students who are subsequently identified for R2T4s.  When this new option is selected, current disbursement validation will still take place, but an additional check will confirm that the disbursement is scheduled to occur during a course for which the student has begun attendance.  Users will have the ability to use Disbursement Overrides to push through disbursements (such as eligible late disbursements) that are blocked by this validation.  This check will not apply to R2T4 Post Withdrawal Disbursements. 



Known Issues for Release 4.7.0.0 

Issue KeySummarySuggested Workaround
RS-13232Paid Disbursements Being Cancelled In Error for previous UG-GR program changes.Mark award as manual using the Modify Award Wizard to prevent Regent Award from modifying.
RS-13600Errors when processes BP and SAP are run with Institution Setting "Enable Delay SAP Calculation Due to Missing Grades" is is turned on.None.
RS-13753COD Export does not validate "Restrict Positive Disbursement" task restriction option.EST Export for DRI process run prior to Export COD does validate the "restrict positive disbursement" option. 
RS-13760Program Change Error "SE Program Change Cannot Locate Continuing Payment Period" needs resolution.None.
RS-13828Unable to reinstate certain SEOG awards.None.
RS-13906R2T4 Inadvertently cancelled eligible funds with 'Autocancel Excluded Funds' turned on.Update the configuration to "NO" and manually cancel the funds that were excluded from the R2T4.
RS-13959Time Machine Test Cases - "Review Student W/D from Current Courses" task triggering a day lateNone.
RS-13962Split Weeks not functioning as expected for Abbreviated Loan Period.None.
RS-14001Certain TEACH Grant awards not being assigned a CPS Transaction Number for COD export. Process the TEACH award at COD-on-the Web.
RS-14009Advanced MAP does not recognize correct program after program change when Program Start Date is in the future.None.
RS-14053Dependent students in credential program not packaged with loans.Utilize the Override Eligibility Rules feature of the Add Award Wizard to award the loans.
RS-14122Pell Awarded above 150% when EFC is between 601 and 700 (2 students).Manually override via MAW.
RS-14123Amount of Need displayed on Awards Tab do not match when selecting loan period by checking payment period boxes vs. selecting loan period in the dropdown list.None.
RS-14124Nonterm Academic Year End Date is incorrect when student returns after absence greater than 180 days.None.
RS-14150Error message: the student is already undergoing a program change..."Request that the script in PS-1969 be run for the student.
RS-14212Batch Packaging Error "Disbursement has invalid data - The paymentPeriod on a paid disbursement is not permitted to change" needs solution.None.
RS-14358Student Course Details Report receives error indicating to much data returned.None.
RS-14395Automatic "cancel/recreate" to update Loan Fee percentage is exporting incorrectly when all disbursements are anticipated.Cancel initial loan at COD-on-the Web.
RS-14469Portal - Award Details not loading due to Object Reference error.None.
RS-14484Error message "The student is already undergoing a program change" when there is no other program change.Request that script PS-1969 be run for the student.
RS-14646Overaward Task being triggered multiple times for a Loan Period.Close the redundant tasks.
RS-14932Incorrect Subsidized Loans for certain students when packaging to Direct Costs for high EFC students.Adjust award amount via MAW.
RS-14946Incorrect cancellation of Summer 2019 Manual Pell awards.None.
RS-14963Modified Date incorrect on cost adjustment due to time zone treatment.None.
RS-15282Pell $1 Overaward (incorrect rounding of certain disbursements).Manually correct the overawards in MAW.
RS-15283Pell Disbursements Scheduled for Date outside of term.Adjust dates using MAW.
RS-15384Year Round Pell (YRP) Not Being Offered to certain students.Adjust award manual.
RS-15439  RS-15495Unable to save edits to Remarks/Notes section of Activity Tab.Use the "Add a Contact or Note" option to note any changes to Remarks/Notes.
RS-15451COD - Award & Disbursement' report errors when more than 1000 rows returned.Use Data Views to pull data.
RS-15473SBL-provided historic SAP status applying to terms outside of SAY review period.None.
RS-15474Certain loans are not rounding as expected.Manually update loan disbursement amounts in MAW.
RS-15514Review Student W/D from Current Courses' task triggering when not required.Close the unneeded task.
RS-15518Paperclip icon showing in error when there is no attachment.None.
RS-15591Application "string reference" error message being encountered in several scenarios in the Awards portlet.None.