RS-27647

Regent Award

Awarding

Title: Improved Matching Logic for Loan Aggregate Detail Data

Tickets: RS-27673; RS-27676; RS-27647; RS-27690; RS-27824;

Description:
Regent has improved logic for importing loan details for the Loan Aggregates. If two loans are imported from the same data source at a time (same NSLDS FAH data or same ISIR transaction), Regent does not consider the loans to be duplicates. Regent considers each individual loan record for matching to the data table.

RS-27584

Regent Award

Student Experience

Title: Update Dependency for Parent Spouse or Partner Information on 24-25 VWS Form

Tickets: RS-27673; RS-27584; RS-27717;

Description:

Updated 24-25 VWS Smart Form to hide Parent Spouse or Partner fields when the parent’s marital status entered indicated on the FAFSA is ‘Separated’.

RS-27582

Regent Award/Review

ISIR Processing/Verification

Title: Improved Non-Tax-Filer Logic for Student Aid Index and Max Pell Calculation

Tickets: RS-27518; RS-27582; RS-27558; RS-27692; RS-27693;

Description:
Regent has updated logic for SAI calculation and setting the Maximum Pell Indicator values. For the first Max Pell test (Non-Tax Filers), Regent applies logic from the 2024-2025 FAFSA Pell Eligibility and SAI Guide Appendix D, revised March 21, 2024. If an Independent student or their spouse reports they filed taxes, or either contributor has IRS CUI/FTI tax data, Regent considers them as Tax Filers regardless of income. If a Dependent student files taxes, but the Parent contributor (and Parent spouse/partner, if married) are both Non-Tax Filers, then the family is considered to be Non-Tax Filers and eligible for Maximum Pell. If a Dependent student’s Parents live outside of the US and territories, they are considered Tax Filers regardless of their actual filing status. Non-Tax Filers have the Maximum Pell Indicator set to a value of “1” and an automatic -1500 SAI value. The test covers whether a contributor “did not file and is not required to file.” A low-income family that had all contributors not required to file taxes, but did still file, are considered Tax Filers and they do not meet the first Maximum Pell test. However, Tax Filer families are still separately considered for the other Maximum Pell tests based on Adjusted Gross Income and poverty thresholds.

Regent also calculates, saves, and displays the results of several additional fields: the Max and Min Pell indicators, SAI Formula, and SAI Computation Type. The fields are calculated and saved when a user edits ISIR data in the Regent ISIR Verification/Correction Wizard.

RS-27572

Regent Award

ISIR Processing/Verification

Title: Update ISIR Correction Wizard Edit/Reject Code Logic for 2024-2025 per Regulatory Changes

Tickets:

RS-27518; RS-27572; RS-27678; RS-27541; RS-27705;

Description:

Validation logic for corrections made via the Regent ISIR Corrections Wizard to 2024-2025 ISIRs has been updated to align with COD Edits/Reject Codes per changes to the most recent ISIR technical reference published by the department (April 3, 2024 version.)

RS-27504

Regent Review

ISIR Processing/Verification

Title: Update 24-25 VWS Form to Include “Assumed Family Size” Fields in Family Size Verification Logic

Tickets:

RS-27518; RS-27504; RS-27761; RS-27762;

Description:

The original 24-25 Verification Worksheet smart form was developed to only require verification of Family Size if the family size data had been entered manually on the FAFSA (Updated Student Family Size (field 61) or Updated Parent Family Size (field 183) on the ISIR is not blank.) An update has been made to the form to also require family size verification if an “assumed” family size is populated in the ISIR data (Assumed Student Family Size (field 329) or Assumed Parent Family Size (field 330) is not blank.)

RS-27334

Regent Access

Workflow/Questionnaire

Title: Update “Pre-Populate” Setting for Question in 24-25 Master Access Form

Tickets: RS-27334; RS-27673; RS-27822;

Description:

Updated the 24-25 Master Access Smart Form to pre-populate ‘Parent’s Marital Status' from a prior form with the same FAY instead of no value pre-populating when a signed form is edited.

RS-27187

Regent Access

Workflow/Questionnaire

Title: Update validation logic on student’s Date of Birth field in 24-25 Master Access Smart Form

Tickets: RS-27673; RS-27187; RS-27779;

Description:

Validation logic for the ‘Student’s Date of Birth’ field has been updated on the 24-25 Master Access Smart Form to allow any date value that would indicate the student is thirteen years of age or older. If a student previously submitted the Access form with an incorrect date of birth in order to bypass the edit that restricted student’s age to 15-91, the student should correct their date of birth by selecting ‘Edit a Completed Form’ on the document in the portal.

RS-26939

Regent Award/Review

ISIR Processing/Verification

Title: ISIR Details and ISIR Wizard: Display ISIR Correction, Highlight, and Verify Flags

Tickets: RS-26939; RS-27518; RS-27725; RS-27728; RS-27729;

Description:
For 2024-2025 and later ISIRs, Regent has added the ‘Correction, Highlight, and Verify’ indicator codes. If FPS has marked an ISIR field with a Correction, Highlight, or Verify flag marker, then Regent displays that three-digit indicator code next to the ISIR field. The indicators appear in a “CHV“ column in the Student ISIR Details and the ISIR Verification/Correction Wizard. The three-digit CHV code is displayed whenever a field is flagged with at least one indicator value other than “0.”

RS-18260

Student Experience

Student Experience

Title: Update the Financial Aid Component to Allow Schools to Display Credit-Based Loans Separately in the Student Experience Portal

Tickets: RS-27518; RS-18260; RS-27707; RS-27708; RS-27709; RS-27710; RS-27815;

Description:
The Student Experience Portal has been updated to allow schools to display Credit-Based Loans as a separate category in the Financial Aid Component. Schools can identify Credit-Based Loans for Funds with a Fund Type of ‘Loan’. The ‘Credit-Based Loan’ setting is not configurable for funds with an Official Fund Type of ‘Direct Subsidized Loan’, ‘Direct Unsubsidized Loan’, and ‘Direct Graduate PLUS Loan’.

Portal configuration is available to turn on or off the display of the separate Credit-Based Loan category. A Credit-Based Instructional Message configuration is also available. The configurable messaging allows schools to provide additional information regarding credit-based loans. If configured, the message displays above the Credit-Based Loans award category.

RS-27427

Regent Award/Review

ISIR Processing/Verification

Title: Display the Verification Tracking Bar for 2024-2025 ISIRs and Forward

Tickets: RS-27606; RS-27605; RS-27618;

Description:
The Verification Tracking Bar has been updated to dynamically display the applicable Student and Parent Verification Groups and Fields depending on the Dependency model and Verification Group for the ISIR.

RS-27811

Student Experience

Student Experience

Problem:

Data was unexpectedly not shown to student in Student Portal, and student name appeared in portal as “undefined undefined.”

Cause:

During building of the data for display, the system attempted to set a property on a null object. The academicYearProgram object was null because the AY had no PPs from which to read a ProgramID.

Fix:

A check was added to the code to avoid attempting to set the property if the object is null.

Testing:

Login to the student portal as the specified student, or go to Regent then access the student and view Advisor Assist, to confirm student data is displayed.

RS-27733

Regent Award

COD

Problem:

COD files exported from Regent Award failed to be accepted by COD due to “Unsupported schema version or unreadable XML".

Cause:

Incorrect value in the 5.0b 2025 COD export file schema.

Fix:

Corrected the value in the 5.0b 2025 COD export file schema.

Testing:

Run export COD process for 24/25 FAY and ensure export files are accepted by COD.

RS-27634

ISIR Processing/Verification

Purpose of Script:
For Regent Access clients, this on-demand, ad-hoc script and tool re-processes Regent Access applications for a given FAY, and applies the SAI logic that is current whenever the script is run. The tool recalculates SAI values for the Regent Access application, including the PDF output and the Student Document Requirement. The tool supports reprocessing data that was submitted under specific previous versions in FAY 2024-2025 and later. The script and tool may be targeted to specific previously processed versions; for example, Access clients might want to reprocess applications submitted in 6.6.0.0, 6.6.1.0, and 6.6.2.0. The script can be limited to a specific FAY (2024-2025 and later), and can optionally can target a list of specific student External ID values.

Data Changed by the Script:
The script creates a copy of the most recently signed and submitted Regent Access Student Document Requirement for the FAY (2024-2025 and later), with a newly calculated SAI value. The old application's data is copied to the new instance of the Document. Regent retriggers the SAI calculation, and also populates the newly recalculated SAI on the PDF and the Document Reason. The old application is set to a Waived status. Unlike the standard signature/submission process, the tool does not send an email communication with the updated SAI value. The script also marks the new application to be included in the export processes for eAccess ISIR Format and Export Access Database Extract. New ISIR data will be generated and exported/imported when the next Export process is run.

How to Access the Script:
The script is available upon request from an Account Manager or Project Manager, for running in release 6.7.3.0 or later.

How to Test the Script:
Always test first in a QA environment. Before running the script, create or find several test students with FAY 2024-2025 Regent Access applications that were submitted using previous versions. Run the script, targeted to the versions. Refresh the student’s Student Documents. Confirm the updated SAI appears in the Document Reason text. Confirm the updated SAI value appears in the PDF attachment. Confirm the previous Document Requirement is in Waived status. Run the export process, such as Export eAccess ISIR Format and/or Export Access Database Extract File. View the ISIR-formatted exported data. Confirm any preexisting ISIR transaction numbers are incremented. Confirm the updated SAI value is present for the ISIR-formatted data.

RS-27565

Student Experience

Purpose of Script:
This on-demand, ad-hoc script finds and lists the population of students who had Regent Access applications were processed in a specific version in a given FAY.

Data Changed by the Script:
The script is read-only and does not change data.

How to Access the Script:
The script is available upon request from an Account Manager or Project Manager, for running in release 6.7.2.0 or later.

How to Test the Script:
Before running the script, create or find several test students with FAY 2024-2025 Regent Access documents that were submitted using previous versions. Run the script. Confirm the student is listed in the output.