5.0.0.0 Product Brief

Product Release Description

This release update introduces Regent's new Student Experience with Documents, Financial Aid, Message Center and Useful Links modules as well as Advisor Assist capability for staff users to view what students see in Student Experience.  The new design is mobile friendly, highlights needed student actions, and supports client control much of much of the student-facing text.

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

• Separate Post-Withdrawal Disbursement (PWD) documents for student and parent loans.
• User-Defined Field (UDF) functionality to assign Active vs Passive acceptance flow to a fund for individual students.
• Data View updates to support recent enhancements.
• Availability of the Regent app for Salesforce

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 5.0.0.0 version of Student Experience for UAT and ultimately production upgrade.

Any client currently using Regent Review may take the 5.0.0.0 version of Student Experience for UAT and ultimately production upgrade.

New Feature Overview for the 5.0.0.0

New Student Experience:

• The New Student Experience provides the opportunity for Regent to introduce a new look and feel for students built on a new highly scalable technology stack.  Responsive design supports student access via a desktop, tablet, or mobile device, and the mobile design is device agnostic with regard to Android vs iPhone. This initial release rolls out features for Regent Award and Regent Review.  This is our baseline for continued progress and enhancement of student-facing products and features. Additional features for Regent Plan and Regent Access will follow.

  • The Student Dashboard alerts students to needed actions and recent messages, and provides easy access to follow up on those actions and messages.

  • The Financial Aid component proactively identifies which awards require student attention, and provides quick 'click-through' access for students to accept full eligibility, direct cost amounts only, or a custom amount, or to decline an offered award. Remaining amounts available for partially accepted awards are called out for the student. Awards are divided into four categories: Gift Aid, Loans, Work, and Other, based on the client's funds configuration. Full estimated Cost of Attendance details are available to the student; and as students work through each award they will see a declining amount of Direct Costs remaining to be met.  Students can also drill down in each award to see Scheduled/Actual disbursement amounts and dates.

  • The Documents component highlights student document requirements with easy "click-through" access to those needing student attention. The e-sign process has been streamlined with fewer separate screens, and the e-sign option is promoted over the paper sign process which is also available.

  • The Message Center component highlights unread messages and provides the opportunity for students to reply to institution-initiated messages, to initiate their own messages about their financial aid, and to sort and filter their messages.

  • The Useful Links component provides clients full control over which links are displayed to students and over what information is provided to students about those links.

  • The Advisor Assist feature allows institution staff to view what the student is seeing in Student Experience.

  • Clients control the introductory welcome panel language for each component.

Implementation of the New Student Experience

There is no licensing fee to move to the student-facing features of the new Student Experience for Regent Award and Regent Review.  Advisor Assist is covered under Regent Plan licensing.  There is a flat fee for implementation of the new Student Experience to cover costs associated with configuration, theming, and setup.  Contact your Account Manager for more information.

Students at institutions using single sign-on (SSO) will not be required to re-register in the new Student Experience.  Students at institutions not using SSO will be required to re-register, but will then be able to access any “in flight” verification worksheets as well as they current documents, awards, etc.  Set up of SSO is included in the implementation fee.

Regent will continue to host and monitor the current student portal through 2020.  Bugs reported in the current portal will be evaluated within the new Student Experience to ensure proper functioning in that environment.  Decisions about addressing bugs in the current student portal will be made on a case by case basis.  New development will be focused solely on the new Student Experience.

Salesforce App and Integration:

With the 5.0 release, Regent is announcing the GA of a Salesforce app and integration available for deployment within an institution's Salesforce environment.  The integration surfaces key financial aid data from Regent Award within a Salesforce CRM to recruiting and advising staff to enable a more student centric approach to enrollment and retention outreach.  A new configuration tab is available within Regent Award’s Institution Setup (accessible by permissions).  Contact your Account Manager if interested in learning more about the app. 

Known Issues for 5.0.0.0: