SCT Banner Financial Aid / Release Guide / 7.0

Section 6 Data Load Procedures
Running the Data Load Process
or from multiple data sources (EDE and CSS). Examine the records and select one
for Common Matching. If your school loads all records, select the duplicate with the
earliest transaction number first. After performing a Common Matching search,
and achieving a match or entering a status of New on the first record, you should
load the record to Banner. If you have only one more record for the student, you
should achieve a match status the next time you run the matching process in batch
or online. If you have more than one duplicate remaining, you must repeat the
matching and loading processes until all records are loaded to the production
database.
If you make a mistake in changing a student’s status and wish to return to the
original status code, you have two options. Re-run the RCPMTCH process for all
students, or prior to committing the status, change the Override status code to ‘- ‘
for that student. When you commit the record it will revert back to the original
status code.
Note: Changing the status code on the form will work only if you have not left
the RCRSUSP form (Exit or Clear Form Rollback) since making the
initial change. Once you leave the form, the changes are committed and
those Match and New records will no longer appear on the RCRSUSP
form. Match and New records continue to appear on the form until you
perform an Exit or a Clear Form Rollback.
Once a record is assigned a Match or New status, it must be loaded to the Banner
database using the Data Load Part 3 (RCRTPxx) process. You may press the Load
button on the RCRSUSP form to run RCRTPxx immediately, which will load the
record to the permanent tables. You must have permission to run RCRTPxx and
must have a parameter set established in your user name to run the online process.
Once you load the record or leave the record after assigning a New or Match status,
the record no longer appears on the RCRSUSP form. If you will not use the online
load process, or if you forget to load the record immediately after updating the
status to Match or New, you may run Data Load Part 3 (RCRTPxx) in batch (see Step
6 below).
Caution: If you elect to run Data Load Part 3 (RCRTPxx) in batch after resolving
records on the RCRSUSP form, do not run Data Load Part 2 RCPMTCH
again prior to running RCRTPxx. RCPMTCH will return your New and
Match status codes to those originally assigned to the temporary records.
The Suspended Records Maintenance Form also includes functionality to delete
selected records from the temporary tables. You may check the Delete Record field
on a selected record to flag the record for deletion according to your institutional
Data Load policy. Once the flag is set, you may select Delete Temporary Records on
the Options menu of the RCRSUSP form. This will remove all flagged records for
the aid year and data source displayed in the key block of RCRSUSP. If you do not
use the online delete option, you may run the Data Load Table Delete (RCPDTMP)
process in batch using parameter choices to delete records flagged on the RCRSUSP
form. Records flagged for deletion will continue to appear on RCRSUSP until the
record is deleted or until the Delete Record field is unchecked.
Financial Aid Release 7.0 January 2005
116 Release Guide Confidential