SCT Banner Financial Aid / Release Guide / 7.0

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Table of Contents 1) Run the Financial Aid EDE Data Load Part 1 Process (RCBTPxx). . . . . . . . . . . . 99 2) Run Financial Aid CSS Data Load Part 1 (RCBCTxx) . . . . . . . . . . . . . . . . . . 102 3) Run the Financial Aid Dataload Part 2 Process (RCPMTCH) . . . . . . . . . . . . . . 104 4) Run Data Load Part 3 (RCRTPxx) . . . . . . . . . . . . . . . . . . . . . . . . . . . 108 5) Review the Records on the Suspended Records Maintenance Form (RCRSUSP). . . . 114 6) Run the RCRTPxx Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 7) Run the Data Load Table Delete Process (RCPDTMP) . . . . . . . . . . . . . . . . . 117 Additional Data Load Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Technical Note Concerning Loading and Storing ISIR Records . . . . . . . . . . . . . . 119 New Person Versus Existing Person . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Data Load Part 1 (RCBTPxx, RCBCTxx) Temporary Tables . . . . . . . . . . . . . . . . 122 Common Matching Algorithm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Rule Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Field Length Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125 Primary Match Logic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125 Secondary Match Logic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Examples of Matching Algorithm and Results . . . . . . . . . . . . . . . . . . . . . . 128 Section 7 New VBS and PII Security Using Fine-Grained Access Control - Functional . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 Section 8 Banner 7.0 Form Modifications . . . . . . . . . . . . . . . . . . 133 Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Data Log Rules Form (RORDATA) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Payroll Load Control Form (RJRPAYL) . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Packaging Options Form (RPROPTS) . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 EDE Directory Form (READRCT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133 Award Maintenance Form (RPAAWRD) . . . . . . . . . . . . . . . . . . . . . . . . . 133 Applicant Status Form (ROASTAT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Applicant Requirements Form (RRAAREQ) . . . . . . . . . . . . . . . . . . . . . . . . 134 Financial Aid Record Maintenance Form (ROARMAN). . . . . . . . . . . . . . . . . . 134 Fund Budget Inquiry Form (RFIBUDG) . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Applicant User Defined Data Form (ROAUSDF) . . . . . . . . . . . . . . . . . . . . . 134 Loan Application Form (RPALAPP) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Applicant Award by Term (RPIATRM) . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Institution Financial Aid Options Form (ROAINST) . . . . . . . . . . . . . . . . . . . . 135 Financial Aid Release 7.0 January 2005 6 Release Guide Confidential
Table of Contents Section 9 Requests for Product Enhancements (RPEs) . . . . . . . . . . 136 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 Section 10 2004 - 2005 COD Full Participant Updates - Functional 141 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 Changed Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141 COD Student Identifier Form (REASTID) . . . . . . . . . . . . . . . . . . . . . . . . . 141 2004 - 2005 Pell Disbursement/Acknowledgement Form (READI05) . . . . . . . . . . . 142 COD Document Control Form (REICODD) . . . . . . . . . . . . . . . . . . . . . . . 142 2004 - 2005 Pell Origination/Acknowledgement Form (REAOR05) . . . . . . . . . . . 143 Direct Loan Origination Form (RPALORG) . . . . . . . . . . . . . . . . . . . . . . . . 143 Changed Processes and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147 2004 - 2005 COD Extract Process (REREX05) . . . . . . . . . . . . . . . . . . . . . . 147 2004 - 2005 COD File Import Process (RERIM05) . . . . . . . . . . . . . . . . . . . . 149 COD Import/Export Report (RERIMEX) . . . . . . . . . . . . . . . . . . . . . . . . . . 150 PELL COD Miscellaneous Report (RERPELL) . . . . . . . . . . . . . . . . . . . . . . . 150 2004 - 2005 Pell Delivery System (RERPL05) . . . . . . . . . . . . . . . . . . . . . . 152 Section 11 2003 - 2004 FISAP - Functional . . . . . . . . . . . . . . . . . 153 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Dependent Students . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153 Independent Students . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Calculating FISAP Total Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154 Dependent Student . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Independent Student . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155 Additional Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Changed Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 FISAP Person Maintenance Form (ROAFSAP) . . . . . . . . . . . . . . . . . . . . . . 157 New Processes and Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 2003 - 2004 FISAP Report (RORFS04) . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Financial Aid Release 7.0 January 2005 7 Release Guide Confidential
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Section 5 Data Load Part 3 (RCRTP05
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Section 5 - Data Load Part 3 (RCRTP
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Section 6 Data Load Procedures Over
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Section 7 New VBS and PII Security
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Section 8 Banner 7.0 Form Modificat
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Section 9 Requests for Product Enha
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Section 10 2004 - 2005 COD Full Par
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Section 11 - 2003-2004 FISAP New Pr
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Section 13 Expanded Credit Hour Sup
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Section 14 0304 INAS Technical Upgr
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Section 15 Cal MIS Extract Process
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Section 15 - Cal MIS Extract Proces
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Section 17 SSN/SIN Alternate ID Sea
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Section 18 2002 - 2003 FISAP Report
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Section 19 Miscellaneous Changes -
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Section 20 2004 - 2005 CSS PROFILE
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Section 21 2004 - 2005 CSS INAS IM
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Section 23 NSLDS Processing Changes
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Section 24 EDE Data Load/Correction
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Section 24 - EDE Data Load/Correcti
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Changed Processes and Reports Chang
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Section 25 2003- 2004 Direct Loan C
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Section 26 2004 - 2005 ISIR Print C
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Section 27 COD Updates - Functional
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Section 28 Multi-Award Year Perkins
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Section 30 CSS Technical Upgrade #1
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Section 31 Banner Financial Aid Lin
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Section 33 2004 - 2005 Final INAS -
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Section 34 2004 - 2005 Pell Grant S
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Section 39 Miscellaneous - Function
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Section 42 2003 - 2004 FISAP - Tech
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Section 44 Data Load Part 3 (RCRTP0
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Section 58 2004 - 2005 Pell Grant S
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