SCT Banner Financial Aid / Release Guide / 7.0

Section 6 Data Load Procedures
CSS PROFILE Data Load
CSS PROFILE Data Load
1. Set Up Rule and Validation Forms (annually)
Enter requirement codes and statuses on the Source Code Validation Table
(RTVINFC) for the CSS source to allow Banner to post documents indicating
that a CSS Profile application has been received. Use the Interface Data
Translation Rules Form (RCRTPTR) to convert codes on incoming
applications to valid SCT Banner values if your school decides to load all
incoming application records Enter values and rules on Common Matching
forms used for matching incoming application records to existing person
records in Banner. Establish the Matching Source and parameter set on Data
Source Rules (RCRDTSR) for the aid year and data source to be used for
processing of individual records from the Financial Aid Suspended Record
Maintenance form (RCRSUSP). Set fields on the Institution Financial Aid
Options Form (ROAINST) that control the dataload process or that act as
default values during the load.
2. Combine Multiple CSS Files Using FILECAT (optional)
Use the File Concatenation Process (FILECAT) to combine multiple CSS files
downloaded from CSS into one file for uploading to SCT Banner.
Note: The FILECAT process may be used for files that are not in XML format.
Rename the file to the default name that will be recognized by Banner
processes.
3. Load Records to Temporary Tables (RCBCTxx)
The RCBCTxx process loads incoming CSS Profile files to a set of temporary
tables. The temporary tables will accommodate files for more than one aid year
and for more than one data source.
4. Match Incoming Records to Existing SCT Banner Records (RCPMTCH)
The RCPMTCH process uses the matching rules established on the Common
Matching forms to compare incoming CSS Profile records to existing General
person records in the productions database. The process identifies New
records, those that have an existing Match, and those that have potential
matches or matching errors. During this process, you may place unmatched
New records in a Hold status to prevent them from loading to the production
tables until a matching General Person record exists in Banner.
5. Load Records to Production Database (RCRTPxx)
This step loads New and Match status records from temporary tables to
production tables and deletes corresponding records from temporary tables.
You may run RCRTPxx in batch or initiate the load for individual records as
Financial Aid Release 7.0 January 2005
90 Release Guide Confidential