Banner Financial Aid / Electronic Loan Handbook / 7.2

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Table of Contents2 Electronic Loans SetupFederal Stafford and Federal PLUS Electronic Loans Setup . . . . . . . . . . . . . . . . 2-1Institution Financial Aid Options Form . . . . . . . . . (ROAINST) . . . . . . 2-1Aid Period/Term Rules Form . . . . . . . . . . . . . . (RORTPRD) . . . . . 2-2Default Award & Disbursement Schedule Rules Form . . (RFRDEFA) . . . . . . 2-2Fund Award & Disbursement Schedule Rules Form . . . (RFRASCH) . . . . . 2-2Federal Rules Inquiry Form . . . . . . . . . . . . . . . (RPIFEDR) . . . . . . 2-3Detail Code Control Form . . . . . . . . . . . . . . . (TSADETC). . . . . . 2-3Fund Base Data Form . . . . . . . . . . . . . . . . . . (RFRBASE) . . . . . . 2-3Funds Management Form . . . . . . . . . . . . . . . . (RFRMGMT) . . . . . 2-3Packaging Options Form . . . . . . . . . . . . . . . . (RPROPTS). . . . . . 2-4Class Code Translation Rules Form . . . . . . . . . . . (RPRCLSS) . . . . . . 2-5Certification Initials Validation Form . . . . . . . . . . (RTVCINT) . . . . . . 2-5Loan Status Validation Form . . . . . . . . . . . . . . (RTVLNST) . . . . . . 2-5General Person Identification Form . . . . . . . . . . . (SPAIDEN) . . . . . . 2-5Lender Base Data Rules Form . . . . . . . . . . . . . . (RPRLNDR) . . . . . 2-6Loan Period Base Data Form . . . . . . . . . . . . . . (RPRLPRD). . . . . . 2-6Loan Options Form . . . . . . . . . . . . . . . . . . . (RPRLOPT). . . . . . 2-7Lender/Disbursing Agents Rules Form . . . . . . . . . (RPRLNDA) . . . . . 2-9Crosswalk Validation Form . . . . . . . . . . . . . . . (GTVSDAX) . . . . . 2-10Alternative Loan Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10Institutional Financial Aid Options Form . . . . . . . . (ROAINST) . . . . . . 2-10Fund Base Data Form . . . . . . . . . . . . . . . . . . (RFRBASE) . . . . . . 2-10Fund Management Form . . . . . . . . . . . . . . . . (RFRMGMT) . . . . . 2-10Loan Options Form . . . . . . . . . . . . . . . . . . . (RPRLOPT). . . . . . 2-11Loan Period Base Data Rules Form . . . . . . . . . . . (RPRLPRD). . . . . . 2-113 ProceduresCreating Electronic Loan Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Application Send File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Creating Certification Request Records . . . . . . . . . . . . . . . . . . . . . 3-6Pre-Approval Request Processing . . . . . . . . . . . . . . . . . . . . . . . . 3-6Receiving and Uploading the Response File . . . . . . . . . . . . . . . . . . . . . . . 3-7RPRELRU Application Response File Processing. . . . . . . . . . . . . . . . . 3-9Change Transaction Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13Supported Change Transaction Records . . . . . . . . . . . . . . . . . . . . . . . . . 3-20Loan Cancellation Detail Record - @1-08 . . . . . . . . . . . . . . . . . . . . 3-20Disbursement Cancellation/Change Detail Record - @1-09 . . . . . . . . . . . 3-22Sub/Unsub Reallocation @1-13 Loan Decrease/@1-14 Loan Increase . . . . . . 3-24Processing Hold/Release Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-25Receipt and Processing of EFT and Disbursement files . . . . . . . . . . . . . . . . . . 3-27Financial Aid Release 7.2 April 2005iv Electronic Loan Handbook Confidential
Table of ContentsLoan Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-33Returning Loan Funds Prior to the Accounting Feed. . . . . . . . . . . . . . . 3-33Returning Calculated Refund Amounts to the Lender . . . . . . . . . . . . . . 3-33Correcting Loans - Received Amount Less than Awarded Amount. . . . . . . . 3-33Loan Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-34Aging of Nondisbursed Loans Report (RPRLNAG) . . . . . . . . . . . . . . . . 3-34RPRLNEX Exceptions-Students Not Fully Funded Report . . . . . . . . . . . . 3-34Loan Summary Report (RPRLSUM) . . . . . . . . . . . . . . . . . . . . . . . 3-344 FormsElectronic Loan Processing Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Electronic Loan Application Form . . . . . . . . . . . (RPAELAP) . . . . . . .4-1Loan Disbursement Form . . . . . . . . . . . . . . . . (RPALDSB). . . . . . .4-28Change Transaction Record Request Form . . . . . . . (RPACTRR). . . . . . .4-33Electronic Payment Receipt Form . . . . . . . . . . . . (RPAEPMT) . . . . . .4-34Electronic Loan Disbursement Form . . . . . . . . . . (RPAELDB). . . . . . .4-35Loan Parent Inquiry Form . . . . . . . . . . . . . . . . (RPILPAR) . . . . . . .4-38Batch Control Form . . . . . . . . . . . . . . . . . . . (RPIBATC) . . . . . . .4-39Loan Control Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-42Loan Period Base Data Form . . . . . . . . . . . . . . (RPRLPRD) . . . . . .4-42Lender Base Data Form . . . . . . . . . . . . . . . . . (RPRLNDR) . . . . . .4-46Lender/Disbursing Agent Rules Form . . . . . . . . . . (RPRLNDA) . . . . . .4-49Loan Options Form . . . . . . . . . . . . . . . . . . . (RPRLOPT) . . . . . .4-50Class Code Translation Form . . . . . . . . . . . . . . (RPRCLSS) . . . . . . .4-55Federal Rules Inquiry Form . . . . . . . . . . . . . . . (RPIFEDR) . . . . . . .4-57Loan Status Validation Form . . . . . . . . . . . . . . (RTVLNST). . . . . . .4-58Certification Initials Validation Form . . . . . . . . . . (RTVCINT). . . . . . .4-595 Reports and ProcessesEFT/Disbursement Roster Upload Process . . . . . . . (RPREFTL) . . . . . . 5-2EFT Posting Process . . . . . . . . . . . . . . . . . . (RPREFTP) . . . . . . 5-6Electronic Loan Application Process . . . . . . . . . . (RPRELAP) . . . . . . 5-8Electronic Loan Application Extract Process . . . . . . (RPRELAX) . . . . . . 5-24Electronic Loan Change Transaction Process . . . . . . (RPRELCT) . . . . . . 5-30Electronic Loan Response Upload Process . . . . . . . (RPRELRU) . . . . . . 5-36Hold/Release Process . . . . . . . . . . . . . . . . . . (RPRHDRL). . . . . . 5-40Loan Proceeds Aging Report . . . . . . . . . . . . . . (RPRLNAG). . . . . . 5-45Loan Funding Exception Report . . . . . . . . . . . . (RPRLNEX) . . . . . . 5-47Servicer Extract Loan Summary Report . . . . . . . . . (RPRLSUM). . . . . . 5-53PC Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-57File Concatenation Process . . . . . . . . . . . . . . . (FILECAT). . . . . . . 5-57IndexApril 2005 Financial Aid Release 7.2Confidential Electronic Loan Handbook v
Page 1 and 2: Banner Financial AidElectronic Loan
Page 8: PrefaceRelated DocumentationRelated
Page 13 and 14: PrefaceHow to Contact SunGard Highe
Page 18 and 19: 1 OverviewElectronic LoansChange Tr
Page 20 and 21: 1 OverviewMenu Navigation TableRPAE
Page 22 and 23: 2 Electronic Loans SetupFederal Sta
Page 30 and 31: 2 Electronic Loans SetupAlternative
Page 32 and 33: 2 Electronic Loans SetupAlternative
Page 34 and 35: 3 ProceduresCreating Electronic Loa
Page 40 and 41: 3 ProceduresReceiving and Uploading
Page 46 and 47: 3 ProceduresChange Transaction Proc
Page 52 and 53: 3 ProceduresSupported Change Transa
Page 54 and 55:
3 ProceduresSupported Change Transa
Page 56 and 57:
3 ProceduresSupported Change Transa
Page 58 and 59:
3 ProceduresProcessing Hold/Release
Page 60 and 61:
3 ProceduresReceipt and Processing
Page 62 and 63:
Page 64 and 65:
Page 66 and 67:
3 ProceduresLoan ReportsLoan Report
Page 68 and 69:
4 FormsElectronic Loan Processing M
Page 70 and 71:
Page 72 and 73:
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Page 108 and 109:
4 FormsLoan Control MenuLoan Contro
Page 110 and 111:
4 FormsLoan Control MenuFields. . .
Page 112 and 113:
4 FormsLoan Control MenuLender Base
Page 114 and 115:
Page 116 and 117:
4 FormsLoan Control MenuLoan Option
Page 118 and 119:
Page 120 and 121:
Page 122 and 123:
4 FormsLoan Control MenuClass Code
Page 124 and 125:
Page 126 and 127:
Page 128 and 129:
5 Reports and ProcessesEFT/Disburse
Page 130 and 131:
5 Reports and ProcessesReport Date:
Page 132 and 133:
5 Reports and ProcessesEFT Posting
Page 134 and 135:
5 Reports and ProcessesElectronic L
Page 136 and 137:
5 Reports and ProcessesParameters (
Page 138 and 139:
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Page 142 and 143:
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5 Reports and Processes20-APR-2002
Page 150 and 151:
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Page 156 and 157:
Page 158 and 159:
Page 160 and 161:
Page 162 and 163:
Page 164 and 165:
Page 166 and 167:
5 Reports and ProcessesHold/Release
Page 168 and 169:
Page 170 and 171:
Page 172 and 173:
5 Reports and ProcessesLoan Process
Page 174 and 175:
Page 176 and 177:
Page 178 and 179:
Page 180 and 181:
Page 182 and 183:
Page 184 and 185:
5 Reports and ProcessesPC UtilityCS
Page 186 and 187:
5 Reports and ProcessesPC UtilityFo
Page 188:
IndexFederal Rules Inquiry (RPIFEDR
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