1. Financial Aid Banner 8 Kathy Linzmeyer – Chabot – Las Positas College
Session
Financial Aid – Tuesday 9:30 a.m.
Financial Aid
Banner 8
Kathy Linzmeyer – Chabot – Las Positas College
Laurie Neil – Strata Information Group (SIG)

2. Where do you stand with Banner 7.x?
Before Banner 8.x
Where do you stand with Banner 7.x?
Important changes in Self-Service
Banner 7.10
Banner 7.11
Banner 7.12
What about CALB?
Student 7.5 (1st part of BOGW - August)
Student (2nd part of BOGW - October)
Student 7.6 (3rd part of BOGW – November)

3. Product Calendar/Dependencies
Documentation
Right side

4. Banner FA 8.0 Enhancements for 8.0 Miscellaneous Enhancements
PIN Maintenance
Supplemental Data Engine
Partial Data Masking
Documentation Changes
Algorithmic Packaging
Provide a more complete means of automatically packaging students through the use of new algorithmic packaging forms in conjunction with pre-existing Banner Financial Aid rules forms.
Internationalization
Global naming and address standards.
Biodemographic fields have been expanded to accommodate US and non-US standards.
Supplemental User ID/Activity Date and Logging
Adds user-defined table logging functionality to the Budget, Student Employment, and Short Term Credit modules.

5. PIN Maintenance
PINs are now stored only in encrypted form
Institutions can now set and enforce standards for strong passwords
A new, more secure PIN reset mechanism has been established
GOAQSTN, GUAPRF, GOATPAC, GOATPAD
Refer to Banner General 8.0 Release Guide for more information

6. Supplemental Data Engine
Supplemental Data Engine (SDE) is a simple way to add data fields to Banner forms.
SDE allows you to store data that is not part of the existing Banner data model
To add a comments field to record miscellaneous notes
To add data that has been translated into different languages
Refer to Banner General 8.0 Release Guide for more information

7. Partial Data Masking
With Banner 8.0, the ability to partially mask a field has been extended to character fields (GORDMSK)
You can allow a specified number of characters at the right side or the left side of the field to remain readable, while the rest of the value is masked.
mask most of a Social Security Number field, while leaving just a few characters readable
allow a user to verify that the number in the field is the correct one
Refer to Banner General 8.0 Release Guide for more information

8. Documentation
This new design incorporates new fonts, increased character size, and color to make the manuals easier to read and to use.
Detailed forms information has been moved from the user guides into online help. (Smaller user guides)
For some products, defects information in the release guide now includes an abbreviated description of each defect correction. For additional details, refer to the supplemental text file delivered along with your release guides.
Each manual now includes a publication date that reflects the actual month and year of publication. Any document that is revised will include an updated publication date to make it easier to identify revised materials.
A revision history log has been added to the copyright page of each manual to identify any revised versions and associated changes.
A link to a feedback form has been added to the copyright page of each manual, in the bookmarks of all PDF files, and into online help to enable you to provide input about the documentation.
A new API/ERD Index provides a single starting point for HTML-based API documentation and Entity Relationship Diagrams. This new file will be available on the Customer Support Center as api-erd_ig.zip.

9. Algorithmic Packaging
Algorithmic packaging allows clients to use a business rules engine to automatically package students in accordance with the institution’s awarding philosophy.
In addition to the algorithmic packaging business rules solution, many other changes have been made to enhance the packaging process.

10. Algorithms
Algorithms can be performed at the fund level in addition to the packaging group level.
Example
Award Fund 1 with a maximum of $1,000 and minimum of $200 not to exceed unmet need
Award Fund 2 up to 50% of Fund 1, not to exceed unmet need
Award Fund 3 up to 25% of Fund 1 total + 25% of Fund 2 total, not to exceed unmet need
Award Fund 4 up to 70% of remaining unmet need, not to exceed the total of Fund 1
Award Fund 5 up to 100% of remaining unmet need

11. Packaging
Using algorithms and parameters, functions include calculations based upon:
a percentage of a fund award,
a fixed dollar amount of a fund award
a data value housed in the Banner system (less than, equal, greater than, not equal)
a value that falls within a range of values housed in the Banner system (Between).

12. Awarding based on other funds
Packaging
Awarding based on other funds
Using algorithms and parameters, you can now limit funds to specific amounts based upon other funds, fund sources, or fund groups.
Award a Fund Based on a Percentage of Another Fund within a packaging group
Ability to Store and Reference Internal Interim Values in Packaging Rules (RPTNEED)

13. Packaging Simulation
The Packaging Process (RPEPCKG) now includes parameters that allow the process to:
bypass tracking requirements during Simulated Packaging only
award Pell in both Simulated and Actual mode
stop the awarding of an individual fund during simulated packaging, when that fund's available amount has been exhausted.

14. Group Fund Limits
You can use group fund limits which supersede individual fund limits.
Suppose a student has total need of $10,000 and tuition of $7,000.
Fund #1 has an individual award cap of $5,000 and Fund #2 also has a cap of $5,000.
Funds #1 and #2 are defined in a group
The group rule is that total aid from all funds in the group cannot exceed tuition.
The award from Fund #1 would be $5,000 but Fund #2 is limited to $2,000 because of the group cap.
The remaining $3,000 of unmet need must be met from funds outside the group.

15. Set a limit less than unmet need
Apply a Percentage to All the Funds in the Package as a Group
Use the original unmet need or gross need throughout the packaging process
take a defined percentage of remaining need or gross need and award the funds so the original percentage is not exceeded.
If remaining need is $5,375 and the percentage of remaining need to award is 85%
Then the sum of the funds packaged should not exceed $4,568. (85% of $5,375)

16. Ability to Inactivate Fund Codes, Groups, and Rules
RFRBASE
ROAMGMT
RTVBGRP
RTVTGRP
RTVPGRP
RTVSAPR
RORRULE

17. Ability to Override a Fund Rule for a Specific Student
Fund Award Rule Override
Fund Disbursement Rule Override
RPAAWRD
RPAAPMT

18. Miscellaneous Items Fund Category - RFRBASE
Fund Cross-Reference Fields - RFRBASE
Fund Balance Roll Process - RFPFBRL
Fund Description on the Packaging Group Fund Rules Form - RPRGFND
Long Description – RFRBASE, ROAMGMT
Detail Code Active Indicator – RFRBASE, ROAMGMT
All Recipients of Fund Code by Aid Year or Term – RPIFAWD, RPIFTRM
Prevent Groups from Being Deleted if Associated Rules Exist – RTVBGRP, RTVTGRP, RTVPGRP
Ability to Inactivate a Tracking Requirement

19. SEOG Rule Example
SEOG Award Calculation Based on Pell Award Amounts for the Year
Create a rule for a fund which is based on another fund award for the year.
$2000 is awarded for SEOG when the student's Pell award is less than or equal to $4300 but more than $3000;
$1500 SEOG is awarded when the Pell award is less than or equal to $3000 but more than $1500;
$1000 SEOG is awarded when the Pell award is less than or equal to $1500 but greater than 0.

20. Rule 1 Rule - SEOG_CALC_1 Sequence - 1 SQL Statement
SELECT 2000 FROM DUAL
WHERE EXISTS
(SELECT ‘X’
FROM RPRAWRD
WHERE RPAWRD_AIDY_CODE = :AIDY
AND RPRAWRD_PIDM = :PIDM
AND RPRAWRD_OFFER_AMT <= 4310
AND RPRAWRD_OFFER_AMT > 3000
AND RPRAWRD_FUND_CODE = ‘PELL’)

21. Rule 2 Rule - SEOG_CALC_1 Sequence - 2 SQL Statement
SELECT 1500 FROM DUAL
WHERE EXISTS
(SELECT ‘X’
FROM RPRAWRD
WHERE RPAWRD_AIDY_CODE = :AIDY
AND RPRAWRD_PIDM = :PIDM
AND RPRAWRD_OFFER_AMT <= 3000
AND RPRAWRD_OFFER_AMT > 1500
AND RPRAWRD_FUND_CODE = ‘PELL’)

22. Rule 3 Rule - SEOG_CALC_1 Sequence - 3 SQL Statement
SELECT 1000 FROM DUAL
WHERE EXISTS
(SELECT ‘X’
FROM RPRAWRD
WHERE RPAWRD_AIDY_CODE = :AIDY
AND RPRAWRD_PIDM = :PIDM
AND RPRAWRD_OFFER_AMT <= 1500
AND RPRAWRD_OFFER_AMT > 0
AND RPRAWRD_FUND_CODE = ‘PELL’)

23. Perkins Rule Example Calculating Perkins Loans as a Percentage of Pell
Create a rule for a fund which is based on another fund award for the year.
Perkins would be awarded for 75% of the student's Pell award if the student's Pell award was between $3001 and $4310;
50% of the student's Pell award if the student's Pell award was between $1501 and $3000;
25% of the student's Pell award if the student's Pell award was between $1 and $1500.

24. Rule 1 Rule PERK_CALC Sequence 1
SQL Statement SELECT .75 * rpkalgr.f_get_ffid_offer
(:AIDY,
:PIDM,
‘PELL’,
RPTNEED_SIMULATE_SW)
FROM RPTNEED
WHERE RPTNEED_AIDY_CODE = :AIDY
AND RPTNEED_PIDM = :PIDM
AND rpkalgr.f_get_ffid_offer
RPTNEED_SIMULATE_SW) <= 4310
RPTNEED_SIMULATE_SW) > 3000

25. Rule 2 Rule - PERK_CALC Sequence - 2 SQL Statement
SELECT .50 * rpkalgr.f_get_ffid_offer
(:AIDY,
:PIDM,
‘PELL’,
RPTNEED_SIMULATE_SW)
FROM RPTNEED
WHERE RPTNEED_AIDY_CODE = :AIDY
AND RPTNEED_PIDM = :PIDM
AND rpkalgr.f_get_ffid_offer
RPTNEED_SIMULATE_SW) <= 3000
RPTNEED_SIMULATE_SW) > 1500

26. Rule 3 Rule - PERK_CALC Sequence - 3 SQL Statement
SELECT .25 * rpkalgr.f_get_ffid_offer
(:AIDY,
:PIDM,
‘PELL’,
RPTNEED_SIMULATE_SW)
FROM RPTNEED
WHERE RPTNEED_AIDY_CODE = :AIDY
AND RPTNEED_PIDM = :PIDM
AND rpkalgr.f_get_ffid_offer
RPTNEED_SIMULATE_SW) <= 1500
RPTNEED_SIMULATE_SW) > 0

27. Banner FA 8.1 – delayed to October 2009
Final INAS
COD Updates
Applicant Status API – RORSTAT (technical)
OPEID Processing when Pell ID is different

28. Banner FA available
Teacher Education Assistance for College and Higher Education (TEACH) Grant processing
COD processing for : 3.0a XML schema
FISAP
EDE dataload and comment code updates
Direct Loan comparison reports (8.0 DL Tools)
Direct Loan entrance counseling (Grad PLUS)
H.R loan limit changes
The INAS technical upgrade #2
The Health Profession Program Amounts (HPPA) aggregate loan limit changes
Scholarship and Athletics Enhancement
Banner Financial Aid Self-Service Enhancement

29. Donor/Scholarship Demographics
The Donor/Scholarship Demographics form (RFADSCD) was added to provide you with a place to capture the following donor and scholarship information.

30. Donor/Scholarship Info
Donor Information
Donor ID and Name
Reception Invite
Anonymous
Thank you letter
Primary Donor
Deceased
Grades to donor
Donor selects recipient
Link to address, telephone, and information
Scholarship Information
Minimum enrollment
Tuition waiver
Multiple donors
Scholarship source
Restricted
Maximum number of terms

31. Sport Aid by Term
The tracking of student athletic information has been enhanced by providing you with the ability to auto-populate or manually enter specific student athlete data by term on the Sport Aid by Term form (RAASPTM).
In addition, Team Sport Term Aid form (RAITMTM) was added to provide you with the ability to identify specific team sport information by term.

32. Banner Web Self-Service
A new Web Processing rules tab has been added to the ROAINST form to allow you several options on the type of information you want to display in Self-Service.
The Award for Aid Year page in Self-Service has been modified to provide several tabs with information that may be displayed;
Options are provided through the Web Processing rules for displaying these tabs as well as the data that is displayed.

33. Banner Web Self-Service
You now have the ability to display text including variables to pull applicant specific data based on rules using the Web Text validation, rules, and tab forms in Banner.
The text may be defined to display on specific tabs on the Award for Aid year in Self-Service.

34. Banner Web Self-Service
The ability to require an applicant to complete Terms and Conditions prior to them accepting awards has also been provided.
You will establish a tracking requirement which will be satisfied when the Terms and Conditions are accepted.
You may also create questions and define answers for the applicant to complete and can also stipulate that a specific answer will stop the applicant from moving forward with the electronic award process and accepting/declining awards in Self-Service.

35. Banner Web Self-Service
A Print functionality has also been added for printing an Award letter using the Award information in Self-Service.
Additionally, you may also choose the option to print the Terms and Conditions along with the award.
A new process has been added, ROREMAL, to provide you the capability of sending an using a population selection so you may provide a notice that awards are ready to review or changes to awards have been made.

36. Banner Web Self-Service
Additionally, modifications have been made to allow you to inactivate lenders who are no longer participating in the FFEL program.
With this change, the ability to select a lender for display in Self-Service, has also been provided.
A new table and form is being used to store the lenders for a student by program (Stafford, Parent PLUS, Graduate PLUS).
A script applied during the upgrade will initially populate this new table with information based on loans existing for the and aid year.
You may provide the ability for an applicant to select a lender if one does not exist for the applicant in Self Service
The information submitted would then update the new table and be used by the Electronic loan application process (RPRELAP).

37. Banner Web Self-Service
Historical retention of Award Letters: If you have licensed Banner Document Management System.
The capability exists using the AX Report Management option to have the Award Letters processed and visible from the Financial Aid Award forms similar to viewing Requirement documents scanned and visible on Requirements Tracking.

38. Banner FA 8.3 – January 2009
Winter Regs

39. Advance Pay for ACG and SMART BBAY and Term Based Processing (Phase I)
Banner FA April 2009
Spring Regs
Advance Pay for ACG and SMART
BBAY and Term Based Processing (Phase I)
Term based Requirements Tracking
Financial Aid Holds

40. BBAY and Term-Based Processing (Phase 2) U.S. Summer Regs 2009-2010
Banner FA 8.5 – August 2009
BBAY and Term-Based Processing (Phase 2)
Budgeting and Algorithmic Budgeting
U.S. Summer Regs
FISAP
Direct Loan Compare

41. BBAY and Term-Based Processing (Phase 3) Early Decision 2010-2011
Banner – October 2009
BBAY and Term-Based Processing (Phase 3)
Packaging
Early Decision

42. Banner CALB 8.x
Based on the Monday BOGW session, not sure which 8.x releases match which 7.x releases
Possibly Banner Student 8.0 in December 2009

43. Timing
Most of the packaging functionality has to be available at the start of the aid year to be most useful.
When will your institution be ready to go-live?
Do you want to participate in the go live timing decision at your institution?

44. Audience Participation
How many institutions use CALB?
How many institutions are going with Banner 8.x in Spring 2009?
How many institutions are going with Banner 8.x in Fall 2009?
Release 7.15 is scheduled for August 2009 (Summer Regs); this appears to be the final 7.x release; can someone from SunGard confirm this?

45. Presenters
Kathy Linzmeyer – Chabot College
Laurie Neil – Strata Information Group