1. Banner Financial Aid Update
DE-DC-MD Association of Student Financial Aid Administrators’ Fall Conference
November 10, 2014

2. Agenda 1 2 2014 – What’s been delivered What’s next Banner
Financial Aid

3. 2014 – What’s been delivered

4. Winter Release
Text

5. 8.19 Winter Updates 2014-2015 – January 2014
EDE Dataload and Corrections processing and ISIR Print Process
Official FM Need Analysis calculation for
Streamline aid period processing including:
ability to define budget duration (number of months) for aid periods used in the FM and IM need calculations
ability to use algorithmic rules to calculate the aid period to assign to the student when the applicant status record (RORSTAT) is created for the aid year.
RORRULE/RORCOMPL column conversion from LONG to CLOB and creation of APIs and database packages for Financial Aid Selection rules
Obsoleted a number of COBOL copybooks
California Dataload process
INAS IM/EFM Technical Upgrade T1.a

6. Spring Release

7. 8.20 Spring Updates 2014-2015 – April 2014
COD forms and processes
New 4.0a XML schema for COD processing
Enhancements for reporting required program data associated with the Moving Ahead for Progress in the 21st Century Act (MAP21) % Subsidized Stafford usage limit for first- time borrowers
Transfer Monitoring/Financial Aid History changes
INAS technical upgrade

8. June Updates
Text

9. 8.20.1 June Updates Federal Shopping Sheet Updates
Changes to support Federal Shopping Sheet published by the Department of Education for the aid year
 Scheme Selection Rules
Provides the ability to define non-baseline scheme owners to be used in rules on RORRULE
 COD Reject Updates to REREX15
When the payment period start date (period start date from RORPRDS) is prior to the loan period start date, the loan period start date will be used.

10. Summer Release

11. 8.21 Summer Release 2014-2015 – August 2014
FISAP (RORFS14)
Annual Aid Year updates
Auto Zero EFC income threshold updated from $23,000 to $24,000
Direct Loan Compare Extract Process (RPRCP15)
Scheduled Academic Year (SAY) Setup
Ability to define SAY codes
Ability to define multiple SAY codes to differentiate academic year start and end dates for different program calendars
Ability to update start and end dates for an aid period on RORTPRD

12. 2015-2016 Early Decision Release
Text

13. 8.21.1 Early Decision 2015-2016 – October 2014
CSS PROFILE Dataload
Institutional Need Analysis
Estimated Federal Need Analysis provided within INAS from CSS
Estimated Pell Payment Schedule
Update to address a potential security vulnerability in Self-Service
Defect correction to allow a crossover period to be assigned to a SAY on RORSAYR for the defined crossover aid year (CR )

14. What’s Next

15. Winter Release

16. 8.22 Winter Updates 2015-2016 – January 2015
EDE Dataload and Corrections processing and ISIR Print Process
Official FM Need Analysis calculation for
Transfer Monitoring and Financial Aid History
Anticipated for Winter
Federal specifications not yet received

17. Loan Redesign/Streamlining and Borrower Based Academic Year (BBAY) Release
Text

18. 8.22.1 Loan Redesign/Streamlining and BBAY Release – February 2015
Scheduled Academic Year (SAY) setup
8.21 end of August 2014
BBAY setup and awarding
New Direct Loan tables and Loan Origination restructure
Streamlining of loans
Automation of keeping the loan award and origination record in sync
Direct Loan Master Promissory Note Processing restructure
Common Origination and Disbursement (COD) processing and logging
Self-Service for Direct Loan BBAY

19. Questions

20. Thank You Mark Kichline
Product Owner and Business Analyst, Banner Financial Aid Development
TEL: