1. Population Selections, RORRULEs, and Web Text – Oh My!
10th Anniversary
Population Selections, RORRULEs, and Web Text – Oh My!
Using SQL to Create Rules in Banner Financial Aid

2. General Announcements:
Please turn off all cell phones/pagers
If you must leave the session early, please do so as discreetly as possible
Please avoid side conversations during the session
Questions will be answered …..
Thank you for your cooperation

3. Millersville University
8,300 students
About 70% receive aid
Banner Financial Aid Version 8.5
Banner General Version 8.2

4. University of Scranton
5,800 Students
Banner Financial Aid Version 7.15
Banner General Version 7.5
Banner 8 Conversion set for January 2010

5. What is SQL? Structured Query Language
A way to ask the database questions
Some uses in Banner Financial Aid:
Population Selections
Variables
Selection Rules
Web Text Rules

6. Where To Start? Define your question:
Who has a given fund code awarded?
Who needs to have loan fees posted to their budget?
Who is independent only because of a positive response to the emancipated minor question on the FAFSA?
Who should be assigned to a given budget group?

7. Translating To SQL
What data items in Banner would help you answer your questions?
Find the field names of each of these items
Place your cursor in the field
Select ‘Help’ from the menu bar
Select ‘Dynamic Help Query’
The Field is displayed

8. Building a Population Selection
GLRSLCT
Enter the Application (FINAID)
Enter the name of your pop-sel in the Selection ID
Enter a brief description
Definition:
Select – generally a PIDM
From – include names of all tables involved
Define your Rules

9. Pop-Sel Example 1

10. Run the Pop-Sel using GLBDATA

11. Pop-Sel Example 2 Using Union/Intersect/Minus
Define the two groups by writing two separate pop-sels
Example: Post loan fees to budgets of those students who indicated interest in loans on the FAFSA and who do not already have loan fees included in their budgets
Pop-sel part 1 – select all interested in loans
Pop-sel part 2 – select all with loan fees on budget

12. Run the Pop-Sel

13. Using a Variable in a Pop-Sel
A variable is a set of rules that pulls a specific piece of data from the database. For example, variables can be written to pull a student’s name, street address, city, state, ZIP, grade level, total aid awarded, etc. They are often used in letter generation.
When used in a pop-sel, a variable can help to limit the results to a defined group or to exclude a defined group.

14. Example of a Variable

15. Example of aVariable in a Pop-Sel

16. Pop-Sel Tips
Dynamic parameters allow a pop-sel to be used for different aid years, fund codes, etc.
Example:
RPRAWRD_AIDY_CODE = &aid_year_code
When using a variable in a pop-sel, it must be the last condition entered on GLRSLCT and it must be entered as a Value—not as a Data Element.
If you make changes to a variable, you must recompile the pop-sel in order for the revised variable to be recognized.
When using multiple tables, be sure to join common fields.

17. RORRULE
RORRULEs can be written for a variety of purposes but all are written in the same way

18. RORRULE in Simple Mode

19. RORRULE in Simple Mode (Cont.)

20. RORRULE in Expert Mode
Access Expert Mode by either performing Next Block from Simple Mode or by selecting Options and then Compiled/Expert SQL Code.

21. RORRULE in Expert Mode (Cont.)

22. SQL From Expert Mode SELECT DISTINCT(RCRAPP1_PIDM)
FROM RCRAPP1,RCRAPP3,RZVST10
WHERE RCRAPP1_CURR_REC_IND = 'Y' AND
RCRAPP1_INST_HOUS_CDE = '2' AND
RCRAPP3_YR_IN_COLL_2 < '5' AND
RZVST10_RESD_CODE = 'Y' AND
RZVST10_STST_CODE = 'AS' AND
RCRAPP3_PIDM =RCRAPP1_PIDM AND
RZVST10_PIDM =RCRAPP1_PIDM AND
RCRAPP3_INFC_CODE = RCRAPP1_INFC_CODE AND
RCRAPP3_SEQ_NO = RCRAPP1_SEQ_NO AND
RCRAPP3_AIDY_CODE = RCRAPP1_AIDY_CODE AND
RZVST10_AIDY_CODE = RCRAPP1_AIDY_CODE AND
RCRAPP1_AIDY_CODE = :AIDY AND
RCRAPP1_PIDM =:PIDM

23. RORRULE Tips
If your rule is not producing the desired results, examine it in Expert mode. One thing to check is that there may be a join you are not expecting—like to :TERM when you don’t mean for the rule to be term-specific. This can be identified and removed when using Expert mode.

24. Web Text Rules
Web Text Rules allow you to write a rules that will, in the end, display text in Self Service for students who meet the conditions of each rule
You determine on which tab(s) the text appears
There is no Simple Mode—only Expert Mode

25. Web Text Set-Up Define the web text code on RTVWTXT
Write the web text rule and define the text on RORWTXT
Define the sequence in which the web text will appear on each tab on RORWTAB (text will not appear unless this final step is completed)

26. RORWTXT – Example 1

27. RORWTXT – Example 1 (Cont.)
SQL from Example 1:
select 'X' from RPRARSC
where RPRARSC_AIDY_CODE = :AIDY and
RPRARSC_PIDM = :PIDM and
(RPRARSC_ACTUAL_AMT > 0 or
(RPRARSC_EST_AMT > 0 and
(RPRARSC_ACTUAL_AMT <> 0 or
RPRARSC_ACTUAL_AMT is null)))

28. RORWTXT – Example 1 (Cont.)

29. RORWTXT – Example 1 (Cont.)

30. RORWTXT Example 1 on Self Service

31. RORWTXT – Example 2

32. RORWTXT – Example 2 (Cont.)

33. RORWTXT – Example 2 (Cont.)
Text includes a link
You have UNSATISFIED document requirements which are preventing the awarding of some or all of your aid. Please review your <a href=" title="Outstanding Document Requirements."> Outstanding Document Requirements.</a>

34. RORWTXT Example 2 on Self Service

35. RORWTXT – Example 3 select rorsapr_sapr_code
from rorstat,rorsapr,robnyud
where rorstat_aidy_code = :AIDY and
rorstat_pidm = :PIDM and
rorsapr_pidm = :PIDM and
robnyud_pidm = :PIDM and
rorsapr_sapr_code = (Select RORSAPR_SAPR_CODE
from rorsapr where rorsapr_pidm = :PIDM and
rorsapr_term_code = (select max(rorsapr_term_code)
from rorsapr AL2 where AL2.rorsapr_pidm = :PIDM)) and
robnyud_value_22 is null

36. RORWTXT – Example 3 (Cont.)

37. RORWTXT – Example 3 (Cont.)
<span style=color:#FF0000>You are not currently eligible to receive federal or state financial aid</span>. Please review your <a href=" title="status" target="_blank">status</a> and review the <a href=" title="Satisfactory Academic Progress policy" target="_blank">Satisfactory Academic Progress policy</a>.
<ul class="bullet"> <li>If you are taking a class(es) to regain eligibility or you have received a late grade, please contact our office after the grade(s) has been posted so that your eligibility may be reviewed.</li>
<li>If you experienced extenuating circumstances during the past academic year, you may choose to appeal for reinstatement of your financial aid.</li>
<ul type="circle"><li>A <a href=" title="federal appeal form" target="_blank">federal appeal form </a>should be completed and submitted with supporting documentation to the Office of Financial Aid by <span style=color:#FF0000>June 12, 2009</span>. <i>Appeals received after that date will not be reviewed until September 18, 2009.</i> If your appeal is approved, your eligibility for federal aid will be reinstated beginning with the Fall 2009 term.</li>
<li>A <a href=" title="state aid appeal form" target="_blank">state aid appeal form </a>should be completed and submitted with supporting documentation to the Office of Financial Aid. Please note that PHEAA makes the final decision regarding this appeal.</li>
</ul></ul>
<ul><li>If you applied any federal or state aid as credit toward your Summer 2009 bill, be aware that this aid has been cancelled and it is your responsibility to contact the Bursar's Office to make appropriate arrangements for payment of your bill.</li></ul>

38. RORWTXT Example 3 on Self Service

39. RORWTXT Tips
When writing your Select statement, do not select a PIDM—you need something that will return the same value(s) for all students
Purchase a basic HTML book if you don’t know HTML

40. General SQL Tips
Be sure you are typing the name of the table, not the form, when you are entering your SQL (RPRAWRD – not RPAAWRD)
Know your data!

41. Documentation Population Selections
Banner General User Guide – Chapter 5
Banner General Population Selection Training Workbook
RORRULE
Banner Financial Aid Requirements Tracking Training Workbook
Banner Financial Aid Requirements Budgeting Training Workbook
Banner Financial Aid Requirements Packaging Training Workbook
Web Text
Banner Release Guide 8.2
Financial Aid Self Service Training Workbook 8.1
General Financial Aid
Banner Financial Aid User Guide

42. Open to the Floor
Questions
Comments

43. Contact Information
Tammy R. Bittner
Financial Aid Systems Administrator
Millersville University
John Tabor
Senior Application Developer
University of Scranton