SUNYFAP 2009 Banner Financial Aid FAUG Presented by: Shirley A. Clark SICAS Center.. Upcoming Banner/SICAS Enhancements Banner/SICAS Efficiency Analysis Banner Self-Service Enhancements
Upcoming Banner Items Financial Aid 7.14/8.4 COD Schema 3.0b ACG and SMART Advance Pay Functionality RERIM10 to Update the following for TEACH: Specified Entrance Counseling Tracking Requirement and Satisfied Status Code Specified ATS Tracking Requirement and Satisfied Status Code Cont… Cont…
Upcoming Banner Items ACG and SMART(ECASLA/HEOA provisions) Student eligibility to include eligible non-citizens Fifth year level for SMART (Only certain 5yr programs) Requires creation of an Additional Fund Code for SMART on RFRBASE Linked to a 5th year level on RFRMGMT Add 5th year major code to RPRMAJR Certificate Programs (That meet definition) Include Programs on the RPRDEGR form (Future Release: Part-Time Eligibility -- At least 1/2)
Upcoming Banner Items Futures: Year Round Pell Summer 2009 is assigned to (~June – probably a point release) will open up the percent of award to a maximum of 200% (~June – probably a point release) will open up the percent of award to a maximum of 200% Summer 2009 is assigned to ?????????? Summer Term tied to one specific Aid Year – STVTERM “true”/”false”
Upcoming Banner Items Futures: Term Based Financial Aid Holds (8.3.1) Term Based Processing/BBAY Budgeting, Tracking, and Packaging by Term Accept and Decline Awards by Term Print Award Information by Term Define Budgeting Groups by Term Term specific Award Cancellation FAFSA Enrollment grade level by Term Archiving and Purging Financial Aid Data
Upcoming SICAS Items FDR CWS to use new SUNYHR tables Will include moving all new SUNYHR XML files into new SUNYHR Oracle tables FDR SIRIS - Financial Aid submission New Data Elements related to Financial Aid for submission to SUNY System Administration
Banner/SICAS Efficiency Analysis SICAS Visited the following Campuses in 2008: SUNY Canton Mohawk Valley Community College Niagara Community College Contact Charlie Young at If your Campus is interested in scheduling a Banner/SICAS Efficiency Analysis
Banner Self-Service Enhancements ROAINST – Display COA, Need, etc.. Terms and Conditions Web Text Rules and Variable Creation Web Questions and Answers RPAINFO – use for collection of Outside Resources (Veterans Resources) Lender Selection in Self-Service Financial Aid Letter
ROAINST – Display COA, Need, etc..
ROAINST – Display COA
ROAINST – Display Need
ROAINST – Display Loan History
Terms and Conditions RTVTREQ – Requirements Tracking Establish T & C Requirement Information Access must be checked Establish Instructions (Optional – But Nice) ROAINST – Web Processing Rules Check Display Terms and Conditions Tab ROAINST – Web Accept Tracking Rules Link Established Tracking Code to Type of Terms and Conditions Web Tailor needed for actual text
Terms and Conditions Decide population – All students? Establish Requirement Population will be unable to Access the Award Offer Tab to accept awards until the Terms and Conditions are Accepted Once Accepted, the Terms and Conditions Tracking Requirement will also be Satisfied Ability to Print Terms and Conditions on E- Award Letter
Terms and Conditions
Web Text Rules and Variable Creation Web Text Rules and Variable Creation RTVWTXT – Web Text Rule Code Establish your text rule codes RTVWVAR – Web Variable Validation Establish your web variable codes RORWTXT – Web Text Rules SQL used to create text rules RORWVAR – Web Variables SQL used to create web variables
Web Text Rules and Variable Creation Web Text Rules and Variable Creation RORWTAB – Web Tab Rules For each Aid Year and Tab – Establish the Web Text Rules you wish to display Institutions need to KNOW their data and decide what messages they want displayed for what criteria! Set up in a TEST System first and TEST, TEST, TEST!!
Web Text Rules and Variable Creation Web Text Rules and Variable Creation RORWTXT – Web Text Rules
Web Text Rules and Variable Creation Web Text Rules and Variable Creation RORWTXT – Web Text Rules
Web Text Rules and Variable Creation Web Text Rules and Variable Creation RORWTXT – Web Text Rules
Web Text Rules and Variable Creation Web Text Rules and Variable Creation RORWTXT – Web Text Rules
Web Text Rules and Variable Creation Web Text Rules and Variable Creation RORWVAR – Web Variable Rules
Web Text Rules and Variable Creation Web Text Rules and Variable Creation RORWTAB – Web Tab Rules
Web Text Rules and Variable Creation Web Text Rules and Variable Creation
Web Questions and Answers RTVWEBQ – Web Question Validation Establish your web question codes RORWBQA – Web Q & A Rules Answer Type for this question: L = Defined List (You will define values on next tab) N = Numeric T = Free Form Text Question Occurrence: E = Every Time Awards are Accessed O = Once for Aid Year U = When Unaccepted Awards Exist
Web Questions and Answers RORWBQA – Web Q & A Rules For any value that stops processing, you also can attach a message code. This message code must first be built on RTVMESG and have the Stop Electronic Award Process indicator checked. You can choose to stop processing under the following conditions: A = Any not null answer will stop processing N = This specific answer does not stop processing S = This specific answer does stop processing Z = Any Answer > Zero will stop processing
Web Questions and Answers Stop Processing – Turns off Information Access
Web Questions and Answers All access to all Award Information is gone So use extreme caution using stop processing
Web Questions and Answers RPAINFO – Web Applicant Reported Information All answers to questions can be reviewed Once a stop processing answer has been Reviewed Information Access indicator will be rechecked automatically. Also contains Additional Self-Reported Resources Must be Reviewed and Actual amount entered Update the Applicant Resource Table must be checked before it is actually reflected in students package Can be linked to an Actual Resource Code RPPINFO – Web Applicant Information Process
Web Questions and Answers RORWBQA – Web Q & A Rules
Web Questions and Answers RORWBQA – Web Q & A Rules Answer value restricted to 30 characters
Web Questions and Answers
Lender Selection in Self-Service RPRLNDR – Lender Base Data Information Access must be checked on all Active Lenders RFRMGMT – Fund Management All Loan Funds – Allow Web Lender Selection must be checked (Located in the Packaging Tab) Electronic Loan Indicator must be set correctly for Fund
Lender Selection in Self-Service RPASLND – Student Lender History Data If an Active Lender exists for the Fund and Information Access is checked on RPRLNDR -- That Active Lender will be displayed. If an Active Lender exists for the Fund and the Information Access is not checked on RPRLNDR – Nothing will be displayed. (No Drop Down List, No Lender) The Drop Down list allowing the student to choose a Lender displays only if No Active Lender exists on RPASLND for the fund. (Selection Not Mandatory)
Lender Selection in Self-Service
Financial Aid Letter GTVLETR – Letter Code Validation Define Financial Aid Letter Code RORELTR – Letter Rule Establish GTVLETR Code RORELTF – Letter Format Rules Format your desired Letter
Financial Aid Letter
ROREMAL – Financial Aid Process Enter Letter Code Enter Type Enter Subject From Address (Not Verified) Works with Population Selection
Financial Aid Letter
Questions Questions?