1. Record Creation Module

2. Record Creation Module Overview Record Load process Create and modify manual records Build rules for each record “source” Select Record Load parameters Suspended records

3. Record Load Process Electronic Data Transfer –EDConnect (SAIG)/filecat EDE

4. Record Load Process (cont) Banner Process –RCBTPxx/RCBCTxx (xx = aid year) –RCPMTCH Matching Process –RCRSUSP Suspense Records –RCRTPxx Loads all information into the database –RCPDTMP First or last step

5. Data Load process from EDE RCRTPTRRCRINFRRTVINFC Build rules one time per year Receive file from central processor on PC Load to filecat Upload to Banner with file name xxxxesar.tap Run RCBTPxx Loads to temporary tables Run RCPMTCH. Matching process Suspense file created Run RCRTPxx Clean up Suspense files Run RCRTPxx Load to permanent tables (All match and new) Discrepancy report Load cleaned up records to permanent tables Delete temporary tables RCPDTMP

6. Data Load process Overview RCBCTxx RCBTPxx Temporary Tables RCPMTCH RCRTPxx Banner Production Files Dataload File

7. Data Load process Overview (cont) RCBPTxx / RCBCTxx –Loads Applicant data into temporary files where it is converted to Oracle format RCPMTCH –Compares production data with the data in the temporary files. Assigns a “status” to each record from the FILE indicating weather the student should be loaded into Banner or put into “suspense” RCRTPxx –Loads designated records from the temporary files into production ‘C’ COBOL

8. Data Load process Suspended Records RCBTPxx Temporary Tables Banner Production Files TMPIDEN RCRSUSP Added to Banner N - new M - match S - insufficient data E - missing data D - duplicate data H - hold View and maintain records in suspense

9. Data Load process Suspended Records (cont) Matched records receive one of the following designations: A = RORSTAT exists for current year, but no RCRAPP R = No current RCRAPP, but student is in Banner M = Current RORSTAT and RCRAPP exist

10. Create and modify manual records General Person vs. Financial Aid Person SPRIDEN table vs. RORSTAT table

11. Build rules for each record “source” Determine the conversion values –Major Codes –Marital Status –SBGI Codes Determine Matching Rules –SSN, Last Name, First Name etc. Determine Validation Values –Requirements –Recruitment –Admissions Contact Type

12. Select Data Load parameters Identify the Source Select the “Load Option” Recruiting Option Recalculation of Need Analysis option

13. Suspended records Determine cause –Insufficient, missing, or inconsistent data Override status –New record not in database –Match record already in database

14. NSLDS - National Student Loan Data System Data file from Federal Government Loan information for all students who applied for Federal loans RNASLxx –Student Loan Data System Form

15. General person records Before financial aid data can be entered for a student, a “General Person” record must exist for that student. A General Person record contains biographic and demographic information that can be shared by all Banner applications. Before financial aid data can be entered for a student, a “General Person” record must exist for that student. A General Person record contains biographic and demographic information that can be shared by all Banner applications.

16. General person records (cont) General Person ApplicantData SPAIDEN or RPAIDEN General Person Records are created using on-line forms or through the Data Load process

17. General person record SPRIDEN (TABLE) General Person Record RPAIDEN Financial Aid Person Maintenance Form SPAIDEN Identification Form ROAIDEN Financial Aid - Person Name/ID Search Form SOAIDEN Person Name/ID Search Form Forms that can create a general person record Forms that can query these records

18. Financial Aid person record RORSTAT (TABLE) Financial Aid Person Record RORSTAT (TABLE) Financial Aid Person Record What forms allow me to create a RORSTAT record and how can I view all records that exist?

19. Financial Aid person record You can create a record with the following forms: RNAPRxxNeed Analysis Processing Form RNANAxxThe Need Analysis FormRPAARSCResource Form RRAAREOApplication Tracking FormRPAMOFFAward Mass Offer Form RBAABUDApplication Budget FormRRAMASSApplicant Requirement RHACOMMApplicant Comments Form ROAMESGApplicant Message Form ROAHOLDApplicant Hold Form RPAAWRDAward Form ROAPELLApplicant Pell Grant Form RPAAPMTPackage Maintenance Form ROASTATApplicant Status Form ROARMANF/A Maintenance Form You have one query form for this table: ROAIDEN: Person Name/ID Search Form