Home

Banner Financial Aid / Release Guide / 8.13

1. 2012 2013 Miscellaneous Results Inquiry RNIMS13 The 2012 2013 Miscellaneous Results Inquiry RNIMS13 form has been copied for the 2012 2013 aid year RNIMS13 is used where the Aid Year Start Year ROBINST AIDY START YEAR is 2012 and the Aid Year End Year ROBINST AIDY END YEAR is 2013 Key Block The title has been changed to 2012 2013 Miscellaneous Results Inquiry The hard coded aid year in the upper right hand corner has been changed to 1213 40 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Assumptions tab The following image illustrates the RNIMS13 Assumptions tab ID 999121323 7 Michael J Kichline Source EDE Sequence No 1 Current Record a Transaction Number 01 Miscellaneous Results Assumptions Assumption Overrides Reject Overrides School Housing Info Comments Parent and Student Assumptions Father s or Stepfather s SSN Marital Status Mother s or Stepmother s SSN E Citizenship Number of Family Members Parent Student Number of Family in College m Is Student Married or Remarried Tax Status a Legal Dependents J 2011 Adjusted Gross Income VA Status 2011 Taxes Paid Homeless Youth School Determined L 2011 Wages Father and Student Homeless Youth HUD Determined L 2011 Wages Mother and Spouse At Risk of Hamalessnass Additional Financial Information Assumption CPS Additiona
2. 38 2012 2013 Miscellaneous Results Inquiry RNIMS13 40 Changed 10rmS 4 2 erica Geese BRAG ae atinw RS Ed 43 2012 2013 Applicant Override RNAOV13 2 43 2012 2013 Need Analysis Processing RNAPR13 44 2012 2013 Need Analysis Result RNARS13 0 aaa 46 2012 2013 Supplemental Need Analysis RNASU13 46 Changed menus llle 47 Applicant Processing RESAPPL 2 20200 eee eee eee 47 2012 2013 Applicant Processing RESAPPL13 47 Electronic Data Exchange Menu RESEDE 20 0n 47 2012 2013 Electronic Data Exchange Menu RESEDE13 47 Need Analysis RESNEED 222 22 llle lle 48 2012 2013 Need Analysis Menu RESNEED13 aan 49 New processes and reports ee es 49 2012 2013 FA EDE Dataload Part 1 RCBTP13 24 49 2012 2013 ISIR Corr Request Process REBCD13 52 2012 2013 Correction Error Report RERCE13 2 0000 53 2012 2013 ISIR Print Process RERIS13 2 0000000 53 Changed processes llle 72 Copy FM data to IM RCFMTOIM SQL llle 72 2012 2013 FA Dataload Part 3 RCRTP13 4 72 Need Analysis Logging RLRLOGG 4 llle 74 4 Banner Financial Aid 8 13 January 2012 Release Guide Contents Obsolete objects a oa 6 S445 AA LANGHAP Res PA E dede 74 ODSol le VIBWS c rara eat bt do eds doom o onec RC dc
3. Current NSLDS Record Source EDE Sequence Number EJ New NSLDS Record Source 7 Sequence Number cA Transfer Monitoring C Added C Removed Process Dates CENT gni NSLDS Results 1 Record matched data sent X Fi amp lert Received EndiDate NSLDS Match 1 Not in default or overpayment Change Flag N No change Defaulted Loans Post Screen Reason Codes Change Flag N No change Discharged Loans N None nd Code 1 None X Change Flag N No change Loan Satisfied Repayment Code 2 None bd Change Flag N No change 7 Active Bankruptcy Code 3 None Change Flag N No change C Loan or Overpayment Fraud Change Flag N No change L TEACH Loan Conversion DL Promissory Notes Master Promissory Note Pell Payments Changed N No change bd PLUS MPN A Active ACG Payments Changed N No change S Graduate PLUS MPN N No MPN on file SMART Payments Changed N No change TEACH Payments Changed N No change Pell Lifetime Eligibility Used Loans Changed None 4 4 4 36 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Field Description Master Promissory Direct Loan MPN flag Valid values for this field are Note A Active C Closed E Inactive due to PLUS endorser I Inactive N No MPN on file None RCRLDS4 DI MPN FLAG PLUS MPN Direct Loan Plus MPN indicator Valid values for this field are A Active C Closed E
4. RCRAPP4 S ASSET THRESH EXCD 2012 2013 FA Dataload Part 3 RCRTP13 25 Note An enhancement associated with this process RPE 1 2VM9L X has been resolved in this release Refer to the Miscellaneous Enhancements Functional 2012 2013 FA CSS Dataload Pt 1 RCPCT13 and 2012 2013 FA Dataload Part 3 RCRTP13 section in this document for additional information The 2012 2013 FA Dataload Part 3 RCRTP13 process has been modified to load the new data fields to the permanent tables The following new EDE fields have been loaded into the appropriate permanent tables as listed below Temporary Table Column Name Size Permanent Table Column Name Change RCRTMP3 REJECT OVRD 21 1 CHAR RCRAPP3 REJECT OVRD 21 New RCRTMP4 P ASSET THRESH EXCD CHAR RCRAPP4 P ASSET THRESH EXCD New RCRTMP4 S ASSET THRESH EXCD CHAR RCRAPP4 S ASSET THRESH EXCD New RCTESAR A P ASSET THRESH I CHAR RCRESAR A P ASSET THRESH New EXCD EXCD RCTESAR A S ASSET THRESH I CHAR RCRESAR A S ASSET THRESH New EXCD EXCD 72 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Need Analysis Discrepancy Report The Need Analysis Discrepancy report has been modified to support the Banner Financial Aid 8 13 release The STUDENT LGL RES BEFORE 01 01 2007 and PARENT LEGAL RES BEFORE 01 01 2007 fields will be updat
5. Parents Addl Financial Information LLLLL School 1 620001 Housing 41 ON CAMPUS Education Credits 20111 School 2 620002 Housing 2 ON CAMPUS Child Support Paid 20222 School 3 620003 Housing 3 ON CAMPUS Taxable Earnings Need Based Emply 20333 School 4 620004 Housing 4 ON CAMPUS Grant amp Scholarship Aid Reported 20444 School 5 620005 Housing 5 ON CAMPUS Special Combat Pay Combat Pay 20555 School 6 620006 Housing 6 ON CAMPUS Co op Earnings 100 Parents Untaxed Income 0 STEP SEVEN Q102 Q106 Tax Deferred Pension Savings 20666 Date Application Completed 01 01 2011 IRA Deductions and Payments 20777 Signed By APPLICANT AND PARENT Child Support Received 20888 Preparer s SSN REPORTED Tax Exempt Interest Income 20999 Preparer s EIN REPORTED Untaxed IRA Distributions 20000 Preparer s Signature SIGNED Untaxed Portions of Pension 21111 Military or Clergy Allowances 21222 OFFICE INFORMATION Veterans Non education Benefits 21333 Primary EFC Type 1 Other Untaxed Income 21444 Secondary EFC Type 6 Processed Date 01 01 2011 STEP FIVE STUDENT HH 093 Q100 Transaction Data Source Type Number of Family Members HE Electronic Application Number in College 1 Source of Correction APPLICANT Supplemental Security Income Benefits YES Federal School Code Indicator 620005 Food Stamp Benefits YES Reject Override Codes Free Reduced Price Lunch Benefits YES A 1 B l C 1 G 1 J 1 K 1 N 1 W 1 TANF Benefits YES 3 1 12 31 20 1 WIC Benefits YES Assumption O
6. RPALORG 1 XXHODG Unable to change loan period for a 2nd loan if another loan application with same fund code exists RPALORG 1 WGRTLI REREX12 XML extract failed validation REREX12 Document is invalid rpalorg fmb 1 YA3Z7F RPALORG Period Requested and Approved amounts null out when cancelling a loan rpalorg fmb 1 ZEO6AQ Problem Reducing or zeroing out loans on RPALORG RPAUCOD 1 YOWQ5N FRM 40505 error when executing query on January 2012 RPAUCOD 8 12 Banner Financial Aid 8 13 125 Release Guide Problem Resolutions Object Name Defect Summary RPAUCOD 1 W9ZEH9 Need to the capture data in the RPALORGfmb lt SchoolCreditBalanceOption gt tag in SP RERIM12 jar records received from COD RPBDISB 1 VYZSP3 RPBDISB report may display incorrect enrollment hours when attending hours are used PELL TEACH RPEDISBS pco 1 10N0B7Z Using Advance Pay for DL RPEDISB creates incorrect transaction under certain conditions RPEPCKG 1 BUOEZB Algorithmic Rules add to current award when student is repackaged and fund is memo auth paid RPRADSB 1 BUOINP When the total amount paid exceeds 100 million RPRADSB fails to print the Total Amount RPRADSB 1 QTMNYH RPRADSB gives warning and fails to print the entire number when transaction number exceeds 3 digits RPRDUXX 1 109VLPZ RPRDUxx may incorrectly update a cash entry on RPACASH for schools using more than one school code RPRLORC 1 UZNM7T The
7. Please review this item 1213 087 SYSDATE We assumed your parent s did not file and will not file a 2011 income tax return Item 79 Please review this item 1213 095 SYSDATE We assumed you did file or will file a 2011 income tax return Item 32 1213 097 SYSDATE We assumed you did not file and will not file a 2011 income tax return Item 32 Please review this item January 2012 Banner Financial Aid 8 13 Release Guide EDE Technical 107 AID RTVICMT RTVICMT YEAR TYPE CODE 1213 I 125 RTVICMT_ ACTIVITY_ DATE SYSDATE RTVICMT_ ISIR_PRINT_ RTVICMT_DESC IND To be considered for a Federal Pell Grant Y your financial aid office must receive your SAR by September 27 2013 or your last day of enrollment whichever comes first Other student aid programs have different deadlines 1213 I 127 SYSDATE It may be too late to submit any Y corrections to your SAR To be considered for a Federal Pell Grant you must submit a complete correct SAR to your financial aid office no later than September 27 2013 or your last day of enrollment whichever comes first If it is later than September 27 2013 you must contact your financial aid office for assistance 1213 I 128 SYSDATE It may be too late for you to make Y corrections or give us any more information for this year We must have your corrected SAR no later than September 23 2013 If it is later th
8. FIRST NAME MI _ADDR _CITY ALP SSN _BIRTH_DATE _PHONE_AREA PHONE NO RAPP DRIVER_LIC STAT CODE EMAIL ADDRE CITZ IND MRTL STATUS S MAR MTH Y NO IC SS O R _STAT_CODE_RE jS LEGAL RES I S RES DATE ND _ TITLE MO_YR PERMIT DRAE T R DRUG OFFENS FATHER HI G MOTHER HI G HS GED RCVD EG RADE Position Within RCRESAR CORR FLAGS and RCRESAR HIGH FLAGS DD 00 10 tA Bk ON FS 11 12 13 14 15 16 17 18 19 20 21 22 E CONVIC 23 RADE I 24 25 26 January 2012 Banner Financial Aid 8 13 67 Release Guide EDE Functional Position Within RCRESAR CORR FLAGS and Name Actual Table Name RCRESAR HIGH FLAGS High School Name RCRAPPA HIGH SCHOOL NAME 27 gt High School City RCRAPP4 HIGH SCHOOL CITY 28 High School State RCRAPP4 STAT CODE HIGH SCH 29 First Bachelor s Degree By RCRAPP1 DEGREE BY JULY 31 07 01 2011 Grade Level in College RCRAPP1 YR IN COLL 2 32 Degree Certificate RCRAPP3 DEGREE TYPE 33 Student Aid Types Interest RCRAPP4 WRK STDY LOANS INT 34 Student s Tax Return Completed RCRAPP4 T
9. NO Disb Date Disb Amt FFEL Consolidated 522 04 21 1996 702 Status Code AE as of 01 24 1999 Outstanding Bal as of 05 31 1997 Addl Unsub Neither Cap Int NO Disb Date Disb Amt FFEL Consolidated 522 04 21 1996 702 Status Code AE as of 01 24 1999 Outstanding Bal as of 05 31 1997 Addl Unsub Neither Cap Int NO Disb Date Disb Amt FFEL Consolidated 522 04 21 1996 702 Status Code AE as of 01 24 1999 Outstanding Bal as of 05 31 1997 Addl Unsub Neither Cap Int NO Disb Date 04 12 2011 Disb Amt Page 7 of 8 School Grade Contact Code Level Code Type 740 GA 741 GA 742 GA 743 GA 743 GA 979 40 0001 WO 01 64 Banner Financial Aid 8 13 Release Guide EDE Functional January 2012 Albert A Wood 979 40 0001 2012 2013 NSLDS FINANCIAL AID HISTORY Cont Processed 01 01 2012 This page contains your previous financial aid information which is contained in the National Student Loan Data System NSLDS Your Financial Aid Administrator will use it to determine your eligibility ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck Ck ck Ck Ck ck Ck Ck Ck Ck Ck Ck Ck Ck CK Ck Ck Ck Ck Ck Ck TRC k 0k 0k 0k Ck 0k Ck Ck Ck Ck 0k 0k Ck 0k Ck Ck 0k k c c c c 0k 0k kk KKK rk rk MPN Loan Limit Information Direct Loan Subsidized Unsubsidized MPN Inactive due to PLUS endorser Direct Loan PLUS MPN Closed Direct Grad PLUS MPN Inactive Sub
10. ASSET THRESH EXCD ID 999121323 l Michael J Kichline Number of FM Applications x Number of IM Applications o FM Source EDE Sequence i Current a EDE Correction a IM Source MANUAL IM Type C Biographic Data Income and Benefits Expenses Expected Resources and Income Prior Year Income and Overrides FM Student Comment IM Parent IM Student Comment Asset Threshold Exceeded C Cash Savings Checking Assets in Siblings Names IRA and KEOGH Account Value Father IRA KEOGH Account Value Mother IRA KEOGH Account value Investment Worth Investment Owed Home Worth Home Owed Year Purchased Purchase Price Monthly Mortgage Payment Own Business or Self Employed None None Business Employs More Than 100 Full Time Employees None None gt Business Worth Student Business and Farm X Press NEXT RECORD to skip columns The following fields have been added for the 2012 2013 aid year Field Description Asset Threshold Parent Asset Threshold Exceeded Exceeded RCRAPP4_P_ASSET_THRESH_EXCD FM Parent Asset Threshold Student Asset Threshold Exceeded Exceeded RCRAPP4_S_ASSET_THRESH_EXCD FM Student Asset Threshold Asset threshold has been exceeded comment Exceeded RNRACMT_ASSET_THRESH_EXCD Comment January 2012 Banner Financial Aid 8 13 45 Release Guide EDE Functional
11. EDE record INAS is only used to process Profile data to produce the IM and EFM calculations Even where the student has EDE data it is not relevant to the calculations reported on the FNAR If the student has both types of records the SCENARIO reported on the FNAR remains BOTH and the FM EFC total if available will also be reported in the FC Summary section of the report College Scholarship Service Documentation The College Scholarship Service CSS has proposed sending a new version of the INAS User Manual which will provide the following cautionary note regarding IM Option I 23 Prevent IM contribution from being lower than FM Important note for users This option floors IM by FM however when FM is not available EFM results will be used For systems that do not use INAS to calculate their FM the INAS EFM results will always be used Users should take care to ensure that the IM results used are properly floored against the desired FM EFM results To this point SunGard Higher Education has modified INAS so that the student s FM results 1f they exist are passed to INAS during the IM EFM calculations If the student s calculated IM contribution is lower than the FM contribution the IM contribution returned by INAS will be equal to the FM contribution Note Only if the student has no FM contribution will the EFM results be used as a floor for the IM results 28 Banner Financial Aid 8 13 January 2012 Rele
12. FSEOG x Access NSLDS Iraq and Afghanistan Service Grant N 12345678 Perkins D N A ck ck ck ck ck ck ck ce ck ck kk ecce ce ce ce ecce ce ce KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK KKK ck kk kkk Kck k k k k kkk KKK KKK KKK KKK KKK KKK kr kkk Aggregate Amount Outstanding Pending Total FFEL Direct Loans Prin Bal t Disb s Subsidized Loans 100 000 600 000 900 000 Unsubsidized Loans 200 000 700 000 100 000 TEACH Loans 500 000 130 000 Combined Loans 300 000 800 000 110 000 Unallocated Consol Loans 400 000 N A 120 000 Perkins Loans Outstanding Principal Bal 140 000 Current Year Loan Amount 150 000 TEACH Grants Undergrad Post Bacc Disb Amount 160 000 Grad Disbursement Amount 170 000 ck ck ck ck ck kk eee eee ce eee ce ce ce ce cec ce ce ce ccce ce ce ce ce ck cce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce 0k 0k 0k 0k 0k 0k 0k 0k 0k 0k 0k ck ck ck ck ck rk rk k t FF rf T T 2kkk kk KKK KKK Pell Payment Data Sch Code Tran Sch Amt Award Amt Disb Amt Sch Used As Of EFC Ver Flag AEI eee hee a 01 5 700 5 700 5 700 100 0000 03 15 2012 1000 Y N 12345678 01 4 000 4 000 4 000 11 0000 01 01 2008 0 Y N 88888888 01 4 000 4 000 3 000 75 0000 07 15 2009 500 a N Access NSLDS for additional Pell Data KEKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKKK ck ck ce ce ck ce ce ce ce ce ce ce ce ce c ce ce c ce ce ce ck ce ce 0k 0k 0k 0k 0k 0k 0k 0k 0k 0k ck ck
13. Functional New file layouts are available for upload from the National Student Loan Data System NSLDS starting January 2 2012 These changes affect both 2011 2012 and 2012 2013 Financial Aid processing 25 Note Batch file layouts are available from the Information for Financial Aid Professionals IFAP website using the following link m http www ifap ed gov nsldsmaterials TSMFAHProcandBatchFileLayouts1213 html No new or modified Banner forms or processes are included for this release However the file layout as of January 2 2012 includes new EDE ISIR dataload values e E Inactive due to PLUS endorser PD Permanently Disabled e PZ Student PLUS Loan then died Dataload import functionality using the Transfer Monitoring Import RTRTMNI process incorporates these new values without modification Likewise these new values are accepted without modification by the following related Banner forms 2011 2012 Student Loan Data RNASL 12 2012 2013 Student Loan Data RNASL13 January 2012 Banner Financial Aid 8 13 79 Release Guide Transfer Monitoring Functional 80 Banner Financial Aid 8 13 January 2012 Release Guide Transfer Monitoring Functional 6 Miscellaneous Enhancements Functional This section discusses the following functional enhancements and defect resolution 2012 2013 FA CSS Dataload Pt 1 RCPCT13 and 2012 2013 FA Dataload Part 3 RCRTP13 Load Parent e mail addresses RPE 1
14. Inactive due to PLUS endorser I Inactive N No MPN on file None RCRLDS4 DI PLUS MPN FLAG Graduate PLUS MPN Graduate PLUS MPN Valid values for this field are A Active C Closed E Inactive due to PLUS endorser I Inactive N No MPN on file None RCRLDS4 DI GR PLUS MPN FLG January 2012 Banner Financial Aid 8 13 37 Release Guide EDE Functional 2012 2013 Need Analysis Document Verification RNAVR13 The 2012 2013 Need Analysis Document Verification RNAVR13 form has been copied for the 2012 2013 aid year RNAVR13 is used where the Aid Year Start Year ROBINST AIDY START YEAR is 2012 and the Aid Year End Year ROBINST AIDY END YEAR is 2013 2s Note The overall structure and functionality of the RNAVR13 form Application Tax Return and Update columns remain intact Changes that have been made are limited to the relative position and location of existing fields m Key block The hard coded aid year in the upper right hand corner has been changed to 1213 Options menu The following year specific links have been updated for the 2012 2013 aid year e Calculate Need calls the RNKNANA package then RNPFM13 RNEIN 13 as applicable 2s Note To determine if RNPFM13 and or RNEIN13 should be run the form now uses the RNKNANA package instead of performing the check via the form The actual call to run the RNPFM13 and or RNEIN13 processes will still be performed
15. RNPFM12 1 08Q3RH RNPFM12 may not calculate Student Contribution from Assets RNPFM12 1 00406Q Performance issue with RNPFM12 Poor Response time RNPFM12 1 SHCI9N FM Parent contribution for independent students will not calculate if student is married RNPFM12 TUOFTG RNPFM12 in batch does not automatically produce print RNRNA12 or RNEIN12 Windows Only RNPFM12 1 TUC7P3 Citizenship Assumption Edits 2028 and 2029 are not being applied correctly January 2012 Banner Financial Aid 8 13 127 Release Guide Problem Resolutions Object Name Defect Summary RNPFM12 COM 1 JQ2R6J OpenVMS only RNPFM12 COM contains 5 malformed statements causing process failure rnpfm12 shl 1 HX98WH Running RNPFM12 and getting AxisFault InvalidAlgorithmParameterException the trustAnchors parameter RNPFM13 1 GSM19F If an IM and FM record exist the Available Data on RNINAIQ is not displaying the correct info RNPFM13 1 17JVSX Primary System EFC on RNIAPPL exceeds 99 999 under certain conditions RNPFMxx 1 QKL130 The Official Estimated Indicator is not RNARSII prevented from update when locked RNARSI2 RNPFMXX WAR 1 FFSSNM No documentation exists for SSL FM Calc SSL Servlet rnpfmxx war RNRNA12 1 H22MHL The Parent s residence country code is not printing on the report RORPARM 1 GI19Q0 RORPARM USE JOBSUB parameter allows you to enter a lower case y but still uses Servlet 128 Banner Financi
16. Release Guide EDE Functional 2012 2013 Institutional Student Information Record ck ck ck ck ck kk ee eee ee eee eee ce ce cec ce ce ce ce ce ck ck ce ce ck ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ck ce ce ck 0k 0k 0k 0k 0k Ck 0k 0k 0k ck ck ck Ck ck ck ck ck ck ck ck ck ck 0k Ck Ck Ck Ck Ck Ck Ck kk KKK x x IMPORTANT Read ALL information to find out what to do with this Report KAKIKAKKAKAKAKAKKAKAKAKKAKAKAKKAKAKAKKAKAKAKKAKAKAKAKKAKAKKKKKKKAKAKKKKAKAKKKKAKAKAKKAKAKAKKAKA ko ko ko ko OMB Number 1845 0008 Albert A Wood October 27 2012 3 COUNTRY VIEW RD MALVERN PA 19335 EFC 0 C The Social Security Administration SSA did not confirm the Social Security Number SSN you reported for your father in Item 61 If you believe that the SSN you reported is correct your father must contact the SSA The SSA can be contacted by calling 1 800 772 1213 or by visiting www Socialsecurity gov If the SSN is incorrect you must make the necessary correction The Social Security Administration SSA did not confirm the Social Security Number SSN you reported for your mother in Item 65 If you believe that the SSN you reported is correct your mother must contact the SSA The SSA can be contacted by calling 1 800 772 1213 or by visiting www Socialsecurity gov If the SSN is incorrect you must make the necessary correction You cannot change your Social Security Number SSN Item 8 The Social Security Administration
17. YOU ARE NOT ELIGIBLE FOR FEDERAL STUDENT AID WHILE YOUR ANSWER TO ITEM 23 IS 3 YES but you may still be eligible to receive state school or other non federal student aid 106 Banner Financial Aid 8 13 Release Guide EDE Technical January 2012 AID YEAR 1213 RTVICMT TYPE I RTVICMT CODE 070 RTVICMT ACTIVITY _ DATE SYSDATE RTVICMT DESC You reported that you will either have a bachelor s degree by July 1 2012 Item 28 or will be working on a degree beyond a bachelor s degree Item 47 Graduate students are eligible for most types of federal aid but generally not the Federal Pell Grant RTVICMT_ ISIR_PRINT_ IND Y 1213 078 SYSDATE The U S Dept of Education granted permission to process your FAFSA after the June 30 2013 deadline 1213 083 SYSDATE You reported that your parent s did file or will file a 2011 income tax return Item 79 but also reported that your father does not have a Social Security Number Item 60 Please review your answers and make the necessary corrections 1213 084 SYSDATE You reported that your parent s did file or will file a 2011 income tax return Item 79 but also reported that your mother does not have a Social Security Number Item 64 Please review your answers and make the necessary corrections 1213 085 SYSDATE We assumed your parent s did file or will file a 2011 income tax return Item 79
18. and Checking 00 Number in College 9 Net Worth of Investments LOO Supplemental Security Income Benefits YES Net Worth of Business Farm Food Stamp Benefits YES Asset Threshold Exceeded YES Free Reduced Price Lunch Benefits YES Student s Addl Financial Information 11111 TANF Benefits YES Education Credits 11111 WIC Benefits YES Child Support Paid 22222 Tax Return Filed COMPLETED Taxable Earnings Need Based Emply 33333 Type of 2011 Tax Return Used 1040 Grant amp Scholarship Aid Reported 44444 Eligible to File 1040A 1040EZ YES Special Combat Pay Combat Pay 55555 Parent a Dislocated Worker YES Co op Earnings 100 Adjusted Gross Income 1000 Student Spouse Untaxed Income 0 U S Income Tax Paid 1000 Tax Deferred Pension Savings 66666 Exemptions Claimed I IRA Deductions and Payments 71111 Father s Income Earned from Work 1000 Child Support Received 88888 Mother s Income Earned from Work 1000 Tax Exempt Interest Income 99999 Cash Savings and Checking 0 Untaxed IRA Distributions 10101 Net Worth of Investments Untaxed Portions of Pension 10111 Net Worth of Business Farm Asset Threshold Exceeded NO cassumption h highlight flag correction this trans corrected previous trans Page 4 of 8 979 40 0001 WO 01 60 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional 2011 2012 Institutional Student Information Record Student ID 979 40 0001 WO 01 EFC 0 C Last Name Wood STEP FOUR PARENTS CONT STEP SIX 0101
19. asset threshold has been exceeded comment January 2012 Banner Financial Aid 8 13 97 Release Guide EDE Technical Changed packages procedures and functions DML RCRTMP3 Package The RCRTMP3 REJECT OVRD 21 column has been added for the 2012 2013 aid year DML RCRTMP4 Package The following RCRTMP4 columns have been added for the 2012 2013 aid year RCRTMP4 P ASSET THRESH EXCD RCRTMP4 S ASSET THRESH EXCD RB TEMP APP P3 Package The RCRTMP3 REJECT OVRD 21 column has been added for the 2012 2013 aid year RB TEMP APP P4 Package The following columns have been added for the 2012 2013 aid year RCRTMP4 P ASSET THRESH EXCD RCRTMP4 S ASSET THRESH EXCD ROQRPLS PLL This library contains common support functions for the Financial Aid forms referenced library for the 2012 2013 aid year R CREATE SIM IM APP3 and R CREATE SIM FM APP3 The RCRAPP3 REJECT OVRD 21 column has been added R KEEP SIM IM APP3 and R KEEP SIM FM APP3 The RCRAPP3 REJECT OVRD 21 column has been added Banner Financial Aid 8 13 January 2012 Release Guide EDE Technical R CREATE SIM IM APP4 and R CREATE SIM FM APP4 The following columns have been added RCRAPP4 P ASSET THRESH EXCD RCRAPP4 S ASSET THRESH EXCD R KEEP SIM IM APP4 and R KEEP SIM FM APP4 The following columns have been added RCRAPP4 P ASSET THRESH EXCD RCRAPP4 S ASSET THRESH EXCD Changed database triggers The following database trigger
20. ck ck ck tk ck ck ck ck ck ck Ck Ck Ck Ck Ck Ck CE LL C xRrLC kk rLr KK KKK ACG Payment Data Sch Tran Sch Award Disb SElig by Elig by Award As Of Yr in Elig HS Prog Seq Code Awd Amt Amt Sch Yr Year Sch 11111111 01 750 750 750 100 100 2012 01 01 2009 1 01 PA0001 001 22222222 02 1 300 1 300 1 300 100 100 2011 10 10 2011 2 01 PA0001 001 33333333 01 13 000 13 000 0 0 0 2009 12 31 2012 2 01 PA0001 001 Access NSLDS for additional ACG Data Ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck Ck ck Ck Ck Ck Ck Ck Ck Ck Ck Ck Ck Ck Ck Ck Ck Ck Ck Ck Ck ck ck c Ck Ck Ck Ck 0k 0k 0k 0k 0k 0k 0k 0k k k kk ck KKK National SMART Payment Data Sch Tran Sch Award Disb SElig by Elig by Award As Of Yr in GIP Seq Code Awd Amt Amt Sch ss Year Sch 11111111 01 S 4 000 S 4 000 S 4 000 100 100 2011 01 01 2009 3 0010901 001 22222222 02 100 021 90 0021 90 0121 0203 1 222 11111111 03 100 031 80 0031 90 0131 0203 1 333 Access NSIDS for additional SMART Data Ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck ck kk Ck Ck Ck Ck Ck Ck Ck Ck Ck CK Ck CC CC CK CC CC C CC 00k 0k 0k 0k 0k ck ck c ck ck KKK KKK KKK KKK Page 6 of 8 979 40 0001 WO 01 January 2012 Banner Financial Aid 8 13 63 Release Guide EDE Functional Albert A Wood 979 40 0001 2012 2013 NSLDS FINANCIAL AID HISTORY This page c
21. different from the original age of the oldest parent the Parent Asset Threshold Exceeded field s value will be set to Null and logged as an EDE correction Result When either of these two conditions occur a pop up window will be displayed to indicate that the parent s asset threshold exceeded field has been set to Null 16 Banner Financial Aid 8 13 January 2012 Release Guide Federal Methodology FM Need Analysis Functional Defect 1 QKL130 Resolution This form has been modified so the FM Calculation cannot be run if any of the following locks are set 2 Y on the current record Student Contribution Lock RORSTAT CM SC LOCK IND Parent Contribution Lock RORSTAT CM PC LOCK IND e Pell EFC Lock RORSTAT PGI LOCK IND When any of these locks are set to Y RNPFMI3 RNPFMXxx will not be called and the form displays a new pop up window telling the user that the FM Calculation cannot be run due to locked FM EFC values When you click the OK button to acknowledge the pop up warning the form will continue to process RNEINI3 if necessary Associated warning messages have also been updated for the 8 13 release For example when FM cannot be run due to one or more of the FM EFC values being locked the following message will be displayed FM EFC value s locked FM calculation could not be run Also if IM does exist and the IM calculation also cannot be run for some reason the following existing message will
22. has already confirmed that this SSN belongs to you The Social Security Administration SSA confirmed the Social Security Number SSN you reported for your mother on your FAFSA but did not confirm the SSN you reported for your father Item 61 If you believe that the SSN you reported for your father is correct your father should contact the SSA The SSA can be contacted by calling 1 800 772 1213 or by visiting www socialsecurity gov If the SSN is incorrect you need to make the necessary correction The Social Security Administration SSA confirmed the Social Security Number SSN you reported for your father on your FAFSA but did not confirm the SSN you reported for your mother Item 65 If you believe that the SSN you reported for your mother is correct your mother should contact the SSA The SSA can be contacted by calling 1 800 772 1213 or by visiting www socialsecurity gov If the SSN is incorrect you need to make the necessary correction Your father s date of birth as reported on your FAFSA does not match his date of birth in the Social Security Administration s SSA records for his Social Security Number SSN Therefore you must correct his SSN Item 61 or his date of birth Item 64 If his date of birth is correct you must confirm it by reentering it in Item 64 If you confirm your father s date of birth your father should also contact the SSA to make sure that they correct it in their records The SSA can be contacted by call
23. message no SGBSTDN record now displays in the lis file for students with cncl decl loans RRREXIT 1 108F40K rrrexit pc segmentation fault core dump at runtime RRREXIT TEP2KT RRREXIT does not select no show students under certain circumstances RTVARSC 1 OIOMH5 The RPRARSC table lacks a foreign key integrity constraint for RPFVARSC CODE RTVINTL 1 VFBSFD RTVINTL International Translation Rules Table incorrectly requires the ROPROLL process to roll data 126 Banner Financial Aid 8 13 January 2012 Release Guide Problem Resolutions Object Name Defect Summary FM CALC 1 XVUOVO FM Calc finaid81100hshb pdf has incomplete documentation for creating a new Machine in WebLogic FM Needs analysis 1 R5G8ST RNPFM12 creates temp Axis jar files filling up tmp _axis2 directory Hosted Services 1 SHJ5D0 8 11 Hosted Services Handbook Handbook RNAVRII 1 K6VE4B After running Calc Need from RNAVR11 it gives FRM 40654 Record has been updated by another user RNEIN12 1 H3KAM9 INAR IM EFC is not updated to reflect option to not allow IM EFC to be lower than FM EFC RNEIN12 RNECP12 1 GTLWO9F The comparison report as printed by RNECP12 prints miscellaneous data at the bottom of certain pages RNPFM12 1 10S44RR In some instances the professional judgment flag is not being passed to the FM calculator RNPFM12 1 113EHB5 rnpfm12 shl references xbean jar yet the file never ships
24. not exceed asset threshold to Yes exceed asset threshold all asset data must be provided dependent student both parent and student independent student student only If asset data is not provided Reject 1 will result after need analysis is run if the applicant does not meet the auto zero or simplified needs test Banner Financial Aid 8 13 January 2012 33 Release Guide EDE Functional Information Release tab The following image illustrates the Information Release tab 782012 2013 Need Analysis RNANA13 8 13 FIN CIT ID 999121323 7 Michael J Kichline Create Person Current Record v Transaction Number 01 Source EDE m Sequence Number 4 EDE Correction Y Number of Applications Demographic Plans and Educational Background Status Income and Assets Information Release Institutional Housing Plans 2 Campus Housing Last Need Analysis Calculation Date 21 Nov 2011 Permit Selective Service Registration None vr Student IRS Request Record Created 21 NOV 2011 Parent IRS Request Created By MARKK Professional Judgment Used Record Last Updated 21 Nov 2011 Special Circumstances Performed None Updated By MARKK Date Application Completed 21 JAN 2012 EE Signed by B Applicant and parent Federal School Code Choices 001002 001234 003333 004444 005555 006666 007777 008888 009999 001010 Paid Preparer s Employee Identificat
25. of marital status Enter month and year in MM Y YYY format Include zeros and dash Valid date range is 01 1900 to 12 2013 RCRAPP3 PAR MAR MTH YR Since First year of Legal Residence Enter year in YYYY format Valid values are 1900 to 2013 blank DISPLAY P RES DATE YR Parent Legal Resident Parent Legal Resident Before 01 JAN 2007 Before 01 JAN 2007 RCRAPP4 PAR LEGAL RES IND 32 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Income and Assets tab The following image illustrates the Income and Assets tab 13 Need Analysis RNANA13 8 13 FIN CIT 77 paa ID 999121323 7 Michael J Kichline 3 Create Person Current Record v Transaction Number fo Source o Sequence Number 2 EDE Correction v Number of Applications a Demographic Plans and Educational Background Status Income and amp Information Release Parent Student Additional Financial Information Family Members In College 9 i WU p Parent Student SSI None J None Education Tax Credits n Food Stamps None 7 one Child Support Paid 0 0 Free or Reduced Lunch None H None Need Based Employment 0 1000 TANF None None Grant and Scholarship Aid 0 o Dislocated Worker 2 No None Combat Pay 0 0 WIC None gt None Co op Earnings 0 ii Tax Return Filed 1 Already completed 1 Already completed Tax Return Type Form Filed 1 1040 2
26. pop up warning the form will continue to process RNEINI3 if necessary Associated warning messages have also been updated for the 8 13 release For example when FM cannot be run due to one or more of the FM EFC values being locked the following message will be displayed FM EFC value s locked FM calculation could not be run Also if IM does exist and the IM calculation also cannot be run for some reason the following existing message will be displayed Neither the IM or FM calculations could be run 2012 2013 Need Analysis Document Verification RNAVR13 The RNAVR13 form has been modified to nclude additional return types Support user default job submission parameters when calling RNRNA13 e Support Advance Queuing future implementation for both RNRNA13 and RNPFM13 Additionally Defect 1 QKL130 has been resolved as part of this release January 2012 Banner Financial Aid 8 13 21 Release Guide Federal Methodology FM Need Analysis Functional Defect 1 QKL130 Resolution This form has been modified so the FM Calculation cannot be run if any of the following locks are set 2 Y on the current record Student Contribution Lock RORSTAT CM SC LOCK IND Parent Contribution Lock RORSTAT CM PC LOCK IND e Pell EFC Lock RORSTAT PGI LOCK IND When any of these locks are set to Y RNPFMI3 RNPFMXxx will not be called and the form displays a new pop up window telling the user that the FM Calculat
27. the student s asset threshold exceeded field has been set to Null Parent assets Marital status If the Parent s Marital Status is changed from to any other value or from any value to the Parent Asset Threshold Exceeded field s value will be set to Null and logged as an EDE correction Age If the age of the older parent is changed and is gt 3 years different from the original age of the oldest parent the Parent Asset Threshold Exceeded field s value will be set to Null and logged as an EDE correction Result When either of these two conditions occur a pop up window will be displayed to indicate that the parent s asset threshold exceeded field has been set to Null January 2012 Banner Financial Aid 8 13 19 Release Guide Federal Methodology FM Need Analysis Functional Defect 1 QKL130 Resolution This form has been modified so the FM Calculation cannot be run if any of the following locks are set 2 Y on the current record Student Contribution Lock RORSTAT CM SC LOCK IND Parent Contribution Lock RORSTAT CM PC LOCK IND e Pell EFC Lock RORSTAT PGI LOCK IND When any of these locks are set to Y RNPFMI3 RNPFMXxx will not be called and the form displays a new pop up window telling the user that the FM Calculation cannot be run due to locked FM EFC values When you click the OK button to acknowledge the pop up warning the form will continue to process RNEINI3 if necessary Associate
28. 010 011 012 013 014 015 016 017 018 019 020 assumption h highlight flag correction this trans corrected previous trans Page 5 of 8 January 2012 Banner Financial Aid 8 13 61 Release Guide EDE Functional 2012 2013 Institutional Student Information Record EFC Change Flag SNT Flag YES Match Flags SSN 1 SSA DHS Verification 4 DHS Y SS Comments NSLDS Transaction Number INCREASE Verification Selection Flag Y Special Circumstance Flag 1 Y NSLDS 1 A12345678901234SS Registration Flag 01 Student ID 979 40 0001 WO 01 EFC poo Last Name Wood STEP FOUR PARENTS CONT STEP SIX 0101 Parents Addl Financial Information LELEL School 1 620001 Housing 1 ON CAMPUS Education Credits 20121 School 2 620002 Housing 2 ON CAMPUS Child Support Paid 20222 School 3 620003 Housing 3 ON CAMPUS Taxable Earnings Need Based Emply 20333 School 4 620004 Housing 4 ON CAMPUS Grant amp Scholarship Aid Reported 20444 School 5 620005 Housing 5 ON CAMPUS Special Combat Pay Combat Pay 20555 School 6 620006 Housing 6 ON CAMPUS Co op Earnings 100 Parents Untaxed Income 0 STEP SEVEN Q102 Q106 Tax Deferred Pension Savings 20666 Date Application Completed 01 01 2012 IRA Deductions and Payments 20777 Signed By APPLICANT AND PARENT Child Support Received 20888 Preparer s SSN REPORTED Tax Exempt Interest Income 20999 Preparer s EIN REPORTED Untaxed IRA Distributions 20000 Preparer s Signature SIGNED Untaxed Portions of Pen
29. 012 Release Guide Common Origination and Disbursement COD Technical 8 Federal Methodology FM Need Analysis Technical B This technical section discusses the changes made to support Federal Methodology FM Need Analysis modifications in the Banner Financial Aid 8 13 release Cs Note Resolution of Defect 1 OKL 130 has been included to prohibit field update if certain FM EFC related field values are locked m New package The following new program object has been added to support the Banner Financial Aid 8 13 release RNKFM13 Package This package has been copied from the existing 2011 2012 database package Package Specification Body RNKFM13 rnkfm130 sql rnkfm131 sql Validation has been added to establish values between and 999999999 January 2012 Banner Financial Aid 8 13 89 Release Guide Federal Methodology FM Need Analysis Technical Changed package The following program object has been modified to support the Banner Financial Aid 8 13 release RNKNANA Package Package Body RNKNANA rnknanal sql This package has been modified to support future Advance Queuing for both RNRNAxx and RNPFMxx The package has also been updated for the 2012 2013 aid year to resolve Defect 1 QKL1320 by prohibiting the FM Calculation from being run if any of the following locks are set Y RORSTAT CM SC LOCK IND RORSTAT CM PC LOCK IND RORSTAT PGI LOCK IND When any of the
30. 10404 or 1040 E Uptaxed Income Parent Student Eligible to File 1040A EZ 2 No 1 ves Tax Deferred Pensions o o Number of Exemptions a o IRA and Keogh Deductions o Adjusted Gross Income 75000 8500 Child Support Received 0 o Income Taxes Paid 5000 150 Tax Exempt Interest 100 o Wages Father and Student 45001 8500 Untaxed IRA Distributions o o Wages Mother and Spouse 35002 Untaxed Pensions n o Cash Savings Checking 5000 500 Military and Clergy Allowance Investment Net Worth 50000 o YA Non Education Benefits 0 it Business and Farm Net Worth o o Other Untaxed Income o 2500 Other Non Reported Money n The following fields have been added for the aid year Cs Note To allow required Asset Threshold Exceeded field additions the In College Parent and In College Student fields have been moved to share the Family Members line Family Members In College a Field Asset Threshold Exceeded Parent Asset Threshold Exceeded Student 2s Note Description Parent Asset Threshold Exceeded RCRAPP4_P_ASSE1 Student Asset Threshold Exceeded RCRAPP4_S_ASSE1 F _THRESH_EXCD THRESH_EXCD If the Parent or Student asset threshold exceeded columns are changed from No did
31. 13 aid year processing These changes are not required within RERIMBE at this time a 14 Banner Financial Aid 8 13 January 2012 Release Guide Common Origination and Disbursement COD Functional 2 Federal Methodology FM Need Analysis Functional EEE This section of the 8 13 Release Guide describes updates to FM Need processing for the 2012 2013 aid year The following changes have been included for the 8 13 release e Resolution of RPE 1 HX98XU which allows you to select whether a summary is generated included as part of normal RNRNA 13 processing e Resolution of Defect 1 OKL 130 has been included to prohibit running an FM Need Analysis calculation if certain FM EFC related field values are locked Support for the updated 2012 2013 schema Certain Banner client side functionality has been moved to the FM Calculator Parent contribution for independent student logic e Alternate month EFCs calculation The FM Calculator has been updated to increment year specific edits and updates to the various tables used tax IPA etc The FM Calculator has been updated to allow for the override of the new Reject 21 and also to properly process edits for Reject 4 Changed forms 2012 2013 Need Analysis RNANA13 The RNANA13 form has been modified to Include additional return types e Support user default job submission parameters when calling RNRNA13 Support Advance Queuing futu
32. 2VM9LX Requested functionality Make use of Parent e mail data collected on Federal ISIR and CSS Profile Applications Resolution This RPE has been resolved by adding the following new parameters e 2012 2013 FA CSS Dataload Pt 1 RCPCT13 Parent E mail Address Type Currently only student e mail address type code is an option during the dataload process The new Parent E mail Address Type parameter has been added to select the parent e mail address type code in same way student e mail address type code is currently handled 2012 2013 FA EDE Dataload Pt 1 RCBTP13 Parent E mail Address Type Currently only student e mail address type code is an option during the dataload process The new Parent E mail Address Type parameter has been added to select the parent e mail address type code in same way student e mail address type code is currently handled January 2012 Banner Financial Aid 8 13 81 Release Guide Miscellaneous Enhancements Functional 2012 2013 FA Dataload Part 3 RCRTP13 Update Parent E mail Address Currently only one e mail address is added during the dataload process To resolve RPE 1 2VM9LX parameter 18 will be used to load both student and parents e mail types as applicable based on options chosen in RCPCT13 25 Note Non custodial PROFILE records are not supported by the dataload process so no additions have been made to support a non custodial parent e mail address Enhanced Financia
33. 735 8778 Ext 6380 GA 731 1213 I 213 SYSDATE New Hampshire Higher Educ Assistance Y Foundation Claims Section 1 800 525 2577 or 603 225 6612 Ext 6004 GA 733 1213 I 219 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 739 1213 I 225 SYSDATE Great Lakes Higher Education Y Corporation 1 800 354 6980 or 1 800 236 4300 GA 746 1213 I 226 SYSDATE Tennessee Student Assistance Y Corporation BTI Services 1 800 257 6528 or 615 741 1346 GA 747 1213 I 230 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 751 1213 I 232 SYSDATE Great Lakes Higher Education Y Corporation 1 800 354 6980 or 1 800 236 4300 GA 755 1213 I 233 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 772 1213 I 234 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 778 January 2012 Banner Financial Aid 8 13 113 Release Guide EDE Technical RTVICMT RTVICMT AID RTVICMT RTVICMT ACTIVITY ISIR PRINT YEAR TYPE CODE DATE RTVICMT DESC IND 1213 I 273 SYSDATE You changed the answer to your parents Y income income taxes paid or exemptions If your parents have completed their 2011 tax return you should also change the answer to the tax return question Item 79 to indicate their tax return has been completed You may make corrections online at www fafsa gov and if your parents filed a federal tax return with the IRS they may be eligible to use the IRS Data Retrieval Tool which is the best an
34. Cs Note If the Parent or Student asset threshold exceeded columns are changed from No did not exceed asset threshold to Yes exceed asset threshold all asset data must be provided dependent student both parent and student independent student student only If asset data is not provided Reject 1 will result after need analysis is run if the applicant does not meet the auto zero or simplified needs test m 2012 2013 Need Analysis Result RNARS13 The RNARS13 form has been modified for this release Options menu e Need Analysis has been activated and updated to display the 2012 2013 Need Analysis RNANA13 form Federal Match indicators window The DOD Parent Date of Death field has been modified to allow an updated range of values between 20010911 to 20131231 2012 2013 Supplemental Need Analysis RNASU13 The RNASUI3 form has been modified for this release Options menu Need Analysis has been activated and updated to display the 2012 2013 Need Analysis RNANA13 form 46 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Changed menus The following product menus have been changed to support the Banner Financial Aid 8 13 release Applicant Processing RESAPPL The RESAPPLO7 2006 2007 Applicant Processing menu item has been deleted from the RESAPPL menu 2012 2013 Applicant Processing RESAPPL13 The following entries have been added to the RESAPPL13 menu 2012 2013 N
35. DATE Default Resolution Group Y 1 800 621 3115 GA 631 1213 I 185 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 654 1213 I 186 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 656 1213 I 187 SYSDATE Default Resolution Group 1 800 621 Y 3115 GA 701 1213 I 190 SYSDATE Educational Credit Management Y Corporation CA 1 800 367 1590 or 916 526 7900 GA 706 1213 I 191 SYSDATE College Assist 1 800 333 2858 or Y 1 800 727 9834 GA 708 1213 I 192 SYSDATE Educational Credit Management Y Corporation 651 221 0566 or 1 888 221 3262 GA 709 1213 I 193 SYSDATE Default Resolution Group 1 800 621 Y 3115 GA 710 1213 I 194 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 711 1213 I 195 SYSDATE Hlorida Department of Education Y Defaulted Borrowers Assistance 1 800 366 3475 GA 712 1213 I 197 SYSDATE Northwest Education Loan Association Y Collection Office 1 888 272 5543 or 1 800 331 2314 GA 716 1213 I 201 SYSDATE Kentucky Higher Education Assistance Y Authority Collections Office 1 800 928 8926 or 1 800 928 4241 GA 721 112 Banner Financial Aid 8 13 January 2012 Release Guide EDE Technical RTVICMT RTVICMT AID RTVICMT RTVICMT_ ACTIVITY ISIR PRINT YEAR TYPE CODE DATE RTVICMT DESC IND 1213 I 208 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 728 1213 I 211 SYSDATE National Student Loan Program NSLP Y Collection Office 1 800
36. Dislocated Worker None gt None gt O Child Support Paid o o AGI 8 500 n Additional Financial Information Tax Paid 150 n Application Tax Return Update Tax Exempt Interest 0 D Need Based Employment 1 000 O Untaxed IRA Distributions o o Grant and Scholarship Aid 0 D Untaxed Pensions 0 o Combat Pay o E IRA and Keogh Deductions o m Co op Earnings 2 n ii its 0 o Education Tax Credits Untaxed Income Student s Earned Income 8 500 o Application Tax Return Update Spouse s Earned Income B Tax Deferred Pensions o o Child Support Received o O Federal Benefits Exist B HA Military and Clergy Allowance o o Verification Status Code None VA Non Education Benefits 0 o Other Untaxed Income 2 500 o U Update Application Record Other Non Reported Money 0 B The following pop up window will be displayed when the Federal Benefits Exists icon is clicked Application Tax Return Update SSI None xy O Free or Reduced Lunch None None o TANF None gt None n WIC None None jn 8 close January 2012 Banner Financial Aid 8 13 39 Release Guide EDE Functional Parent tab The Parent tab s field order has been adjusted ENG AUNG ID 999121323 Michael J Ki
37. ES Legal Residence Date 01 2009 Orphan or Ward of the Court NO Male or Female Male Are Were you an Emancipated Minor NO Register for Selective Service Are Were you in Legal Guardianship NO Drug Conv Affecting Elig Homeless Child or Youth NO Father s Educational Level Determined by HUD Homeless NO Mother s Educational Level At Risk for Homelessness NO High School or Equivalent High School Name City State North East Philadelphia Technical High School Philadelphia PA STEP FOUR PARENTS 058 Q92 High School Code 999999999999 Marital Status MARRIED REMARRIED First Bachelor s Degree by 7 1 2012 NO Marital Status Date 01 1979 Grade Level in College 1ST YR NEVER ATT Father s Stepfather s SSN 999 40 0001 Degree Certificate Father s Last Name WOOD Interested in Work Study DON T KNOW Father s First Initial A Father s Date of Birth 02 28 1960 STEP TWO STUDENT amp SPOUSE 032 Q44 Mother s Stepmother s SSN 999 99 0001 Tax Return Filed COMPLETED Mother s Last Name WOOD Type of 2011 Tax Return Used 1040 Mother s First Initial F Eligible to File 1040A 1040EZ YES Mother s Date of Birth 01 26 1971 Adjusted Gross Income 1000 E mail Address DAD1WOOD HOTMATL COM U S Income Tax Paid 00 State of Legal Residence PA Exemptions Claimed 1 Legal Residents before 1 1 2007 YES Student s Income Earned from Work 1000 Legal Residence Date 01 1990 Spouse s Income Earned from Work 1000 Number of Family Members 99 Cash Savings
38. FAFSA Removed comment codes The following comment codes have been deleted for 2012 2013 and have been removed from the script 1213 I 023 1213 I 147 1213 I 165 1213 I 166 1213 I 167 1213 I 901 1213 I 902 January 2012 Banner Financial Aid 8 13 117 Release Guide EDE Technical AID YEAR 1213 Added comment codes The following comment codes are new and have been added for 2012 2013 RTVICMT_ RTVICMT_ TYPE I CODE 119 RTVICMT_ ACTIVITY DATE SYSDATE RTVICMT DESC You corrected the date of your marital status to be after the date you submitted your application Your marital status Item 16 and date Item 17 should only be changed if they were reported incorrectly on the date the FAFSA was originally submitted or if a Financial Aid Administrator has instructed you to update this information Review Items 16 and 17 and make the necessary corrections or contact your Financial Aid Administrator for assistance RTVICMT_ ISIR_PRINT_ IND Y 1213 163 SYSDATE This SAR reflects your Financial Aid Administrator s determination of your status as a homeless youth 1213 315 SYSDATE Missouri Higher Education Loan Authority MOHELA 1 888 866 4352 GA 500 1213 316 SYSDATE ESA Edfinancial 1 855 337 6884 GA 501 1213 317 SYSDATE Utah Higher Education Assistance Authority Cornerstone 1 800 663 1662 GA 502 118 B
39. July 1 2012 it is possible for a graduate or professional student to be eligible for the 12 13 aid year As a result of this legislation changes will not be made to Banner and institutions should change their processing this includes reviewing packaging group fund awarding rules on RORRULE Packaging group fund rules on RPRGEND and other awarding procedures to not award Federal Direct subsidized loan funds to graduate or professional students for loan periods that begin on or after July 1 2012 A Warning Before this release is applied you must create a ROAINST record for the 2012 2013 award year See the 2012 2013 New Aid Year Checklist for more information about the setup needed for a new award year u Enhancements The following enhancements are included in this release Common Origination and Disbursement COD The functional and technical sections discuss details of the planned COD XML Schema update Federal Methodology FM Need Analysis The functional and technical sections discuss changes made for 2012 2013 Need Analysis processing January 2012 Banner Financial Aid 8 13 9 Release Guide INAS IM EFM Upgrade This section describes changes made as part of the College Board s recent 2012 13 INAS IM EFM Technical Upgrade This upgrade is a software update for the 2012 13 IM EFM version of INAS 2012 2013 EDE Dataload Correction Processing and ISIR Print The functional and technical sections discuss changes made for
40. LS PEL xx mak RG BREN Rmo o Rx IB RE TRE KE NG 98 Changed database triggers 0 0a 99 Required data 99202 Ped SER HO te eee C GE S GG 100 Data Dictionary Table RORDATA lesen 100 Audit Log Form or Data Code Table RORDVAL 200 100 Logging Control Repeating Table RORLOGC 0a 101 6 Banner Financial Aid 8 13 January 2012 Release Guide Contents Miscellaneous Validation Rules Table RORMVAL leeren 101 2012 2013 ISIR Comment Code Validation Table RTVICMT 106 Section 10 Transfer Monitoring Technical Lsuuuue 119 Required Data 5 29 xm er een Re ERG Dee e need 119 Miscellaneous Validation Rules Table RORMVAL 2 55 119 Section 11 Problem Resolutions 0 cece cece eee ee 123 January 2012 Banner Financial Aid 8 13 7 Release Guide Contents 8 Banner Financial Aid 8 13 January 2012 Release Guide Contents Introduction This guide documents the Banner Financial Aid 8 13 release which includes enhancements regulatory updates request for product enhancement RPE and problem resolutions Alert Graduate or Professional Students Loss of eligibility for Federal Direct subsidized Stafford loans Due to the Budget Control Act BCA of 2011 Pub L 12 025 Graduate and Professional students no longer qualify for Federal Direct subsidized loans Since this change is effective for loan periods that begin on or after
41. N CIT 17777777 ID 999121323 Michael J Kichline Create Person Current Record Y Transaction Number 01 Source EDE m Sequence Number 1 EDE Correction Y Number of Applications 1 Demographic Plans and Educational Background Income and Assets Information Release Student s Status Born Before 01 JAN 1989 v Orphan Ward of Court Foster Care o Married Ed Emancipated Minor z gt Graduate or Professional 25e Legal Guardianship zNo Active Duty in U S Armed Forces 2 No T Unaccompanied Youth by School 2 No X Veteran of U S Armed Forces 27Ne Unaccompanied Youth by HUD 2No gt Have Children You Support m 7 At Risk of Homelessness 2 No Sd Legal Dependents 2 No X Parents Information Parents Marital Status 1 Married remarried gt Date of Status 02 1980 Legal Residence PA ha Parent Legal Resident Before 01 JAN 2007 i Yes Y SSN Match SSN Last Name First Initial Date of Birth Father or Stepfather 4 SSN name and DOB match 7 999999999 KICHLINE B 01 FEB 1958 E Mother or Stepmother 4 SSN name and DOB match 999999998 KICHLINE B 01 Jan 1960 Parents E mail AFDJALFALIFLAJFGAJFLAJFLJAFL COM The following fields have been added to the Status tab Field Description Born before 1989 Born before 01 JAN 1989 RCRAPP1 BORN BEFORE 1 1 XX Date of Status Parent s date
42. R FED HOUS CDE 5 140 Federal School Code 6 RCRAPP3 FED COLL CHOICE 6 141 Federal School Code 6 Housing Plans RCRESAR FED HOUS CDE 6 142 Federal School Code 7 RCRAPP3 FED COLL CHOICE 7 143 Federal School Code 7 Housing Plans RCRESAR FED HOUS CDE 7 144 Federal School Code 8 RCRAPP3 FED COLL CHOICE 8 145 Federal School Code 8 Housing Plans RCRESAR FED HOUS CDE 8 146 Federal School Code 9 RCRAPP3 FED COLL CHOICE 9 147 Federal School Code 9 Housing Plans RCRESAR FED HOUS CDE 9 148 Federal School Code 10 RCRAPP3 FED COLL CHOICE 10 149 Federal School Code 10 Housing Plans RCRESAR FED HOUS CDE 10 150 Date Application Completed RCRAPP1 COMPLETION DATE 151 Signed By RCRAPP1 SIGNED 152 Preparer s Social Security Number RCRAPP3 PREPARER SSN 153 Preparer s Employer Identification RCRAPP3 PREPARER EIN 154 Number EIN Preparer s Signature RCRAPP3 PREPARER SIGN 155 Dependency Override Indicator RCRAPP3 FAA DEP OVERRIDE 162 Professional Judgment RCRAPP3 ADJ EFC CALC REQ 163 FAA Federal School Code RCRAPP1 FED COLL CHOICE x 164 January 2012 Banner Financial Aid 8 13 71 Release Guide EDE Functional Changed processes Copy FM data to IM RCFMTOIM SQL The RCFMTOIM SQL script creates new IM records in mass from the existing current EM data for students without IM data for the aid year The following columns have been added to the RCFMTOIM process RCRAPP3 REJECT OVRD 21 RCRAPP4 P ASSET THRESH EXCD
43. R RG This new functionality will allow you to view the postal address types and postal addresses that exist for each respective type by selecting the record to view via the LOV No additional postal address types and postal addresses will be allowed to be inserted A current postal address type will not be allowed to be updated with a different postal address type However you can continue to update the postal address for a record which currently exists E mail Type Additionally the form s E mail Type field s LOV has been removed and replaced with the new Multiple Exist field The following field has been modified Field Description Multiple Exist E mail Type If checked multiple e mail address records exist for the student in the e mail address temporary table ROTEMAL LOV ROTEMAL RG This new functionality will allow you to view the e mail address types and e mail addresses that exist for each respective type by selecting the record to view via the LOV No additional e mail address types and e mail addresses will be allowed to be inserted A current e mail address type will not be allowed to be updated with a different postal address type However you can continue to update the e mail address for a record which currently exists January 2012 Banner Financial Aid 8 13 83 Release Guide Miscellaneous Enhancements Functional Telephone Previously the user was able to insert a telephone number on RCRSUSP via the
44. R VETS NON ED BEN 121 benefits 70 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Position Within RCRESAR CORR FLAGS and Name Actual Table Name RCRESAR HIGH FLAGS Parents Other untaxed income RCRAPPI PAR OTH UNTAX INC 22 occ Student s Number of Family Members RCRAPP1 FAM MEMB 123 Student s Number in College RCRAPP1 NO IN COLL 124 Supplemental Security Income Benefits RCRAPP1 RECD SSI 125 Student Food Stamp Benefits RCRAPP1 FOOD STAMPS 126 Free Reduced Price Lunch Benefits RCRAPP1 SCHOOL LUNCH 127 Student TANF Benefits RCRAPP1 RECD TANF 128 Student WIC Benefits RCRAPP1 RECD WIC 129 Student Dislocated Worker RCRAPP1 DISL WRK 130 Federal School Code 1 RCRAPP1 FED COLL CHOICE 1 131 Federal School Code 1 Housing Plans RCRESAR FED HOUS CDE 1 132 Federal School Code 2 RCRAPP1 FED COLL CHOICE 2 133 Federal School Code 2 Housing Plans RCRESAR FED HOUS CDE 2 134 Federal School Code 3 RCRAPP1 FED COLL CHOICE 3 135 Federal School Code 3 Housing Plans RCRESAR FED HOUS CDE 3 136 Federal School Code 4 RCRAPP3 FED COLL CHOICE 4 137 Federal School Code 4 Housing Plans RCRESAR FED HOUS CDE 4 138 Federal School Code 5 RCRAPP3 FED COLL CHOICE 5 139 Federal School Code 5 Housing Plans RCRESA
45. RK 99 Parents Adjusted Gross Income from RCRAPP1 PAR US INC 100 IRS form Parents U S Income Tax Paid RCRAPP1 PAR US INC TAX PD 101 Parents Exemptions Claimed RCRAPP1 PAR NO EXEMPT 102 Father s Stepfather s Income Earned RCRAPP1 FATH INC FR WRK 103 from Work Mother s Stepmother s Income Earned 8B8BRCRAPP1 MOTH INC FR WRK 104 from Work Parents Cash Savings and Checking RCRAPP1 PAR CASH AMT 105 Parents Investment Net Worth RCRAPP4 PAR INV NET WORTH 106 Parents Business and or Investment RCRAPP4 PAR BUS NET WORTH 107 Farm Net Worth Parents Education Credits RCRAPP3 PAR EDUC CREDITS 108 Parents Child Support Paid RCRAPP3 PAR CHILD SUPP PAID 109 Parents Taxable earnings from RCRAPP3 PAR NEED BASED 110 need based employment EMPLOY Parents Grant and scholarship aid RCRAPP3 PAR GRANT SCHOLAR 111 AID Parents Combat pay RCRAPP4 PAR COMBAT PAY 112 Co op Earnings RCRAPP3 PAR CO OP EARNINGS 113 Parents Tax deferred pension savings RCRAPP3 PAR TAX DEF PENSION 114 Parents IRA deductions and payments 8RCRAPP4 PAR IRA KEOUGH AMT 115 Parents Child support received RCRAPP1 PAR CHILD SUPP 116 Parents Tax exempt interest income RCRAPP3 PAR TE INT INC 117 Parents Untaxed IRA distributions RCRAPP1 PAR IRA 118 DISTRIBUTIONS Parents Untaxed portions of pensions RCRAPP1 PAR UNTAX PENSIONS 119 Parents Military or clergy allowances RCRAPP3 PAR HOUSE FOOD OTH 120 Parents Veterans non education RCRAPP1 PA
46. RPILECS Ability to Benefit Test Score Rules RORTESC Ability to Benefit Test Administrator Rules RORTADM Ability to Benefit Test COD Rules Inquiry ROIATBT Need Analysis RESNEED The RESNEED07 2006 2007 Need Analysis menu has been deleted from the RESNEED menu The RESNEED13 2012 2013 Need Analysis entry has been added to the RESNEED menu 48 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional 2012 2013 Need Analysis Menu RESNEED13 The following entries have been added to the RESNEEDI13 menu 2012 2013 Need Analysis RNANA13 2012 2013 Miscellaneous Results Inquiry RNIMS13 2012 2013 Need Analysis Document Verification RNAVR13 2012 2013 Student Loan Data RNASL13 New processes and reports a The following processes have been added to the Banner Financial Aid 8 13 release 2012 2013 FA EDE Dataload Part 1 RCBTP13 The new RCBTP13 process is a copy of the RCBTP12 process updated for the 2012 2013 aid year The existing parameters and validations have been copied from the RCBTP12 process and the following parameters have been modified for 2012 2013 processing Cs Note RCBTP13 has been added to the GORFEOB form excluding the process from VBS FGAC m Prior to this release only the student e mail address type code was an option during dataload processing Parameter 09 has been updated to clarify that the data is intended for student e mail address This r
47. S11 value not updated RNARS12 1 QISMQM Manual Update of the Independent FM SC RNARS13 on RNARS12 changes TOTAL value to Estimated RNKNEED 1 RCGOP7 Pell Crossover data from wrong aid year may display when student has multiple Pell Aid Periods RNRGL12 1 M20GQ5 Navigation to VA Non Education Benefits field not working properly ROAENRL 1 109U65T RORATND ROVSATD sort order is by RORATND_TERM_CODE descending only not by Attend Date Credit Hour 124 Banner Financial Aid 8 13 January 2012 Release Guide Problem Resolutions Object Name Defect Summary ROAINST 1 10N8AIY Confusing Label on ROAINST IM Calc field ROAUSIO 1 W5DH76 ROAUSIO permits Direct Loan Advance Pay Indicator to be updated after payments exist rokmisc period 1 UQLIE7 Certain rokmisc amp rokmisc period functions are not returning zeros when values are not calculated rokrpts1 sql 1 XFTO70 The ROKRPTS package which is new in view scripts 8 12 as delivered is dependent upon Banner see description Student 8 2 1 RORBPST 1 W300Q9 Batch Posting allowing Current Record Lock on Students without ISIR RORFSII pc 1 YWTPMJ ROREFS11 may report students as less than full time when they should be reported full time RORFS10 RORMVAL 1 109U61T New ATB test code of 11 is needed in RORATBT RORMVAL RORATBT rpaldsb fmb 1 10Q68B0 Display ONLY Feed Indicator can be manually updated to F Display ONLY Feed Indicator can be manual
48. SS RDO7ESAR RDO7ESAT SELIS107 SELISRO7 SELOVRO7 SELPR107 SELPR507 SELPRRO7 TAXPRMO7 WSDECLO7 WSOVRD07 Obsolete dbprocs The following dbprocs have been made obsolete with the Banner Financial Aid 8 13 release rekce071 rekce07 rekci071 rekci07 The resdbpr shi VMS C compile script has been updated to remove references to all of the above processes Obsolete Java The following Java objects have been made obsolete with the Banner Financial Aid 8 13 release rerex07 rerim07 January 2012 Banner Financial Aid 8 13 77 Release Guide EDE Functional Obsolete miscellaneous The following miscellaneous objects have been made obsolete with the Banner Financial Aid 8 13 release rcbct07 com rcbct07 pl rcbct07 shl rcbtp07 com rcbtp07 pl rcbtp07 shl rcrtp07 com rcrtp07 pl rcrtp07 shl rebcd07 com rebcd07 pl rebcd07 shl rerex07 com rerex07 pl rerex07 shl rerfi07 com rerfi07 pl rerfi07 shl rerim07 com rerim07 pl rerim07 shl rprdu07 com rprdu07 pl rprdu07 shl Obsolete INAS baninas miscellaneous The following miscellaneous INAS baninas objects have been made obsolete with the Banner Financial Aid 8 13 release rcmp2007 com rcmp2007 pl rcmp2007 shl rnein07 com rnein07 pl rnein07 shl Obsolete PL SQL Plus scripts The rinsgl107 sql script has been made obsolete with the Banner Financial Aid 8 13 release 78 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional 5 Transfer Monitoring
49. STI 50000 Mon 6 7890 Mon 6 66666 CAI SATI 26322 DNW 33000 SIC 11839 High School Flag Y NW 0 SDNW 0 Student IRS Req Flag 01 APA 33000 SCA 0 Parent IRS Req Flag 02 FTI 64999 Auto Zero EFC Flag YES Rejected Status Change Flag Y Duplicate SSN Flag YES Address Only Correction 1 SAR C Change Flag Y Conf C Father SSN N Mother SSN VA 8 DHS Sec NSLDS Database Results Flag 1 DOD 001 002 003 004 005 006 007 008 009 010 011 012 013 014 015 016 017 018 019 020 cassumption h highlight flag correction this trans corrected previous trans Page 5 of 8979 40 0001 WO 01 Banner Financial Aid 8 13 62 Release Guide EDE Functional January 2012 Albert A Wood 979 40 0001 2012 2013 NSLDS FINANCIAL AID HISTORY Cont Processed 01 01 2012 This page contains your previous financial aid information which is contained in the National Student Loan Data System NSLDS Your Financial Aid Administrator will use it to determine your eligibility ck ck ck ck ck kk ee eee ee eee eee ce ecce ce cec ce ck ck ck ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce 0k 0k 0k 0k 0k 0k 0k 0k 0k ck ck ck ck tk rk k ck ck ck ck ck ck ck Ck Ck Ck Ck Ck Ck Ck Ck kk kk KK KKK Discharged Fraud Defaulted Loan Sat Active PostScreening Loan Flag C Loans Y Loans Y Repayment N Bankruptcy Y Reason 01 02 03 fOverpayment Contact ACG N 12345678 Pell N 12345678 N SMART Y Access NSLDS TEACH S 12345678
50. SUNGARD HIGHER EDUCATION BANNER FINANCIAL AID RELEASE GUIDE Release 8 13 January 2012 etat or 7 N ASAL dg 2 INGLES 4 ea 7A e Trademark Publishing Statement and Copyright Notice SunGard Data Systems and or its subsidiaries in the U S A and other countries is the owner of numerous marks including SunGard and the SunGard logo SunGard Higher Education and or its subsidiaries in the U S A and other countries is the owner of Banner PowerCAMPUS Advance Luminis DegreeWorks fSaATLAS Course Signals and Open Digital Campus Other names and marks used in this material are owned by third parties 2012 SunGard Higher Education All rights reserved The unauthorized possession use reproduction distribution display or disclosure of this material or the information contained herein is prohibited Contains confidential and proprietary information of SunGard Higher Education and its subsidiaries Use of these materials is limited to SunGard Higher Education licensees and is subject to the terms and conditions of one or more written license agreements between SunGard Higher Education and the licensee in question In preparing and providing this publication SunGard Higher Education is not rendering legal accounting or other similar professional services SunGard Higher Education makes no claims that an institution s use of this publication or the software for which it is provided wi
51. TE 80 Mother s Stepmother s Social Security RCRAPP4 MOTH SSN 81 Number Mother s Stepmother s Last Name RCRAPP4 MOTH LAST NAME 82 Mother s Stepmother s First Name RCRAPP4 MOTH FIRST NAME INI 83 Initial Mother s Stepmother s Date of Birth RCRAPP4 MOTH BIRTH DATE 84 Parents E mail address RCRAPP4 P EMAIL ADDRESS 85 Parents State of Legal Residence RCRAPP1 PAR STAT CODE RES 86 Parents Legal Residents before RCRAPP4 PAR LEGAL RES IND 87 01 01 2006 Parents Legal Residence Date RCRAPP4 P RES DATE MO YR 88 Parents Number of Family Members RCRAPP1 PAR FAM MEMB 89 Parents Number in College Parents RCRAPP1 PAR NO IN COLL 90 excluded Supplemental Security Income Benefits RCRAPP1 PAR RECD SSI 91 January 2012 Banner Financial Aid 8 13 69 Release Guide EDE Functional Position Within RCRESAR CORR FLAGS and Name Actual Table Name RCRESAR HIGH FLAGS Free Reduced Price Lunch Benefits RCRAPP1 PAR SCHOOL LUNCH 93 Parent TANF Benefits RCRAPP1 PAR RECD TANE 94 Parent WIC Benefits RCRAPP1 PAR RECD WIC 95 Parents Tax Return Completed RCRAPP4 PAR TX RET FILED IND 96 Parents Type of 2010 Tax Form Used RCRAPP1 PAR TAX FORM IND 97 Parents Eligible to file 1040A or RCRAPP4 PAR 1040A ELIG IND 98 1040EZ Parents Dislocated Worker RCRAPP1 PAR DISL W
52. Telephone field However when entered the telephone type code was never associated with the newly entered number When processed through Dataload Part 3 that newly entered telephone number was not saved because a type code was not associated with the number The updated form has been modified to remove the Telephone extension field as telephone extensions are not delivered with either EDE or CSS data source records Global Institution Financial Aid Options ROAINST Defect 1 10N8AIY This defect has been resolved as of the 8 13 release Reported Confusing Label on Global Institution Financial Aid Options ROAINST IM Calculation field ROBINST BANINAS INSTALLED IND In the 8 12 1 release the ROAINST form introduced the new field BANINAS IM Need Calculation Installed This new field s label made reference to a directory that is generally unfamiliar to the user BANINAS Corrective action For the 8 13 release the label for this new Global Institution Financial Aid Options ROAINST field ROBINST BANINAS INSTALLED IND has been modified to display IM EFM Need Calculation Installed 84 Banner Financial Aid 8 13 January 2012 Release Guide Miscellaneous Enhancements Functional Project Based Parameter Setup RORPARM Defect 1 G119Q0 This defect has been resolved as of the 8 12 1 release Reported The 8 8 1 version of the Project Based Parameter Setup RORPARM form offers no validation Entry of an upper ca
53. X RET FILED IND 35 Student s Type of 2010 Tax Form Used RCRAPP1 TAX FORM IND 36 Student Eligible to file 1040A or RCRAPP4 1040A ELIG IND 37 1040EZ Student s Adjusted Gross Income from RCRAPP1 US INC 38 IRS for9 Student s U S Income Tax Paid RCRAPP1 US INC TAX PD 39 Student s Exemptions Claimed RCRAPP1 NO EXEMPT 40 Student s Income Earned from Work RCRAPP1 INC FR WRK 41 Spouse s Income Earned from Work RCRAPP1 SPS INC FR WRK 42 Student s Cash Savings and Checking RCRAPP1 CASH AMT 43 Student s Investment Net Worth RCRAPP4 INV NET WORTH 44 Student s Business and or Investment RCRAPP4 BUS NET WORTH 45 Farm Net Worth Education Credits RCRAPP3 EDUC CREDITS 46 Child Support Paid RCRAPP3 CHILD SUPP PAID 47 Taxable earnings from need based RCRAPP3 NEED BASED EMPLOY 48 employment Grant and scholarship aid RCRAPP3 GRANT SCHOLAR AID 49 Combat pay RCRAPP4 COMBAT PAY 50 Co op Earnings RCRAPP3 CO OP EARNINGS 5 Tax deferred pension savings RCRAPP3 TAX DEF PENSION 52 IRA deductions and payments RCRAPP4 IRA KEOGH AMT 53 Child support received RCRAPP1 CHILD SUPP 54 Tax exempt interest income RCRAPP3 TE INT INC 55 Untaxed IRA distributions RCRAPP1 IRA DISTRIBUTIONS 56 Untaxed portions of pensions RCRAPP1 UNTAX PENSIONS 57 Military or clergy allowances RCRAPP3 HOUSE FOOD OTH 58 Veterans non education benefits RCRAPP1 VETS NON ED BEN 59 Other untaxed income RCRAPP1 OTH UNTAX INC 60 68 Banner Financial Aid 8 13 January 2012 Release Guide EDE Function
54. XCEEDED Indicates that an assumption is used to determine whether the parents asset threshold has been exceeded 94 Banner Financial Aid 8 13 Release Guide EDE Technical January 2012 Financial Aid Temporary Application Table Part 3 RCRTMP3 The following column has been added to the table to support the Banner Financial Aid 8 13 release RCRTMP3 REJECT OVRD 21 Yes VARCHAR2 1 REJECT OVERRIDE 21 Set by electronic application user to override reject 21 Student s corrected marital status date is greater than application receipt date and less than transaction receipt date Financial Aid Temporary Application Table Part 4 RCRTMP4 The following columns have been added to the table to support the Banner Financial Aid 8 13 release RCRTMP4 P ASSET THRESH EXCD Yes VARCHAR 1 PARENT ASSET THRESHOLD EXCEEDED The parents asset threshold has been exceeded RCRTMP4 S ASSET THRESH EXCD Yes VARCHAR2 1 STUDENT ASSET THRESHOLD EXCEEDED The student s asset threshold has been exceeded January 2012 Banner Financial Aid 8 13 95 Release Guide EDE Technical Financial Aid Temporary Application Table ESAR Data RCTESAR The following columns have been added to the table to support the Banner Financial Aid 8 13 release Canbe Column Name Null Type Description RCTESAR_A_S_ASSET_THRESH_ Yes VARCHAR2 1 ASSUMED STUDENT EXCD ASSET THRESHOLD EXCEEDED Indicates that an assumption i
55. a emphasized on the SAR based on FAFSA data processed by the CPS Because FAFSA field numbers have changed for 2012 2013 the Highlight flag positions for most of the fields have changed within the Banner column in which they are stored RCRESAR HIGH FLAGS Refer to the table below and to the Field Name and Position Cross References table in Section 4 of the 2012 2013 EDE Technical Reference Any field containing a highlight flag will have a value of An h will be printed to the left of the field title to show that the field was highlighted If the field is both highlighted and assumed both an h and an asterisk will print be printed to the left of the field title All other highlight flag fields have a value of 0 Printing assumed values Cs Note Assumption values reflect suppositions made by the Central Processing System CPS in determining the applicant s Expected Family Contribution EFC or other information CPS makes assumptions when the applicant does not report certain information that is necessary for the EFC calculation or when the applicant reports inconsistent information some unreported information will result in a rejected transaction rather than assumptions CPS uses the assumed value when calculating the EFC pi 66 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional On the ISIR an asterisk will be printed to the left of the field title to indicate that the CPS made an assumption and the a
56. al Position Within RCRESAR CORR FLAGS and Name Actual Table Name RCRESAR HIGH FLAGS Money received or paid on your behalf RCRAPP1 OTH NON REPORT MONEY 6l Born Before 01 01 1988 RCRAPP1 BORN BEFORE 1 1 XX 62 Is Student Married RCRAPP3 MARRIED 63 Working on a Master s or Doctorate RCRAPP3 GRAD OR PROF 64 Program On Active Duty in U S Armed Forces RCRAPP1 ACTIVE DUTY 65 Veteran of U S Armed Forces RCRAPP1 US VET 66 Have Children you support RCRAPP4 HAVE CHILDREN 67 Have Legal Dependents Other than RCRAPP1 HAS LEGAL DEPEND 68 Children of Spouse Orphan or Ward of Court RCRAPP1 WARD OF COURT 69 Emancipated minor RCRAPP1 EMANCIPATED MINOR TO In legal guardianship RCRAPP1 LEGAL GUARDIAN 71 Homeless determined by school RCRAPP1 UNACCOMP YOUTH T2 SCHOOL Homeless determined by HUD RCRAPP1 UNACCOMP YOUTH HUD 73 At risk of homelessness RCRAPP1 AT RISK HOMELESS 74 Parents Marital Status RCRAPP1 PAR MRTL STATUS 75 Parents Marital Status Date RCRAPP3 PAR MAR MTH YR 76 Father s Stepfather s Social Security RCRAPP4 FATH SSN TI Number Father s Stepfather s Last Name RCRAPP4 FATH LAST NAME 78 Father s Stepfather s First Name Initial RCRAPP4 FATH FIRST NAME INI 79 Father s Stepfather s Date of Birth RCRAPP4 FATH BIRTH DA
57. al Aid 8 13 January 2012 Release Guide Problem Resolutions January 2012 Banner Financial Aid 8 13 129 Release Guide Problem Resolutions SUNGARD HIGHER EDUCATION 4 Country View Road Malvern Pennsylvania 19355 United States of America www sungardhe com
58. an September 23 2013 you must contact your financial aid office for assistance 1213 I 137 SYSDATE One or more of your student loans or Y TEACH Grant Service obligation s has been discharged for total and permanent disability You must meet additional eligibility requirements to receive further student loans or TEACH Grants Contact the financial aid office at your school for further assistance 108 Banner Financial Aid 8 13 Release Guide EDE Technical January 2012 RTVICMT RTVICMT AID RTVICMT RTVICMT ACTIVITY ISIR PRINT YEAR TYPE CODE DATE RTVICMT DESC IND 1213 I 156 SYSDATE If your parents have now completed their Y 2011 tax return you should correct your information to reflect the income and tax information reported on their tax return You may either make corrections to your information online at www fafsa gov or by using this SAR If you make corrections online at www fafsa gov and your parents filed a federal tax return with the IRS they may be eligible to use the IRS Data Retrieval Tool which is the best and easiest way to provide accurate tax information With just a few simple steps your parents can view information from their IRS tax return and transfer that information directly into your FAFSA If your parents have not yet completed their tax return you must correct this SAR to reflect the income and tax information reported on their tax return once it is filed 1213 I 157 SYSDATE If you h
59. and less than the transaction receipt date has been added for the 2012 2013 aid year Field Description 21 Student s Valid values are checked Yes or blank corrected marital REJ 21 status date 5 application receipt date and transaction receipt date The Year of Birth between 1900 1937 indicator has been modified to reflect the correct years for the 2012 2013 aid year 2012 2013 Need Analysis Processing RNAPR13 The RNAPR13 form has been modified for the 2012 2013 aid year Options menu The following changes have been made to the Options menu Need Analysis has been activated and updated to display the 2012 2013 Need Analysis RNANA13 form The Copy FM to IM function has been enabled Logging The following new columns have been added correctable for EDE to the logging trigger for RCRAPP4 e RCRAPP4 P ASSE HRESH EXCD e RCRAPP4 S ASSE HRESH EXCD Main window The following changes have been made to the Main window e The FM side of 2012 2013 Need Analysis Processing RNAPR13 form has been enabled The Copy FM to IM functionality and Need Analysis functionality have been enabled 44 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional The translation rules to the COPY FM TO IM form trigger have been added for the following columns to copy FM to IM functionality RCRAPP3 REJECT OVRD 21 RCRAPP4 P ASSET THRESH EXCD e RCRAPP4 S
60. anner Financial Aid 8 13 release Changed tables Financial Aid Application Table Part 3 RCRAPP3 The following column has been added to the table to support the Banner Financial Aid 8 13 release Can be Column Name Null Type Description RCRAPP3 REJECT OVRD 21 Yes VARCHAR2 1 REJECT OVERRIDE 21 Set by electronic application user to override reject 21 Student s corrected marital status date is greater than application receipt date and less than transaction receipt date Financial Aid Application Table Part 4 RCRAPP4 The following columns have been added to the table to support the Banner Financial Aid 8 13 release January 2012 Banner Financial Aid 8 13 93 Release Guide EDE Technical RCRAPP4 P ASSET THRESH EXCD Yes VARCHAR2 1 PARENT ASSET THRESHOLD EXCEEDED The parents asset threshold has been exceeded RCRAPP4 S ASSET THRESH EXCD Yes VARCHAR2 1 STUDENT ASSET THRESHOLD EXCEEDED The student s asset threshold has been exceeded Financial Aid Application Table ESAR Data RCRESAR The following columns have been added to the table to support the Banner Financial Aid 8 13 release RCRESAR A 8 ASSET THRESH Yes VARCHAR2 1 EXCD ASSUMED STUDENT ASSET THRESHOLD EXCEEDED Indicates that an assumption is used to determine whether the student s asset threshold has been exceeded RCRESAR A P ASSET THRESH Yes VARCHAR2 1 EXCD ASSUMED PARENT ASSET THRESHOLD E
61. anner Financial Aid 8 13 Release Guide EDE Technical January 2012 10 Transfer Monitoring Technical BH The following are the required Transfer Monitoring data in the Banner Financial Aid 8 13 release Required Data Miscellaneous Validation Rules Table RORMVAL rormvali_081300 sql The rormvali_081300 sql script has been modified to add the following validation codes for the 1112 aid year Cs Note You must execute this script as part of the Banner Financial Aid 8 13 installation to ensure that correct values exist in the table prior to user processing Di RCRLDS4 DL MPN FLAG RORMVAL COLUMN RORMVAL KEY 1 RORMVAL KEY 2 RCRIDS4 DL MPN FLAG 1112 RORMVAL RORMVAL _ RORMVAL CODE RORMVAL DESC TRANS CODE TRANS COMMENT E Inactive due to PLUS endorser RORMVAL SYSTEM RORMVAL _ RORMVAL _ RORMVAL _ REQ IND DATA ORIGIN USER ID ACTIVITY DATE Y Banner USER SYSDATE HI EN mE FI Tin FE Hilt MH HB DISCS HUC January 2012 Banner Financial Aid 8 13 119 Release Guide Transfer Monitoring Technical RCRLDS4 DL PLUS MPN FLAG RCRLDSA DL PLUS MPN 1112 FLAG Inactive due to PLUS endorser Banner USER SYSDATE RCRLDS4 DL GR PLUS MPN FLG RCRLDS4 DL GR PLUS 1112 MPN FLG Inactive due to PLUS endorser Banner USER SYSDATE 120 Banner Financial Aid 8 13 January 2012 Release Guide Transfer Monitoring Technical RCRLDS6 DIR STAT CD RCRLDS6 DIR STAT CD 1112 PD Perma
62. ase Guide INAS IM EFM Upgrade Functional 4 EDE Functional The Electronic Data Exchange EDE is used to receive financial aid information from the U S Department of Education s Central Processing System CPS Banner loads this information through the dataload process to determine students eligibility for financial aid funding For the Banner Financial Aid 8 13 release Banner has been updated in response to the changes issued in the final version of the 2012 2013 EDE Technical Reference The modifications for 2012 2013 include several field changes and updates to the creation extract and dataload for correction processing The Financial Aid 8 13 release includes changes to support the following EDE processes for the 2012 2013 aid year Institutional Student Information Record ISIR dataload and correction processing National Student Loan Database System NSLDS dataload SIR Print New forms 2012 2013 Need Analysis RNANA13 The 2012 2013 Need Analysis RNANA13 form has been copied for the 2012 2013 aid year RNANA13 is used for the 2012 2013 aid year where the Aid Year Start Year ROBINST AIDY START YEAR is 2012 and the Aid Year End Year ROBINST AIDY END YEAR is 2013 Key block The hard coded aid year in the upper right hand corner has been changed to 1213 January 2012 Banner Financial Aid 8 13 29 Release Guide EDE Functional Options menu Year specific Links The following
63. at to do with this Report ck ck ck ck ck ck ck ck ke ck ke ck KKK kc cec ke ck ck ce ck kc ke ck ke ce ck cec cec ck ck ck kc ecce ck ck kk kc ck ck ck kk kc kk ck ck ck ck ck KKK ck ck ck ck ck ck ck ck cock ck ck ck ck ck ok kk ok ck ck ko Sk Sk ko kv KKK OMB Number 1845 0008 Albert A Wood October 27 2012 3 COUNTRY VIEW RD MALVERN PA 19335 EFC QC WHAT YOU MUST DO NOW Use the checklist below to make sure that all of your issues are resolved This SAR reflects your Financial Aid Administrator s use of professional judgment This SAR shows corrections to information that we previously entered incorrectly This SAR has been produced due to a change in your financial aid history information in the National Student Loan Data System NSLDS that may affect your eligibility for federal student aid We are unable to read all of the information on your FAFSA or SAR because it was damaged Please review all of the items on this SAR and make any corrections as needed If you need to make corrections to your information you may either make them online at www fafsa gov or by using this SAR You must use your Federal Student Aid PIN to access your record online If you need additional help with your SAR contact your school s financial aid office or the Federal Student Aid Information Center at 1 800 4 FED AID 1 800 433 3243 If your mailing address or e mail address changes you can make the correction online send in the correction on your SAR o
64. ave now completed your 2011 tax Y return you should correct your information to reflect the income and tax information reported on your tax return You may either make corrections to your information online at www fafsa gov or by using this SAR If you make corrections online at www fafsa gov and you filed a federal tax return with the IRS you may be eligible to use the IRS Data Retrieval Tool which is the best and easiest way to provide accurate tax information With just a few simple steps you can view information from your IRS tax return and transfer that information directly into your FAFSA If you have not yet completed your tax return you must correct this SAR to reflect the income and tax information reported on your tax return once it is filed January 2012 Banner Financial Aid 8 13 109 Release Guide EDE Technical RTVICMT ACTIVITY _ DATE SYSDATE AID RTVICMT YEAR TYPE 1213 I RTVICMT CODE 160 RTVICMT DESC You either did not sign your FAFSA or FAFSA correction or the date that you provided indicates that you completed your FAFSA prior to January 1 2012 or later than the date the FAFSA was received You must sign and return this SAR before we can determine your eligibility for federal student aid RTVICMT_ ISIR_PRINT_ IND Y 1213 I 162 SYSDATE The Department of Veterans Affairs did not confirm that you are or will be a qualifying veteran for purposes of receiving federal student aid f
65. be displayed Neither the IM or FM calculations could be run 2012 2013 Applicant Override RNAOV13 The RNAOV 13 form has been modified to Include additional return types e Support user default job submission parameters when calling RNRNA13 Support Advance Queuing future implementation for both RNRNA13 and RNPFM13 Additionally Defect 1 QKL130 has been resolved as part of this release January 2012 Banner Financial Aid 8 13 17 Release Guide Federal Methodology FM Need Analysis Functional Defect 1 QKL130 Resolution This form has been modified so the FM Calculation cannot be run if any of the following locks are set 2 Y on the current record Student Contribution Lock RORSTAT CM SC LOCK IND Parent Contribution Lock RORSTAT CM PC LOCK IND e Pell EFC Lock RORSTAT PGI LOCK IND When any of these locks are set to Y RNPFMI3 RNPFMXxx will not be called and the form displays a new pop up window telling the user that the FM Calculation cannot be run due to locked FM EFC values When you click the OK button to acknowledge the pop up warning the form will continue to process RNEINI3 if necessary Associated warning messages have also been updated for the 8 13 release For example when FM cannot be run due to one or more of the FM EFC values being locked the following message will be displayed FM EFC value s locked FM calculation could not be run Also if IM does exist and the IM calc
66. chline I Pell Correction 1213 Required Verification mE Miscellaneous Data Application Tax Return Update Application Tax Return Update Household Size 4 o Type of Tax Return 1 1040 gt None J o Number in College 1 a n 1040 A or EZ Eligible 2 No None x o Food Stamps None None o Dislocated Worker 2 No None O n s ve A w i Child Support Paid 0 n sae ee UTI eg AGI 75 000 n Additional Financial Information Tax Paid 5 000 n Application Tax Return Update Tax Exempt Interest 100 o Need Based Employment 0 B Untaxed IRA Distributions 0 o Grant and Scholarship Aid 7 o Untaxed Pensions o m Combat Pay 9 o IRA and Keogh Deductions 0 o Co op Earnings 7 o Education Tax Credits 0 o Untaxed Income Father s Earned Income 45 001 D Application Tax Return Update Mother s Earned Income 35 002 o Tax Deferred Pensions 0 o pm Child Support Received 0 o C Federal Benefits Exist B M Military and Clergy Allowance 0 O VA Non Education Benefits o m Other Untaxed Income o O C Update Application Record The following pop up window will be displayed when the Federal Benefits Exists icon is clicked 78 Parent Federal Benefits AMEN ANA PLE Application Tax Return Update SSI i vone yo Free or Reduced Lunch None J None gt o TANF None None Jo n WIC None None gt n 8 close
67. codes have been added for the RCRLDS4 DL MPN FLAG column 102 Banner Financial Aid 8 13 January 2012 Release Guide EDE Technical RCRLDS4 DL MPN FLAG 1213 Inactive due to PLUS endorser Banner USER SYSDATE RCRLDS4 DL PLUS MPN FLAG The following validation codes have been added for the RCRLDS4 DI PLUS MPN FLAG column RCRLDSA4 DL PLUS MPN FLAG 1213 Inactive to PLUS endorser Banner USER SYSDATE RCRLDS4 DL GR PLUS MPN FLG The following validation codes have been added for the RCRLDS4 DL GR PLUS MPN FLG column HI N IH NH oM IH BENE NEM PIENE E IIS HC Banner Financial Aid 8 13 103 Release Guide EDE Technical January 2012 RCRLDS4 DL GR PLUS MPN 1213 FLG Inactive due to PLUS endorser Banner USER SYSDATE RCRLDS6 DIR STAT CD The following validation codes have been added for the RCRLDS6 DIR STAT CD column RCRLDS6 DIR STAT CD 1213 Permanently disabled PZ Student PLUS Loan then died Banner USER SYSDATE 104 Banner Financial Aid 8 13 January 2012 Release Guide EDE Technical Updated Validation Codes The new script rormvalu_081300 sql has been included to update the validation codes for the 2012 2013 aid year IRS REQUEST FLAG The following validation codes have been updated for the IRS REQUEST FLAG column IRS REQUEST FLAG 1213 00 Ineligible for IRS Retrieval 01 Used Retrieval no transfer 02 Da
68. d easiest way to provide accurate tax information With just a few simple steps your parents can view information from their IRS tax return and transfer that information directly into your FAFSA 1213 I 274 SYSDATE You changed the answer to your income Y income taxes paid or exemptions If you have completed your 2011 tax return you should also change the answer to the tax return question Item 32 to indicate your tax return has been completed You may make corrections online at www fafsa gov and if you filed a federal tax return with the IRS you may be eligible to use the IRS Data Retrieval Tool which is the best and easiest way to provide accurate tax information With just a few simple steps you can view information from your IRS tax return and transfer that information directly into your FAFSA 114 Banner Financial Aid 8 13 January 2012 Release Guide EDE Technical RTVICMT AID RTVICMT RTVICMT ACTIVITY YEAR TYPE CODE DATE 1213 I 275 SYSDATE RTVICMT DESC You were issued a Federal Student Aid PIN to sign your 2012 2013 FAFSA Your information has been verified and your PIN has been confirmed Do not share your PIN with anyone Remember that your PIN stays the same from year to year and that you can use your PIN to make corrections add school codes view your federal student loan history and electronically sign your Federal Direct Loan Master Promissory Note For more information on the PIN visit www pi
69. d warning messages have also been updated for the 8 13 release For example when FM cannot be run due to one or more of the FM EFC values being locked the following message will be displayed FM EFC value s locked FM calculation could not be run Also if IM does exist and the IM calculation also cannot be run for some reason the following existing message will be displayed Neither the IM or FM calculations could be run 2012 2013 Supplemental Need Analysis RNASU13 The RNASU13 form has been modified to Include additional return types e Support user default job submission parameters when calling RNRNA13 Support Advance Queuing future implementation for both RNRNA13 and RNPFM13 Additionally Defect 1 QKL130 has been resolved as part of this release 20 Banner Financial Aid 8 13 January 2012 Release Guide Federal Methodology FM Need Analysis Functional Defect 1 QKL130 Resolution This form has been modified so the FM Calculation cannot be run if any of the following locks are set 2 Y on the current record Student Contribution Lock RORSTAT CM SC LOCK IND Parent Contribution Lock RORSTAT CM PC LOCK IND e Pell EFC Lock RORSTAT PGI LOCK IND When any of these locks are set to Y RNPFMI3 RNPFMXxx will not be called and the form displays a new pop up window telling the user that the FM Calculation cannot be run due to locked FM EFC values When you click the OK button to acknowledge the
70. d with the report whether run in batch through job submission or online through the Banner forms Beginning with the 8 13 release to use this report online default parameters for the process must be setup on the GJAPDFT form in the same way that defaults for each user must be setup on this form for the loan creation processes RPRLORC and RPRELAP 24 Banner Financial Aid 8 13 January 2012 Release Guide Federal Methodology FM Need Analysis Functional Parameter 08 Print Report Summary Help Print Report Summary N o or Y es Default value Y Valid values Y or N Changed processes and reports FM Need Analysis Web Archive RNPFMXX This web archive used for online need analysis calculations has been updated to Incorporate the 2012 2013 calculator into the servlet Make use of JVM version 1 5 Obsolete objects Obsolete Java objects The following Jave objects have been made obsolete with the Banner Financial Aid Release 8 13 e fml sungardhe cer fm2 sungardhe cer e infinity keystore January 2012 Banner Financial Aid 8 13 25 Release Guide Federal Methodology FM Need Analysis Functiona 26 Banner Financial Aid 8 13 January 2012 Release Guide Federal Methodology FM Need Analysis Functional 3 INAS IM EFM Upgrade Functional The College Board has released Technical Upgrade 1 c for the 2012 2013 INAS IM EFM calculation This upgrade resolves a specific data exception that occurs when executi
71. e RERIS12 process and the following parameters have been modified for 2012 2013 processing Cs Note RERIS13 has been added to the GORFEOB form excluding the process from VBS FGAC o Parameter 01 Aid Year Code Help Valid and active aid year code for 2012 2013 aid year January 2012 Banner Financial Aid 8 13 53 Release Guide EDE Functional Default value 1213 Valid values 1213 Parameter 13 Beginning Processed Date Low value 01 Jan 2012 High values 3 Dec 2013 Parameter 14 Ending Processed Date Low value 01 Jan 2012 High values 3 Dec 2013 Parameter 15 Beginning Created Date Low value 01 Jan 2012 High values 3 Dec 2013 Parameter 16 Ending Created Date Low value 01 Jan 2012 High values 3 Dec 2013 The following steps correspond to sections of the Free Application for Federal Student Aid FAFS A which are completed to provide information to the Department of Education The following listing reflects changes that have been made for the 2012 2013 aid year Step One The Student Q1 Q31 The report label Legal Resident Before 1 1 2007 RCRAPP4 LEGAL RES IND will be displayed dynamically The report label First Bachelor s Degree by 7 1 2012 RCRAPP1 DEGREE BY JULY will be displayed dynamically 54 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Step Two Student 4 Spouse Q32 Q44 The foll
72. e summarized by object at the end of the release guide For more information about a problem resolution refer to the finaid81300resolutions txt file that accompanies the Banner Financial Aid 8 13 release 2s Note Any release hints suggestions or corrections to this release guide that arise subsequent to the posting of this release will be documented in the Are there any helpful hints suggestions and or corrections to release documentation for Banner Financial Aid release 8 13 Solution FAQ 1 109ZTA7 and made available through the Customer Support Center https connect sungardhe com customer support It is recommended that you refer to this document periodically under Solutions FAQs 1 109ZTA7 as you use the new release functionality January 2012 Banner Financial Aid 8 13 11 Release Guide 12 Banner Financial Aid 8 13 January 2012 Release Guide 1 Common Origination and Disbursement COD Functional HE On March 9 10 2012 COD is scheduled to update the XML schema currently being used 3 0d to a new 3 0e version This represents a change to the schema from which 2011 2012 system generated files are built Once COD goes live with the new 3 0e schema there will be no option to receive 2011 2012 system generated files conforming to the 3 0d schema Response files for 2011 2012 will continue to be sent in the same schema as the original document was sent and therefore will continue to be received in the 3 0d sche
73. ed to 2007 dynamically for release 8 13 The BORN BEFORE 01 01 19xx field will also be updated to 1989 dynamically for the 8 13 release The following new columns have been added to the Need Analysis Discrepancy report Label Column REJECT OVERRIDE 21 RCRAPP3 REJECT OVRD 21 PARENT ASSET THRESHOLD RCRAPPA P ASSET THRESH EXCD EXCEEDED STUDENT ASSET THRESHOLD RCRAPP4 S ASSET THRESH EXCD EXCEEDED ASSUMED PARENT ASSET THRESH RCRESAR A P ASSET THRESH EXCD EXCD ASSUMED STUDENT ASSET THRESH RCRESAR A S ASSE HRESH EXCD EXCD IM to FM Merge Processing The RCRTP13 process is used to merge unique IM data into the existing current FM record whenever a new IM record is loaded The process is also used to merge existing unique IM data into the FM record whenever a new current FM record is loaded There are no changes necessary to this functionality at this time January 2012 Banner Financial Aid 8 13 73 Release Guide EDE Functional Need Analysis Logging RLRLOGG The Need Analysis Logging report RLRLOGG has been modified to log the new EDE columns The following columns have been added to support the Banner Financial Aid 8 13 release Column Name Change RCRAPP4 P ASSET THRESH EXCD New RCRAPP4 S ASSET THRESH EXCD New Obsolete objects The following objects have been made obsolete to suppor
74. eed Analysis RNANA13 2012 2013 Need Analysis Document RNAVR13 Verification 2012 2013 Student Loan Data RNASL13 Electronic Data Exchange Menu RESEDE The RESEDEO7 2006 2007 Electronic Data Exchange menu item has been deleted from the RESEDE menu The RESEDE13 2012 2013 Electronic Data Exchange entry has been added to the RESEDE menu 2012 2013 Electronic Data Exchange Menu RESEDE13 The following entries have been added to the RESEDE13 menu SIR Correction Duplicate Request REACORR Batch Control RPIBATC COD Document Control REICODD 2012 2013 Miscellaneous Results Inquiry RNIMS13 Teach Grant Agreement to Serve RPATATS Rejection Code Validation RTVRJCT January 2012 Banner Financial Aid 8 13 47 Release Guide EDE Functional e Summary Statement of Account Inquiry REISSOA Detail Statement of Account Inquiry REIDSOA Data Request Record RERRDRQ e Multiple Reporting Record Inquiry REIRMRR COD Year to Date Grant Summary REIYTDS COD Year to Date Grant Origination REIYTDO COD Year to Date Grant Disbursement REIYTDD COD Grant Reconciliation REIRECN NSLDS Transfer Monitoring Application RNATMNT COD Identifier REASTID e COD Entity ID Rules RORCODI Applicant High School and Admission Data ROAHSDT Unmatched COD Records RPAUCOD Financial Aid CIP Code Rules RPICIPC e State Advanced Honors Program Code RPISAHP Flectronic Counseling Status
75. elease RORLOGC TABLE RORLOGC NAME RORLOGC COLUMN NAME RORLOGC COLUMN DESC LOG IND RCRAPP3 RCRAPP3 REJECT OVRD 21 Reject Override 21 N RCRAPP4 RCRAPP4 P ASSET THRESH EXCD Parent Asset Threshold N Exceeded RCRAPP4 RCRAPP4 S ASSET THRESH EXCD Student Asset Threshold N Exceeded RCRESAR RCRESAR A S ASSET THRESH Assumed Student Asset N EXCD Threshold Exceeded RCRESAR RCRESAR A P ASSET THRESH Assumed Parent Asset N EXCD Threshold Exceeded RNRACMT RNRACMT ASSET THRESH EXCD Asset Threshold Exceeded N Comment Miscellaneous Validation Rules Table RORMVAL New changed validation codes The new script rormvali_081300 sql has been included to add the following validation codes for the 2012 2013 aid year IRS REQUEST FLAG The following validation codes have been added for the IRS REQUEST FLAG column RORMVAL COLUMN IRS RI EQUEST FLAG RORMVAL KEY 1 1213 RORMVAL KEY 2 January 2012 Banner Financial Aid 8 13 101 Release Guide EDE Technical Did not use IRS Data Retrieval 06 IRS data transferred inelig Banner USER SYSDATE ASSET THRESH EXCD The following validation codes have been added for the ASSET THRESH EXCD column ASSET THRESH EXCD 1213 Yes asset threshold exceeded 2 No threshold not exceeded Banner USER SYSDATE RCRLDS4 DL MPN FLAG The following validation
76. elease changes processing for the following parameters Parameter 01 Aid Year Code for 2012 2013 Help This must be the aid year code for the 2012 2013 school year Default value 1213 Valid values 1213 January 2012 Banner Financial Aid 8 13 49 Release Guide EDE Functional Parameter 09 Student Email Address Type Help Email Address Type Code to be used for the student email address Note To resolve one portion of RPE 1 2VM9LX parameter 09 has been updated to clarify that the data is intended for student e mail address s Parameter 10 Parent Email Address Type Help Email Address Type Code to be used for the parent email address Cs Note This new parameter 10 has been added to resolve RPE 1 2VM9LX m Dataload The Dataload process has been modified to load correct 2012 2013 EDE data into the appropriate Banner temporary tables and columns The 2012 2013 layout includes only a few new fields throughout the record Cs Note SunGard Higher Education recommends that the 2012 2013 ISIR Technical Cross Reference be used to determine whether existing fields have changed positions due to the addition or removal of filler fields within the file layout New Fields for 2012 2013 are listed below along with the temporary table column to which they will be loaded Existing fields with modified content are also listed with the Valid Content changes indicated with emphasized text However in mo
77. ent taxes paid gt O and gt fixed percent of AGI but AGI D 3 Father s SSN all zeroes and reported as tax filer o K Mother s SSN all zeroes and reported as tax filer o N Student s first or last name is blank Dn w Questionable number of family members EDE Verifiable Overrides o D Student s SSN match but no name match o E Father s SSN match but no name match o F Mother s SSN match but no name match o R Student s SSN match but no Date of Birth match Dn s Father s SSN match but no Date of Birth match Dn T Mother s SSN match but no Date of Birth match The reject 21 Override indicator has been added for the 2012 2013 aid year Field Description 21Student scorrected If Override box checked Reject 21 override is accepted marital status date gt 7 RCRAPP3 REJECT OVRD 21 application receipt date and transaction receipt date The Year of Birth between 1900 1937 indicator has been modified to reflect the correct years for the 2012 2013 aid year 42 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Changed forms 2012 2013 Applicant Override RNAOV13 The RNAOV 13 form has been modified for this release Options Menu The Need Analysis option has been activated and updated to display the 2012 2013 Need Analysis RNANA13 form Applicant Override Window A value of H omeless has been added to the Dependency field to allow a dependency override for an FAA h
78. i Rose enc a fs 74 Obsolete forms gt srai 08 se ERI RR IRR hm xr xx RR 74 Obsolete C processes uoc vaso c ek maa A Ree UR Da EE d RR e 75 Obsolete COBOL processes llle 76 Obsolete INAS baninas COBOL processes 76 Obsolete copybooks aoao 77 Obsoletedbprocs 22er 77 Obsolete Javae a eae MA reste eq suu ea BA mace Oe ie as 77 Obsolete miscellaneous 22er 78 Obsolete INAS baninas miscellaneous 78 Obsolete PL SQL Plus scripts llle 78 Section5 Transfer Monitoring Functional Ls 79 Section 6 Miscellaneous Enhancements Functional 81 2012 2013 FA CSS Dataload Pt 1 RCPCT13 and 2012 2013 FA Dataload Part 3 RCRTP13 leen 81 Load Parent e mail addresses RPE 1 CQVM9LX clle aaa 81 Enhanced Financial Aid Suspended Records Maintenance RGRSUSP form ae maana NA Weert NG ab ha arb ae 82 Data Load Record block 20 000 eee eee eee eee 82 Global Institution Financial Aid Options ROAINST 84 Defect 1 10NBAIY i seen ee ewe dad x RO A E RO PDA WANG NG 84 Project Based Parameter Setup RORPARM 85 Defect 1 Gl19Q0 2 2 taco n i rep E NG tesi HANNA aren oP aa sud 85 Section 7 Common Origination and Disbursement COD Technical 87 New Package 2 ebore EE Bog ERE ee Reg eb Shean KANG ed 87 2011 2012 COD 3 0e Impor
79. in the form Need Analysis calls the form RNANA13 Process Need Analysis calls the form RNAPR13 With passage of the Program Integrity Regulations there are specific verifiable items that have been identified for 2012 2013 These verifiable items will be placed along the left hand side of the Student and Parent tabs Other fields have been moved accordingly For 2012 2013 the Department of Education has indicated that all students selected for verification will be required to have these items verified as applicable for additional information refer to the Federal Register Beginning in 2013 2014 the Department of Education has indicated they will begin the Customized Verification selection Further changes to the verification process within Banner will be adopted for the 2013 2014 aid year to reflect the customized selection process Student tab The Student tab s field order has been adjusted 38 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional ID 999121323 Michael J Kichline M Pell Correction 1213 Required Verification Items Miscellaneous Data Application Tax Return Update Application Tax Return Update Household Size m Mm n Type of Tax Return 210404 or None JO Number in College i n 1040 A or EZ Eligible 1 Yes None Joo Food Stamps None gt None o
80. ing 1 800 772 1213 or by visiting www socialsecurity gov Your mother s date of birth as reported on your FAFSA does not match her date of birth in the Social Security Administration s SSA records for her Social Security Number SSN Therefore you must correct her SSN Item 65 or her date of birth Item 68 If her date of birth is correct you must confirm it by reentering it in Item 68 If you confirm your mother s date of birth your mother should also contact the SSA to make sure that they correct it in their records The SSA can be contacted by calling 1 800 772 1213 or by visiting www socialsecurity gov You must provide your date of birth in Item 9 Page 2 of 8 979 40 0001 WO 01 58 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional 2012 2013 Institutional Student Information Record ck ck ck ck ck kk eee ee eee ce eee ce ce cec ce cec ccce ck ck ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ck ck ck ce ce ck ce ce ce 0k 0k 0k 0k Ck 0k 0k 0k 0k 0k Ck ck ck ck ck ck ck ck ck ck ck ck ck Ck Ck Ck Ck Ck Ck Ck Ck I x x xx IMPORTANT Read ALL information to find out what to do with this Report KIKIKKKKAKAKAKAKKAKAKAKKAKAKAKKAKAKAKKAKAKAKKAKAKAKAKKAKAKKKKKKKAKAKKKKAKAKKKKAKAKAKKAKAKAKAAKA KKK KK OMB Number 1845 0008 Albert A Wood October 27 2012 3 COUNTRY VIEW RD MALVERN PA 19335 EFC 0 C The date of birth you reported for your mother on your FAFSA matches the Social Security Administ
81. ion Number Preparer s SSN Preparer s Signature None X Received by Processor 22 JAN 2012 Processed by Processor 24 JAN 2012 The following date items will now be handled dynamically based on the aid year Field Description Student IRS Request Student IRS Request Flag Status of request for student information from IRS New values have been added Valid values are 00 Ineligible for IRS Retrieval 01 Used Retrieval no transfer 02 Data transferred not changed 03 IRS data change on application 04 IRS data change on correction 05 Did not use IRS Data Retrieval 06 IRS data transferred inelig None RCRAPP3 IRS REQUEST FLAG 34 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Field Parent IRS Request Date Application Completed Received by Processor Processed by Processor Description Parent IRS Request Flag Status of request for parent information from IRS New values have been added Valid values are 00 Ineligible for IRS Retrieval 01 Used Retrieval no transfer 02 Data transferred not changed 03 IRS data change on application 04 IRS data change on correction 05 Did not use IRS Data Retrieval 06 IRS data transferred inelig None RCRAPP3 PAR IRS REQUEST FLAG Application Completion date Enter in a YYYYMMDD format Valid values are 20120101 to 20131231 RCRAPP1 COMPLETION DATE The date the application was rece
82. ion cannot be run due to locked FM EFC values When you click the OK button to acknowledge the pop up warning the form will continue to process RNEINI3 if necessary Associated warning messages have also been updated for the 8 13 release For example when FM cannot be run due to one or more of the FM EFC values being locked the following message will be displayed FM EFC value s locked FM calculation could not be run Also if IM does exist and the IM calculation also cannot be run for some reason the following existing message will be displayed Neither the IM or FM calculations could be run Applicant Immediate Process ROAIMMP The RNASUI3 form has been modified to Include additional return types e Support user default job submission parameters when calling RNRNA13 Support Advance Queuing future implementation for both RNRNA13 and RNPFM13 Additionally Defect 1 QKL130 has been resolved as part of this release 22 Banner Financial Aid 8 13 January 2012 Release Guide Federal Methodology FM Need Analysis Functional Defect 1 QKL130 Resolution This form has been modified so the FM Calculation cannot be run if any of the following locks are set 2 Y on the current record Student Contribution Lock RORSTAT CM SC LOCK IND Parent Contribution Lock RORSTAT CM PC LOCK IND e Pell EFC Lock RORSTAT PGI LOCK IND When any of these locks are set to Y RNPFMI3 RNPFMXxx will not be called a
83. ion2 Federal Methodology FM Need Analysis Functional 15 Changed forms 40020885 en RR d KK KANA e Ran bee hs 15 2012 2013 Need Analysis RNANA13 a o aaa 15 2012 2013 Applicant Override RNAOV13 0 00002 ee ee eee 17 2012 2013 Need Analysis Processing RNAPR13 18 2012 2013 Supplemental Need Analysis RNASU13 20 2012 2013 Need Analysis Document Verification RNAVR13 21 Applicant Immediate Process ROAIMMP llle leen 22 New processesandreports llle 23 2012 2013 FM Need Analysis RNPFM13 2 23 2012 2013 FM Need Analysis Report RNRNA13 24 Changed processes and reports eee eee ees 25 FM Need Analysis Web Archive RNPFMXX 2 aana aaa 25 Obsolete objects 2 llle 25 Obsolete Java Objects cur RR rx ERE EE RE 25 January 2012 Banner Financial Aid 8 13 3 Release Guide Contents Section 3 INAS IM EFM Upgrade Functional 27 Changed Processes llle ene 27 FNAR Demographic Data llle 28 College Scholarship Service Documentation 28 Section 4 EDE Functional ccc cece eee eee ee 29 NewfOlms 224 ccc ee Gate Bx tanar KANG NGANGA vrs 29 2012 2013 Need Analysis RNANA13 llle 29 2012 2013 Student Loan Data RNASL13 2 36 2012 2013 Need Analysis Document Verification RNAVR13
84. ived by the processor Enter in a YYYYMMDD format Valid values are 20720101 to 20131231 Received by Processor enter date application was received by processor RCRAPP1 RCPT DATE The date the application was processed by the processor Enter in a YYYYMMDD format Valid values are 20120101 to 20131231 Processed by Processor enter date application was processed by processor RCRAPP1 ORIG COMP DATE January 2012 Banner Financial Aid 8 13 35 Release Guide EDE Functional 2012 2013 Student Loan Data RNASL13 The 2012 2013 Student Loan Data RNASL13 form has been copied for the 2012 2013 aid year RNASL 13 is used where the Aid Year Start Year ROBINST AIDY START YEAR is 2012 and the Aid Year End Year ROBINST AIDY END YEAR is 2013 Options menu The Applicant Override year specific link has been updated to display the 2012 2013 Applicant Override form RNAOV 13 Key block The hard coded aid year in the upper right hand corner has been changed to 1213 NSLDS Summary tab DL Promissory Notes Fach of the DL Promissory Notes fields includes a new value e E Inactive due to PLUS endorser Student Loan Data RNAS ID 999121323 Michael J Kichline Source EDE Sequence Number 1 Current Record a Transaction Number 01 Overpayments Aggregate and Perkins Loans Loan History Pell ACG SMART TEACH NSLDS Name History
85. l Aid Suspended Records Maintenance RCRSUSP form The Suspended Records Maintenance RCRSUSP form was modified for the 8 12 1 release October 2011 to include Address Type and E mail Type fields with associated LOV s For the 8 13 release the RCRSUSP form includes additional modifications needed to prevent additional records from being inserted via the RCRSUSP form as well as updating Address Types and E mail Types for existing records Data Load Record block Data Source Ka Aid Year n112 v Data Load Record ID 7 Gender co SSN 7 Birth Date Last Name H Telephone First Name E mail H Transaction Number Street Line 1 EFC Street Line 2 Process Date City Receipt Date State or Province CJ CSS Code Zip or Postal Code CF Override Status Delete Record Error BG Match El Select ID mi Load Match Results Change Name Telephone Birth Date ID Ind SSN SIN TIN Address E mail Gender f Address Type The form s Address Type field s LOV has been removed and replaced with the new Multiple Exist field 82 Banner Financial Aid 8 13 January 2012 Release Guide Miscellaneous Enhancements Functional The following field has been modified Field Description Multiple Exist Address Type If checked multiple postal address records exist for the student in the address temporary table ROTADDR LOV ROTADD
86. l Financial Information Total o 1 000 CPS Untaxed Income Total 100 2 500 Asset Threshold Exceeded v The following fields have been added for the 2012 2013 aid year Field Description Asset Threshold Assumed Parent Asset Threshold Exceeded Exceeded Parent RCRESAR A P ASSET THRESH EXCD Asset Threshold Assumed Student Asset Threshold Exceeded Exceeded Student RCRESAR A S ASSET THRESH EXCD The following fields have been modified for the new aid year Born Before 01 JAN 1989 2011 Adjusted Gross Income 2011 Taxes Paid 2011 Wages Father and Student 2011 Wages Mother and Spouse January 2012 Banner Financial Aid 8 13 41 Release Guide EDE Functional Reject Overrides tab The following image illustrates the RNIMS13 Reject Overrides tab DFIN SEE E E EEUU ID 999121323 Michael J Kichline Source EDE m Sequence No 2 Current Record a Transaction Number 01 Miscellaneous Results Assumptions Assumption Overrides Reject Overrides School Housing Info Comments EDE Correction Overrides D 3 Student s taxes paid gt O and gt AGI o 12 Parents taxes paid gt O and gt AGI O 20 Non tax filer reporting an income above IRS filing requirements o B Independent status in question because of student s age o Cc Parent or independent student taxes paid gt O and gt fixed percent of AGI but lt AGI G Dependent stud
87. lank 1 Reject Override 21 RCRTMP3 REJECT OVRD 21 206 1189 1196 20120101 8 Application Receipt RCRTMP1 RCPT DATE to Date 20131231 219 1211 1218 20120101 8 Transaction Processed 8 8 RCRTMP1 ORIG COMP DATE to Date 20131231 January 2012 Banner Financial Aid 8 13 Release Guide EDE Functional 51 Field Start End Valid No Pos Pos Content Size Field Name Column Name 250 1312 1312 Y Blank 1 Assumed Student Asset RCTESAR A S ASSET THRESH Threshold Exceeded EXCD 262 1357 1357 Y Blank 1 Assumed Parent Asset RCTESAR A P ASSET THRESH Threshold Exceeded EXCD 358 2558 2565 20010911 1 Department of Defense RCRTMP4 DOD PAR DEATH DATE to DOD Parent Date of 20131231 Death 427 2954 2954 A C ELN 1 NSLDS Direct Loan RCTLDS4 DL MPN FLAG Blank Master Prom Note Flag added E 428 2955 2955 A C ELN 1 NSLDS Direct Loan RCTLDS4 DL PLUS MPN FLAG Blank PLUS Master Prom added E Note Flag 429 2956 2956 A C ELN 1 NSLDS Direct Loan RCTLDS4 DL GR PLUS MPN FLG Blank Graduate PLUS Master added E Prom Note Flag 1 4250 No change in Total Record Length 2012 2013 ISIR Corr Request Process REBCD13 The REBCD13 process was created based upon REBCDI2 The new version was updated for 2012 2013 processing The existing parameters and validations have been copied from the REBCD12 process and the following parameter has been modified for 2012 2013 processing Cs Note REBCD13 has been added to the GORFEOB form excl
88. ll insure compliance with applicable federal or state laws rules or regulations Each organization should seek legal accounting and other similar professional services from competent providers of the organization s own choosing In Portable Document Format PDF this document is certified for use with Adobe Reader version 7 x and higher Some elements of this PDF may not render properly when viewed using earlier versions of the Acrobat Reader or with other PDF viewing applications Prepared by SunGard Higher Education 4 Country View Road Malvern Pennsylvania 19355 United States of America Customer Support Center Website http connect sungardhe com Documentation Feedback http education sungardhe com survey documentation html Distribution Services E mail Address distserv sungardhe com Revision History Log Publication Date Summary January 2012 New version that supports Banner Financial Aid 8 13 software 53 Think Before You Print Banner Financial Aid 8 13 Release Guide Contents BH Introd ction 4 DAA AG WADA HE DEEP ERA Paa Rade whee 9 Alert Graduate or Professional Students rr 9 Enhancements esas eode oer p adhere a Davee Sb da dora acts Baa te bec 9 Cumulative Documentation a o aoao ao e e e e a t 10 Section 1 Common Origination and Disbursement COD Functional 13 New PROCESS o a thc e E A a a ORA R E 13 2011 2012 COD 3 0e File Import RERIM3E lesen 13 Sect
89. ma As this COD schema change will occur before the regular Banner Financial Aid Spring release this Banner Financial Aid 8 13 Winter release provides a means to import these 2011 2012 3 0e system generated files Functionality to process all files for the 2012 2013 aid year via the new 3 0e schema will be addressed in a future COD release New Process 2011 2012 COD 3 0e File Import RERIM3E 25 Note RERIMSE has been added to the GORFEOB form excluding the process from VBS FGAC m This process has been created to allow schools to validate and import 2011 2012 system generated files received from COD in the new 3 0e XML Schema Processing logic remains the same except for the following program changes This new process will Add leading zeros to SSN values that contain fewer than nine digits to ensure correct Banner data matching January 2012 Banner Financial Aid 8 13 13 Release Guide Common Origination and Disbursement COD Functional Add leading zeros to Routing ID values that contain fewer than eight digits when making any Banner insert or updates Ensure proper data matching of existing Banner PLUS Application ID s with leading zeros and new Application ID s received as integers in system generated files Cs Note The Application ID data type was changed from a string to an integer to eliminate leading zeros m 2s Note Changes exist within the 3 0e schema that are reserved specifically for 2012 20
90. n ed gov RTVICMT_ ISIR_PRINT_ IND Y 1213 I 276 SYSDATE You were issued a Federal Student Aid PIN to sign your 2012 2013 FAFSA We were unable to verify your name date of birth and or Social Security Number SSN with the Social Security Administration SSA Therefore your PIN has been deactivated Follow the instructions below to resolve your problem with the SSA 1213 I 277 SYSDATE Your father was issued a Federal Student Aid PIN to sign your 2012 2013 FAFSA His information has been verified and his PIN has been confirmed Your father should not share his PIN with anyone The PIN stays the same from year to year and can be used to make corrections add school codes and view your federal student loan history For more information on the PIN your father can visit www pin ed gov January 2012 Banner Financial Aid 8 13 Release Guide EDE Technical 115 RTVICMT ACTIVITY _ DATE SYSDATE AID RTVICMT RTVICMT YEAR TYPE CODE 1213 I 278 RTVICMT DESC Your father was issued a Federal Student Aid PIN to sign your 2012 2013 FAFSA We were unable to verify his name date of birth and or Social Security Number SSN with the Social Security Administration SSA Therefore his PIN has been deactivated Follow the instructions below to resolve your father s problem with the SSA RTVICMT ISIR PRINT IND Y 1213 I 279 SYSDATE Your mother was issued a Federal Student Aid PIN to sign y
91. nally localized Banner code has been moved to the Need Analysis hosted service Parent Contribution for Independent student Alternate Month EFCs Assumptions for Parent and Student tax filing status Dependent Student s Income Protection Allowance Student s Age used in the calculation Defect 1 QKL130 Resolution The RNPFM13 process has been modified so the FM Calculation cannot be run if any of the following locks are set Y on the current record e Student Contribution Lock RORSTAT CM SC LOCK IND Parent Contribution Lock RORSTAT CM PC LOCK IND e Pell EFC Lock RORSTAT PGI LOCK IND When any of these locks are set to Y the calculation will not take place and an error message will be placed in the log file to indicate that FM locks exist 2s Note The student record will still be passed to both the RNEIN13 process for the IM calculation if necessary and to the RNRNA13 report to include in the need analysis reporting even though no calculation will have taken place 2012 2013 FM Need Analysis Report RNRNA13 The new RNRNA13 process is a copy of the RNRNA13 process updated for the 2012 2013 aid year The process has also been updated to make use of version 1 5 of the Java Virtual Machine A new parameter Print Report Summary 08 has been added for the 2012 2013 aid year The addition of this new parameter resolves RPE 1 HX98XU and is used to determine if the report summary should be include
92. nd the form displays a new pop up window telling the user that the FM Calculation cannot be run due to locked FM EFC values When you click the OK button to acknowledge the pop up warning the form will continue to process RNEINI3 if necessary Associated warning messages have also been updated for the 8 13 release For example when FM cannot be run due to one or more of the FM EFC values being locked the following message will be displayed FM EFC value s locked FM calculation could not be run Also if IM does exist and the IM calculation also cannot be run for some reason the following existing message will be displayed Neither the IM or FM calculations could be run New processes and reports 2012 2013 FM Need Analysis RNPFM13 The new RNPFM13 process is a copy of the RNPFM13 process updated for the 2012 2013 aid year The process has also been updated to make use of version 1 5 of the Java Virtual Machine The FM Calculator has been updated to increment year specific edits and updates to the various tables used tax IPA etc The FM Calculator has also been updated allow for the override of the new Reject 21 and also to properly process edits for Reject 4 A value of H Homeless has been added to the for dependency overrides The FM Calculator has been updated to process this new value properly January 2012 Banner Financial Aid 8 13 23 Release Guide Federal Methodology FM Need Analysis Functional Additio
93. nently Disabled PZ Student PLUS Loan then died Y Banner USER SYSDATE January 2012 Banner Financial Aid 8 13 121 Release Guide Transfer Monitoring Technical 122 Banner Financial Aid 8 13 January 2012 Release Guide Transfer Monitoring Technical 11 Problem Resolutions This section lists the problem resolutions included in the Banner Financial Aid 8 13 release At the time this guide was completed the following problem resolutions were targeted for delivery with this release 25 Note For comprehensive and detailed problem impact and resolution information for all defects corrected in this release refer to the supplemental problem resolutions file finaid81300resolutions txt delivered along with your release guide The information in this text file is extracted directly from the Customer Support Center just prior to release of the product and may include additional defects that were resolved after this document was finalized Object Name Defect DOCUMENTATION 1 10Q8J88 FINAID81201NY PDF Summary The RORDATA entry on page 10 of the 2012 2013 New Aid Year Checklist incorrectly mentions INAS DOCUMENTATION 1 10BH0PB RNRPINI not supported under Linux or RNRPINI Windows Note omitted from 8 12 Release Guide RBAABUD 1 YSWSM4 Error Cannot run Pell Process No RCRAPP2 record RB REQUIREMENT 1 VHRPM1 The 8 11 RB REQUIREMENT API satisfies TEACH Entrance requirements in m
94. ng IM option I 22B Limit Other Enrolled Siblings Share of PC when the calculated IM PC is equal to O zero For this purpose INAS has been modified so that it does not perform IM Option I 22B when the IM PC is equal to 0 zero Additionally the College Board has added a new assumption code P93B which will be returned to the system to indicate the condition referenced above Banner Financial Aid has been updated to accommodate the following INAS changes Changed Processes The following Banner Financial Aid objects have been modified to address the noted IM zero divide exception that occurred when the user invoked IM option I 22B College Cost where the parents had more than one child in college and their calculated IM PC was Zero e GLOBAL13 COBOL copybook INAR13 COBOL copybook IMCALC13 pco COBOL program INAS2013 pco COBOL program ININAR13 pco COBOL program RNEIN13S pco COBOL program 25 Note The new P93B assumption code will be displayed in the IM Assumptions area on the RNINAIQ form January 2012 Banner Financial Aid 8 13 27 Release Guide INAS IM EFM Upgrade Functional FNAR Demographic Data In addition to being modified for this technical upgrade the ININAR13 pco has also been changed to adjust FNAR demographic data printing upper right corner The updated ININAR13 pco program will print only demographic data taken from the Profile record for students who have both a Profile and an
95. omeless youth determination EDE Correction Overrides window SEDE Correction Overrides RNAOV13 8 13 FIN CIT jue Assumptions U1 Parents in college assumed 1 Number in college is greater than 6 4 Student s Adjusted Gross Income assumed sum of earned income 0 2 Parents Adjusted Gross Income assumed sum of earned income 5 Parent income from Additional Financial Information assumed zero U3 Student s number in college assumed to be one 6 Student income from Additional Financial Information assumed zero Reject Codes 3 Student s Taxes Paid 0 and gt AGI 12 Parents Taxes Paid 0 and gt AGI 20 Non tax filer reporting an income above IRS filing requirements UB Independent status in question because of student s age Parent Independent Student Taxes paid is gt O and gt to a fixed percent of Adjusted Gross Income but not gt to Adjusted Gross Income CG Dependent Student Taxes paid gt O and gt fixed percent of Adjusted Gross Income but not gt Adjusted Gross Income CJ Father s SSN all zeroes and reported as tax filer UK Mother s SSN all zeroes and reported as tax filer UN Student s first or last name blank C W Questionable number of Family Members January 2012 Banner Financial Aid 8 13 43 Release Guide EDE Functional The indicator to override Reject 21 Student s corrected marital status date is greater than the application receipt date
96. ontains your previous financial aid information National Student Loan Data System NSLDS to determine your eligibility ck ck ck ck ck ck ck 0k ck Sk ck ck ck ck ck ck ck ck ck ck ck kk ck ck ck ck ck kk ck ck ck ck ck ck ck ck ck ck ck ck ck ck kk kk ck ck ck kk ck ck ck ck ck ck KKK KKK KKK ck ck ck ck ck ck ck ck ck kc ck ck ck ck ck koc kk kk kv ko kc KKK Cont TEACH Payment Data Processed which is contained in the Your Financial Aid Administrator will use it 01 01 2012 Sch Code Tran Sch Awd Award Amt Disb Amt Awd Yr As Of Grade Level Loan Conv Flag Seq 133313333 11 112 233 111 111 202 020 2008 10 10 2009 1 Y 111 12121222 11 323 233 101 010 102 030 2000 01 02 2009 7 pa 999 12212111 11 123 456 444 444 121 212 2008 11 18 2009 4 Y 444 Access NSLDS for ck ck ck ck ck ck ck cec ck ke cec eee ee ce ce ce ee cce cce ck ck ck ce ce ck ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce 0k 0k 0k 0k 0k 0k 0k 0k 0k 0k ck ck ck ck ck ck ck ck ck ck ck ck ck Ck Ck Ck Ck Ck Ck Ck Ck KG KK x x additional TEACH Data Loan Detail Net Loan Loan Begin Loan End GA Amount Date Date Code FFEL Consolidated 522 04 21 1996 702 Status Code AE as of 01 24 1999 Outstanding Bal as of 05 31 1997 Addl Unsub Neither Cap Int NO Disb Date Disb Amt FFEL Consolidated 522 04 21 1996 702 Status Code AE as of 01 24 1999 Outstanding Bal as of 05 31 1997 Addl Unsub Neither Cap Int
97. or the 2012 2013 school year If you believe you are or will be a qualifying veteran contact your financial aid office and provide a copy of your DD214 military separation form If you are currently serving on active duty in the U S Armed Forces for purposes other than training change your answer to Item 49 from Yes to No and answer Yes to Item 48 If you are not and will not be a veteran you must change the answer to Item 49 from Yes to No and provide parental information including the signature of at least one of your parents Y 1213 I 164 SYSDATE You reported that your parent s did file or will file a 2011 income tax return Item 79 but also reported that your father and your mother do not have a Social Security Number Items 60 and 64 Please review your answers and make the necessary corrections 110 Banner Financial Aid 8 13 Release Guide EDE Technical January 2012 RTVICMT RTVICMT AID RTVICMT RTVICMT ACTIVITY ISIR PRINT YEAR TYPE CODE DATE RTVICMT DESC IND 1213 I 173 SYSDATE The Department of Veterans Affairs did Y not confirm that you are or will be a qualifying veteran for purposes of receiving federal student aid for the 2012 2013 school year If you believe you are or will be a qualifying veteran contact your financial aid office and provide a copy of your DD214 military separation form If you are currently serving on active duty in the U S Armed Forces for
98. our 2012 2013 FAFSA Her information has been verified and her PIN has been confirmed Your mother should not share her PIN with anyone The PIN stays the same from year to year and can be used to make corrections add school codes and view your federal student loan history For more information on the PIN your mother can visit www pin ed gov 1213 I 280 SYSDATE Your mother was issued a Federal Student Aid PIN to sign your 2012 2013 FAFSA We were unable to verify her name date of birth and or Social Security Number SSN with the Social Security Administration SSA Therefore her PIN has been deactivated Follow the instructions below to resolve your mother s problem with the SSA 116 Banner Financial Aid 8 13 Release Guide EDE Technical January 2012 1213 I 301 SYSDATE You did not report whether or not you will Y have your first bachelor s degree by July 1 2012 Item 28 You need to provide an answer for this item 1213 I 308 SYSDATE You have changed your parents marital Y status in Item 58 or your parents marital status date in Item 59 to a new response The answer to these questions must be your parents marital status as of the date you signed and submitted your FAFSA Unless a Financial Aid Administrator has instructed you to update this information you need to make a correction to one or both of these items if your answers do not reflect your parents status as of the date you submitted your
99. owing labels have been updated to reflect the new values for the 2012 2013 aid year The report label Type of 2011 Tax Return Used RCRAPP1 TAX FORM IND will be displayed dynamically The Asset Threshold Exceeded field RCRAPP4 S ASSET THRESH EXCD has been added below the Net Worth of Business Farm field Step Three Student Status Q45 Q57 The report label Born Before 1 1 1989 RCRAPP1 BORN BEFORE 1 1 XX has been updated to reflect the new values for the 2012 2013 aid year and will be displayed dynamically Step Four Parents Q58 Q92 The following labels have been updated to reflect the new values for the 2012 2013 aid year The report label Legal Residents Before 1 1 2007 RCRAPP4 PAR LEGAL RES IND will be displayed dynamically The report label Type of 2011 Tax Return Used RCRAPP1 PAR TAX FORM IND will be displayed dynamically The Asset Threshold Exceeded field RCRAPPA P ASSET THRESH EXCD has been added below the Net Worth of Business Farm field Step Five Student HH Q93 Q100 No change for the 2012 2013 aid year Step Six Q101 No change for the 2012 2013 aid year Step Seven Q102 Q106 The following label has been updated to reflect the new values for the 2012 2013 aid year This step s report label has been changed to display Step Seven Q102 Q106 January 2012 Banne
100. purposes other than training change your answer to Item 49 from Yes to No and answer Yes to Item 48 If you are not and will not be a veteran you must change the answer to Item 49 from Yes to No and provide parental information including the signature of at least one of your parents 1213 I 180 SYSDATE The Department of Veterans Affairs did Y not confirm that you are or will be a qualifying veteran for purposes of receiving federal student aid for the 2012 2013 school year If you believe you are or will be a qualifying veteran contact your financial aid office and provide a copy of your DD214 military separation form If you are currently serving on active duty in the U S Armed Forces for purposes other than training change your answer to Item 49 from Yes to No and answer Yes to Item 48 If you are not and will not be a veteran you must change the answer to Item 49 from Yes to No and provide parental information including the signature of at least one of your parents 1213 I 181 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 611 1213 I 182 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 620 January 2012 Banner Financial Aid 8 13 111 Release Guide EDE Technical RTVICMT_ RTVICMT_ AID_ RTVICMT_ RTVICMT ACTIVITY ISIR_PRINT_ YEAR TYPE CODE DATE RTVICMT_DESC IND 1213 I 183 SYSDATE Default Resolution Group Y 1 800 621 3115 GA 627 1213 I 184 SYS
101. r Financial Aid 8 13 release RCBCTO7 RCBTPO7 REBCDO7 The following scripts have been updated to remove references to the above processes Script Description rescmpl com VMS COBOL compile script rescmpl shl UNIX COBOL compile script rescmpl pl Windows NT COBOL compile script ruasenv com VMS environment symbol definitions Obsolete INAS baninas COBOL processes The following INAS baninas COBOL processes have been made obsolete with the Banner Financial Aid 8 13 release FMCALCO7 FMRJCTO7 FMSNTO7 FMTWEKO7 IMCALCO7 IMMAPIO7 IMMAPOO7 IMMSGEO7 IMPLUSO7 IMTWEKO7 INAS2007 INCOMP07 INFUNCO7 ININARO7 INLCLO7 INTAX07 RNECPO7 RNEINO7 RNEINO07O RNEINO7S The ruaisenv com VMS environment symbol definitions script has been updated to remove references to these processes 76 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Obsolete copybooks The following copybooks have been made obsolete with the Banner Financial Aid 8 13 release FDO7CSSD FDO7ESAR FDO7ESAT FEDO7 FEDEXTO7 FEDORI07 FEDWRKO7 FMCNSTO7 FUNCWAO7 GLOBALO7 IMCNSTO7 INARO7 INSLD407 INSLD604 INSLD607 INSLD704 INSLD707 INSRR107 INSRT107 INSRT207 INSRT307 INSRT407 INSRT507 INSSARO7 IWKGLBO7 MVO7CSSS MVO7ESAR MVIRSLO7 MVISIRO7 MVPROF07 MVPRSLO7 MVZEROO7 OVISIR07 OVPROF07 PLUSWAO7 PRO07 PROEXTO7 PROWRKO7 RD07CS
102. r Financial Aid 8 13 55 Release Guide EDE Functional Office Information The Reject Override 21 code RCRAPP3 REJECT OVRD 21 has been added for the 2012 2013 aid year FAA Information A fourth value has been added to the Dependency Override field RCRAPP3 FAA DEP OVERRIDE for the 2012 2013 aid year The new HOMELESS YOUTH DET has been added 2012 2013 NSLDS Financial Aid History When the value of any of the following MPN Loan Limit Information fields is E the Inactive due to PLUS endorser is displayed e Direct Loan Subsidized Unsubsidized MPN RCRLDS4_DL_MPN_FLAG Direct Loan PLUS MPN RCRLDS4_DL_PLUS_MPN_FLAG Direct Grad PLUS MPN RCRLDS4_DL_GR_PLUS_MPN_FLG The following is a report sample for the RERIS13 process Cs Note The actual ISIR print is dependent on the data available for each student Not all sections shown in the sample below will print for all students and page numbers will also be dependent on the sections that print 56 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional 2012 2013 Institutional Student Information Record ck ck ck ck ck kk eee ee eee ee ee cec ce cec ce ce ce cce ck ck ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ce ck ce ce ce 0k 0k 0k 0k 0k 0k 0k 0k 0k 0k Ck ck ck ck ck ck ck ck ck ck ck ck ck 0k Ck Ck Ck Ck Ck Ck Ck kk KKK x x IMPORTANT Read ALL information to find out wh
103. r call 1 800 4 FED AID and ask a customer service representative to make the change for you As we previously indicated your father s date of birth in Item 64 does not match his date of birth in the Social Security Administration s SSA records for his Social Security Number SSN If his SSN Item 61 or date of birth is incorrect you need to make a correction If his SSN and date of birth are correct your father should contact the SSA to make sure that they correct their records The SSA can be contacted by calling 1 800 772 1213 or by visiting www socialsecurity gov As we previously indicated your mother s date of birth in Item 68 does not match her date of birth in the Social Security Administration s SSA records for her Social Security Number SSN If her SSN Item 65 or date of birth is incorrect you need to make a correction If her SSN and date of birth are correct your mother should contact the SSA to make sure that they correct their records The SSA can be contacted by calling 1 800 772 1213 or by visiting www socialsecurity gov We cannot process your FAFSA because of issues related to the Anti Drug Abuse Act of 1988 To address these issues you must contact us by telephone at 202 377 3385 within 30 days from the date of this letter For additional information about your FSEOG overpayment your Financial Aid Administrator must access NSLDS Page 1 of 8 979 40 0001 WO 01 January 2012 Banner Financial Aid 8 13 57
104. ration s SSA records but the date of birth you reported for your father does not match the SSA s records Your father should review the date of birth in Item 64 and either confirm the date you have reported or make the necessary correction To resolve your Pell overpayment your Financial Aid Administrator must access NSLDS for additional Pell overpayment information Page 3 of 8 979 40 0001 WO 01 January 2012 Banner Financial Aid 8 13 59 Release Guide EDE Functional 2012 2013 Institutional Student Information Record Student ID 979 40 0001 WO 01 EFC 0 C STEP ONE THE STUDENT 01 031 Dependency Status D Name Albert A Wood Address STEP TWO STUDENT amp SPOUSE CONT 3 COUNTRY VIEW RD Military or Clergy Allowances 10222 MALVERN PA 19335 Veterans Non education Benefits 10333 Social Security Number 979 40 0001 Other Untaxed Income 10444 Date of Birth 01 01 1991 Money Received Paid on Your Behalf 10555 Permanent Home Phone Driver s License NONE STEP THREE STUDENT STATUS 045 Q57 E mail Address Born Before 1 1 1989 YES AlbertAWood sungardhe com Citizenship Status U S CITIZEN Is Student Married YES Alien Registration Number Working on Master s Doctorate Program NO Marital Status SINGLE On Active Duty in U S Armed Forces NO Marital Status Date Veteran of U S Armed Forces NO State of Legal Residence PA Have Children You Support YES Legal Resident Before 1 1 2007 YES Dependents Other Than Children Spouse Y
105. re implementation for both RNRNA13 and RNPFM13 Additionally new Asset Threshold logic has been added January 2012 Banner Financial Aid 8 13 15 Release Guide Federal Methodology FM Need Analysis Functional New Asset Threshold logic New Asset Threshold logic has been added to the RNANA13 form to address a situation where changes made to the student or parent data that would invalidate a prior answer to the Asset Threshold questions As a result the appropriate Asset Threshold data will be set to Null and logged as an EDE correction Student assets Marital status If the Student s Marital Status is changed from 2 to any other value or from any value to 2 the Student Asset Threshold Exceeded field s value will be set to Null and logged as an EDE correction Age If the student s age is changed and is gt 3 years different from the original birth date the Student Asset Threshold Exceeded field s value will be set to Null and logged as an EDE correction Result When either of these two conditions occur a pop up window will be displayed to indicate that the student s asset threshold exceeded field has been set to Null Parent assets Marital status If the Parent s Marital Status is changed from to any other value or from any value to the Parent Asset Threshold Exceeded field s value will be set to Null and logged as an EDE correction Age If the age of the older parent is changed and is gt 3 years
106. s have been changed to support the Banner Financial Aid 8 13 release rctapp39 sql RT RCRAPP3 LOG INSUPDDLT e rctapp49 sql RT RCRAPP4 LOG INSUPDDLT rctesar9 sql RI RCRESAR 0G INSUPDDLT e rntacmt9 sql RT RNRACMT LOG INSUPDDTL January 2012 Banner Financial Aid 8 13 99 Release Guide EDE Technical Required data Data Dictionary Table RORDATA Insert new columns A new script rordatai 081300 sq copies values from the 1112 RORDATA table into the 1213 table and then adds the new values listed below SAR SAR SAR_ RORDATA_CDE PELL DESCRIPTION NO TYPE LENGTH REJ_21 Y Student marital status date gt 926 A 1 appl rcpt and lt tran rcpt RCRAPP4_P_ASSET_THRESH_ Y Parent asset threshold 178 A 1 EXCD exceeded RCRAPP4_S_ASSET_THRESH_ Y Student asset threshold 179 A 1 EXCD exceeded Audit Log Form or Data Code Table RORDVAL The rordvali 081300 sal script has been included to insert the new fields to be logged for the 1213 aid year Form DATA CDE BLK NAME SYSTEM REQ IND RNAOV13 REJ 21 RNROVRD Y Delete obsolete form data from RORDVAL The new script rordvald 081300 sq has been included to delete all RORDVAL data for the 2006 2007 Applicant Override RNAOVO 7 form 100 Banner Financial Aid 8 13 January 2012 Release Guide EDE Technical Logging Control Repeating Table RORLOGC The rorlogci 081000 sql script has been included to add the following changes for this r
107. s used to determine whether the student s asset threshold has been exceeded RCTESAR A P ASSET THRESH Yes VARCHAR2 1 ASSUMED PARENT ASSET EXCD THRESHOLD EXCEEDED Indicates that an assumption is used to determine whether the parents asset threshold has been exceeded Financial Aid Application Log Table Part 3 RLRAPP3 The following column has been added to the table to support the Banner Financial Aid 8 13 release Can be Column Name Null Type Description RLRAPP3 REJECT OVRD 21 Yes VARCHAR2 1 REJECT OVERRIDE 21 Set by electronic application user to override reject 21 Student s corrected marital status date is greater than application receipt date and less than transaction receipt date 96 Banner Financial Aid 8 13 January 2012 Release Guide EDE Technical Financial Aid Application Log Table Part 4 RLRAPP4 The following columns have been added to the table to support the Banner Financial Aid 8 13 release RLRAPP4 P ASSET THRESH EXCD Yes VARCHAR2 1 PARENT ASSET THRESHOLD EXCEEDED The parents asset threshold has been exceeded RLRAPP4 S ASSET THRESH EXCD Yes VARCHAR2 1 STUDENT ASSET THRESHOLD EXCEEDED The student s asset threshold has been exceeded Financial Aid Application Comments RNRACMT The following column has been added to the table to support the Banner Financial Aid 8 13 release RNRACMT ASSET THRESH EXCD Yes VARCHAR2 240 ASSET THRESHOLD EXCEEDED COMMENT The
108. se Y is required to enable and run the online FM Calculation in jobsub mode Prior to this release the form s USE JOBSUB parameter allowed entry of unsupported values The USE JOBSUB parameter allows you to enter a lower case character y yet still uses the Servlet instead of the expected jobsub mode Corrective action A database package has been introduced to support the RORPARM table This package will ensure that only valid values are used prior to the form s data being saved The RORPARM form has been updated to use this database package for all updates and inserts Dependencies The 8 12 1 version of the RORPARM form has been used to replace the earlier version of the form 8 8 1 January 2012 Banner Financial Aid 8 13 85 Release Guide Miscellaneous Enhancements Functional 86 Banner Financial Aid 8 13 January 2012 Release Guide Miscellaneous Enhancements Functional 7 Common Origination and Disbursement COD Technical H H The following Package and Required Data has been added in the Banner Financial Aid 8 13 release New Package 2011 2012 COD 3 0e Import Database Package REKC13E This package has been copied from the existing 2011 2012 database package rekci120 sql and rekci121 sql Package Specification Body REKCI3E rekci3e0 sql rekci3el sql January 2012 Banner Financial Aid 8 13 87 Release Guide Common Origination and Disbursement COD Technical 88 Banner Financial Aid 8 13 January 2
109. se locks are set to Y RNPFMI3 RNPFMXX will not be called and the form displays a new pop up window telling the user that the FM Calculation cannot be run due to locked FM EFC values When you click the OK button to acknowledge the pop up warning the package will continue to process RNEINI3 if necessary Associated warning messages have also been updated for the 8 13 release For example when FM cannot be run due to one or more of the FM EFC values being locked the following message will be displayed FM EFC value s locked FM calculation could not be run Also if IM does exist and the IM calculation also cannot be run for some reason the following existing message will be displayed Neither the IM or FM calculations could be run 90 Banner Financial Aid 8 13 January 2012 Release Guide Federal Methodology FM Need Analysis Technical Required data a The following are the required data in the Banner Financial Aid 8 13 release Financial Aid Institution ROBINST RINSGL12 SQL Script The robinstu_081300 sql script has been included with this release to ensure correct values exist in the table prior to processing January 2012 Banner Financial Aid 8 13 91 Release Guide Federal Methodology FM Need Analysis Technical 92 Banner Financial Aid 8 13 January 2012 Release Guide Federal Methodology FM Need Analysis Technical 9 EDE Technical The section describes the technical changes made to support EDE in the B
110. sidized Loan Limit Flag No problem Combined Loan Limit Flag Close to or equal to limit Access NSLDS for additional loan records Page 8 of 8 979 40 0001 WO 01 January 2012 Banner Financial Aid 8 13 65 Release Guide EDE Functional Printing correction flags Correction Flags on the ISIR indicate changes to FAFSA data processed by the CPS Because FAFSA field numbers and correction numbers have changed for 2012 2013 the Correction flag positions for most of the fields have changed within the Banner column in which they are stored RCRESAR CORR FLAGS Refer to the table below and to the Field Name and Position Cross References table in Section 4 of the 2012 2013 EDE Technical Reference The position of the field within the RCRESAR CORR FLAGS corresponds to the CPS correction number found in RORDATA SAR NO for the column If a field was corrected on the current transaction the correction flag will contain a value of 1 On the ISIR the pound sign will be printed to the right of the field variable that was corrected If a field was corrected on a previous transaction the correction flag will contain a value of 2 On the ISIR the at symbol will be printed to the right of the field variable that was corrected All other correction flag fields will have a value of 0 and no additional indicators are printed on the ISIR Printing highlight flags Highlight Flags on the ISIR indicate dat
111. sion 21111 Military or Clergy Allowances 21222 OFFICE INFORMATION Veterans Non education Benefits 21333 Primary EFC Type 1 Other Untaxed Income 21444 Secondary EFC Type 6 Processed Date 01 01 2012 STEP FIVE STUDENT HH Q93 Q100 Transaction Data Source Type Number of Family Members T Electronic Application Number in College 1 Source of Correction APPLICANT Supplemental Security Income Benefits YES Federal School Code Indicator 620005 Food Stamp Benefits YES Reject Override Codes Free Reduced Price Lunch Benefits YES A 1 B l C 1 G 1 J 1 K 1 N 1 W 1 TANF Benefits YES 3 71 12 1 20 1 2121 WIC Benefits YES Assumption Override Codes Student Spouse a Dislocated Worker YES 1 1 2 1 3 1 4 1 5 1 6 1 FAA INFORMATION CPS Pushed ISIR Flag Y Date ISIR Received 01 24 2011 Rejects Met 01 02 03 04 05 06 07 Verification Flag Y Verification Tracking Flag 0000 Professional Judgment Dependency Override HOMELESS YOUTH DET Transaction Receipt Date 01 01 2012 ETI A Reprocessing Code 08 Correction Applied To Processed Record Type C Application Receipt Date 01 01 2012 Pell Elig Flag Y Intermediate Values Primary EFC 0 Secondary EFC 0 TI 14999 PCA 0 Mon 1 1315 Mon 7 9205 Mon 1 11111 Mon 7 77777 ATI 134407 AAI 19408 Mon 2 2630 Mon 8 10520 Mon 2 22222 Mon 8 10520 STX 1050 TSC 0 Mon 3 3945 Mon 10 11839 Mon 3 33333 Mon 10 99999 EA 3200 TPC 0 Mon 4 5260 Mon 11 11839 Mon 4 44444 Mon 11 10111 IPA 18680 PC 0 Mon 5 6575 Mon 12 11839 Mon 5 55555 Mon 12 11111 AI 19408
112. ssumed value must print in place of the reported value If a field is both assumed and highlighted both and h and an asterisk will be printed to the left of the field title Positions 1272 1357 of the ISIR all contain CPS assumption fields Name Student s Last Name Student s First Name Middle Initial Permanent Mailing Address Student s Permanent City Student s Permanent State Student s Permanent Zip Code Your Social Security Number Student s Date of Birth Student s Permanent Phone Number Student s Driver s License Number Student s Driver s License State Code Student s E mail Address Student s Citizenship Status Student s Alien Registration Number Student s Marital Status Student s Marital Status Date Student s State of Legal Residence Student s Legal Resident Before 01 01 2006 Student s Legal Residence Date Are You Male or Female Do You want Selective Service to register you Drug Conviction Affecting Eligibility Father s Highest Grade Level Completed Mother s Highest Grade Level Completed HS Diploma or Equivalent Actual Table Name RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RC RAPP1 RAPP1 RAPP1 RAPP1 RAPP1 RAPP RAPP1 RAPP1 RAPP1 RAPP RAPP1 RAPP4 RAPP RAPP1 RAPP 3 RAPP1 RAPP4 RAPP4 RAPP1 RAPP1 RAPP4 RAPP3 RAPP3 RAPP4 STAT CODE RAPP1 RAPPl ALIEN REG N LAST NAME
113. st Name Michael Middle Initial J Male or Female 1 Male x Address 123 Main St 7 City MALVERN State Pa v Date of Birth 05 MAY 1994 EE Zip 19335 7 citizenship Status 1 U S citizen Home Phone Number 610 5555555 Alien Registration Number Legal Residence Pa v Legal Resident Before 01 JAN 2007 Resident Since Current Marital Status Driver s License State pa Ty Date of Status Driver s License Number 89797979797979 1st Bachelor s Degree by 01 JUL 2012 Social Security Number 999121323 Aid Eligibility Response or Drug Offense Conviction 1 Eligible E mail IMjROCKSGTESTNET 2 The following fields are updated in the Demographic tab for the new aid year Field Description Resident Since Date from which the resident was residing Enter year in Y YYY format Valid values are 1900 to 2013 blank DISPLAY S RES DATE YR Legal Resident Before 01 JAN 2007 Legal Resident Before 01 Jan 2007 RCRAPP4 LEGAL RES IND Date of Status Student s date of marital status Enter month and year in MM Y YYY format include zeros and dash Valid date range 01 1900 to 12 2013 RCRAPP3 S MAR MTH YR 1st Bachelor s Degree by First Bachelor s Degree by 01 Jul 2012 01 JUL 2012 RCRAPP1 DEGREE BY JULY January 2012 Banner Financial Aid 8 13 31 Release Guide EDE Functional Status tab The following image illustrates the updated Status tab RNANA13 8 13 FI
114. st cases the change in valid content will not have an impact on the data load process Field Start End Valid No Pos Pos Content Size Field Name Column Name 1 1 3 1 Year indicator 20 203 208 190001to 6 Student s Marital RCRTMP3 S MAR MTH YR 201312 Status Date 50 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Field Start End Valid No Pos Pos Content Size Field Name Column Name 23 212 217 190001to 6 Student s Legal RCRTMP4 S RES DATE MO YR 201312 Residence Date 82 541 546 190001 to 6 Parents Marital Status RCRTMP3_PAR_MAR_MTH_YR 201312 Date 94 668 673 190001 to 6 Parents Legal RCRTMP4_P_RES_DATE_MO_YR 201312 Residence Date 160 974 981 20120101 8 Date Application RCRTMP1 COMPLETION DATE to Completed 20131231 167 1017 1017 1 2 3 4 1 Dependency Override RCRTMP3 FAA DEP OVERRIDE added 4 Indicator 173 1038 1045 20120101 8 Transaction Receipt RCTESAR TRAN RECEIPT DATE to Date 20131231 175 1047 1048 01 02 03 2 Student IRS Request RCRTMP3 IRS REQUEST FLAG 04 05 06 Flag added 05 06 176 1049 1050 01 02 03 2 Parent IRS Request RCRTMP3 PAR IRS REQUEST 04 05 06 Flag FLAG added 05 06 177 1051 1051 1 2 Blank 1 Parent Asset Threshold RCRTPM4 P ASSET THRESH Exceeded EXCD 178 1052 1052 1 2 Blank 1 Student Asset RCRTMP4 S ASSET THRESH EXC Threshold Exceeded D 198 1081 1081 1 B
115. t Database Package REKCI3E 87 January 2012 Banner Financial Aid 8 13 5 Release Guide Contents Section 8 Federal Methodology FM Need Analysis Technical 89 New package 222626286 eso BAN DENG RE ERR 89 RNKEMAIS Package ms trono NAG EUR tm a ao OR Bisa cmn RO e 89 Changed package 2 0c eee ee 90 RNKNANA Package 2 2 90 Required data 2 266 cst eee ete eee ee rk xh 91 Financial Aid Institution ROBINST l ellen 91 Section9 EDE Technical cc cece cece ence e eect eene 93 Changed tables ee 93 Financial Aid Application Table Part 3 RCRAPP3 l l 93 Financial Aid Application Table Part 4 RCRAPP4 93 Financial Aid Application Table ESAR Data RCRESAR 94 Financial Aid Temporary Application Table Part 3 RCRTMP3 95 Financial Aid Temporary Application Table Part 4 RCRTMP4 95 Financial Aid Temporary Application Table ESAR Data RCTESAR 96 Financial Aid Application Log Table Pat 3 RLRAPP3 96 Financial Aid Application Log Table Part 4 RLRAPP4 97 Financial Aid Application Comments RNRACMT lesen 97 Changed packages procedures and functions 98 DML RCRTMP3 Package 22 2 llle leen 98 DML RCRTMP4 Package llle 98 RB TEMP APP P3 Package 2222 leal 98 RB TEMP APP P4 Package 2022 llle 98 ROQRP
116. t the Banner Financial Aid 8 13 release Obsolete views The following views have been made obsolete with the Banner Financial Aid Release 8 13 ROVA207 ROVADO7 ROVAMO7 ROVAYO7 ROVSAO07 ROVSTO7 The resview sql script has been updated from the views directory to remove references to all of these above views Obsolete forms The following forms have been made obsolete from the Banner Financial Aid 8 13 release READIO7 REAORO7 RNANAO7 RNAOVO7 RNAPRO7 RNARSO7 74 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional RNASLO7 RNASUO7 RNAVRO7 RNIMSO7 RNRGLO7 The following scripts have been updated from the views directory to remove references to all of these forms Script Description resform bat mass form compile script resform shl mass form compile script Obsolete C processes The following C processes have been made obsolete from the Banner Financial Aid 8 13 release RCRTPO7 RERCD07 RERFI07 RERIS07 REROR07 RORFS07 RPRCPO7 RPRDU07 The following scripts have been updated to remove references to all of the above processes Script Description rescmplc com VMS C compile script rescmplc shl UNIX C compile script rescmplc pl Windows NT C compile script ruasenv com VMS environment symbol definitions January 2012 Banner Financial Aid 8 13 75 Release Guide EDE Functional Obsolete COBOL processes The following COBOL processes have been made obsolete with the Banne
117. ta transferred not changed January 2012 Banner Financial Aid 8 13 105 Release Guide EDE Technical 2012 2013 ISIR Comment RTVICMT New comment codes Code Validation Table Comment code entries in RTVICMT for aid year 2012 2013 are updated by the rtvicmti_081300 sql script The following updates have been made RTVICMT_ ACTIVITY DATE SYSDATE AID RTVICMT RTVICMT YEAR TYPE CODE 1213 I 054 RTVICMT ISIR PRINT IND Y RTVICMT DESC You reported a 2 in response to Item 23 This indicates that you are ineligible for federal student aid for part of the 2012 2013 school year The period of ineligibility resulting from your drug related conviction s ends on or after July 1 2012 You should contact your Financial Aid Administrator after July 1 2012 so that he or she can determine if you may receive federal funds during the 2012 2013 award year 1213 I 056 SYSDATE You reported in Item 23 that you have Y been convicted of an illegal drug offense Use the enclosed worksheet to determine if your conviction s affect your eligibility for federal student aid If you determine that your conviction s do not affect your eligibility for federal student aid or affect it for only part of the 2012 2013 school year you must correct Item 23 You can change your answer by using your SAR or you can correct this item or get additional help with this question by calling 1 800 4 FED AID 1 800 433 3243
118. the 2012 2013 EDE Dataload The Electronic Data Exchange EDE is used to receive financial aid information from the U S Department of Education s Central Processing System CPS Miscellaneous Enhancements This section describes enhancements and defect resolutions included in the 8 13 release RPE 1 2VM9LX Enhanced Financial Aid Suspended Records Maintenance RCRSUSP form Defect 1 10N8AIY e Defect 1 GI19Q0 Transfer Monitoring The functional and technical sections discuss changes made for Transfer Monitoring Financial Aid History Changes to the Transfer Monitoring Financial Aid History processes and batch file layouts affect both 2011 2012 and 2012 2013 financial aid processing Both the Transfer Student Monitoring and Financial Aid History files have been expanded to include Aggregates Perkins and Flags Record Loan Detail Record Cumulative Documentation This document provides detailed information about the Banner Financial Aid 8 13 release only Banner Financial Aid 8 13 is a cumulative release that also includes enhancements RPEs and problem resolutions delivered in the Banner Financial Aid 8 12 1 and 8 12 2 releases For complete documentation about these interim releases please refer to the Financial Aid 8 12 1 Release Guide finai481201rg pdf and the Financial Aid 6 12 2 Release Guide inaid81202rg pdf 10 Banner Financial Aid 8 13 January 2012 Release Guide Problem Resolutions Problem resolutions ar
119. uding the process from VBS FGAC Parameter 01 Aid Year Code for 2012 2013 Help This must be the aid year code for the 2012 2013 school year 52 Banner Financial Aid 8 13 Release Guide EDE Functional January 2012 Default value 1213 Valid values 1213 The correction file created by REBCD13 is CORR13IN seqno dat e The Batch ID s third character has been changed to a 3 for example C312345620101101232754 REJ_21 is anew field for 2012 2013 REJ_21 will be extracted in position 648 of the file replacing existing filler Parent Asset Threshold Exceeded and Student Asset Threshold Exceeded will be extracted as correction numbers 178 and 179 respectively Dependency Override will be extracted for correction as follows f J entered on RNAOV 13 extracted as 7 FAA override from dependent to independent f D entered on RNAOV13 extracted as 2 FAA override cancelled If H entered on RNAOV13 extracted as 4 FAA homeless youth determination 2012 2013 Correction Error Report RERCE13 The RERCE13 process was created based upon RERCE12 The new version was updated for 2012 2013 processing Cs Note RERCE13 has been added to the GORFEOB form excluding the process from VBS FGAC m 2012 2013 ISIR Print Process RERIS13 The RERIS13 process was created based upon RERIS12 The new version was updated for 2012 2013 processing The existing parameters have been copied from th
120. ulation also cannot be run for some reason the following existing message will be displayed Neither the IM or FM calculations could be run 2012 2013 Need Analysis Processing RNAPR13 The RNAPR13 form has been modified to Include additional return types e Support user default job submission parameters when calling RNRNA13 e Support Advance Queuing future implementation for both RNRNA13 and RNPFM13 Additionally new Asset Threshold logic has been added 18 Banner Financial Aid 8 13 January 2012 Release Guide Federal Methodology FM Need Analysis Functional New Asset Threshold logic New Asset Threshold logic has been added to the RNAPR13 form to address a situation where changes made to the student or parent data that would invalidate a prior answer to the Asset Threshold questions As a result the appropriate Asset Threshold data will be set to Null and logged as an EDE correction Student assets Marital status If the Student s Marital Status is changed from 2 to any other value or from any value to 2 the Student Asset Threshold Exceeded field s value will be set to Null and logged as an EDE correction Age If the student s age is changed and is gt 3 years different from the original birth date the Student Asset Threshold Exceeded field s value will be set to Null and logged as an EDE correction Result When either of these two conditions occur a pop up window will be displayed to indicate that
121. ultiple aid years RCRTP13 1 HD6XMI RCRTP12 expects CSS Profile Country codes to be in STVNATN rekci121 sql 1 ZN524Q RERIM12 fails with ORA 12899 value too large for column when loading a loan response file REREX12 1 10GZO43 REREX 12 files do not validate against the Federal 3d schema REREX12 1 10GZO6E COD rejecting Direct Loan Dependency Banner Financial Aid 8 13 123 January 2012 change Release Guide Problem Resolutions Object Name Defect Summary REREX12 1 YNY05J REREX 12 fails intermittently with ORA 01000 RESFORM SHL 1 Z5KX1L 11g version of resform shl bat not BAT delivered with Banner Financial Aid 8 12 FAISFCMP SHL BAT RFRMGMT USIROQ The Use Repeat Course Checking indicator is not copied correctly RNAOVO07 1 10VX0GM After applying patches and 8 12 1 release RNAOVOS and RNAOV07 08 09 forms do not come up RNAOV09 due to invalid version rnaov07 fmb 1 ZCRQA1 Making a new record current on RNAOV 12 rnaov08 fmb causes a change to the locked IM SC and rnaov09 fmb IM PC on RNARS12 rnaov10 fmb rnaov11 fmb rnaov12 fmb RNAOV13 1 10YYTHB Calculating Need via the F3 key on RNAOV 13 is intermittent RNAOVxx 1 XFTOE7 After the 8 12 upgrade several need RNAPRxx analysis forms fail to compile and produce RNASUXxx errors in Banner RNANAxx RNARSII 1 G53QGF If Reported Non cust PC updated on RNAPR11 12 after EDE record loaded RNAR
122. verride Codes Student Spouse a Dislocated Worker YES Lil 2 1 3 1 4 1 5 1 6 1 FAA INFORMATION CPS Pushed ISIR Flag Y Date ISIR Received 01 24 2010 Rejects Met 01 02 03 04 05 06 07 Verification Flag X Verification Tracking Flag 0000 Professional Judgment Dependency Override YES Transaction Receipt Date 01 01 2011 ETI A Reprocessing Code 08 Correction Applied To Processed Record Type C Application Receipt Date 01 01 2011 Pell Elig Flag Y Intermediate Values Primary EFC 0 Secondary EFC 0 TI 14999 PCA 0 Mon 1 1315 Mon 7 9205 Mon 1 11111 Mon 7 77777 ATI 134407 AAI 19408 Mon 2 2630 Mon 8 10520 Mon 2 22222 Mon 8 10520 STX 1050 TSC 0 Mon 3 3945 Mon 10 11839 Mon 3 33333 Mon 10 99999 EA 3200 TPC 0 Mon 4 5260 Mon 11 11839 Mon 4 44444 Mon 11 10111 IPA 18680 PC 0 Mon 5 6575 Mon 12 11839 Mon 5 55555 Mon 12 11111 AI 19408 STI 50000 Mon 6 7890 Mon 6 66666 CAI SATI 26322 DNW 33000 SIC 11839 High School Flag Y NW 0 SDNW 0 Student IRS Req Flag 01 APA 33000 SCA 0 Parent IRS Req Flag 02 FTI 64999 Auto Zero EFC Flag YES Rejected Status Change Flag Y Duplicate SSN Flag YES EFC Change Flag INCREASE Verification Selection Flag Y Address Only Correction 1 SNT Flag YES Special Circumstance Flag 1 SAR C Change Flag Y Match Flags SSN 1 SSA DHS Y SS Y NSLDS 1 VA 8 DHS Sec Conf C Father SSN 1 DHS Verification 4 A12345678901234SS Registration Flag N Mother SSN 8 NSLDS Transaction Number 01 NSLDS Database Results Flag 1 DOD Y Comments 001 002 003 004 005 006 007 008 009
123. year specific links have been updated for the 2012 2013 forms or processes Calculate Need calls the RNKNANA package then RNPFM13 RNEIN13 as applicable Note To determine if RNPFM13 and or RNEIN13 should be run the form now uses the RNKNANA package instead of performing the check via the form The actual call to run the RNPFM13 and or RNEIN13 processes will still be performed in the form E Supplemental Need Analysis calls the form RNASU13 e Applicant Override calls the form RNAOV 13 Need Analysis Results calls the form RNARS13 Verify Need Analysis calls the form RNAVR13 Process Need Analysis calls the form RNAPR13 Logging The following new columns have been added correctable for EDE to the logging trigger for RCRAPP4 RCRAPPA P ASSE HRESH EXCD RCRAPPA S ASSE HRESH EXCD Main window The title of the main window has been changed to 2012 2013 Need Analysis 30 Banner Financial Aid 8 13 January 2012 Release Guide EDE Functional Demographic tab The following image shows the Demographic tab RNANA13 8 13 FIN CIT 1e ID 999121323 Michael J Kichline gt Create Person Current Record Y Transaction Number i Source EDE m Sequence Number 2 EDE Correction v Number of Applications fal Plans and Educational Background Status Income and Assets Information Release Lock Current g Last Name KICHLINE Fir

Banner Financial Aid / Release Guide / 8.13

Contents

Download Pdf Manuals

Related Search

Related Contents