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SUNYFAP 2009 Banner Financial Aid FAUG

SUNYFAP 2009 Banner Financial Aid FAUG . Upcoming Banner/SICAS Enhancements Banner/SICAS Efficiency Analysis Banner Self-Service Enhancements. Presented by: Shirley A. Clark SICAS Center.. . Upcoming Banner Items. Financial Aid 7.14/8.4 COD Schema 3.0b

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SUNYFAP 2009 Banner Financial Aid FAUG

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  1. SUNYFAP 2009Banner Financial Aid FAUG Upcoming Banner/SICAS Enhancements Banner/SICAS Efficiency Analysis Banner Self-Service Enhancements Presented by: Shirley A. Clark SICAS Center..

  2. Upcoming Banner Items • Financial Aid 7.14/8.4 • COD Schema 3.0b • ACG and SMART Advance Pay Functionality • RERIM10 to Update the following for TEACH: • Specified Entrance Counseling Tracking Requirement and Satisfied Status Code • Specified ATS Tracking Requirement and Satisfied Status Code Cont…

  3. Upcoming Banner Items • ACG and SMART(ECASLA/HEOA provisions) • Student eligibility to include eligible non-citizens • Fifth year level for SMART (Only certain 5yr programs) • Requires creation of an Additional Fund Code for SMART on RFRBASE • Linked to a 5th year level on RFRMGMT • Add 5th year major code to RPRMAJR • Certificate Programs (That meet definition) • Include Programs on the RPRDEGR form (Future Release: Part-Time Eligibility -- At least 1/2)

  4. Upcoming Banner Items • Futures: • Year Round Pell • Summer 2009 is assigned to 2009-2010 (~June – probably a point release) will open up the percent of award to a maximum of 200% • Summer 2009 is assigned to 2008-2009 ?????????? • Summer Term tied to one specific Aid Year – STVTERM • <AdditionalEligibilityIndicator> “true”/”false”

  5. Upcoming Banner Items • Futures: • Term Based Financial Aid Holds (8.3.1) • Term Based Processing/BBAY • Budgeting, Tracking, and Packaging by Term • Accept and Decline Awards by Term • Print Award Information by Term • Define Budgeting Groups by Term • Term specific Award Cancellation • FAFSA Enrollment grade level by Term • Archiving and Purging Financial Aid Data

  6. Upcoming SICAS Items • FDR 2008-013 CWS to use new SUNYHR tables • Will include moving all new SUNYHR XML files into new SUNYHR Oracle tables • FDR 2008-017 SIRIS - Financial Aid submission • New Data Elements related to Financial Aid for submission to SUNY System Administration

  7. Banner/SICAS Efficiency Analysis • SICAS Visited the following Campuses in 2008: • SUNY Canton • Mohawk Valley Community College • Niagara Community College • Contact Charlie Young at youngca@oneonta.edu If your Campus is interested in scheduling a Banner/SICAS Efficiency Analysis

  8. Banner Self-Service Enhancements • ROAINST – Display COA, Need, etc.. • Terms and Conditions • Web Text Rules and Variable Creation • Web Questions and Answers • RPAINFO – use for collection of Outside Resources (Veterans Resources) • Lender Selection in Self-Service • Financial Aid E-mail Letter

  9. ROAINST – Display COA, Need, etc..

  10. ROAINST – Display COA

  11. ROAINST – Display COA

  12. ROAINST – Display COA

  13. ROAINST – Display Need

  14. ROAINST – Display Need

  15. ROAINST – Display Loan History

  16. ROAINST – Display Loan History

  17. ROAINST – Display Loan History

  18. Terms and Conditions • RTVTREQ – Requirements Tracking • Establish T & C Requirement • Information Access must be checked • Establish Instructions (Optional – But Nice) • ROAINST – Web Processing Rules • Check Display Terms and Conditions Tab • ROAINST – Web Accept Tracking Rules • Link Established Tracking Code to Type of Terms and Conditions • Web Tailor needed for actual text

  19. Terms and Conditions • Decide population – All students? • Establish Requirement • Population will be unable to Access the Award Offer Tab to accept awards until the Terms and Conditions are Accepted • Once Accepted, the Terms and Conditions Tracking Requirement will also be Satisfied • Ability to Print Terms and Conditions on E-Award Letter

  20. Terms and Conditions

  21. Terms and Conditions

  22. Terms and Conditions

  23. Web Text Rules and Variable Creation • RTVWTXT – Web Text Rule Code • Establish your text rule codes • RTVWVAR – Web Variable Validation • Establish your web variable codes • RORWTXT – Web Text Rules • SQL used to create text rules • RORWVAR – Web Variables • SQL used to create web variables

  24. Web Text Rules and Variable Creation • RORWTAB – Web Tab Rules • For each Aid Year and Tab – Establish the Web Text Rules you wish to display • Institutions need to KNOW their data and decide what messages they want displayed for what criteria! • Set up in a TEST System first and TEST, TEST, TEST!!

  25. Web Text Rules and Variable Creation • RORWTXT – Web Text Rules

  26. Web Text Rules and Variable Creation • RORWTXT – Web Text Rules

  27. Web Text Rules and Variable Creation • RORWTXT – Web Text Rules

  28. Web Text Rules and Variable Creation • RORWTXT – Web Text Rules

  29. Web Text Rules and Variable Creation • RORWVAR – Web Variable Rules

  30. Web Text Rules and Variable Creation • RORWTAB – Web Tab Rules

  31. Web Text Rules and Variable Creation

  32. Web Questions and Answers • RTVWEBQ – Web Question Validation • Establish your web question codes • RORWBQA – Web Q & A Rules Answer Type for this question: L = Defined List (You will define values on next tab) N = Numeric T = Free Form Text Question Occurrence: E = Every Time Awards are Accessed O = Once for Aid Year U = When Unaccepted Awards Exist

  33. Web Questions and Answers • RORWBQA – Web Q & A Rules For any value that stops processing, you also can attach a message code. This message code must first be built on RTVMESG and have the Stop Electronic Award Process indicator checked. You can choose to stop processing under the following conditions: A = Any not null answer will stop processing N = This specific answer does not stop processing S = This specific answer does stop processing Z = Any Answer > Zero will stop processing

  34. Web Questions and Answers Stop Processing – Turns off Information Access

  35. Web Questions and Answers All access to all Award Information is gone So use extreme caution using stop processing

  36. Web Questions and Answers • RPAINFO – Web Applicant Reported Information • All answers to questions can be reviewed • Once a stop processing answer has been Reviewed Information Access indicator will be rechecked automatically. • Also contains Additional Self-Reported Resources • Must be Reviewed and Actual amount entered • Update the Applicant Resource Table must be checked before it is actually reflected in students package • Can be linked to an Actual Resource Code • RPPINFO – Web Applicant Information Process

  37. Web Questions and Answers • RORWBQA – Web Q & A Rules

  38. Web Questions and Answers • RORWBQA – Web Q & A Rules • Answer value restricted to 30 characters

  39. Web Questions and Answers

  40. Web Questions and Answers

  41. Lender Selection in Self-Service • RPRLNDR – Lender Base Data • Information Access must be checked on all Active Lenders • RFRMGMT – Fund Management • All Loan Funds – Allow Web Lender Selection must be checked (Located in the Packaging Tab) • Electronic Loan Indicator must be set correctly for Fund

  42. Lender Selection in Self-Service • RPASLND – Student Lender History Data • If an Active Lender exists for the Fund and Information Access is checked on RPRLNDR -- That Active Lender will be displayed. • If an Active Lender exists for the Fund and the Information Access is not checked on RPRLNDR – Nothing will be displayed. (No Drop Down List, No Lender) • The Drop Down list allowing the student to choose a Lender displays only if No Active Lender exists on RPASLND for the fund. (Selection Not Mandatory)

  43. Lender Selection in Self-Service

  44. Financial Aid E-mail Letter • GTVLETR – Letter Code Validation • Define Financial Aid Letter Code • RORELTR – E-mail Letter Rule • Establish GTVLETR Code • RORELTF – E-mail Letter Format Rules • Format your desired Letter

  45. Financial Aid E-mail Letter

  46. Financial Aid E-mail Letter • ROREMAL – Financial Aid E-mail Process • Enter E-mail Letter Code • Enter E-mail Type • Enter Subject • From E-mail Address (Not Verified) • Works with Population Selection

  47. Financial Aid E-mail Letter

  48. Questions • Questions?

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