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12061
1.
120611 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Banner Financial Aid: Direct Loan Redesign and Streamlining Mark Kichline – Product Owner and Business Analyst Ellucian April 14, 2015 Session ID: 12061
2.
120612 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Session rules of etiquette • Please put electronic devices on silent during the session • If you must leave the session early, please do so as discreetly as possible • Please avoid side conversation during the session Thank you for your cooperation!
3.
120613 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Introduction • Review of DL Redesign • New tables and columns • Review of DL Streamlining • Auto keeping Origination and Award in syncmagically
4.
120614 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Polling Question How many full or part time staff do you currently have that are manually making changes to the Direct Loan origination and Award data to keep them in sync? • 1 – 2 • 2 – 3 • 3 or more • We don't. Our students rarely have changes to the loan and award data
5.
120615 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 1 Direct Loan Redesign and Streamlining Agenda
6.
120616 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID DL Redesign and Streamlining
7.
120617 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID DL Redesign and Streamlining Separate • DL Tables and Logic from Electronic and Manual loans • DL specific tables from COD Common tables • MPN related data from Origination data • Borrower related data from Individual Origination data Streamlining • Originations and Awards stay in sync BBAY • Can create Originations based on BBAY
8.
120618 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID DL Setup forms – New and Updated Updated • RFRMGMT/ROAMGMT – Fund(s) Management • RPRLOPT – Loan Options • RORSAYR – Scheduled Academic Year Rules • RORTPRD – Aid Period Rules New • RLRDFEE – Direct Loan Origination Fee Rules • RORBBAY – Borrower-Based Academic Year Data
9.
120619 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RFRMGMT/ROAMGMT – Fund(s) Management
10.
1206110 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID
11.
1206111 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RFRMGMT/ROAMGMT – Fund Management Packaging Tab • Allow Processing by Period • Now permitted for Direct Loans Loan Rules Subtab • Allow Processing by BBAY • Loan Fee and Rebate Fee Percentages are No Longer Used • Create Promissory Note Requirements when Accepted No Longer Used Web Processing Rules Subtab • Allow Web Accept/Decline by Options • Promissory Note information no longer used on form starting in 15-16 • Moved to ROAUSIO
12.
1206112 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RPRLOPT – Loan Options
13.
1206113 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RPRLOPT – Loan Options Origination Options • Single Origination Indicator – NEW • Determines if Increases in Awards Updates Existing Origination or Creates a New Origination • Automatically Update Award Indicator – NEW • Determines if Updates to Period Amount on the Origination Automatically Update the Award or if the User is Prompted
14.
1206114 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RPRLOPT – Loan Options • Origination Required for Memo • Valid MPN Required for Memo – NEW • Requires a Valid MPN for the Student and Loan Type before Memo • Authorize Loan • Accepted Origination Required for Disbursement • Linked MPN Required for Disbursement – CHANGED • Requires the MPN Linked Indicator = ‘Y’ (checked) before Disbursement • Reschedule Disbursement Date – NEW • Allows Disbursements on the Origination to be Rescheduled to the Student’s Class Start Date for the Period
15.
1206115 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RORSAYR – Scheduled Academic Year Rules
16.
1206116 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RORSAYR – Scheduled Academic Year Rules Define the SAY Rules • Academic Year Start/End Dates • Used on Origination • Periods for the SAY • Crossover Indicator • Determines if Period is Outside Regular Scheduled Academic Year • Must be checked for at least one period for a C type SAY
17.
1206117 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RORSAYR – Scheduled Academic Year Rules • Disbursement Schedule • +/- Days • Number of days prior to (-) or after (+) the student’s earliest course start date to schedule disbursement • Period Multi-Disbursement Indicator • Determines if you want multiple disbursements for a single period loan origination • Standard SAY Code Cross-Reference – 8.23 • Used by RLPDLOC when fund code does not have an award > 0
18.
1206118 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RORTPRD – Aid Period Rules
19.
1206119 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RORTPRD – Aid Period Rules Displays Assigned SAY Code • SAY Start and End Dates as Defined on RORSAYR Defaults Period Start and End Dates from RORPRDS • Dates Can be Updated • Used for Loan Period Start and End Dates on SAY Originations
20.
1206120 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLRDFEE – Direct Loan Origination Fee Rules
21.
1206121 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLRDFEE – Direct Loan Origination Fee Rules New Form to Define Direct Loan Rebate and Fee Percent by Effective Date • Defined by Direct Loan Type • Delivered Fee Percent Records Effective 12/01/2013 and 10/01/2014 • Future Percent Changes Must be Entered by Institution • Used by the Direct Loan Processes to Automatically Determine the Correct Percent for the Origination • Based on the Earliest Scheduled Disbursement Date for the Origination RPEDISB will Prevent Disbursement if the Percent is Incorrect • Disbursement Reject 083 – Origination fee percent invalid for disbursement date
22.
1206122 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RORBBAY – Borrower-Based Academic Year Data
23.
1206123 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RORBBAY – Borrower-Based Academic Year Data New Form to Define the BBAY Rules • Academic Year Start/End Dates • Used on the Origination • Periods for the BBAY • Start and End Dates for the Loan Period • Payment Period Start Date • Disbursement Schedule • +/- Days • Number of days prior to (-) or after (+) the student’s earliest course start date to schedule disbursement • Period Multi-Disbursement Indicator • Determines if you want multiple disbursements for a single period loan origination
24.
1206124 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Direct Loan Processing Updates New Origination Process RLPDLOC Replaces RPRLORC • Can be Run Online or in Batch • Creates New Origination Records • Updates Existing Originations for Changes to Amount and SAY or BBAY Codes
25.
1206125 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Direct Loan Processing Updates Updates to Functionality • Year in College • Determined based on Last Period of the Origination • Loan Period Dates • Determined Based on the Periods Included on the Origination • Only Periods with an Accepted Award > 0 • Academic Year Dates • Determined Based on the SAY or BBAY for the Origination
26.
1206126 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Direct Loan Processing Updates Updates to Functionality • BBAY vs SAY • BBAY Code Assigned to the Period Award • SAY Code Assigned to the Aid Period • Exception: If Summer Crossover Period for the SAY does not have an Award > 0 and the SAY Code Assigned to the Aid Period is a ‘C’ Type SAY Code • Scheduled Disbursement Dates • Defined on RORSAYR and RORBBAY • If Date Calculated is < SYSDATE, use SYSDATE • Period Multi-Disbursement Indicator Used for Single Period Originations Only
27.
1206127 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Direct Loan Processing Updates Updates to Functionality • First-Year First-Time Borrower Logic • If Date Calculated is < Defined Disbursement Date on RORSAYR or RORBBAY, and > SYSDATE, use Defined Disbursement Date • Prevents 30-day Delay Disbursements Prior to Regular Scheduled Disbursements • If Multiple Disbursements are Defined for Period, all Defined Disbursements < calculated 30-day Delay Date will be set to 30-day Delay • Prevents Additional Period Disbursements from being Scheduled Prior to 30-day Delay
28.
1206128 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Direct Loan Processing Updates Updates to Functionality • Fee % Logic • Dynamically Determined from RLRDFEE based on Disbursement 1 of Origination • Creates COD Student Identifier, Student Data and Student Address Records when Origination Created
29.
1206129 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Direct Loan Processing Updates Updates to Functionality • Will Select Records from the new RLVALIN View to Update • Amount Difference between the Period Award and the Originations OR • Difference between the SAY or BBAY Code for the Student and the Originations • Differences are Displayed on the Direct Loan Interface Tab of RPAAWRD • When Process is Run, updates the Originations for the Difference Indicated
30.
1206130 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Direct Loan Processing Forms – New and Updated Updated • RPAAWRD – Award Maintenance New • RLADLOR – Direct Loan Origination • REACODS – COD Student Information • RLADBOR – Direct Loan PLUS Borrower • RLADMPN – Applicant Direct Loan MPN
31.
1206131 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RPAAWRD – Award Maintenance
32.
1206132 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID
33.
1206133 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RPAAWRD – Award Maintenance Award Schedule Tab • BBAY Code Assigned for the Period Direct Loan Interface Tab • Displays Differences in Amounts, SAY Codes or BBAY Codes between the Period Awards and the Originations • Differences are Calculated by new RLVALIN View • Differences Determine if Period Award will be Selected by RLPDLOC for Origination Update Processing • Displays Number of Originations that Exist for Each Period • Displays Origination Data in Bottom Block for Period Award Selected in Top Block
34.
1206134 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – New Origination form
35.
1206135 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Origination Tab Loan Summary Block • Displays above all tabs so that you know which loan record is displayed • Award Discrepancy Indicator • If checked, indicates there is a discrepancy between award and originations for fund code BBAY/SAY Code Fields • Only one of these can be populated
36.
1206136 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Origination Tab Year In College • Will be updateable in 8.23 MPN Linked Indicator • Only updated when <MPNLinkIndicator> is true in RS or PN files received from COD • Cannot be updated manually • Once linked, MPN is good for entire loan
37.
1206137 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Disbursement Tab
38.
1206138 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID
39.
1206139 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Disbursement Tab New Disbursement Summary Block • Majority of updates can and should be made in this block • Changes made automatically create/update sequences in Disbursement Details Block Disbursement Detail Block • Displays sequences for disbursement selected in Summary Block • Updates can be made in this block and changes will feed back to Summary Block Disbursement Statement of Account Details Window – 8.23 • Displays the data received in the Loan Level Disbursement Detail Statement of Account records received from COD
40.
1206140 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – New Origination form Disbursement Tab Changes to Earliest Disbursement Date • Automatically Updates Direct Loan Fee Percentage Changes to Period Disbursements Assigned • Automatically Updates Loan Period Start and End Dates • Automatically Updates Year in College
41.
1206141 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Disbursement Tab Rescheduling Disbursement Dates Automatically Update Award Option – RPRLOPT • If Y, will receive a message that award has been updated • If N, will receive a prompt asking if they want to update • Any changes must clear API and award validation edits or will not be saved
42.
1206142 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Logged Changes Tab – 8.23
43.
1206143 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADMPN – Applicant Direct Loan MPN
44.
1206144 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID
45.
1206145 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADMPN – Applicant Direct Loan MPN Non-Aid Year Specific Non-Loan Specific Created when an MPN Document (PN) or a Response Document (RS) is Imported through RERIM16 – 8.23 • Cannot be Created Manually Can be Assigned to an Origination on RLADLOR Form – 8.23 • Manually • When Origination is Created • When Origination Response or MPN Document is Imported
46.
1206146 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – MPN Tab
47.
1206147 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – MPN Tab Displays MPN information if matched to an MPN ID MPN is matched • When origination is created • When a PN or RS file is imported from COD MPN Linked Indicator LOV for the MPN ID will only display: • MPNs for student that are Accepted and • Match loan type for origination
48.
1206148 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID REACODS – COD Student Information
49.
1206149 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID REACODS – COD Student Information New Form to Capture the COD Student Level Data Common to All COD Records • Replaces REASTID for Student Identifiers • Student Identifier • Student Demographic Data • Student Address Data • Functionality for Updating Records is same as REASTID
50.
1206150 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID REACODS – COD Student Information When RLPDLOC or REROR16 (8.23) are Run • Data Created and Updated Reject/Edit messages button – 8.23 • Will display edit message that apply to student identifier record Edit Block • Will display edit message that apply to student data or address record
51.
1206151 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Student Data Tab
52.
1206152 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Student Data Tab Displays the Data from the REACODS Form • Student Identifier • Student Data • Student Address
53.
1206153 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADBOR – Direct Loan PLUS Borrower
54.
1206154 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID
55.
1206155 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADBOR – Direct Loan PLUS Borrower Define a Student’s Direct Loan Parent PLUS Borrower(s) Non-Aid Year Specific Non-Loan Specific Can be Assigned to Multiple Loans for Student Across Aid Years • Eliminates the Need to Re-Enter Borrower Data for Every PLUS Loan Can be Created Manually on Form and then Assigned to Loans on RLADLOR
56.
1206156 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADBOR – Direct Loan PLUS Borrower Can also be Created when PLUS Applications or MPNs are Imported – 8.23 Edit Block – 8.23 • Displays edit messages when Borrower Identifier changes exist in file import
57.
1206157 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – PLUS Data Tab
58.
1206158 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID
59.
1206159 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – PLUS Data Tab Displays Credit Data Specific to the PLUS Loan • Assign PLUS Borrower to Loan on this Tab – Borrower ID Field Displays PLUS Application Data if Attached to the Origination – 8.23 • Can Assign a PLUS Application Manually on this Tab – PLUS Application ID Field Displays the Data from RLADBOR Form • Borrower Identifier • Borrower Data
60.
1206160 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – SULA Tab – Same as RPALORG
61.
1206161 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Additional Information Tab
62.
1206162 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID RLADLOR – Direct Loan Origination – Additional Information Tab Loan Schedule Booking Information Servicer Refund Data Account Statement Loan Detail Disclosure Statement Options removed • Disclosure Statement Print Request on Origination Tab • Allows COD disclosure statement print or reprint
63.
1206163 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID DL Disbursement Processing Updates Memos will calculate a Net Amount based on RLRDFEE when Origination does not exist Valid MPN Required for Memo • Requires a Valid MPN to exist on RLADMPN for the Loan Type Linked MPN Required for Disbursement Option on RPRLOPT • MPN Linked Indicator must be Checked on Origination
64.
1206164 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID DL Disbursement Processing Updates Rescheduling Disbursement Date • Based on +/- on Disbursement Record • Reschedule Disbursement Date Indicator at Fund Code Level on RPRLOPT Will Prevent Disbursement if Fee Percent is Incorrect • Disbursement Reject 083 – Origination fee percent invalid for disbursement date
65.
1206165 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Questions & Answers
66.
1206166 © 2015
ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID Thank you! Mark Kichline Mark.kichline@ellucian.com Please complete the online session evaluation form. • Via your registration account Log into your registration account at https://ellucianlive2015.smarteventscloud.com/connect/ publicDashboard.ww • choose the link to “Surveys.” Session ID 12061
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