CND Campus Solutions Summary of Bundle 20 Changes

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1 CND Campus Solutions Summary of Bundle 20 Changes The purpose of this document is to provide a brief overview of the changes/impacts delivered in the Oracle PeopleSoft Bundle 20. This Bundle will be applied into CS Production on March 5, The full documentation is available on the CND web site at Note: this bundle also includes HR Bundle 15, TAX 10-F, TAX 11-A Patches. Admissions & Recruiting This Bundle does not contain any updates that impact Admissions & Recruiting. Ancillary Systems This Bundle does not contain any updates that impact Ancillary systems. Campus Community This Bundle does not contain any updates that impact Campus Community. Financial Aid 1. Set Up SACR > Product Related > Financial Aid, Loans > Loan Attended Routing ID: New setup page added every school needs to be set up for 2011 and Use this page to associate one or more COD Attended School Routing ID s to a single COD Reporting school Routing ID. Available Reporting School Routing ID values are based on unique COD Routing IDs established on the Loan Institution setup page. 2. Set Up SACR > Product Related > Financial Aid > Application Processing > Verification Setup. Verification Tolerance component renamed to Verification Setup with two tabs: Verification Tolerance (existing page) and Inst Marital Status Mapping (new page). 3. Set Up SACR > Product Related > Financial Aid > Loans, Define Loan Institutions > Load Institution Table: Field name changed from COD Common ID to COD Routing ID and description added. COD Routing ID. Enter the Common School ID number that is assigned to your institution by the U.S. Department of Education. This value is used as the COD Routing ID for students associated with the context School Code, Career, and FFELP/Direct Participant level. 4. Set Up SACR > Product Related > Financial Aid > Awards > Fiscal Item Type: a. The Max to Offer column is renamed to Offer, and the Max to Accept column is renamed to Accept. The Gross row is added, and the Highest row is moved to the bottom of the page. b. Gross Offer: The sum of all gross offered amounts from each student who received this financial aid item type award. For example, if the student were initially offered USD, then USD would be added to this sum. If the student was ater offered , USD would still be the gross offered amount c. Gross Accept: The sum of all gross accepted amounts from each student who received this financial aid item type award. For example, if the student initially accepted

2 USD, then USD would be added to this sum. If the student later accepted , USD would still be the gross accepted amount 5. Set Up SACR > System Administration > Utilities > Population Update > Population Update Process. Citizenship Status for Direct Lending added to Pop Update. 6. Set Up SACR > Product Related > Financial Aid > File Management > ISIR Data Loan Parameters. Fixed bug that allowed rejected ISIR (which has a blank EFC) to load when the Suspend on EFC Mismatch is selected. 7. Financial Aid > Verification > Manage Verification, Tax Form Data: Untaxed Income field and Special Circumstances checkbox removed. 8. Financial Aid > Verification > Manage Verification, Tax Data Consolidation: Tax Consolidation Type field added. Select the Tax Consolidation Type you want to use. This field is active only if you do not select Get Fed Data or Get Inst Data for Household Verification. If you choose the Institutional Tax Consolidation Type, then the Institutional Marital Status Mapping is used. This field is display only if you use the Get Fed Data or Get Inst Data. 9. Consolidated Tax Data: Parent Untaxed Social Security moved to bottom of left column 10. Parent s Tax Data: Marital Status field description updated. Values are: a. Federal Consolidation i. Div/Sep (divorced or separated) ii. Mar/Remar(married or remarried) iii. Single iv. Widowed b. Institutional Consolidation i. Divorced ii. Married iii. Nev Married (never married) iv. Remarried v. Separated vi. Widowed 11. Financial Aid > Verification > Perform Batch Consolidation > Batch Consolidation: Tax Consolidation Type field added. Tax Consolidation Type Select the Tax Consolidation Type you want to use. This field is active only if you do not select Get Fed Data or Get Inst Data for Household Verification. If you choose the Institutional Tax Consolidation Type, then the Institutional Marital Status Mapping is used. This field is display only if you use the Get Fed Data or Get Inst Data 12. Consolidated Tax Data link on the Batch Consolidation Detail inquiry page: Parent Untaxed Social Security field moved to bottom of left column. 13. Financial Aid, File Management, NSLDS, Process NSLDS Request, NSLDS Request: Branch Code field is added. This field will always be 00 for NDUS schools. 2

3 14. Financial Aid, File Management, Import Federal Data Files, FA Inbound: The FA Inbound process is updated to load the new Transfer Student Monitoring (TSM) and Financial Aid History (FAH) file layouts that took effect on January 3, Financial Aid, Loans, Direct Lending Management, Manage Direct Loan Application, Application Misc Data. Explanation of Loan Credit value of Lower Endorser Amount added. Changes the Loan Credit Eligibility to Credit Denied. Value represents a credit check where endorser is approved, but the endorsed amount is less than the award amount requested by the borrower. Credit eligibility remains denied with COD. School s action is to resubmit an award record with the award amount less than or equal to the endorser amount. COD requires an entire award record to be submitted. The Loan Origination Change process generates the appropriate award record. Schools should: 1) Reduce award amount in packaging; 2) Run Process Loans with adjustments (FAPLBOG1) to carry forward the new award amount to the loan application; 3) Generate an Origination Change. An entire award record is created only if the loan award amount is less than or equal to the endorser amount. All subsequent origination changes (except if the amount is set to zero) are held until the loan application has been updated with an accepted award adjustment by COD and response has been loaded into the system. 16. Financial Aid, File Management, COD Full Participant, Generate Direct Loan Data, Direct Loan Outbound: New required field added: Attended School Routing ID. Select value from the dropdown. 17. Financial Aid, File Management, COD Full Participant, View COD Data, COD Student: Person ID field added to Student Information section. 18. Financial Aid, File Management, COD Full Participant, View COD Data, COD Award: Fields added to Loan Information section: Application Submission Reason, Previous Application ID, Unknown Loan Amount. Fields renamed in Loan Information Section: Loan Period Start Date changed to Award Range Requested Start Dt and Loan Period End Date changed to Award Range Requested End Dt 19. Direct Lending Citizenship Status: DL processes now treat Citizenship Status the same was as Pell does. COD expects that you will only send Citizenship Status on student s where you have verified the information and are doing a DB override of the data in COD. 20. COD International Addresses: The <StateProvidence> tag is now only being reported to COD when it is supposed to be. 21. Financial Aid > Loans > Direct Lending Management > Manage Direct Loan Application. Fixed issue where COD pnote status of I causes pnote status to blank out. 22. Financial Aid > Loans > Direct Lending Management > Manage Direct Loan Application. Fixed issue that caused MPN Expiration Date and MPN Status to be overridden with spaces when an incoming response file doesn t have the MPN Expiration Date and MPN Status values. 23. Financial Aid > Awards > View NSLDS Loan Data. Award Year added to NSLDS Pell Data page. 3

4 24. Financial Aid > Awards > Award Processing > Assign Awards to a Student. Fixed problems that prevented correctly re-awarding a student that has a mid-year change of grade level or career. 25. Set Up SACR > Product Related > Financial Aid > Application Processing> Maintain ISIR Comment Codes. Codes for added. 26. The Pell Schedule for has been installed. Student Financials 1. If user does not have user default set, a refund with extra amount process fails, yet user can successfully produce a single refund. People code was changed to be consistent and look at the SF business unit default for the user processing any type of refund. 2. The Batch Refund process was changed to correctly set the format of a refund that was a direct deposit. This only happens in Batch Refunding. 3. When posting a Refund with Extra amount the grid does not refresh after posting allowing changes to be made. Changes were made to the refund page to ensure once the refund has posted, no further action can be taken. 4. Users were allowed to issue refunds for themselves. Changes were made to not allow users to update their own data, very much like posting a charge or credit. 5. When tuition calculation is required for a student that is receiving a refund check, the data will not refresh on the page. When a user is tuition calculating a student s account, data can possibly be updated which could prevent a credit to be refundable. 6. When processing an individual refund check for a student, users could select an inactive address in a list of addresses for a student. Changes were made to the program and will not include inactive addresses as an option. 7. Refunding sponsors data details sometimes does not appear in the Review by ID page. If a user navigates to the student s account first then the data will populate, but if the user navigates to Review by ID, first, the data will not be populated on the page. 8. When processing an online refund, users have the option to change refund method for a student, and in Batch it does not. Changes were made to the Batch Refund process where users can now change the refund method for students that are included in the batch refund. 9. Refund with Extra amount allowed users to process a refund without entering an address. Changes were made to check for an address when processing a refund with extra amount. Student Records 1. A Units field has been added to the Curriculum Management > Schedule of Classes > Schedule of Classes > Schedule New Courses/Maintain Schedule of Classes, Basic Data page. 2. Curriculum Management > Schedule of Classes > Adjust Class Associations, Class Components page has added class section information and class association 9999 information. 4

5 Academic Advisement 1. Advisor security for the self-service AA reports has been added to secure reports by institution. An advisor can only see an AA report for the institutions and report types for which they have been given security. We had previously installed this as a beta fix. 2. A new Hide Status checkbox has been added to the Requirement Group, Requirement, and Requirement Line Item pages to allow the Status (Satisfied/Not Satisfied) to be hidden. This is most useful for the disclaimer requirement so just the text appears on the report. Hide Status checkbox has been added to the SAA_ADB_RESULTS table. 3. A new derived list (DLST) has been added for Course Attributes. 5