Banner Financial Aid Release Guide. Release May 2012

Transcription

1 Banner Financial Aid Release May 2012

2 Banner, Colleague, PowerCAMPUS, Luminis and Datatel are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian, Advance, DegreeWorks, fsaatlas, Course Signals, SmartCall, Recruiter, MOX, ILP, and WCMS are trademarks of Ellucian or its affiliates. Other names may be trademarks of their respective owners Ellucian. 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 Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question. In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will 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. Prepared by: Ellucian 4375 Fair Lakes Court Fairfax, Virginia United States of America Revision History Publication Date May 2012 Summary New version that supports Banner Financial Aid software.

3 Banner Financial Aid Contents Introduction Enhancements Section 1 Period Based and Algorithmic Budgeting - Functional New forms Period Budget Group Detail (RBAPBGD) Applicant Period Budget (RBAPBUD) Applicant Budget by Period (RBIABPR) Period Budget Category Inquiry (RBIPBCT) Period Budget Simulation Inquiry (RBISIMI) Algorithmic Budgeting Rules (RBRABRC) Period Budget Detail Rules (RBRPBDR) Period Budget Group Aid Year Rules (RBRPBGR) Period Budgeting Aid Year Rules (RBRPBYR) Period Budget Simulation (RBRSIMR) Algorithmic Support (RORALGS) Algorithmic Budgeting Rule Validation (RTVABRC) Budget Component Category Validation (RTVBCAT) Period Budget Group Validation (RTVPBGP) Period Budget Type Validation (RTVPBTP) Period Budget Component Validation (RTVPBCP) Changed forms Grant Origination/Acknowledgement (REAOR13) Fund Management (RFRMGMT) Need Analysis Processing (RNAPR13) Applicant Immediate Process (ROAIMMP) Global Institution Financial Aid Options (ROAINST) Create and Maintain Fund (ROAMGMT) May 2012 Banner Financial Aid Contents

4 Applicant Pell Grant (ROAPELL) Financial Aid Record Maintenance (ROARMAN) Applicant Status (ROASTAT) Group Inquiry (ROIGRPI) Logging Activity Inquiry (ROILOGA) Message Rules (RORMESG) Batch Posting Rules (RORPOST) Financial Aid Selection Rules (RORRULE) Package Maintenance (RPAAPMT) Resource Maintenance (RPAARSC) Award Maintenance (RPAAWRD) Electronic Loan Application (RPAELAP) Web Applicant Reported Information (RPAINFO) Loan Application (RPALAPP) Direct Loan Origination (RPALORG) Applicant Award by Period (RPIATRM) Algorithmic Packaging Rules (RPRALGR) Applicant Requirements (RRAAREQ) New menus Aid Year Budgeting (*RESAIDYBUDG) Period Budgeting (*RESPRDSBUDG) Aid Year Budgeting Control (*RESAIDYBUDGCM) Period Budgeting Control (*RESPRDSBUDGCM) Changed menus Applicant Processing (*RESAPPL13) Budgeting (*RESBUDG) New processes Period Budget Grouping Process (RBRPBGP) Period Budget Recalc Process (RBRPBRC) Changed processes Automatic Rule Compilation (ROOGSQL) Financial Aid New Year Roll Process (ROPROLL) Batch Posting Process (RORBPST) Calculated Values Process (RORCALC) Banner Financial Aid May 2012 Contents

5 Automatic Group Assignment (RORGRPS) Logging Archive/Purge Process (RORLOGA) Packaging Print Process (RPBPDRV) Packaging Process (RPEPCKG) Electronic Loan Application (RPRELAP) Validate Award Process (RPRVAWD) Section 2 Self-Service Period Based and Algorithmic Budgeting - Functional Changed web pages Cost of Attendance (bwrkbudg.p_dispbudg) Award Overview Tab of Award Package (bwrkrhst.p_displaytabs) Financial Aid Status (bwrksumm.p_dispsumm) Section 3 INAS IM/EFM Upgrade - Functional Changes to IM Option I-20 and Assumption S28: Changes for IM AESA Truncation: INAR FM Reject Array Initialization: Defect Resolution (Defect 1-13XEOOM): Changed processes Section 4 Miscellaneous Enhancements - Functional Web Snapshot system performance and memory consumption RPE 1-11FCPDT RPTNEED comments on column RPE 1-3BCG4D Automate the use of part-time budgets RPE Z Enhanced copy function to default key values RPE 1-5X0MV May 2012 Banner Financial Aid Contents

6 Budget creation RPE 1-EU1X Separating periods RPE 1-HXVL2J Additional copy functions RPE 1-IDT0B Banner Financial Aid Hosted Services Handbook improvement RPE 1-ISQR3U Section 5 Period Based and Algorithmic Budgeting - Technical New tables Budget Run Base Table (RBBBRUN) Algorithmic Budgeting Rules Table (RBRABRC) Applicant Period Budget Component Table (RBRAPBC) Applicant Period Budget Group Table (RBRAPBG) Applicant Period Budget Type Table (RBRAPBT) Budget Component Category Rules Table (RBRBCAT) Period Budget Component Rules Table (RBRPBCP) Period Budget Detail Rules Table (RBRPBDR) Period Budget Group Rules Table (RBRPBGP) Period Budget Type Rules Table (RBRPBTP) Period Budget Pell Rules Table (RBRPELL) Period Budget Group/Budget Type Rules Table (RBRPGPT) Period Budget Group Message Rules Table (RBRPMSG) Temporary Period Budget Grouping Table (RBTPBGP) Fund Period Budget Component Table (RFRPCMP) Algorithmic Support Table (RORALGS) Algorithmic Budgeting Rule Validation Table (RTVABRC) Budget Component Category Validation Table (RTVBCAT) Period Budget Component Validation Table (RTVPBCP) Period Budget Group Validation Table (RTVPBGP) Period Budget Type Validation Table (RTVPBTP) Banner Financial Aid May 2012 Contents

7 Changed tables Archive Data Log Activity Detail Table (ROALOGD) Data Log Activity Master Table (ROALOGM) Financial Aid Institution Table (ROBINST) Data Log Activity Detail Table (RORLOGD) Data Log Activity Master Table (RORLOGM) Applicant Status Table (RORSTAT) Web Rules Table (RORWEBR) Temporary Packaging Need Table (RPTNEED) New packages RB_ALGO_BUDGET_RULES API RB_ALGO_SUPPORT API RB_APPL_PRDS_BGRP API RB_APPL_PRDS_BTYP API RB_APPL_PRDS_COMP API RB_BCAT_RULES API RB_BUDGET_RUN API RB_PRDS_BGRP_BTYP API RB_PRDS_BGRP_RULES API RB_PRDS_BTYP_RULES API RB_PRDS_COMP_RULES API RB_PRDS_DETAIL_RULES API RB_PRDS_FUND_COMP API RB_PRDS_PBGP_MESG API RB_PRDS_PELL_RULES API RB_RTVABRC API RB_RTVBCAT API RB_RTVPBGP API RB_RTVPBTP API RB_RTVPBCP API RBKABRC Package RBKPFRM Package RBKPBGP Package RBK_PERIOD_BUDGET Package RP_APPL_PRDS_BGRP API May 2012 Banner Financial Aid Contents

8 RP_APPL_PRDS_BTYP API RP_APPL_PRDS_COMP API Changed packages RB_APPLICANT_STATUS API ROKLOGS Package ROKSUMM Package ROK_ARCHIVE_DATA Package RNKNEED Package RPKAWRD Package RPKPCKG Package RPK_AWARD_VALIDATION Package RP_APPLICANT_STATUS API New database triggers RT_RBBBRUN_LOG_INSUPDDTL (rbtbrun9.sql) RT_RBBBRUN_USERACTIVIT_INSUPD (rbtbrun0.sql) RT_RBRABRC_LOG_INSUPDDTL (rbtabrc9.sql) RT_RBRABRC_USERACTIVIT_INSUPD (rbtabrc0.sql) RT_RBRAPBC_LOG_INSUPDDTL (rbtapbc9.sql) RT_RBRAPBC_USERACTIVIT_INSUPD (rbtapbc0.sql) RT_RBRAPBG_LOG_INSUPDDTL (rotapbg9.sql) RT_RBRAPBG_USERACTIVIT_INSUPD (rotapbg0.sql) RT_RBRAPBT_LOG_INSUPDDTL (rbtapbt9.sql) RT_RBRAPBT_USERACTIVIT_INSUPD (rbtapbt0.sql) RT_RBRBCAT_LOG_INSUPDDTL (rbtbcat9.sql) RT_RBRBCAT_USERACTIVIT_INSUPD (rbtbcat0.sql) RT_RBRPBCP_LOG_INSUPDDTL (rbtpbcp9.sql) RT_RBRPBCP_USERACTIVIT_INSUPD (rbtpbcp0.sql) RT_RBRPBDR_LOG_INSUPDDTL (rbtpbdr9.sql) RT_RBRPBDR_USERACTIVIT_INSUPD (rbtpbdr0.sql) RT_RBRPBGP_LOG_INSUPDDTL (rbtpbgp9.sql) RT_RBRPBGP_USERACTIVIT_INSUPD (rbtpbgp0.sql) RT_RBRPBTP_LOG_INSUPDDTL (rbtpbtp9.sql) RT_RBRPBTP_USERACTIVIT_INSUPD (rbtpbtp0.sql) RT_RBRPELL_LOG_INSUPDDTL (rbtpell9.sql) RT_RBRPELL_USERACTIVIT_INSUPD (rbtpell0.sql) Banner Financial Aid May 2012 Contents

9 RT_RBRPGPT_LOG_INSUPDDTL (rbtpgpt9.sql) RT_RBRPGPT_USERACTIVIT_INSUPD (rbtpgpt0.sql) RT_RBRPMSG_LOG_INSUPDDTL (rbtpmsg9.sql) RT_RBRPMSG_USERACTIVIT_INSUPD (rbtpmsg0.sql) RT_RFRPCMP_LOG_INSUPDDTL (rftpcmp9.sql) RT_RFRPCMP_USERACTIVIT_INSUPD (rftpcmp0.sql) RT_RORALGS_LOG_INSUPDDTL (rotalgs9.sql) RT_RORALGS_USERACTIVIT_INSUPD (rotalgs0.sql) RT_RTVABRC_LOG_INSUPDDTL (rttabrc9.sql) RT_RTVABRC_USERACTIVIT_INSUPD (rttabrc0.sql) RT_RTVBCAT_LOG_INSUPDDTL (rttbcat9.sql) RT_RTVBCAT_USERACTIVIT_INSUPD (rttbcat0.sql) RT_RTVPBCP_LOG_INSUPDDTL (rttpbcp9.sql) RT_RTVPBCP_USERACTIVIT_INSUPD (rttpbcp0.sql) RT_RTVPBGP_LOG_INSUPDDTL (rttpbgp9.sql) RT_RTVPBGP_USERACTIVIT_INSUPD (rttpbgp0.sql) RT_RTVPBTP_LOG_INSUPDDTL (rttpbtp9.sql) RT_RTVPBTP_USERACTIVIT_INSUPD (rttpbtp0.sql) Changed database triggers RT_ROBINST_LOG_INSUPDDTL (rotinst9.sql) RT_RORSTAT_LOG_INSUPDDTL (rotstat9.sql) RT_RORWEBR_LOG_INSUPDDTL (rotwebr9.sql) New views Period Budget Simulation View (RBVSIMR) Period Budget Student View (ROVPBST) Changed views Actual Need View (RNVAND0) Actual Need Second Level View (RNVAND1) Simulated Need View (RNVSND0) Simulated Need Second Level View (RNVSND1) Data Log Activity Master View (ROVLOGM) Required data Budget Run Base Table (RBBBRUN) Logging Control Base Table (ROBLOGC) May 2012 Banner Financial Aid Contents

10 Logging Control Repeating Table (RORLOGC) Miscellaneous Parameter Table (RORMPRM) Miscellaneous Validation Rules Table (RORMVAL) Batch Posting Type Validation Table (RTVPTYP) Changed forms Financial Aid System Global Establishment Form (ROQMENU) Financial Aid Referenced Object Library (ROQOLIB) Obsolete objects Obsolete view Section 6 Self-Service Period Based and Algorithmic Budgeting - Technical Changed packages BWRKBUDG Package BWRKRHST Package BWRKSUMM Package Section 7 Problem Resolutions Banner Financial Aid May 2012 Contents

11 Introduction This guide documents the Banner Financial Aid release, which includes enhancements, request for product enhancements (RPEs), and problem resolutions. This document provides detailed information about the Banner Financial Aid release only. Note Banner Financial Aid and Banner Financial Aid Self-Service release specific materials are now combined within a single document. This includes all Banner Financial Aid information associated with the release. The following Financial Aid enhancement projects have been completed and delivered to support Period Based and Algorithmic Budgeting: Holds by Term ( February, 2009) Archive and Data Purge (8.4 - April, 2009) Requirements by Term (8.5 - August, 2009) Enrollment Periods (8.9 - September, 2010) Under the release, a number of functional requirements have been addressed to allow the implementation of a new Banner Financial Aid module to support Period Based and Algorithmic Budgeting. The following functional elements are included in this release: Ability to budget by term (period) Ability to define budget groups by term (period): Use rules to assign term (period) budgets to the student Support for budget components that are specifically relevant to one term (period) and no others. Ability to attach a dollar amount to budget components: Table for components to contain the actual dollar amounts Ability to accept null values Assignment of default values Ability to calculate a budget component amount based on rules Batch Posting budget components and amounts by term (Period) May 2012 Banner Financial Aid

12 Enhancements The following enhancements are included in this release: Period Based and Algorithmic Budgeting This includes information about a new Banner Financial Aid module designed to support Period Based and Algorithmic Budgeting. This document also consolidates release information for both Banner Financial Aid Internet Native Banner (INB) and Self-Service. This new functionality allows you to continue to use current aid year budget processing without implementing any additional changes. There is no impact on current applicant records while building and testing new functionality. Period Budgeting functionality is enabled by an indicator that determines whether period budgets will be used for processing, displayed on Banner forms and Self-Service. Period Budgets may be created and assigned to applicants, but will only be used when Period Budgeting has been enabled. Note Letter Generation variables to support Period Based budgets for an applicant have not been included as part of the release. A future Banner Financial Aid release will provide baseline variables that may be used for Letter Generation. The User Guide (Chapter 2 - Processing) provides detailed information on setting up and processing for Period Based and Algorithmic Budgeting. INAS IM/EFM Upgrade This section describes changes made as part of the College Board s recent INAS IM/EFM calculation. This upgrade revised the behavior for IM Option I-20 (Federal Work Study) to add combat pay, child support paid, and now taxable financial aid (FWS) as a computational step when determining income exclusions for student assumption 28. Miscellaneous Enhancements This section describes requested enhancements that are included in the release: Web Snapshot system performance and memory consumption (RPE 1-11FCPDT) RPTNEED comments on column (RPE 1-3BCG4D) Automate the use of part-time budgets (RPE Z) Enhanced copy function to default key values (RPE 1-5X0MV7) Budget creation (RPE 1-EU1X3) 12 Banner Financial Aid May 2012

13 Separating periods (RPE 1-HXVL2J) Additional copy functions (RPE 1-IDT0B) Banner Financial Aid Hosted Services Handbook improvement (1-ISQR3U) Problem Resolutions Problem resolutions are summarized by object at the end of the release guide. For more information about a problem resolution, refer to the finaid81401resolutions.txt file that accompanies the Banner Financial Aid release. 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 ?, Solution/FAQ # 1-12DB0I1, and made available through the Customer Support Center ( It is recommended that you refer to this document periodically under Solutions/FAQs (# 1-12DB0I1) as you use the new release functionality. May 2012 Banner Financial Aid

14 14 Banner Financial Aid May 2012

15 1 Period Based and Algorithmic Budgeting - Functional A new module within Banner Financial Aid to support period based and algorithmic budgeting is being delivered with this release. This allows you to continue to use the current aid year budget processing without implementing any additional changes. Since this is a separate module, you can use current aid year budget processing with no impact on applicant records while building and testing the new functionality delivered for this enhancement. An indicator to enable period budgeting is used to determine if aid year budgets or period budgets should be used for processing, displayed on forms and Self-Service. Period budgets may be created and assigned to applicants but will not be used until period budgeting has been enabled. Period budgeting allows the assignment of budget groups and the associated types and components by period. The applicant s budget will be the sum of all periods in the applicant s aid period by budget type with the exception of Pell budgets which will be based on full-year/full-time amounts for the period budget group assigned to the earliest period in the applicant s aid period. The assignment of two non-pell budget types to a period budget group, one FM and one IM EFC type, will now be allowed, providing the ability to package an applicant s awards designated to use the IM EFC based on the budget established for the IM EFC type. Federal funds will always use the FM EFC budget type, therefore, all period budget groups must be created with an FM methodology budget type. Components for period budgets may be created by using a default value or by using algorithmic budgeting rules to calculate an amount specific to the student in addition to assigning the component and amount to the budget group/type. You will have the ability to recalculate an applicant s budget by period or all periods within the aid period as well as by budget type without regrouping or assigning a new budget group. The new period budget grouping process being delivered will also provide the ability to run the process in simulation. The results of both the applicant s current period budget (actual) and the results of the simulation will be provided on both the output of the process as well as online. The necessary changes to Financial Aid Self-Service to provide budget information based on the applicant s period budget have been made. In addition, the ability to use Web Text for the Financial Aid Status and the Cost of Attendance pages has been included. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

16 New forms The following new forms have been included to provide Period Based and Algorithmic Budgeting functionality. Refer to the User Guide (Chapter 2 - Processing) for stepby-step setup procedures and guidance associated with Period Based and Algorithmic Budgeting. Period Budget Group Detail (RBAPBGD) The new Period Budget Group Detail form allows you to display the period budget group assigned for each period in the student s aid period. You may place a Lock to prevent the Period Budget Group from being changed or place a Freeze to prevent any changes to the Period Budget Group, type, or components for a period. Only the Lock and Freeze indicators are updateable. This form is also called when accessing the Period Budget Group Detail icon from such forms as RPAAWRD and ROASTAT. The following image illustrates the new Period Budget Group Detail (RBAPBGD) form: 16 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

17 Key block Fields Aid Year ID Descriptions Aid Year. Banner displays information based on the financial aid processing year specified in the Aid Year field. The default for this field is the current aid year. Select the Aid Year button or press the LIST function to access the Aid Year Validation window if you need to verify an aid year and its description, or to check whether the aid year is still active. (KEYBLCK_AIDY_CODE). ID. Student identifier. Applicant s identification number. All of the data on this form refers to the applicant ID that you enter in this section. If necessary, you can use the LIST function to search for existing applicants with the Person Search (SOAIDEN) form or the Alternate ID Search (GUIALTI) form. (KEYBLOCK_ID). Period Status block Fields Period Period Group Group Lock Freeze Descriptions Period. All of the periods included in the applicant s aid period are displayed. (RBRAPBG_PERIOD). Period description. (ROBPRDS_DESC). Period Budget Group. The period budget group that has been assigned to the applicant for the period is displayed. (RBRAPBG_PBGP_CODE). Group description. (RTVPBGP_DESC). Period Budget Group Lock indicator. Check to lock the period budget group for the period. Locking the period budget group will prohibit changes to the group assigned but will allow changes to be made to the components and amounts for the period. (RBRAPBG_PBGP_CODE_LOCK_IND). Budget Freeze indicator. Check to freeze the budget for the period. Freezing the budget will prohibit changes to the budget group, budget type, components, and amounts from being made for the period. (RBRAPBG_BUDGET_FREEZE_IND). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

18 Note The Lock and Freeze indicators cannot be updated together. When an attempt is made to update the Lock and Freeze indicators together, the appropriate system generated error message will be displayed. Applicant Period Budget (RBAPBUD) The Applicant Period Budget (RBAPBUD) form provides the ability to change the aid period, display the budget components and amounts for the aid period, and maintain the applicant s budget by period and the applicant s Pell budget for the aid year. If you manually add a period budget group for an applicant and a financial aid record does not exist for the aid year, the financial aid record (RORSTAT) will be created. Note Upon exit from the RBAPBUD form, if any change to the Pell Budget had been made, the Pell Calculation Process (RPEPELL) will be run. The following image illustrates the new Applicant Period Budget (RBAPBUD) form: 18 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

19 Key block Fields Aid Year ID Descriptions Aid Year. Banner displays information based on the financial aid processing year specified in the Aid Year field. The default for this field is the current aid year. Select the Aid Year button or press the LIST function to access the Aid Year Validation window if you need to verify an aid year and its description, or to check whether the aid year is still active. (KEYBLCK_AIDY_CODE). Student identifier. All of the data on this form refers to the applicant ID that you enter in this section. If necessary, you can use the LIST function to search for existing applicants with the Person Search (SOAIDEN) form or the Alternate ID Search (GUIALTI) form. (KEYBLOCK_ID). Applicant Budget tab The applicant s aid period is maintained on the Applicant Budget tab. The percent of the full year budget associated with the aid period from the Aid Period Validation (RTVAPRD) form is also displayed. You may view the applicant s budget group, components and amounts by period by accessing the View Budgets by Period icon or by using the Options menu to access Applicant Budget by Period (RBIABPR) form. The Information Access Indicator enables you to allow (checked) or prohibit (unchecked) display of the applicant s budget information in Self-Service. When the Information Access Indicator is checked, budget information will be displayed in Self-Service, based on your settings on the Web Processing Rules tab of the Global Financial Aid Institutional Options (ROAINST) form. Additionally, for period budget processing, you may select your institutional preference to display either the IM or FM EFC and budget associated with the methodology type. If the preferred period budget EFC methodology is IM and no IM budget type exists for the applicant, the FM budget type will be displayed. You may delete the applicant s budget by selecting the Delete Budget icon. When the Delete Budget icon is selected, all period budget groups, types, and components will be deleted for all periods in the applicant s aid period. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

20 Aid Period block Fields Aid Period Aid Period Percent of Full Year Information Access Indicator Delete Budget (Icon) View Budgets by Periods (Icon) Descriptions Aid Period. Select the LIST function to access the Aid Period Validation (RTVAPRD) window to verify or select an aid period code. (RORSTAT_APRD_CODE). Aid Period description. (RTVAPRD_DESC). Percent of full academic year that this aid period represents. (RTVAPRD_FULL_YR_PCT). Period Budget Information Access Indicator. Checked = Y. (RORSTAT_PBUD_INFO_ACCESS_IND). When selected, a procedure (RBKPFRM.P_DELETE_BUDGET) is called to delete all Applicant Period Budget Group (RBRAPBG) entries for the applicant. Note: Any error messages that have been generated will be displayed. When selected, the Applicant Budget by Period (RBIABPR) form is called. Budget Type block Fields Type Code Type Code EFC Method Descriptions Period Budget Type Code. (RBRPBTP_PBTP_CODE). Period Budget Type Code description. (RTVPBTP_DESC). EFC Method indicator. (RBRPBTP_EFC_IND). Budget Group block Fields Group Code Group Code Descriptions Period Budget Group Code. (RBRAPBG_PBGP_CODE). Period Budget Group Code description. (RTVPBGP_DESC). 20 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

21 Fields Period Period Descriptions Period. (RBRAPBG_PERIOD). Period description. (ROBPRDS_DESC). Budget Components block Fields Component Code Component Code Amount Total Descriptions Period Budget Component Code. (RBRPBCP_PBCP_CODE). Period Budget Component Code description. (RTVPBCP_DESC). Component Amount. (DISPLAY_AMOUNT). Total Amount. (DISPLAY_TOTAL). Budget Maintenance tab The applicant s budget is maintained by period on the Budget Maintenance tab. The aid period assigned is display only and can be updated on the Applicant Budget tab. The period budget groups assigned for the periods in the applicant s aid period are maintained in the Group block. Use the next/previous record function to navigate through the period budget group/periods. The period budget group may be added, removed, or updated for a period. Once the update is made in the Group Code field, the budget types and components associated with the period budget group will be added if you are creating/updating the period budget group or removed if you are removing the period budget group for the period once the record is saved. The Lock indicator, when selected, will prevent any updates to the budget group for the period. Changes may be made to the budget types and budget components when the budget group is locked including the ability to recalculate the budget components. The Freeze indicator, when selected, will prevent any updates to the budget group, types, or component for the period. If you freeze the budget for the period, the budget components cannot be recalculated by the recalculation process. Adjustments to the budget components and amounts can be automatically made by selecting the Calculate icon or by accessing the Applicant Immediate Process (ROAIMMP) form from the Options menu and selecting the Period Budget Recalculation May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

22 option. When the calculation is performed, any algorithmic rules assigned to the budget components will be executed to ensure the current amount based on the criteria is assigned. Additionally, any changes to the budget components for the period budget group and type (and optionally the period) that have been made on the Period Budget Detail Rules (RBRPBDR) form will be reflected. When the Calculate icon is selected in the Group block, the calculation will occur for all budget types associated with the budget group for the period. When the Calculate icon is selected in the Type block, the calculation will occur for only that budget type and period. Components and amounts may be added, updated, or deleted by period on the Budget Maintenance tab. Any manual or batch posted components will not be recalculated. Note If an amount is manually changed on a budget component that used an algorithmic budgeting rule, the algorithmic rule code and sequence number will be removed because the amount is no longer the result of the algorithmic rule. The following image illustrates the new form s Budget Maintenance tab: Aid Period block Fields Aid Period Descriptions Aid Period. (RORSTAT_APRD_CODE). 22 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

23 Fields Aid Period Percent of Full Year Descriptions Aid Period description. (RTVAPRD_DESC). Percent of full academic year represented by this aid period. (RTVAPRD_FULL_YR_PCT). Budget Group block Fields Code Code Period Period Lock Freeze Calculate (Icon) Descriptions Period Budget Group Code. (RBRAPBG_PBGP_CODE). Period Budget Group Code description. (RTVPBGP_DESC). Period. (RBRAPBG_PERIOD). Period description. (ROBPRDS_DESC). Period Budget Group Code Lock indicator. Check to lock Budget Group code. Checked = Y. (RBRAPBG_PBGP_CODE_LOCK_IND). Period Budget Freeze indicator. Check to freeze the budget for the period. Checked = Y. (RBRAPBG_BUDGET_FREEZE_IND). When selected, all budget components will be recalculated for an applicant for a period. Note: Any error messages that have been generated will be displayed. Budget Type block Fields Code Code EFC Method Descriptions Period Budget Type Code. (RBRAPBT_PBTP_CODE). Period Budget Type Code description. (RTVPBTP_DESC). EFC Method indicator. (RBRPBTP_EFC_IND). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

24 Fields System Indicator Calculate (Icon) Descriptions System Indicator. Default value = M. (RBRAPBT_SYS_IND). When selected, all budget components will be recalculated for a budget type and period. Note: Any error messages that have been generated will be displayed. Budget Component block Fields Code Code Amount Rule Sequence Activity Date User ID System Indicator Total Descriptions Period Budget Component Code. (RBRAPBC_PBCP_CODE). Period Budget Component Code description. (RTVPBCP_DESC). Component Amount for the period. (RBRAPBC_AMT). Rule. (RBRAPBC_ABRC_CODE). Sequence Number. (RBRAPBC_SEQ_NO). Activity Date. (RBRAPBC_ACTIVITY_DATE). User ID. (RBRAPBC_USER_ID). System Indicator (RBRAPBC_SYS_IND). Total Amount. The sum of Amount (RBRAPBC_AMT) column for the period and budget type. (DISPLAY_TOT_AMT). Pell Budget Maintenance tab The Pell budget (for the period budget group) is created with the full-year/full-time components and amounts on the Period Budget Group Aid Year Rules (RBRPBGR) form. The Pell budget will exist for the group assigned for each period in the student s aid period. However, the Pell budget that is displayed, accessible for updates on Applicant Period Budget, and used for the Pell calculation and reporting to COD, will be the group and Pell budget from the earliest period in the student s aid period. If you have initially assigned a Fall/Spring aid period, the Pell budget established for the period budget group assigned for the Fall semester will be used for calculating the student s Pell budget and award. If you then changed the aid period to Spring (only), the period budget group and the corresponding Pell budget assigned for the Spring semester will become the student s Pell budget and used for calculating the award. 24 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

25 The Calculate icon, when selected, will perform a recalculation of the applicant s Pell budget and the components and amounts updated based on any algorithmic rules used for the budget components or updates made to the Pell budget for the group that have been made on Period Budget Group Aid Year Rules (RBRPBGR) form. Budget components may be added, updated, or deleted. Any updates to amounts or new components added to the applicant s Pell budget should reflect the Full-time/Full-year amount. Note If an amount is manually changed on a budget component that used an algorithmic budgeting rule, the algorithmic rule code and sequence number will be removed because the amount is no longer the result of the algorithmic rule. The following image illustrates the new form s Pell Budget Maintenance tab: Budget Type block Fields Type Code Type Code EFC Method Descriptions Period Budget Type Code. (RBRAPBT_PBTP_CODE). Period Budget Type Code description. (RTVPBTP_DESC). EFC Method indicator. (RBRPBTP_EFC_IND). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

26 Fields System Indicator Calculate (Icon) Descriptions System Indicator. Default value = M. (RBRAPBT_SYS_IND). When selected, all budget components will be recalculated for a budget type and period. Note: Any error messages that have been generated will be displayed. Budget Component block Fields Component Code Component Code Amount Rule Sequence Used for < ½ Pell Activity Date User ID System Indicator Total Descriptions Period Budget Component Code. (RBRAPBC_PBCP_CODE). Period Budget Component Code description. (RTVPBCP_DESC). Full-time/Full-year amount for the component. (RBRAPBC_AMT). Rule. (RBRAPBC_ABRC_CODE). Sequence Number. (RBRAPBC_SEQ_NO). Used for Pell Less than Half Time COA. Checked = Y. Default value = N. (RBRPBCP_PELL_LT_HALF_IND). Activity Date. (RBRAPBC_ACTIVITY_DATE). User ID. (RBRAPBC_USER_ID). System Indicator (RBRAPBC_SYS_IND). Total Amount. The sum of Amount (RBRAPBC_AMT) column for the aid year and budget type. (DISPLAY_TOT_AMT). Changing Aid Period Process Changing aid period to remove a period that does not have aid in memo, authorized, or paid status. On the Applicant Budget Tab, enter the new aid period in the Aid Period field and save the record. As part of the update, when the new aid period is saved, the period 26 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

27 budget group, type(s), and components associated with the period being removed will automatically be deleted. If you are changing the aid period from Fall/Spring to Spring only, the period budget group, type(s), and components for Spring will be deleted. Changing aid period to add a period such as Fall/Spring to Fall/Spring/Summer. On the Applicant Budget Tab, enter the new aid period in the Aid Period field and save the record. To assign the period budget group to the period being added, Summer, in this example, without re-grouping the applicant for the Fall and Spring periods, you have the following options: 1. From the Options menu, access the Applicant Immediate Process (ROAIMMP) form, and select to run the Period Budget Grouping Process for the period being added to the applicant s aid period. The Period Budget Grouping Process will assign the period budget group and associated types and components for the period. 2. Access the Budget Maintenance tab of RBAPBUD. You can manually assign a period budget group by entering the desired group in the Group Code field and saving the record. As part of the updates when the group is added, the budget types and components associated with the group will automatically be added for the period. Any updates can then be made as necessary. 3. The applicant may be included as part of batch processing run of the Period Budget Grouping Process (RBRPBGP) using a population selection and entering the specific period as part of the parameters to assign the period budget group. Eliminating period budget group when unable to remove period from aid period due to funds paid. 1. Access the Budget Maintenance tab of RBAPBUD. From the Group Code field, remove budget group code (clear field) and save the record. This will remove all budget types and budget components for the period (the period itself will remain). 2. Freeze the period with a null budget group to eliminate the grouping process or manual updates from assigning a budget group and components. If a Pell budget had existed for the group/period which was removed and was the earliest period in the aid period, the Pell budget type will be removed when the budget group is deleted for the period. Therefore, the earliest period where a Pell budget type exists will be used for Pell processing. Example: An applicant in the Fall/Spring aid period with a period budget group of UGINOS for Fall and UGINIS for Spring. Fall aid was paid and backed out. The Fall period cannot be removed from the aid period. However, the applicant s budget needs to reflect only the Spring budget amount. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

28 On the Budget Maintenance tab of RBAPBUD, remove the budget group for Fall period. This deletes all budget types, including Pell and the associated components. Check the Freeze indicator to prevent a group from being assigned or manual entry of a budget type or components for Fall. The student s period budget will now reflect only the Spring amounts for non-pell. The Pell budget associated with the Spring budget group (UGINIS) will be used to calculate Pell and submitted to COD. Applicant Budget by Period (RBIABPR) This new inquiry form is used to display the components/amounts assigned to the student for each period in the aid period. Data will be displayed according to EFC method, Federal or Institutional, which is associated with the budget type. The period budgeting group code assigned for the period is also displayed. The following image illustrates the new RBIABPR form: 28 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

29 Key block Fields Aid Year ID EFC Method Descriptions Aid Year. Banner displays information based on the financial aid processing year specified in the Aid Year field. The default for this field is the current aid year. Select the Aid Year button or press the LIST function to access the Aid Year Validation window if you need to verify an aid year and its description, or to check whether the aid year is still active. (KEYBLCK_AIDY_CODE). Student identifier. Applicant s identification number. All of the data on this form refers to the applicant ID that you enter in this section. If necessary, you can use the LIST function to search for existing applicants. (KEYBLCK_ID). EFC Method. The budget components and amounts assigned for each period are based on the EFC method, Federal or Institutional. Valid values are: F = Federal I = Institutional (KEYBLCK_METHOD) Period tabs The Period tabs are used to display periods in two groups. The first Period tab displays periods 1-4 and the second Period tab displays periods 5-8. Fields Period (tabs: Periods 1-4 and Periods 5-8) Group Descriptions Displays the periods associated with the applicant s aid period. Displays the period budget group assigned to the applicant for the period. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

30 Component block Fields Component Component Totals Amount (Periods 1-8) Descriptions Period Budget Component Code. Description. The description of the period budget component code is displayed at the bottom of the form for the component being accessed. The total amount of the component for all periods. The amount of the component for the period. Total of All Components block Fields Total of All Components Descriptions Total of All Components. The total amount of the components under the Totals column reflects the sum of all the components for all the periods. The total amount of the components under each of the Period columns reflect the sum of all the components for the period. Period Budget Category Inquiry (RBIPBCT) The Period Budget Category Inquiry (RBIPBCT) form is used to display the budget information for the student using the categories. This will be the information that is displayed in Self-Service for the student if Display COA Detail indicator on the Web Processing Rules tab of the ROAINST form has been checked (Yes). The following image illustrates the new RBIPBCT form: 30 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

31 Key block Fields Aid Year ID Descriptions Aid Year. Banner displays information based on the financial aid processing year specified in the Aid Year field. The default for this field is the current aid year. Select the LIST function to access the Aid Year Validation (ROIAIDY) window if you need to verify an aid year and its description, or to check whether or not the aid year is still active. (KEYBLCK_AIDY_CODE). Student Identifier. Applicant s identification number. All of the data on this form refers to the applicant ID that you enter in this section. If necessary, you can use the LIST function to search for existing applicants. (KEYBLCK_ID). Category block Fields Description Amount Total Descriptions Budget Category description. Budget Category Amount. The amount will reflect the sum of all the budget components when multiple components have been assigned to the category. Total. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

32 Period Budget Simulation Inquiry (RBISIMI) The new RBISIMI inquiry form will display all of the simulation runs of the Period Budget Grouping Process (RBRPBGP). The following image illustrates the new RBISIMI form: Run block Fields Run Name Aid Year Process Indicator Descriptions Simulated Budget Run Name. (RBBBRUN_RUN_NAME). Aid Year. (RBBBRUN_AIDY_CODE). Process Indicator. B = Batch O = Online (RBBBRUN_PROCESS_INDICATOR). Activity Date Activity Date. (RBBBRUN_ACTIVITY_DATE). Algorithmic Budgeting Rules (RBRABRC) This new form allows you to use algorithmic rules to calculate the amount for a budget component that will be assigned to an applicant s budget. The algorithmic rule is then 32 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

33 assigned to the Period Budget Component and executed to determine the amount to use for the component when creating or recalculating the applicant's budget. Note All sequences of the algorithmic budget rule must be validated in order for the sequence to be used by either the Period Budget Grouping Process or the Period Budget Recalc Process. If the sequence has not been validated, there is a potential the component will not be added to the applicant's budget since no amount was returned by the rule. The following image illustrates the new RBRABRC form: Key block Fields Aid Year Descriptions Aid Year. Banner displays information based on the financial aid processing year specified in the Aid Year field. The default for this field is the current aid year. Select the Aid Year button or press the LIST function to access the Aid Year Validation window if you need to verify an aid year and its description, or to check whether the aid year is still active. (KEYBLCK_AIDY_CODE). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

34 Fields Rule Rule Descriptions Algorithmic Budgeting Rule Code. Press the LIST function to access the available Algorithmic Budgeting Rule Codes which have been established on RTVABRC. (KEYBLCK_ABRC_CODE). Algorithmic Budgeting Rule Code description. (RTVABRC_DESC). Rule block Save all changes before you select the Validate button. When you click the Validate button, the SQL statement is parsed. This function ensures that the SQL statement is valid. If the SQL statement is valid, the process checks the Validated field. If the SQL statement is invalid, an error message is returned. When you click the Test Rule button, the system accesses a window where you may enter values for any substitution parameters used in the rule and execute the rule in test mode. This allows you to verify that the rule will return the expected results when used by the Period Budget Grouping Process (RBRPBGP) or the Period Budget Recalc Process (RBRPBRC). Note It is recommended that you build your rules in an editor prior to entering these rules on the RBRABRC form. This form allows the use of user-defined functions. The select statement for the SQL Statement must return a numeric value. Non-numeric results will return an error. Fields Sequence Validated Validate (Icon) Descriptions Algorithmic budgeting rule sequence number (rules are processed in ascending order but do not need to be sequential). (RBRABRC_SEQ_NO). Algorithmic budgeting rule Validated indicator. A check in this field indicates that the rule has been validated. (RBRABRC_VALIDATED_IND). When you click the Validate button, the SQL statement is parsed. This function ensures that the SQL statement is valid. If the SQL statement is valid, the process checks the Validated field. If the SQL statement is invalid, an error message is returned. 34 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

35 Fields User ID Active Test Rule (Icon) Activity Date SQL Statement Descriptions User ID of the person that created or last updated the rule. (RBRABRC_USER_ID). The Active indicator allows you to inactivate specific sequence numbers. This inactivates the algorithmic budgeting rule for a specific aid year code, rule code, and sequence number. Uncheck the checkbox to inactivate. (RBRABRC_ACTIVE_IND). When you click the Test Rule icon, the system accesses a window where you may enter values for any substitution parameters used in the rule and execute the rule in test mode. This allows you to verify that the rule will return the expected results when used. The date that information in this record was entered or last updated. (RBRABRC_ACTIVITY_DATE). The SQL statement you write to define the algorithmic budgeting rule. The select statement for the SQL Statement must return a numeric value. Non-numeric results will return an error. You can use case logic in an SQL statement. (RBRABRC_SQL_STATEMENT). Available for Lookup block The Available for Lookup section serves as a reference for valid tables, table columns, and parameters. You can use the Edit functions to cut and paste table, table column, and parameter information from the Table, Column, and Parameter fields into the SQL Statement field in the Rule block. Fields Table Descriptions Table name. If you know the name of the table, you can type in the table name; or you can find and select the table name with the List function. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

36 Fields Column Parameter/ Parameter Value Descriptions Column name. If you enter a valid table name, you can find and select a valid column name with the List function. The Parameter and Parameter Value fields provide a pull-down reference list of parameter descriptions and their corresponding substitution variables for use in your SQL statements. Aid Year :AIDY Personal ID Number :PIDM Algorithmic Budgeting Rule :RULE Period Budget Group :PBGP Period Budget Type :PBTP Period Budget Component :PBCP Period :PERIOD A/R Term Code :AR_TERM Student Term Code :STU_TERM SAP Term Code :SAP_TERM Note: The term code for A/R Term Code, Student Term Code, and SAP Term Code, will be derived from the Period being processed where the appropriate indicator has been checked (RORPRDS). Copy To block The Copy To block allows you to copy a rule from one aid year, rule, and sequence combination to another aid year, rule, and sequence combination, to transfer the same rules from one aid year to another aid year, or to copy rule information from one sequence number to another sequence number. In order to access this window, there must be a valid set of rule criteria in the Rule block. 36 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

37 Fields Aid Year Rule Sequence Copy All Sequences Copy (Icon) Descriptions Aid year to which you want to copy a rule.you must enter an Aid Year code when you use the Copy button. Select the List function to access the Aid Year Validation window (ROIAIDY), which lists valid aid years. Algorithmic rule code to which you want to copy a rule. This is a required field for the copy process. Select the List function to access the Algorithmic Budgeting Rule Validation (RTVABRC) form to view valid rule codes. Sequence number to which you want to copy a rule. You can copy a rule to any sequence number that is not currently in use for the aid year, rule, or sequence. If you do not enter a sequence number, the next available sequence number will be generated. If you check the Copy All Sequences checkbox, the Copy To Sequence number must be blank. Check this field to copy all sequence numbers in a rule to another rule code that exists on RTVABRC.If the Copy All Sequences checkbox is checked, RPRABRC rules cannot exist for the Copy To Aid Year and Rule code. You may select the Copy icon to copy the rules or you may use an Insert Record function. Test Rule window When you click the Test Rule button, the system accesses the Test Rule window where you may enter values for any substitution parameters used in the rule and execute the rule in test mode. This allows you to verify that the rule will return the expected results when used by the Budgeting process. Note that all sequences for the aid year and rule must be validated before you can access this window. A sequence number is bypassed if it is inactive. Fields ID Budget Group Descriptions The ID of the student used during the execution of the rule. You must enter an ID before you select the Execute button. Select the List function to access the Person Search (SOAIDEN) window. The budget group to be substituted for the Period Budget Group parameters in the rule. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

38 Fields Budget Type Budget Component Period Calculated Amount Calculated Sequence Execute (Icon) Clear and Return to Data Entry (Icon) Descriptions The budget type to be substituted for the Period Budget Type parameters in the rule. The budget component to be substituted for the Period Budget Component parameters in the rule. The period to be substituted for the PERIOD parameter in the rule. The calculated amount returned from executing the rule. (CALCULATED_AMOUNT). The rule sequence executed to calculate the amount. Select the Execute icon to execute the rule and return the calculated amount. Click the Clear and Return to Data Entry button if you want to clear the calculated amount and return the cursor to the ID field so that you can enter another ID. Executing the Test Rules When you select the Execute button, the system uses your period budget data in the testing of your algorithmic rules and will display the results in the Calculated Amount field. Click the Clear and Return to Data Entry button if you want to clear the calculated amount and return the cursor to the ID field so that you can enter another ID and budget. Note The values entered when testing a rule will remain populated unless the Clear and Return to Data Entry button is clicked (or you leave the form). Period Budget Detail Rules (RBRPBDR) Period Budget Detail Rules is used to establish the budget components for each budget group/non-pell budget type. The budget components and amounts/rules can be defined which are specific to a period by entering the period in the key-block. If a period is not defined, the budget components and amounts/algorithmic rules will be used as a default for the budget group and type. In other words, the period budget grouping process will use a hierarchy to determine the 38 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

39 appropriate components and amounts to assign by first determining if the period being processed is defined for the group on RBRPBDR: If the period is defined, use those components and amounts. If the period is not defined on RBRPBDR, use the components and amounts for the group where the period is NULL. Example: School with fall and spring semesters and an optional summer program. The budget components and amounts are the same for the Undergraduate Dependent student for both the fall and spring periods however, the institution has discounted tuition charges and required campus fees for students who attend during the summer. The components and amounts/algorithmic rule to be used for fall and spring are defined for the Undergraduate Dependent group by leaving the Period NULL in the key block of the Period Budget Detail Rules (RBRPBDR) form, allowing the same rules to be used. The components and amounts/algorithmic rules that will be used when the student has summer included as part of their aid period will be defined differently by entering the period associated with summer in the key block for the Undergraduate Dependent group. The following image illustrates the new RBRPBDR form: May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

40 Key block Fields Aid Year Group Code Group Code Type Code Type Code Period Descriptions Aid Year. (KEYBLCK_AIDY_CODE). Period Budget Group Code. (KEYBLCK_PBGP_CODE). Period Budget Group Code description. (RTVPBGP_CODE). Period Budget Type Code. (KEYBLCK_PBTP_CODE). Period Budget Type Code description. (RTVPBTP_CODE). Period. (KEYBLCK_PERIOD). Note: This field may be NULL. Budget Component block Budget components may be added manually or by using the Add Default Components icon. When the Add Default Components icon is selected, the period budget components that have been defined with the default indicator set on Period Budget Aid Year Rules (RBRPBYR) will be added. If an amount or an algorithmic rule code for the component has been defined for Non-Pell, the amount or algorithmic rule code will also be the default. Components which are not defined as Default, or if components are added manually without using the Add Default Components icon, any amounts or algorithmic rule codes associated with the component will automatically be added, and may then be updated as necessary. Fields Component Component Amount Algorithmic Rule Descriptions Period Budget Component Code. (RBRPBDR_PBCP_CODE). Period Budget Component Code Description. (RBRPBDR_DESC). Amount. (RBRPBDR_AMT). Algorithmic Rules Code. (RBRPBDR_ABRC_CODE). 40 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

41 Fields Add Default Components (Icon) Delete Components (Icon) Descriptions When selected, components will default in as defined on the Budget Components tab of the Period Budgeting Aid Year Rules (RBRPBYR) form. When selected, all budget components for an applicant for a budget type and period will be deleted. Copy To block This block allows you to copy the budget components and amounts/algorithmic rules to another budget group/type and optionally to a period. The Default Key Block Values for Update icon has been added to reduce the amount of data entry involved when using the copy feature. When selected, the key block values will be copied. From that point, you may update the necessary fields prior to selecting the Copy icon. Fields Default Key Block Values for update (Icon) Aid Year Group Type Period Copy (Icon) Descriptions When selected, the Copy Block data items will be populated with key block data items. Aid Year. (COPYBLK_AIDY_CODE). Period Budget Group Code. (COPYBLK_PBGP_CODE). Period Budget Type Code. (COPYBLK_PBTP_CODE). Period. (COPYBLK_PERIOD). Optional. When selected, all components will be copied. Period Budget Group Aid Year Rules (RBRPBGR) The new RBRPBGR form allows you to associate the appropriate budget type(s) with the period budget group and establish the full-time/full-year Pell budget to be used for the group. Note You must assign a Budget type using Federal Methodology for each Budget Group to ensure proper processing. The following image illustrates the new RBRPBGR form: May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

42 Key block Fields Aid Year Group Code Group Code Descriptions Aid Year. (KEYBLCK_AIDY_CODE). Period Budget Group Code. (KEYBLCK_PBGP_CODE). Period Budget Group Code description. (RTVPBGP_CODE). Types tab The Types tab allows you to associate period budget types that are applicable to the period budget group for the aid year. The tab s EFC and Pell indicators are display only and reflect the values defined for the Type on the Period Budget Aid Year Rules (RBRPBYR) form. An FM budget type must also be defined for each group. 42 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

43 Fields Type Type EFC Pell Descriptions Period Budget Type Code. (RBRPGPT_PBTP_CODE). Period Budget Type Code description. (RTVPBTP_DESC) EFC indicator. (RBRPBTP_EFC_IND). Pell indicator. Checked = Y. (RBRPBTP_PELL_IND). Note If a Pell budget type exists for the Group specified, the Pell tab will be enabled. If a Pell budget type does not exists for the Group, the Pell tab will be disabled. Pell tab The Pell tab allows you to define the components that will be included in the Pell budget with the full-time/full-year amount or an algorithmic rule code to calculate the component. If an algorithmic rule is being used, the amount returned by the rule will reflect the fulltime/full-year amount. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

44 Fields Component Component Amount Algorithmic Rule Used for < ½ Pell Add Default Components (Icon) Delete Components (Icon) Descriptions Period Budget Component Code. (RBRPELL_PBCP_CODE). Period Budget Component Code description. (RTVPBCP_DESC). Amount. (RBRPELL_AMT). Algorithmic Rules Code. (RBRPELL_ABRC_CODE). Used for Pell Less than Half Time COA. Checked = Y. Default value = N. (RBRPBCP_PELL_LT_HALF_IND). When selected, the period budget components that have been defined with the default indicator set on Period Budget Aid Year Rules (RBRPBYR) will be added. Note: Components not defined as Default or if components are added manually without using the Add Default Components, any amounts or algorithmic rule codes associated with the component will automatically be added and may then be updated, as necessary. When selected, all existing budget components will be deleted. 44 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

45 Copy From block The Copy From block allows you to copy the components defined for another group to the Pell budget Group you are creating. This is offered because the Pell budget type must be defined prior to creating the Pell budget for the group. Fields Aid Year Group Copy (Icon) Descriptions Aid Year. (COPYBLK_AIDY_CODE). Period Budget Group Code. (COPYBLK_PBGP_CODE). When selected, all components will be copied. Period Budgeting Aid Year Rules (RBRPBYR) The new RBRPBYR form allows you to define period budget groups, budget types, budget categories, and budget components that will be valid for the aid year. This can be rolled from year to year but will allow you to maintain the budget data by aid year. The following image illustrates the new RBRPBYR form: Key block Fields Aid Year Descriptions Aid Year. (KEYBLCK_AIDY_CODE). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

46 Budget Groups tab Period budget groups are established for the aid year on this tab. The option to roll the budget groups is provided as part of the ROPROLL process. When the period budget group code is entered, the description defined on the Period Budget Group Validation (RTVPBGP) form will be populated. You will then have the opportunity to update the description using the increased description size of up to 60 characters, as displayed in Self-Service. The description associated with the group on the Period Budget Group Validation (RTVPBGP) form will be displayed in INB Banner and on all job outputs. The priority order for group assignment processing will be established for the aid year allowing users to change the priority for one year without impacting processing order on other years. A comment field has also been included to allow you to enter descriptive text. Fields Group Code Group Code Priority Long Description Comment Descriptions Period Budget Group Code. (RBRPBGP_PBGP_CODE). Period Budget Group Code description. (RTVPBGP_DESC). Priority. (RBRPBGP_PRIORITY). Period Budget Group Long Description. (RBRPBGP_LONG_DESC). Period Budget Group Comment. (RBRPBGP_COMMENT). Budget Types tab Period budget types are established for the aid year on this tab. The option to roll the budget types is provided as part of the ROPROLL process. When the period budget type code is entered, the description defined on the Period Budget Type Validation (RTVPBTP) form will be populated. You will then have the opportunity to update the description using the increased description size of up to 60 characters. The appropriate EFC methodology for the budget type must be assigned. If the budget type will be used for defining the budget for Pell, the Pell indicator must be checked. Note Only one Period Budget Type defined for Pell is allowed for an aid year. A comment field has also been included for you to enter descriptive text. 46 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

47 Fields Type Code Type Code EFC Descriptions Period Budget Type Code. (RBRPBTP_PBTP_CODE). Period Budget Type Code description. (RTVPBTP_DESC). EFC indicator. F = Federal (default) I = Institutional N = None (the EFC type of N is used for the Pell budget type) (RBRPBTP_EFC_IND). Pell Pell indicator. Checked = Y. Default value = N. (RBRPBTP_PELL_IND). Long Description Comment Period Budget Type Long Description. (RBRPBTP_LONG_DESC). Period Budget Type Comment. (RBRPBTP_COMMENT). Budget Categories tab Budget Categories allow you to combine period budget components into a category for displaying the category and combined amount in Self-Service. A budget category is required for each budget component used for the aid year. The print order for displaying in Self-Service must also be defined. Budget Categories are established for the aid year. The option to roll the budget categories is provided as part of the ROPROLL process. When the period budget category code is entered, the description defined on the Budget Component Category Validation (RTVBCAT) form will be populated. You will then have the opportunity to update the description using the increased description size of up to 60 characters and will be displayed to the applicant in Self-Service. The description associated with the category on the Budget Component Category Validation (RTVBCAT) form will be displayed in INB Banner and on all job outputs. A comment field has also been included for you to enter descriptive text. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

48 Fields Category Code Category Code Print Order Long Description Comment Descriptions Budget Component Category Code. (RBRBCAT_BCAT_CODE). Budget Component Category Code description. (RTVBCAT_DESC). Print Order. (RBRBCAT_PRINT_SEQ_NO). Budget Component Category Long Description. (RBRBCAT_LONG_DESC). Budget Component Category Comment. (RBRBCAT_COMMENT). Budget Components tab Budget components are established for the aid year on this tab. The option to roll the budget components is provided as part of the ROPROLL process. When the period budget component code is entered, the description defined on the Period Budget Type Component Validation (RTVPCMP) form will be populated. You will then have the opportunity to update the description using the increased description size of up to 60 characters. A budget category must be assigned to each component. An amount or algorithmic rule, to be used as a default when the component is added to a period budget group, may be defined for Pell and Non-Pell budget types. Note The amount or algorithmic rule assigned for the Pell budget type must reflect the full-time/full-year amount. 48 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

49 If the component will be used for all budget groups, checking the Default indicator will add the component when the option to Add Default Components is selected when establishing the components for the period budget group. If the component will be used when calculating the less than half-time Pell budget, the Used for <1/2 Pell indicator must be checked. The Direct Cost indicator, when checked, will allow the component to be used in creating a Direct Cost budget that may be used in an algorithmic packaging rule/ packaging process to calculate the award amount for a fund. Fields Component Code Component Code Category Code Category Code Long Description Comment Pell Amount Descriptions Period Budget Component Code. (RBRPBCP_PBCP_CODE). Period Budget Component Code description. (RTVPBCP_DESC). Budget Component Category Code. (RBRPBCP_BCAT_CODE). Budget Component Category Code description. (RTVBCAT_DESC). Budget Component Long Description. (RBRPBCP_LONG_DESC). Budget Component Comment. (RBRPBCP_COMMENT). Pell Default Amount. (RBRPBCP_AMT_PELL_DFLT). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

50 Fields Pell Algorithmic Rule Non-Pell Amount Non-Pell Algorithmic Rule Descriptions Pell Default Rule Code. (RBRPBCP_ABRC_CODE_DFLT). Non-Pell Default Amount. (RBRPBCP_AMT_DFLT). Non-Pell Default Rule Code. (RBRPBCP_ABRC_CODE_DFLT). Default Default indicator. Checked = Y. Default value = N. (RBRPBCP_DEFAULT_IND). Used For < ½ Pell Direct Cost Check to select the value of this component for the calculation of Pell Less than Half Time COA. Checked = Y. Default value = N. (RBRPBCP_PELL_LT_HALF_IND). Direct Cost indicator. Direct Cost = Checked. (RBRPBCP_DIRECT_COST_IND). Period Budget Simulation (RBRSIMR) The new RBRSIMR form allows you to view the results of the Period Group Assignment process when run in simulation. The applicant s current budget information will also be displayed allowing you to view any differences between the applicant s current budget assignments and new results from a simulation run prior to re-budgeting. Detailed information providing the comparison of the components is available on the Applicant Detail window of the form. You may access the Applicant Detail using the Options menu or the next block function from the ID you wish to review. The following image illustrates the new RBRSIMR form: 50 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

51 Key block Fields Run Name Sort By Descriptions Run Name. (KEYBLCK_RUN_NAME). Sort By. The Run Name value must be a valid entry on Budget Run Base (RBBBRUN) Table. If not, the following message will be displayed: *ERROR* Run Name; press LIST for valid codes Purge block Fields Purge Simulation Run (Icon) Descriptions When selected, the Period Budget Simulation (RBRSIMR) form will delete all information associated with the simulation run. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

52 Applicant block Fields ID Name Remove Actual FM Budget Actual IM Budget Actual Pell Budget Sim FM Budget Sim IM Budget Sim Pell Budget Descriptions Applicant ID. (RBVSIMR_ID). Applicant Name. (RBVSIMR_NAME). Remove Applicant indicator. When selected, the Period Budget Simulation (RBRSIMR) form will delete all information associated with the applicant for the simulation run. (REMOVE_IND). Actual FM Budget Amount. (RBVSIMR_A_FM_BUDGET_AMT). Actual IM Budget Amount. (RBVSIMR_A_IM_BUDGET_AMT). Actual Pell Budget Amount. (RBVSIMR_A_PELL_BUDGET_AMT). Simulation FM Budget Amount. (RBVSIMR_S_FM_BUDGET_AMT). Simulation IM Budget Amount. (RBVSIMR_S_IM_BUDGET_AMT). Simulation Pell Budget Amount. (RBVSIMR_S_PELL_BUDGET_AMT). Applicant Detail window 52 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

53 ID block Fields ID Name Remove Descriptions Applicant ID. (SPRIDEN_ID). Applicant Name. (DISPLAY_NAME). Remove Applicant indicator. When selected, the Period Budget Simulation (RBRSIMR) form will delete all information associated with the applicant for the simulation run. (REMOVE_IND). Group block The Group block will display the Period Budget Group currently assigned to the Applicant under the Actual Heading and the Period Budget Group determined by the Simulation run under the Simulation Heading. Fields Period Group (Actual) Lock Freeze Group (Simulation) Descriptions Period. (PERIOD). Period Budget Group Code. (PBGP_CODE). When checked, indicates the applicant s current group is locked for the period. When checked, indicates the applicant s period budget group, type, and components are frozen. When an applicant s period budget is frozen, the process will not evaluate any changes for simulation for the period. Period Budget Group (displays the Period Budget Group determined by the Simulation run). Type block Fields Type Descriptions Period Budget Type Code. (PBTP_CODE). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

54 Fields Actual Simulation Descriptions Actual Budget Indicator. Checked if the type exist in the actual budget. (ACTUAL_IND). Simulation Budget indicator. Checked if the type exist in the simulation budget. (SIM_IND). Component Detail block Fields Component Actual Amount Simulation Amount Descriptions Period Budget Component Code. (RBRPBCP_PBCP_CODE). Actual Amount. (DISPLAY_ACTUAL_AMOUNT). Simulation Amount. (DISPLAY_SIM_AMOUNT). Algorithmic Support (RORALGS) The Algorithmic Support (RORALGS) form allows you to define a specific amount to be returned by an algorithmic rule, based on the applicant meeting the criteria entered as the value for the keys which will be used as part of the algorithmic rule. If you are using this form to assist with algorithmic budgeting rules, determine the criteria and amounts to be entered for calculating the budget component. The Algorithmic Support Table (RORALGS) may be used for Algorithmic Packaging rules as well as for Algorithmic Budgeting rules. 1. For the period budget component that will use the algorithmic support rules, determine the criteria that must be met for each amount that should be assigned to the student for the budget component. 2. Enter each of the criteria which must be met as a Key value Enter the amount to be assigned to the component when the student meets the criteria of all the keys associated with the amount Enter a Comment for the algorithmic support rule and/or for each Key to provide supporting information. Example: Develop a list of criteria used to assign values for the Tuition component, based on enrollment status on the Need Analysis (RNANAxx) form: 54 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

55 KEY 1 = Component KEY 2 = Enrollment status from RNANAxx AMOUNT to be returned TUITION TUITION TUITION TUITION The following image illustrates the new Algorithmic Support (RORALGS) form: Key block Fields Aid Year Descriptions Aid Year. (KEYBLCK_AIDY_CODE). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

56 Algorithmic Support block Fields Descriptions Key 1-12 Key (RORALGS_KEY_1-12). (Comment 1-12) Amount Comment Comment (RORALGS_COMMENT_1-12). Amount. (RORALGS_AMT). Comment. (RORALGS_COMMENT). Algorithmic Budgeting Rule Validation (RTVABRC) The new RTVABRC form allows you to define algorithmic budgeting rule codes for creating Algorithmic Budgeting Rules (RBRABRC) to calculate the budget component amounts for a Period Budget Group. The Algorithmic Budgeting rule will be associated with the budget component on the Period Budget Detail Rules (RBRPBDR) form for non- Pell budget types and on the Period Budget Group Aid Year Rules (RBRPBGR) form for Pell budget types. The following image illustrates the new Algorithmic Budgeting Rule Validation (RTVABRC) form: 56 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

57 Fields Rule Code Rule Description Descriptions Algorithmic Budgeting Rule Code. (RTVABRC_CODE). Algorithmic Budgeting Rule Description. (RTVABRC_DESC). Active Algorithmic Budgeting Rule Active indicator. Checked = Active. (RTVABRC_ACTIVE_IND). Activity Date Activity Date. (RTVABRC_ACTIVITY_DATE). Note An Algorithmic Budgeting Rule Code cannot be deleted if it exists on the Algorithmic Budgeting Rules Table (RBRABRC) for any aid year. Budget Component Category Validation (RTVBCAT) The new RTVBCAT form allows you to define categories for period budget components that will be displayed to the applicant in Self-Service. Multiple period budget components may be combined into a single category. For example, a component of Tuition and another component of Fees may be combined into a single category of Tuition and Fees. Budget categories must be defined for every component that will be used for an applicant s budget. The ability to create a budget category with the same code and description as the budget component is available on the Period Budget Component Validation (RTVPBCP) form. The following image illustrates the new Budget Component Category Validation (RTVBCAT) form: May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

58 Fields Category Code Category Description Descriptions Budget Component Category Code. (RTVBCAT_CODE). Budget Component Category Description. (RTVBCAT_DESC). Active Budget Component Category Active indicator. Checked = Active. (RTVBCAT_ACTIVE_IND). Activity Date Activity Date. (RTVBCAT_ACTIVITY_DATE). Note A Budget Component Category Code cannot be deleted if it exists on the Budget Component Category Rules Table (RBRBCAT) for any aid year. Period Budget Group Validation (RTVPBGP) The new RTVPBGP form allows you to create standard period budget group codes to categorize applicants with similar budgeting considerations into the same group. The criteria for assigning an applicant to a specific period budget group are defined on the Financial Aid Selection Rules (RORRULE) form for the rule type of G, Period Budget Group Assignment. Applicants can be assigned period budget groups manually on the Applicant Period Budget (RBAPBUD) form, or by using the Period Budgeting Grouping Process (RBRPBGP) through batch processing, or individually through the Applicant Immediate Process (ROAIMMP) form. 58 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

59 The following image illustrates the new Period Budget Group Validation (RTVPBGP) form: Fields Group Code Group Description Active Activity Date Descriptions Period Budget Group Code. (RTVPBGP_CODE). Period Budget Group Description. (RTVPBGP_DESC). Period Budget Group Active indicator. Checked = Active. (RTVPBGP_ACTIVE_IND). Activity Date. (RTVPBGP_ACTIVITY_DATE). Note A Period Budget Group Code cannot be deleted if it exists on the Period Budget Group Rules Table (RBRPBGP) for any aid year. Period Budget Type Validation (RTVPBTP) The new RTVPBTP form allows you to define the types of budgets such as Pell, Federal, and Institutional that you will associate to a period budget group for assigning the appropriate budget components. You must define a budget type to be used for determining the budget to calculate Pell with full-time/full-year costs and a budget type to associate with the FM methodology. The following image illustrates the new Period Budget Type Validation (RTVPBTP) form: May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

60 Fields Type Code Type Description Active Activity Date Descriptions Period Budget Type Code. (RTVPBTP_CODE). Period Budget Type Description. (RTVPBTP_DESC). Period Budget Type Active indicator. Checked = Active. (RTVPBTP_ACTIVE_IND). Activity Date. (RTVPBTP_ACTIVITY_DATE). Note A Period Budget Group Type cannot be deleted if it exists on the Period Budget Type Rules Table (RBRPBTP) for any aid year. Period Budget Component Validation (RTVPBCP) The new RTVPBCP form allows you to define the components to be used for establishing the applicant s budget. Components used in period budgeting may be defined with a specific amount or calculated using algorithmic rules. Budget categories are used to display the component and amount to the applicant in Self-Service. Therefore, each component must be associated with a budget category. Multiple budget components may be associated to a budget category. The Create as Category option will create the Budget Category using the same code and description as the budget component when the record is saved. The following image illustrates the new Period Budget Component Validation (RTVPBCP) form: 60 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

61 Fields Component Code Component Description Active Create as Category Activity Date Descriptions Period Budget Component Code. (RTVPBCP_CODE). Note: A Period Budget Component Code cannot be deleted if it exists on the Period Budget Component Rules Tables (RBRPBCP) for any aid year. Period Budget Component Description. (RTVPBCP_DESC). Period Budget Component Active indicator. Checked = Active. (RTVPBCP_ACTIVE_IND). The Create as Category indicator found on the RTVPBCP form is not a database column. If an entry exists, it is neither navigable or updateable. Activity Date. (RTVPBCP_ACTIVITY_DATE). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

62 Changed forms Grant Origination/Acknowledgement (REAOR13) The REAOR13 form s Options menu has been modified to include the Applicant Period Budget (RBAPBUD) option, directly after the Applicant Budget Detail (RBAABUD) item. Fund Management (RFRMGMT) Budget tab For any funds that award an amount based on a budget component, the RFRMGMT form (Budget tab) and ROAMGMT form (Budget Rules tab) are used to associate the appropriate period budget component and percentage. The amount of the fund awarded cannot exceed the sum of the period budget component for all periods in the student s aid period. The Period Budget Components block has been added to the Budget tab for the release. 62 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

63 Fields Component Description Descriptions Period Budget Component Code. (RFRPCMP_PBCP_CODE). Period Budget Component Description. (RTVPBCP_DESC). Percent Budget Component Percent. Valid values = (RFRPCMP_COMP_PCT) Need Analysis Processing (RNAPR13) The RNAPRR13 form s Options menu has been modified to include the Applicant Period Budget (RBAPBUD) option, directly after the Applicant Budget Detail (RBAABUD) item. Applicant Immediate Process (ROAIMMP) The Applicant Immediate Process (ROAIMMP) form has been modified to allow you to run the following new programs for an individual applicant: Period Budget Grouping Process (RBRPBGP) Period Budget Recalc Process (RBRPBRC) This functionality is available for either a specific period (by entering a period value in the Period field) or for all periods in the applicant s aid period (Period field blank). You may also run the Period Budget Grouping process in Simulation. A unique simulation run name must be provided such as the ID and date (such as: A _ ) May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

64 Fields Period Budget Grouping Period Run Name Period Budget Recalculation Period Descriptions Period Budget Grouping. Valid values are: A = Actual S = Simulation Period. (Optional) A unique name given to the current Period Budget Grouping run when simulation is selected. Period Budget Recalculation indicator. Checked = Y. Period. (Optional) Additionally, the ROAIMMP form s options menu has been modified to include the View Simulated Period Budget Grouping which will be used to call the Period Budget Simulation (RBRSIMR) form. Global Institution Financial Aid Options (ROAINST) The ROAINST form has been modified to allow the selection of budgeting functionality (Period vs. Aid Year) and your preference for budget type and EFC to be displayed in Self-Service. Options tab The ROAINST form s Options tab has been modified to include the Period Budgeting Enabled indicator. When this new indicator is unchecked (No), current aid year budgeting functionality will be used to determine the applicant s budget on forms, processes, and Self-Service. Validation tables, rules, and the assignment of period budgets to applicants may be completed prior to selecting the Period Budgeting Enabled indicator with no impact to processing. Once the Period Budgeting Enabled indicator has been checked, period budgeting will be used on forms, processes, and Self-Service. Until the Period Budgeting Enabled indicator is checked, aid year budgeting will be used. Note The default period budgeting group must be entered when period budgeting has been enabled. 64 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

65 Period Budgeting block Fields Budgeting Group Period Budgeting Enabled Descriptions Default Period Budget Group Code. (ROBINST_PBGP_CODE) Period Budget Grouping indicator. Checked = Enabled. (ROBINST_PERIOD_BUDGET_ENABLED) Web Processing Rules tab The Web Processing Rules tab has been separated into two sub-tabs: Web Processing Rules Web Accept Tracking Rules Web Processing Rules sub-tab Fields on the Web Processing Rules sub-tab have been reorganized and a new field added. The new Period Budget Preferred EFC field has been included to indicate your preference for the budget type and EFC that will be displayed in Self-Service. If the Period Budget Preferred EFC selected is I (Institutional) and the student does not have an Institutional budget type associated with the budget group assigned to them, the budget type associated with the F (Federal) budget type will be displayed. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

66 Fields Period Budget Preferred EFC Descriptions Period Budget Preferred EFC. Valid values are: F=Federal I=Institutional (RORWEBR_PBUD_EFC) Web Accept Tracking Rules sub-tab A new Web Accept Tracking Rules sub-tab has been added to the ROAINST Web Processing Rules tab. Related data, as originally included, remains unchanged. Create and Maintain Fund (ROAMGMT) Budget Rules The ROAMGMT form s Budget Rules sub-tab of the Packaging Options tab has been modified (Period Budget Components block) to allow you to associate a period budget component and percentage with any fund(s) that are used to award an amount based on a budget component. Note The amount of the fund awarded cannot exceed the sum of the period budget component for all periods in the student s aid period. 66 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

67 Period Budget Components block Fields Component Component Descriptions Period Budget Component Code. (RFRPCMP_PBCP_CODE) Period Budget Component Description. (RTVPBCP_DESC) Percent Budget Component Percent. Valid values: (RFRPCMP_COMP_PCT) Applicant Pell Grant (ROAPELL) The ROAPELL form s Options menu has been modified to include the Applicant Period Budget (RBAPBUD) option, directly after the Applicant Budget Detail (RBAABUD) item. Financial Aid Record Maintenance (ROARMAN) The ROARMAN form has been modified to display either the Aid Year Budgeting Group or the Period Budgeting Group in the form s Budget Group field. If Period Budgeting is disabled (ROAINST Period Budgeting Enabled indicator - unchecked = No), the aid year budgeting group (RORSTAT_BGRP_CODE) will be displayed. If Period Budgeting is enabled (ROAINST Period Budgeting Enabled indicator - checked = Yes), the period budget group assigned for the earliest period in the May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

68 student s aid period (RBRAPBG_PBGP_CODE, RBRAPBG_PERIOD) will be displayed. Note An asterisk will be displayed if the student has been assigned a different period budget group in a period. The ROARMAN form s Options menu has been modified to include the Applicant Period Budget (RBAPBUD) option, directly after the Applicant Budget Detail (RBAABUD) item. Summary block The ROARMAN Summary block has been updated to display the Budget and EFC amounts for potentially all three budget types (FM, IM, and Pell). Additionally, the Gross Need and Unmet Need amounts will be calculated and displayed for both the FM and IM budget types. When Period Budgeting has been enabled (on ROAINST) and the form s Summary block Budget icon is selected, you will be taken to the new Applicant Period Budget (RBAPBUD) form. If Period Budgeting has been disabled (on ROAINST) and the form s Summary block Budget icon is selected, you will be taken to the existing Applicant Budget (RBAABUD) form. Fields Offered Resource Descriptions Offered Amount. (DISPSUM_OFFER_AMT). Resource Amount. (DISPSUM_RESOURCE_AMT). 68 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

69 Fields Crossover Pell Award Crossover Aid Year Aid Period Pell Aid Period Budget Group Budget Group FM Budget IM Budget Pell Budget FM EFC IM EFC Pell EFC FM Gross Need IM Gross Need FM Unmet Need IM Unmet Need Descriptions Crossover Pell Award. The Pell amount awarded for the crossover term or period in the crossover aid year. (DISPSUM_CROSSOVER_PELL_AWARD). Crossover Aid Year. (DISPSUM_CROSSOVER_AIDY_CODE). Aid Period. (DISPSUM_APRD_CODE). Pell Aid Period. (DISPSUM_APRD_CODE_PELL). Budget Group. (DISPSUM_BUDGET_GROUP). An asterisk indicates multiple period budget groups exist. (DISPSUM_BUDGET_GROUP_IND). FM Budget Amount. (DISPSUM_FM_BUDGET_AMT). IM Budget Amount. (DISPSUM_IM_BUDGET_AMT). Pell Budget Amount. (DISPSUM_PELL_BUDGET_AMT). FM EFC. (DISPSUM_FM_EFC). IM EFC. (DISPSUM_IM_EFC). Pell EFC. (DISPSUM_PELL_EFC). FM Gross Need. (DISPSUM_FM_GROSS_NEED). IM Gross Need. (DISPSUM_IM_GROSS_NEED). FM Unmet Need. (DISPSUM_FM_UNMET_NEED). IM Unmet Need. (DISPSUM_IM_UNMET_NEED). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

70 Fields Period Budget Group Detail (Icon) Budget (Icon) Descriptions When selected (if Period Budgeting is enabled), the new Period Budget Group Detail (RBAPBGD) form is displayed. Note: If Period Budgeting is disabled, the Period Budget Group Detail icon will be de-emphasized. When selected: If Period Budgeting has been enabled, the new Applicant Period Budget (RBAPBUD) form will be displayed. If Period Budgeting has been disabled, the existing Applicant Budget (RBAABUD) form will be displayed. Applicant Status (ROASTAT) The ROASTAT form has been modified to display period budget group details from the earliest period in the student s aid period. Note An Asterisk will be displayed if the student is assigned a different period budget group in a subsequent period. An icon has also be added to call the new Period Budget Group Detail (RBAPBGD) form to allow you to view the budget groups for all periods which have been assigned. Additionally, the ROASTAT form s Options menu has been modified to include a call to the new Applicant Period Budget (RBAPBUD) form. 70 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

71 Applicant Status tab Applicant Processing Status block Fields Period Budget Group Budget Group Budget Group Period Budget Group Detail (Icon) Descriptions Period Budget Group. (DISPLAY_BUDGET_GROUP) An asterisk indicates multiple period budget groups exist. (DISPLAY_BUDGET_GROUP_IND) Period Budget Group Description. (DISPLAY_BUDGET_GROUP_DESC) When selected: If Period Budgeting has been enabled, the new Period Budget Group Detail (RBAPBGD) form will be displayed and updateable. If Period Budgeting has been disabled, the icon is deemphasized. Financial Need and Award Status block The Financial Need and Award Status block has been updated to display the budget amount and EFC for the FM, IM and Pell budget types and the gross and unmet need for both the FM and IM budget types. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

72 Fields Offered Resource Crossover Pell Award Crossover Aid Year Aid Period Pell Aid Period SAR Certified Date Need Analysis Lock FM Budget IM Budget Pell Budget FM EFC IM EFC Pell EFC FM Gross Need IM Gross Need FM Unmet Need IM Unmet Need Descriptions Offered Amount. (DISPLAY_OFFER_AMT). Resource Amount. (DISPLAY_RESOURCE_AMOUNT). Crossover Pell Award. The Pell amount awarded for the crossover term or period in the crossover aid year. (DISPLAY_CROSSOVER_AMT). Crossover Aid Year. (DISPLAY_CROSSOVER_AIDY_CODE). Aid Period. (DISPLAY_APRD_CODE). Pell Aid Period. (DISPLAY_APRD_CODE_PELL). Date SAR certified as ready for payment. (SAR_CERT_DATE). Derived from RORSTAT_SAR_DATE. Indicates if the Need Analysis record is locked. (LOCK_IND). Derived from RORSTAT_LOCK_IND. FM Budget Amount. (DISPLAY_FM_BUDGET_AMOUNT). IM Budget Amount. (DISPLAY_IM_BUDGET_AMOUNT). Pell Budget Amount. (DISPLAY_PELL_BUDGET_AMOUNT). FM EFC. (DISPLAY_FM_EFC). IM EFC. (DISPLAY_IM_EFC). Pell EFC. (DISPLAY_PELL_EFC). FM Gross Need. (DISPLAY_FM_GROSS_NEED). IM Gross Need. (DISPLAY_IM_GROSS_NEED). FM Unmet Need. (DISPLAY_FM_UNMET_NEED). IM Unmet Need. (DISPLAY_IM_UNMET_NEED). 72 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

73 Group Inquiry (ROIGRPI) The ROIGRPI form has been modified to display data under a new series of tabs. Each tab represents the possible Group types, with a new type of Period Budgeting added. Note Only the fields which are valid for the Group type will be displayed in the associated tab. The Activity Date field, which was used to indicate the last date data had been changed on the validation table for the group, has been removed. Key block Fields Aid Year Descriptions Aid Year. (KEYBLCK_AIDY_CODE) Tracking tab Tracking Group data has been organized under this new tab. Fields Code Requirement Tracking Group Descriptions Requirements Tracking Group Code. (RTVTGRP_CODE) Requirements Tracking Group Description. (RTVTGRP_DESC). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

74 Fields Descriptions Group Active Requirements Tracking Group Active indicator. Checked = Active. (RTVTGRP_ACTIVE_IND). Group Priority Rules Exist Rules Active Student Count Student Count Total Query Group Priority. (RTVTGRP_PRIORITY). Rules Exist Indicator. Checked = retirement tracking group assignment rules exist. (DISPLAY_T_RULES_EXIST). Tracking Group Rules Active indicator. Checked = Rules active for aid year. (DISPLAY_T_RULES_ACTIVE_IND). Student Count. (DISPLAY_T_STU_COUNT). Total number of students assigned a Tracking Group. (DISPLAY_T_GTOT_STU_COUNT). Number of students assigned a Tracking Group. (DISPLAY_T_TOT_STU_COUNT). Budgeting tab Budgeting Group data has been organized under this new tab. 74 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

75 Fields Code Budgeting Group Group Active Group Priority Rules Exist Rules Active Student Count Student Count Total Query Descriptions Budgeting Group Code. (RTVBGRP_CODE) Budgeting Group Description. (RTVBGRP_DESC). Budget Group Active indicator. Checked = Active. (RTVBGRP_ACTIVE_IND). Group Priority. (RTVBGRP_PRIORITY). Rules Exist indicator. Checked = budgeting group assignment rules exist. (DISPLAY_B_RULES_EXIST). Budget Group Rules Active indicator. Checked = Rules active for aid year. (DISPLAY_B_RULES_ACTIVE_IND). Student Count. (DISPLAY_B_STU_COUNT). Total number of students assigned a Budgeting Group. (DISPLAY_B_GTOT_STU_COUNT). Number of students assigned a Budgeting Group. (DISPLAY_B_TOT_STU_COUNT). Period Budgeting tab Period Budgeting data has been organized under this new tab. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

76 Period block The Period field may be left blank to view information for Period Budget Groups for the aid year or you may enter a Period to stipulate only information for that Period. When you choose the View Students option, two new student displays are offered: Students assigned to the period budget group based on the Period selected Students who have been assigned to the budget group for any period in the aid year (when no Period has been selected) with a designator that the student has been assigned multiple groups for the aid year when the View Students option is selected. When you enter a Period, the number of students who have been assigned the Period Budgeting groups for the Period entered will be displayed. If no Period is entered (NULL), the number of students who have been assigned to the Period budget group for any period in the aid year will be displayed. Fields Period Descriptions Period. (KEYBLCK_PERIOD). 76 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

77 Period Budgeting block Fields Code Period Budgeting Group Group Active Group Priority Rules Exist Rules Active Student Count Student Count Total Query Descriptions Period Budgeting Group Code. (RBRPBGP_PBGP_CODE) Period Budgeting Group Description. (RTVBGRP_DESC). Budget Group Active indicator. Checked = Active. (RTVBGRP_ACTIVE_IND). Group Priority. (RBRPBGP_PRIORITY). Rules Exist Indicator. Checked = period budgeting group assignment rules exist. (DISPLAY_PB_RULES_EXIST). Period Budget Group Rules Active indicator. Checked = Rules active for aid year. (DISPLAY_PB_RULES_ACTIVE_IND). Student Count. (DISPLAY_PB_STU_COUNT). When a Period has been defined, the total number of students who have been assigned a Period Budgeting Group (for the Period defined) will be displayed. (DISPLAY_PB_GTOT_STU_COUNT). Note: When no Period is defined, the total number of students (non-duplicated) who have been assigned a Period Budget group (for the aid year) will be displayed. (DISPLAY_PB_GTOT_STU_COUNT). When a Period has been defined, the number of students in the query assigned a Period Budgeting Group (for the period defined) will be displayed. (DISPLAY_PB_TOT_STU_COUNT). Note: When no Period is defined, the number of students (in the Query who have been assigned a Period Budgeting group for the aid year), will be displayed. (DISPLAY_PB_TOT_STU_COUNT). View Students option When a Period has been entered and the option to View Students has been selected, student records where the Period Budgeting exists for the Period and aid year will be displayed. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

78 Fields ID Last Name First Name Middle Name Lock Freeze Descriptions Student Identifier. (SPRIDEN_ID) Last Name. (SPRIDEN_LAST_NAME). First Name. (SPRIDEN_FIRST_NAME). Middle Name. (SPRIDEN_MI). Lock indicator. Checked = period budget group locked. (DISPLAY_LOCK_IND - RBRAPBG_PBGP_CODE_LOCK_IND). Freeze indicator. Checked = Rules active for aid year. (DISPLAY_FREEZE_IND - RBRAPBG_BUDGET_FREEZE_IND). When a Period has not been entered and the option to View Students has been selected, student records where the Period Budgeting exists for any Period in the aid year will be displayed. Fields ID Last Name First Name Middle Name Multiple Group Assignments Descriptions Student Identifier. (SPRIDEN_ID) Last Name. (SPRIDEN_LAST_NAME). First Name. (SPRIDEN_FIRST_NAME). Middle Name. (SPRIDEN_MI). Multiple Period Group Assignments indicator. Checked = multiple period budget group assignments exist. (DISPLAY_MULTI_GRP_IND). Packaging tab Packaging data has been organized under this new tab. 78 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

79 Fields Code Packaging Group Group Active Group Priority Award Priority Rules Exist Rules Active Information Access Student Count Student Count Total Query Descriptions Packaging Group Code. (RTVPBGP_CODE) Packaging Group Description. (RTVPBGP_DESC). Packaging Group Active indicator. Checked = Active. (RTVPBGP_ACTIVE_IND). Group Priority. (RTVPBGP_PRIORITY). Award Priority. (RTVPBGP_AWARD_PRIORITY). Rules Exist indicator. Checked = packaging group assignment rules exist. (DISPLAY_P_RULES_EXIST). Packaging Group Rules Active indicator. Checked = Rules active for aid year. (DISPLAY_P_RULES_ACTIVE_IND). Information Access indicator. Checked = Yes. (RTVPBGP_INFO_ACCESS_IND). Student Count. (DISPLAY_P_STU_COUNT). Total number of students assigned a Packaging Group. (DISPLAY_P_GTOT_STU_COUNT). Number of students assigned a Packaging Group. (DISPLAY_P_TOT_STU_COUNT). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

80 SAP tab SAP data has been organized under this new tab. Sub-key block Because the Term Code field has been removed from the ROIGRPI form s key block, a new sub-key block containing the Term Code has been added to the SAP tab.the Term field allows you to enter a term code (required) for selecting SAP records. Fields Term Descriptions Term. (KEYBLCK_TERM_CODE). SAP block Fields Code Satisfactory Academic Progress Status Active Group Priority Rules Exist Rules Active Student Count Student Count Total Query Descriptions Satisfactory Academic Progress Code. (RTVSAPR_CODE) Satisfactory Academic Progress Code Description. (RTVSAPR_DESC). Satisfactory Academic Progress Status Active indicator. Checked = Active. (RTVSAPR_ACTIVE_IND). Satisfactory Academic Progress Status Priority. (RTVSAPR_PRIORITY). Rules Exist indicator. Checked = Satisfactory Academic Progress status code assignment rules exist. (DISPLAY_S_RULES_EXIST). Satisfactory Academic Progress Rules Active indicator. Checked = Rules active for aid year. (DISPLAY_S_RULES_ACTIVE_IND). Student Count. (DISPLAY_S_STU_COUNT). Total number of students assigned a Satisfactory Academic Progress Status for the term. (DISPLAY_S_GTOT_STU_COUNT). Number of students in Query assigned a Satisfactory Academic Progress Status. (DISPLAY_P_TOT_STU_COUNT). 80 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

81 Logging Activity Inquiry (ROILOGA) The ROILOGA form has been modified to add the additional keys necessary to support logging of the Algorithmic Support table (keys 6-12). Fields Key 6 Key 7 Key 8 Key 9 Key 10 Key 11 Key 12 Descriptions Key 6. (ROVLOGM_KEY_6) Key 7. (ROVLOGM_KEY_7) Key 8. (ROVLOGM_KEY_8) Key 9. (ROVLOGM_KEY_9) Key 10. (ROVLOGM_KEY_10) Key 11. (ROVLOGM_KEY_11) Key 12. (ROVLOGM_KEY_12) Additionally, the form s Sequence field has been expanded to accommodate the increased size of the column to 8 characters. Message Rules (RORMESG) The RORMESG form has been modified to allow the ability to assign message codes to a period budget group. A new type of P, for Period Budgeting, is now available. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

82 Batch Posting Rules (RORPOST) The RORPOST form has been modified to include processing for the following program elements: Period Budget Freeze Indicator (PBFI) Period Budget Group Lock Indicator (PBGL) Period Budget Component All Types/All Periods (PBAA) Period Budget Component One Type/All Periods (PBSA) Period Budget Component All Types/One Period (PBAS) Period Budget Component One Type/One Period (PBSS) Period Budget Component Pell/All Periods (PBPA) Period Budget Component Pell/One Period (PBPS) Period Budget Info Access Indicator (PBA) Financial Aid Selection Rules (RORRULE) The RORRULE form has been modified to accommodate the addition of the new Rule Type of G = Period Budget Group Assignment. The Period Budget Grouping Process will use the Rule Type of G to assign the Period Budget Groups defined for the aid year. To resolve Defect 1-9R68UK, the following additional change has been included for the release. 82 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

83 Prior to this defect resolution, the RORRULE form displayed a message to indicate records were saved, even when no changes had been made. To avoid confusion that would suggest that transactions had been saved when no data was actually changed, the following logic is now used:. If no data has been changed in the form s main window and a Save selection is made, the form will display the following standard Banner message: FRM-40401: No changes to save If any records have been updated, the form will continue to touch each record in the rule before doing the save. This results in the transaction count which equals the number of records in the rule. This processing step is required for the compiled rule to be created correctly by the form. Package Maintenance (RPAAPMT) The RPAAPMT form has been modified to display either the aid year budgeting group or the period budgeting group in the form s Budget Group field and the appropriate budget information. If Period Budgeting is not enabled (unchecked - on ROAINST), the aid year budgeting group (RORSTAT_BGRP_CODE) will be displayed. When Period Budgeting is enabled (checked - on ROAINST), the period budget group assigned for the earliest period in the student s aid period (RBRAPBG_PBGP_CODE, RBRAPBG_PERIOD) will be displayed. Note An asterisk will be displayed if the student has been assigned a different period budget group in a period. The RPAAPMT form s options have been expanded to include the new Applicant Period Budget (RBAPBUD) form. Summary tab The RPAAPMT Summary tab has been modified to display the Budget and EFC amounts for potentially all three budget types (FM, IM, and Pell). Additionally, the Gross Need and Unmet Need amounts will be calculated and displayed for both the FM and IM budget types. The Subsidized Loan Exclusion Amount field has been removed from the Summary Tab but is still visible on the Pell and Loan tab. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

84 Fields Offered Resource Crossover Pell Award Crossover Aid Year Aid Period Pell Aid Period Budget Group Budget Group FM Budget IM Budget Pell Budget FM EFC IM EFC Descriptions Offered Amount. (DISPSUM_OFFER_AMT). Resource Amount. (DISPSUM_RESOURCE_AMT). Crossover Pell Award. The Pell amount awarded for the crossover term or period in the crossover aid year. (DISPSUM_CROSSOVER_PELL_AWARD). Crossover Aid Year. (DISPSUM_CROSSOVER_AIDY_CODE). Aid Period. (DISPSUM_APRD_CODE). Pell Aid Period. (DISPSUM_APRD_CODE_PELL). Budget Group. (DISPSUM_BUDGET_GROUP). An asterisk indicates multiple period budget groups exist. (DISPSUM_BUDGET_GROUP_IND). FM Budget Amount. (DISPSUM_FM_BUDGET_AMT). IM Budget Amount. (DISPSUM_IM_BUDGET_AMT). Pell Budget Amount. (DISPSUM_PELL_BUDGET_AMT). FM EFC. (DISPSUM_FM_EFC). IM EFC. (DISPSUM_IM_EFC). 84 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

85 Fields Pell EFC FM Gross Need IM Gross Need FM Unmet Need IM Unmet Need Period Budget Group Detail (Icon) Descriptions Pell EFC. (DISPSUM_PELL_EFC). FM Gross Need. (DISPSUM_FM_GROSS_NEED). IM Gross Need. (DISPSUM_IM_GROSS_NEED). FM Unmet Need. (DISPSUM_FM_UNMET_NEED). IM Unmet Need. (DISPSUM_IM_UNMET_NEED). When selected (if Period Budgeting is enabled), the new Period Budget Group Detail (RBAPBGD) form is displayed. Note: If Period Budgeting is disabled, the Period Budget Group Detail icon will be de-emphasized. Resource Maintenance (RPAARSC) Summary tab The RPAARSC summary block has been modified to display the Budget and EFC amounts for potentially all three budget types (FM, IM, and Pell). Additionally, the Gross Need and Unmet Need amounts will be calculated and displayed for both the FM and IM budget types. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

86 Fields Aid Period Resource Offered FM Budget IM Budget FM EFC IM EFC FM Gross Need IM Gross Need FM Unmet Need IM Unmet Need Descriptions Aid Period. (RORSTAT_APRD_CODE). Resource Amount. (DISPLAY_RESOURCE_AMOUNT). Offered Amount. (DISPLAY_OFFER_AMT). FM Budget Amount. (DISPLAY_FM_BUDGET_AMOUNT). IM Budget Amount. (DISPLAY_IM_BUDGET_AMOUNT). FM EFC. (DISPLAY_FM_EFC). IM EFC. (DISPLAY_IM_EFC). FM Gross Need. (DISPLAY_FM_GROSS_NEED). IM Gross Need. (DISPLAY_IM_GROSS_NEED). FM Unmet Need. (DISPLAY_FM_UNMET_NEED). IM Unmet Need. (DISPLAY_IM_UNMET_NEED). Award Maintenance (RPAAWRD) The RPAAWRD form has been modified to display either the aid year budgeting group or the period budgeting group in the form s Budget Group field. If Period Budgeting is not enabled (unchecked - on ROAINST), the aid year budgeting group (RORSTAT_BGRP_CODE) will be displayed. When Period Budgeting is enabled (checked - on ROAINST), the period budget group assigned for the earliest period in the student s aid period (RBRAPBG_PBGP_CODE, RBRAPBG_PERIOD) will be displayed. Note An asterisk will be displayed if the student has been assigned a different period budget group in a period. The RPAAWRD form s options have been expanded to include the new Applicant Period Budget (RBAPBUD) form. Summary tab The RPAAWRD summary block has been modified to display the Budget and EFC amounts for potentially all three budget types (FM, IM, and Pell). Additionally, the Gross 86 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

87 Need and Unmet Need amounts will be calculated and displayed for both the FM and IM budget types. The Subsidized Loan Exclusion Amount field has been removed from the Summary Tab but is still visible on the Pell and Loan tab. Fields Offered Resource Crossover Pell Award Crossover Aid Year Aid Period Pell Aid Period Budget Group Budget Group FM Budget IM Budget Descriptions Offered Amount. (DISPSUM_OFFER_AMT). Resource Amount. (DISPSUM_RESOURCE_AMT). Crossover Pell Award. The Pell amount awarded for the crossover term or period in the crossover aid year. (DISPSUM_CROSSOVER_PELL_AWARD). Crossover Aid Year. (DISPSUM_CROSSOVER_AIDY_CODE). Aid Period. (DISPSUM_APRD_CODE). Pell Aid Period. (DISPSUM_APRD_CODE_PELL). Budget Group. (DISPSUM_BUDGET_GROUP). An asterisk indicates multiple period budget groups exist. (DISPSUM_BUDGET_GROUP_IND). FM Budget Amount. (DISPSUM_FM_BUDGET_AMT). IM Budget Amount. (DISPSUM_IM_BUDGET_AMT). May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

88 Fields Pell Budget FM EFC IM EFC Pell EFC FM Gross Need IM Gross Need FM Unmet Need IM Unmet Need Period Budget Group Detail (Icon) Descriptions Pell Budget Amount. (DISPSUM_PELL_BUDGET_AMT). FM EFC. (DISPSUM_FM_EFC). IM EFC. (DISPSUM_IM_EFC). Pell EFC. (DISPSUM_PELL_EFC). FM Gross Need. (DISPSUM_FM_GROSS_NEED). IM Gross Need. (DISPSUM_IM_GROSS_NEED). FM Unmet Need. (DISPSUM_FM_UNMET_NEED). IM Unmet Need. (DISPSUM_IM_UNMET_NEED). When selected (if Period Budgeting is enabled), the new Period Budget Group Detail (RBAPBGD) form is displayed. Note: If Period Budgeting is disabled, the Period Budget Group Detail icon will be de-emphasized. Electronic Loan Application (RPAELAP) The RPAELAP form s Options menu has been expanded to include the new Applicant Period Budget (RBAPBUD) form. The RPAELAP form has also been modified to use the applicant s period budget, providing Period Budgeting has been enabled (via ROAINST). Web Applicant Reported Information (RPAINFO) The RPAINFO form s Options menu has been expanded to include the new Applicant Period Budget (RBAPBUD) form. Loan Application (RPALAPP) The RPALAPP form s Options menu has been expanded to include the new Applicant Period Budget (RBAPBUD) form. The RPALAPP form has also been modified to use the applicant s period budget, providing Period Budgeting has been enabled (via ROAINST). 88 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

89 Direct Loan Origination (RPALORG) The RPALORG form s Options menu has been expanded to include the new Applicant Period Budget (RBAPBUD) form. Applicant Award by Period (RPIATRM) The RPIATRM form has been modified to display either the aid year budgeting group or the period budgeting group in the form s Budget Group field. If Period Budgeting is not enabled (unchecked - on ROAINST), the aid year budgeting group (RORSTAT_BGRP_CODE) will be displayed. When Period Budgeting is enabled (checked - on ROAINST), the period budget group assigned for the earliest period in the student s aid period (RBRAPBG_PBGP_CODE, RBRAPBG_PERIOD) will be displayed. Note An asterisk will be displayed if the student has been assigned a different period budget group in a period. Summary block The RPAAWRD summary block has been modified to display the Budget and EFC amounts for potentially all three budget types (FM, IM, and Pell). Additionally, the Gross Need and Unmet Need amounts will be calculated and displayed for both the FM and IM budget types. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

90 Fields Offered Resource Crossover Pell Award Crossover Aid Year Aid Period Pell Aid Period Budget Group Budget Group FM Budget IM Budget Pell Budget FM EFC IM EFC Pell EFC FM Gross Need IM Gross Need FM Unmet Need IM Unmet Need Period Budget Group Detail (Icon) Descriptions Offered Amount. (DISPLAY_OFFER_AMT). Resource Amount. (DISPLAY_RESOURCE_AMOUNT). Crossover Pell Award. The Pell amount awarded for the crossover term or period in the crossover aid year. (DISPLAY_CROSSOVER_AMT). Crossover Aid Year. (DISPLAY_CROSSOVER_AIDY_CODE). Aid Period. (DISPLAY_APRD_CODE). Pell Aid Period. (DISPLAY_APRD_CODE_PELL). Budget Group. (DISPLAY_BUDGET_GROUP). An asterisk indicates multiple period budget groups exist. (DISPLAY_BUDGET_GROUP_IND). FM Budget Amount. (DISPLAY_FM_BUDGET_AMOUNT). IM Budget Amount. (DISPLAY_IM_BUDGET_AMOUNT). Pell Budget Amount. (DISPLAY_PELL_BUDGET_AMOUNT). FM EFC. (DISPLAY_FM_EFC). IM EFC. (DISPLAY_IM_EFC). Pell EFC. (DISPLAY_PELL_EFC). FM Gross Need. (DISPLAY_FM_GROSS_NEED). IM Gross Need. (DISPLAY_IM_GROSS_NEED). FM Unmet Need. (DISPLAY_FM_UNMET_NEED). IM Unmet Need. (DISPLAY_IM_UNMET_NEED). When selected (if Period Budgeting is enabled), the new Period Budget Group Detail (RBAPBGD) form is displayed. Note: If Period Budgeting is disabled, the Period Budget Group Detail icon will be de-emphasized. 90 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

91 Algorithmic Packaging Rules (RPRALGR) The RPRALGR form s Options menu has been expanded to include the new Algorithmic Support (RORALGS) form. Applicant Requirements (RRAAREQ) The RRAAREQ form s Options menu has been expanded to include the new Applicant Period Budget (RBAPBUD) form. New menus Aid Year Budgeting (*RESAIDYBUDG) The new *RESAIDYBUDG menu has been created and includes the following items: Applicant Budget Financial Aid Record Maintenance Applicant Comments Applicant Immediate Process Aid Year Budgeting Control RBAABUD ROARMAN RHACOMM ROAIMMP *RESAIDYBUDGCM Period Budgeting (*RESPRDSBUDG) The new *RESPRDSBUDG menu has been created and includes the following items: Applicant Period Budget Financial Aid Record Maintenance Applicant Comments Applicant Immediate Process Applicant Budget by Period Period Budget Category Inquiry RBAPBUD ROARMAN RHACOMM ROAIMMP RBIABPR RBIPBCT May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

92 Period Budget Simulation Period Budgeting Control RBRSIMR *RESPRDSBUDGCM Aid Year Budgeting Control (*RESAIDYBUDGCM) The new *RESAIDYBUDG menu has been created and includes the following items: Budget Component Rules Financial Aid Selection Rules Budget Group/Type Rules Message Rules Budget Inquiry Group Inquiry Budget Group Validation Budget Type Validation Budget Component Validation Aid Period Rules Aid Period Validation Period Base Data RBRCOMP RORRULE RBRGTYP RORMESG RBIBUDG ROIGRPI RTVBGRP RTVBTYP RTVCOMP RORTPRD RTVAPRD RORPRDS Period Budgeting Control (*RESPRDSBUDGCM) The new *RESPRDSBUDGCM menu has been created and includes the following items: Period Budget Detail Rules Period Budgeting Aid Year Rules Period Budget Group Aid Year Rules Algorithmic Budgeting Rules Algorithmic Support Financial Aid Selection Rules RBRPBDR RBRPBYR RBRPBGR RBRABRC RORALGS RORRULE 92 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

93 Period Budget Group Validation Period Budget Type Validation Period Budget Component Validation Budget Component Category Validation Algorithmic Budgeting Rule Validation Message Rules Aid Period Rules Aid Period Validation Period Base Data RTVPBGP RTVPBTP RTVPBCP RTVBCAT RTVABRC RORMESG RORTPRD RTVAPRD RORPRDS Changed menus Applicant Processing (*RESAPPL13) The following entries have been added to the *RESAPPL13 menu: Applicant Period Budget Applicant Non-Year User Defined RBAPBUD ROANYUD Budgeting (*RESBUDG) The following object have been replaced: Applicant Budget Financial Aid Record Maintenance Applicant Comments Applicant Immediate Process Budgeting Control RBAABUD ROARMAN RHACOMM ROAIMMP *RESBUDGCM With these objects: May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

94 Aid Year Budgeting Period Budgeting *RESAIDYBUDG *RESPRDSBUDG New processes Period Budget Grouping Process (RBRPBGP) The new Period Budget Grouping Process (RBRPBGP) allows you to assign a budget group to an applicant, based on the rules established for Period Budgeting Group on Financial Aid Selection Rules (RORRULE) form. Period budget groups must be assigned for each period of the student s aid period. The ability to run the RBRPBGP process for a specific period is also provided. Once the student has been assigned the budget group for a period, the process will assign the budget types and associated budget components for all types established for the group. Algorithmic rules assigned to the budget component for the budget group/type will be executed and the amount returned will be used for the component. Simulation processing The Period Budget Grouping Process (RBRPBGP) also provides you with the ability to run the process in simulation mode. This processing mode allows execution without actual assignment of the budget group/components to the student. Because you may wish to run simulated budgeting multiple times, a unique simulation run name will be assigned to the results of each simulation. Results of simulation runs will be displayed online (Period Budget Simulation - RBRSIMR), as well as part of the output document produced by the process. Processing for this new functionality includes the following parameters: 94 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

95 Parameter Descriptions Values 01 Aid Year Code 02 Period 03 Process Indicator 04 Applicant ID 05 Action Indicator 06 Simulation Run Name Valid/Active Aid Year Code Required Single Length = 4 Type = Character Period for which grouping is to be performed. Optional Single Length = 15 Type = Character Must be B when running in batch mode. Required Single Length = 1 Type = Character Must be left blank when running in batch. Optional Single Length = 9 Type = Character [A]ctual or (S)imulated Grouping. Required Single Length = 1 Type = Character The name to uniquely identify this run of Simulated Budget Grouping. Optional Single Length = 30 Type = Character ROIAIDY Validation: ROBINST_EQUAL_AIDY_ACTIVE ROIPRDS Validation: ROBPRDS_EQUAL Default B. Default A. RBISIMI Validation: RBBBRUN_UNIQUE May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

96 Parameter Descriptions Values 07 Print Detail Report Print Detail Report; [N]o or (Y)es. Required Single Length = 1 Type = Character Default N. 08 Detail Report Sort Order 09 Create Applicant Status 10 Application ID 11 Selection ID Detail Report Sort Order; [N]ame Order or (I)d Order. Required Single Length = 1 Type = Character Create Applicant Status; [N]o, (Y)es. Required Single Length = 1 Type = Character General area for which the selection ID was defined. Optional Single Length = 30 Type = Character Code that identifies the subpopulation to work with. Optional Single Length = 30 Type = Character Default N. Default N. GLIAPPL Validation: GLBAPPL_EQUAL GLISLCT 96 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

97 Parameter Descriptions Values 12 Creator ID The ID of the person creating the sub-population rules. Optional Single Length = 30 Type = Character 13 User ID The ID of the person using the sub-population rules. Optional Single Length = 30 Type = Character Period Budget Recalc Process (RBRPBRC) The new Period Budget Recalc Process (RBRPBRC) provides you with the ability to recalculate the budget components for an applicant without re-grouping the student to assign a new budget group. When the recalculation is performed, the algorithmic budgeting rules will be used to re-assign the components that use algorithmic rules. For components which do not have algorithmic rules assigned, the amounts defined for the budget group/type on the Period Budget Group Detail (RBAPBGD) form will be used and if those have been updated, the updated amount will be assigned. Component recalculation is provided for the following situations: A specific period or all periods assigned to the applicant s aid period A specific budget type or all budget types associated with the applicant s budget group One or more specific components Note If a student s period budget has been frozen, a message will be provided in the output and no updates will be made to any of the student s components. Recalculation of a student s budget will occur when the budget group is locked. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

98 Parameter Descriptions Values 01 Aid Year Code 02 Period 03 Budget Type 04 Component 05 Process Indicator 06 Applicant ID Valid/Active Aid Year Code Required Single Length = 4 Type = Character Period for which re-calculation is to be performed. Optional Single Length = 15 Type = Character Budget type for which recalculation is to be performed. Optional Multiple Length = 4 Type = Character Component for which recalculation is to be performed. Optional Multiple Length = 4 Type = Character Must be B when running in batch mode. Required Single Length = 1 Type = Character Must be left blank when running in batch. Optional Single Length = 9 Type = Character ROIAIDY Validation: ROBINST_EQUAL_AIDY_ACTIVE ROIPRDS Validation: ROBPRDS_EQUAL RTVPBTP RTVPBCP Default B. 98 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

99 Parameter Descriptions Values 07 Print Detail Report Print Detail Report; [N]o or (Y)es. Required Single Length = 1 Type = Character Default N. 08 Process Sort Order 09 Application ID 10 Selection ID 11 Creator ID 12 User ID (I)d sort order or [N]ame sort order. Required Single Length = 1 Type = Character General area for which the selection ID was defined. Optional Single Length = 30 Type = Character Code that identifies the sub-population to work with. Optional Single Length = 30 Type = Character The ID of the person creating the sub-population rules. Optional Single Length = 30 Type = Character The ID of the person using the sub-population rules. Optional Single Length = 30 Type = Character Default N. GLIAPPL Validation: GLBAPPL_EQUAL GLISLCT May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

100 Changed processes Automatic Rule Compilation (ROOGSQL) The new Period Budget Group Assignment (G) type has been added to this program for the release. Financial Aid New Year Roll Process (ROPROLL) The Financial Aid New Year Roll Process (ROPROLL) has been modified to adjust an existing parameter and add functionality to offer the ability to roll period budget data, algorithmic budgeting rules, and the algorithmic support table. Modified Parameter Parameter 05 - Roll Aid Year Budget Data This parameter has been changed to reflect: Parameter Descriptions Values 05 Roll Aid Year Budget Data Perform roll of AID YEAR BUDGET data [Y]es/(N)o? Required Single Length = 1 Type = Character Default Y. Added Parameters The ROPROLL process includes three additional parameters used to provide enhanced functionality for rolling Period Budget rules and the Algorithmic Support table: Parameter 19 - Roll Period Budget Rules Data Parameter 20 - Roll Period Budget Detail Data Parameter 21 - Roll Algorithmic Support Data Parameter 19 - Roll Period Budget Rules Data This new parameter provides you the ability to roll only the rules established for Period Budgets and Algorithmic Budgeting rules: Period Budget Groups, Types, Categories, and Components 100 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

101 Algorithmic Budgeting Rules Parameter Descriptions Values 19 Roll Period Budget Rules Data Perform roll of Period Budget Rules data (Y)es/[N]o? Required Single Length = 1 Type = Character Default N. Parameter 20 - Roll Period Budget Detail Data This new parameter provides you the ability to roll the detail for the Period budgets. This will allow you to roll the aid year overall rules while not rolling the rules where you are establishing the components and amounts to be used for the new aid year. You will then be able to update the Default amounts for the budget components or the algorithmic rule to use. You can then create the new budgets for the group using the Period Budget Detail Rules (RBRPBDR) form. Period Budget Detail Rules Period Budget group/type rules Group Pell type components/amounts Period Budget Message Rules Period Budget Fund component rules Parameter Descriptions Values 20 Roll Period Budget Detail Data Perform roll of Period Budget Detail data (Y)es/[N]o? Required Single Length = 1 Type = Character Default N. Parameter 21 - Roll Algorithmic Support Data This new parameter provides you the ability to roll only the values in the Algorithmic Support table. By separating this option from the roll functionality of the Algorithmic Budgeting rules, it allows you to create new entries in the support table with new key values and amounts or if your institution does not use the support table. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

102 Parameter Descriptions Values 21 Roll Algorithmic Support Data Perform roll of Algorithmic Support data (Y)es/[N]o? Required Single Length = 1 Type = Character Default N. Batch Posting Process (RORBPST) The Batch Posting Process (RORBPST) has been modified to update the period budget group lock, freeze indicator (freeze/unfreeze), and various budget components, types and periods. The following table lists and describes batch post additions for the release: Batch Posting Code Descriptions Purpose PBFI Period Budget Freeze Ind Update the Freeze indicator for a specific period to freeze or unfreeze the budget for recalculation of budget components. PBGL Period Budget Group Lock Ind Update the Period Budget Group lock PBAA Comp-All Types/All Periods Insert or update a budget component to all non-pell budget types and all periods associated with the student for the aid year. PBSA Comp-One Type/All Periods Insert or update a budget component for a specific non-pell budget type for all periods associated with the student for the aid year. PBAS Comp-All Types/One Period Insert or update a budget component for all non-pell budget types for a specific period PBSS Comp-One Type/One Period Insert or update a budget component for a specific type and a specific period. PBPA Comp-Pell/All Periods Insert or update a budget component for the Pell budget type for all period s associated with the student for the aid year. 102 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

103 Batch Posting Code Descriptions Purpose PBPS Comp-Pell/One Period Insert or update a budget component for the Pell budget type for a specific period. PBA Period Budget Info Access Ind Update the information access indicator to allow or prevent the student s budget information to display in Self-Service. Calculated Values Process (RORCALC) Minor changes to the RORCALC process have been made to ensure translation compliance for international customers. No functional changes were made. Automatic Group Assignment (RORGRPS) The RORGRPS process has been modified to replace a database column with a database package function when assigning Federal and Institutional budgets. Logging Archive/Purge Process (RORLOGA) The RORLOGA process has been modified to include additional Keys (6-12) that have been added for logging fields in the Algorithmic Support table. Packaging Print Process (RPBPDRV) The Packaging Print Process was modified to support the packaging process and packaging data extract file. Packaging Process (RPEPCKG) The RPEPCKG process has been modified to use the applicant s period budget, providing Period Budgeting has been enabled (via ROAINST). Period budgeting allows a student to have both a budget based on the FM EFC and the IM EFC, as well as a Pell budget. If period budgeting is enabled (via ROAINST), the RPEPCKG process will use the EFC Method entered for the packaging group and fund from Packaging Group Fund Rules (RPRGFND) form to determine the budget type and EFC to use when awarding the fund. May 2012 Banner Financial Aid Period Based and Algorithmic Budgeting - Functional

104 New database columns representing the Direct Cost Amount for both the FM and IM budget types have been added to the RPTNEED table, providing the ability for algorithmic packaging rules to be written for awarding funds using Direct Costs. The Direct Cost Amount is the sum of the budget components which have been designated for Direct Cost use on the Budget Component tab of the Period Budgeting Aid Year Rules (RBRPBYR) form. The Packaging Award Report (RPBAWRD) has been modified to display both FM and IM budget, EFC, and need figures for each student. Example A fund defined to use the IM EFC will use the student s budget associated with the IM budget type as well as the IM EFC. If an IM budget type does not exist for the student, the FM budget type will be used. Federal funds will always use the FM budget type and EFC. This functionality will also be used when packaging using Self-help or Equity packaging. Electronic Loan Application (RPRELAP) The RPRELAP process has been modified to use the applicant s period budget, providing Period Budgeting has been enabled (via ROAINST). Validate Award Process (RPRVAWD) The RPRVAWD process has been modified to use the applicant s period budget, providing Period Budgeting has been enabled (via ROAINST). Both the applicant s FM and IM budget types will be used and displayed on the resulting report s output. 104 Banner Financial Aid May 2012 Period Based and Algorithmic Budgeting - Functional

105 2 Self-Service Period Based and Algorithmic Budgeting - Functional Changed web pages The following web pages have been modified to support the release. Cost of Attendance (bwrkbudg.p_dispbudg) The Financial Aid Status page has been modified to display the applicant s period budget amount when period budgeting has been enabled (via ROAINST). If period budgeting is not enabled, the amount of the aid year budget will be used. The value of the Period Budget Preferred EFC option (Web Processing Rules tab on ROAINST) will be used to determine the budget type/components to be used to display the total budget for the applicant. May 2012 Banner Financial Aid Self-Service Period Based and Algorithmic Budgeting - Functional

106 Changes have also been made to logic of the Display COA Detail indicator (Web Processing Rules tab on ROAINST). If the Display COA Detail indicator is unchecked (No), budget status is not displayed (information text from Web Tailor) and the Cost of attendance page will not be accessible. In addition, if the Display COA Detail indicator is checked (Yes) but the student s period budget Information Access Indicator is unchecked (No) on the RBAPBUD form, the same Cost of attendance page will not be accessible. Additionally, information text from Web Tailor for the Financial Aid Status page has been modified for the release. The associated Web Tailor Information text has been added, PERIOD_BUDGET_DETAIL: The following information for enrollment in the aid period is based on your status of: Period budget group in period description Independent Undergraduate Student in Spring 1213 Note The period budget group description will reflect the group's long description (RBRPBGP_LONG_DESC) to display the year specific period budget group description of up to 60 characters. Award Overview Tab of Award Package (bwrkrhst.p_displaytabs) The Award Package page s displayed EFC and the period budget associated with the EFC type will now be determined by the value stored for the Period Budget Preferred EFC option (Web Processing Rules tab on ROAINST). 106 Banner Financial Aid May 2012 Self-Service Period Based and Algorithmic Budgeting - Functional

107 Additionally, the Component and Amount sub-headings (previously found under the Need Calculation and Cost of Attendance headings) have been removed from the web page. When using period budgeting, the budget categories and amounts will now be displayed in the print order established for the aid year on the new Period Budgeting Aid Year Rules (RBRPBYR) form. Financial Aid Status (bwrksumm.p_dispsumm) The Financial Aid Status page has been modified to display the applicant s period budget amount when period budgeting has been enabled (via ROAINST). If period budgeting is not enabled, the amount of the aid year budget will be used. The value of the Period Budget Preferred EFC option (Web Processing Rules tab on ROAINST) will be used to determine the budget type/components to be used to display the total budget for the applicant. May 2012 Banner Financial Aid Self-Service Period Based and Algorithmic Budgeting - Functional

108 Changes have also been made to logic of the Display COA Detail indicator (Web Processing Rules tab on ROAINST). If the Display COA Detail indicator is unchecked (No), budget status is not displayed (information text from Web Tailor) and the Cost of attendance information line and link will not be displayed. This prevents the applicant from accessing the Cost of Attendance web page. In addition, if the Display COA Detail indicator is checked (Yes) but the student s period budget Information Access Indicator is unchecked (No) on the RBAPBUD form, the same Cost of attendance line and corresponding information text from Web Tailor will not be displayed. Additionally, information text from Web Tailor for the Financial Aid Status page has been modified for the release. The associated Web Tailor Information text has been added, PERIOD_BUDGET_DETAIL: The following information for enrollment in the aid period is based on your status of: Period budget group in period description Independent Undergraduate Student in Spring 1213 Note The period budget group description will reflect the group's long description (RBRPBGP_LONG_DESC) to display the year specific period budget group description of up to 60 characters. 108 Banner Financial Aid May 2012 Self-Service Period Based and Algorithmic Budgeting - Functional