Inquiry Options

SS_FA_INSTALL

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self Service Options, Inquiry Options

Define self-service options. Set up information that you want available for students to view.

Allow Access

Select to allow students to view and make decisions about their awards for your institution and aid year in self service. If you clear the check box, students cannot access the self-service inquiry and award package pages for the corresponding year. For example, if the awards are in transition or not ready for viewing, you can clear the check box to prevent all students from viewing their awards.

Note. Use the Inquiry Access check box and the Award Access field on the Financial Aid Status page to set access at the individual student level. If you clear the Inquiry Access check box, the student cannot access the inquiry pages. However, if you select the Inquiry Access check box and also select the Allow Access check box on the Self Service Options page, the student can access the inquiry pages. Similarly, if you set the Award Access field to Allowed and select the Allow Access check box on the Inquiry Options page, the student can access the self-service award pages. The administrative user can set these fields in batch.

Award Detail

Select to display the Financial Aid Award Summary page. If you clear the check box, the student sees the Financial Aid - Self Service Links page.

Remaining Need

Select to display the student's remaining need on the Financial Aid - Financial Aid Eligibility page.

Canceled Awards

If you select this check box and the student has a canceled award, the system activates the View Canceled Awards link on the Financial Aid - Award Summary page.

Award Notification

Select to display the FE Award Notification PDF link on the student's Financial Aid -Award Summary page and Financial Aid -Award Package page.

Declined Awards

If you select this check box and the student has a declined award, the system activates the View Declined Awards link on the Financial Aid - Award Summary page.

View Data By

Select from:

Aid Year: Displays the entire aid year across award periods.

Award Period: Displays aid year information by the award period for academic and nonstandard periods.

Summary Link

Provides access to view estimated financial aid budget, expected family contribution, estimated need, total aid, remaining need, or user-defined text.

Select from:

COA Detail Only: Displays estimated financial aid budget detail.

Do Not Show Link: Does not display link.

Summary Page: Displays the Financial Aid - Financial Aid Eligibility page. Students can view estimated financial aid budget, expected family contribution, estimated need, total aid, remaining need, and user-defined text.

User-defined Page: Displays user-defined text.

Need Methodology

Select from:

Federal: Displays estimated financial aid budget and expected family contribution (EFC) values based on federal methodology.

Institutional: Displays estimated financial aid budget and EFC values based on institutional methodology.

Summary Link Label

Enter a name for this link. The text that you enter here is the name of the link that appears on the Financial Aid - Award Summary page and the title of the Financial Aid - Aid Year Summary page.

Academic Year Award Period

Enter text such as Academic Year 2005. The system displays this text when referring to this specific award period on self-service pages such as the Financial Aid - Award Summary and Financial Aid - Expected Family Contribution pages.

Non-Standard Award Period

Enter text such as Summer. The system displays this text when referring to this specific award period on self-service pages such as the Financial Aid - Expected Family Contribution page.

View Award Notification

Enter a name for the link on the Financial Aid - Award Summary and Financial Aid - Award Package pages. This link enables students to view and print their award letter and notification.

Award Period

Note. The system displays this field only if you set the View Data By field to Award Period.

Select from:

Academic Year First: Displays academic year data first and then nonstandard period data.

Earliest Period First: Displays the award period into which the student's earliest term falls. For example, if a student has awards for both Summer 2004 (nonstandard) and Fall 2004 (academic year), and these terms are part of the same aid year, then the nonstandard period is displayed first.

Latest Period First: Displays the award period into which the student's most recent term falls. For example, if a student has awards for both Summer 2004 (nonstandard period) and Fall 2004 (academic year), and these terms are part of the same aid year, then the academic year period is displayed first.

Non-standard Period First: Displays the nonstandard period first.

Note. If the student has awards in only one award period, the system displays whichever award period contains awards. If the student has awards in both periods, the system uses the Award Period sorting option to determine which period to display first.

Term

Select from:

Ascending: Sorts from lowest term ID to highest and therefore displays the most recent term last.

Descending: Sorts from highest term ID to lowest and therefore displays the most recent term first.

Award

The system sorts awards by item type. Select from the following financial-aid item type sequence:

Ascending: 9..100 first, 9..322 last.

Descending: 9..322 first, 9..100 last.

Copy Self Service Options

Click to copy financial aid self-service options from this institution and aid year to another.

Awarding Options

SS_FA_INSTALL2

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self Service Options, Awarding Options

Enable student access from the Award Inquiry page or the Accept/Decline pages. Optionally add instructional text for reporting or viewing.

Packaging Status Summary

STDNT_AID_PACKAGE

Financial Aid, View Packaging Status Summary, Packaging Status Summary

Set access to External Award reporting on student self-service pages.

Access from Award Inquiry

Select to display a link to the Report Aid from Other Source component on the students' Award Inquiry Self Service pages.

Access from Accept/Decline

Select to display a link to the Report Aid from Other Source component on the students' Accept Award and Decline Award Self Service pages.

Alternate Text for Reporting

Enter text to use as the link from the Award Inquiry and Accept/Decline page.

Alternate Text for List View

Enter text to use as the page title for a student to report aid from an external source.

Award Access

Select from Allowed, Denied, and Use Filter.

Inquiry Access

Select to enable student access to award information.

External Award Access

Select to enable student access to the External Award reporting component.

Awarding Options

SS_FA_INSTALL2

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self Service Options, Awarding Options

Define filter options for self-service awarding access criteria. Set up processing options and Consumer and Entrance Interview URLs. Also, define the authentication method and number of required references for the Perkins eMPN.

FA Application Status (Financial Aid application status)

Select to allow self-service awarding access based on the student having an active financial aid application.

Value

Select Active, Canceled, or Restricted.

Processing Status

Select to allow self-service awarding access based on the student's processing status.

Value

Select Applied, Completed, No App Rcd,Package, or Review.

FED Verification Process (federal verification process)

Select to allow self-service awarding access based on the student's federal verification status.

Value

Select Complete, Not Reqd, Pending, or Required.

INST Verification Process

Select to allow self-service awarding access based on the student's institutional verification status.

Value

Select Complete or Incomplete.

Satisfactory Academic Progress

Select to allow self-service awarding access based on the student having met your institution's criteria for satisfactory academic progress.

Value

Select Meets SAP, Not Meet, Probation, or Undetrmine.

Award Notification Complete

Select to allow self-service awarding access based on whether a financial-aid award notification letter has been generated for the student.

Category

Select an option:

Appeal: FA Appeals

Award: Financial Aid Award Notification

SAT: Satisfactory Academic Progress Letters

SCHLRS: Scholarship Communications

VERF: Verification Processing

Context

Select a type of communication. The system uses the same criteria when generating the FAN letter.

Letter

Select a type of communication. The system uses the same criteria when generating the FAN letter.

Processing Option

This option controls whether students' decisions regarding their awards are processed in real time or in batch. If you select the default value of Batch, the system loads the current award package from the real tables to a staging table. It saves the student's activity to the staging table when the student submits an award acknowledgment. The system sets the student's transaction to Pending Update and records the current date and time. When you run the batch process, the system selects all transactions with a Pending Update status for processing. For each student selected, as long as the financial aid package has not been revised since the student submitted the award acknowledgment, the system checks each award in the student's package for any changes. It evaluates changed awards to ensure that award amounts and disbursement balances are correct and reductions do not fall below minimum amounts. The system processes all other awards in passive mode. After the batch validation process has finished and if no errors were found, the system posts the data to the student's real award tables in the database.

If you select Real time, the system loads the current award package from the real award tables to a staging table. It saves the student's activity to the staging table when the student submits an award acknowledgment. The system evaluates the award activity and the resulting changes as it does in batch mode. The process verifies the Accept or Decline amount, and for award reductions, recalculates the scheduled disbursements. When all of the awards in the student's package are processed and if no errors were found, the system posts the data to the student's real award tables in the database.

Note. Unlike administrative packaging for which the packaging routine performs extensive edits to ensure the validity of an award, in self-service the system processes awards in passive mode and does not perform any federal edits or evaluate the student for eligibility or need criteria. The system performs a subset of edits on any award that is being reduced. Also, the system adjusts an award that has been reduced below minimum amounts established for the system.

Consumer Information URL

If you complete this field, the system displays a link in self-service awarding. If you leave this field blank, the system does not display a link. Enter your institution's student information site. This site may reflect awarding rights and responsibilities such as statement of educational purpose, truth-in-lending content, or other financial aid information.

Entrance Interview URL

Enter your institution's entrance and exit interview site to display a link in self-service awarding. If you leave this blank, the system does not display a link. If you use Self Service Loan Counseling and enter entrance and exit interview URLs on the Loan Counseling page, leave this field blank, or both URLs appear.

Access from Award Inquiry

Select to display a link on the students' Award Inquiry Self Service pages.

Access from Accept/Decline

Select to display a link on the students' Accept Award and Decline Award Self Service pages.

Alternate Text for Reporting

Enter instructions to the student that varies from the default text.

Alternate Text for List View

Enter instructions to the student that varies from the default text.

FE Award Notification Defaults

FANLTR_DEFAULTS

Financial Aid, Awards, Notification Letter, Award Notification Defaults

Ensure that the Display NID check box is not selected to avoid printing U.S. students' Social Security Numbers on their FAN letters. Select the Print Cancels and Print Declines check boxes to show links to canceled or declined awards.

Inquiry Options

SS_FA_INSTALL

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self Service Options, Inquiry Options

Select the Award Notification check box in the Display Data group box to display the FE Award Notification PDF link on the students' Award Summary and Award Detail pages. Enter a name for the link to the FE Award Notification PDF process in the View Award Notification field in the Alternate Text group box.

FA Item Type 3

ITEM_TYPE_FA_3

Set Up SACR, Product Related, Financial Aid, Awards, Financial Aid Item Types, FA Item Type 3

Select Print from the Print Letter Option drop-down list box.

Loan Options

SS_FA_INSTALL3

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self Service Options, Loan Options

Set lender selection to appear on the student self-service page.

Identify Self Service Lenders

SFA_LNDR_SELECT_SU

Set Up SACR, Product Related, Financial Aid, Loans, Identify Self Service Lenders

Select the preferred lender for each loan type.

Create CRC Loan Participants

SFA_CRC_DEST_ID

Set Up SACR, Product Related, Financial Aid, Loans, CR Common Line, Create CRC Loan Participants

Identify the lenders for Common Line loans.

Maintain Lender Codes

LENDER_LOAD_MAINT

Set Up SACR, Product Related, Financial Aid, Loans, Common Line 4, Maintain Lender Codes

Identify the lenders for CL4 loans.

Display Lender Selection

Select x to display the lender selection on the students' self-service pages.

Lender Sort Option

If you selected the Display Lender Selection check box, select Random or Sequence Number to control how the lender list is displayed in self-service:

Random (default) results in the lenders being displayed in a different random order each time the student accesses the Lender Selection page.

Sequence Number results in lenders being displayed based on the sequence number that was assigned to each lender on the Identify Self-Service Lenders page.

Display Entrance Interview URL

To activate an entrance interview link for loan counseling, select this check box. The URL is defined on the Loan Counseling page.

Display Exit Interview URL

To activate an exit interview link for loan counseling, select this check box. The URL is defined on the Loan Counseling page.

Authentication Method

Indicate the verification method for authenticating a student for eMPN. If you select Birthdate, Personal Identification Number, or National ID Number, students must enter the required information to authenticate and continue with the eMPN process. If you select No Authentication, the system does not prompt for authentication information.

You define a student's birth date, national ID number, and PIN in Campus Community. The system always uses the student's primary national ID number for authentication purposes.

Additional References

Indicate the number of required references (0, 1, 2, or 3) in addition to the required two references collected to complete the eMPN.

Loan Type

Select from the drop-down list box to identify each loan type for which you allow a student to select a lender through Self Service.

Guarantor OPEID (gurantor office of postsecondary education identifier)

Enter a guarantor OPEID as a default value for a specific loan type. The default guarantor value entered here is attached to the student's lender selection record only if the Guarantor OPEID field within the Loan Information area is left blank for the lender selected.

The values in the lookup list are from the CRC participant setup.

Branch ID

Required if the Guarantor OPEID field is populated. Enter a branch ID that is associated with the guarantor.

Lender OPEID (lender office of postsecondary education identifier)

Enter the lender OPEID available to the student for this loan type. The values in the lookup list are from the CRC participant setup.

Branch ID

Required if the Lender OPEID field is populated. Enter the branch ID that is associated with the lender.

Guarantor OPEID (gurantor office of postsecondary education identifier)

(Optional) Enter a guarantor at this level to indicate a specific guarantor for the lender. If the student selects the associated lender, the guarantor entered here is attached to the student's lender selection record. The values in the lookup list are from the CRC participant setup.

If you do not enter a guarantor here, the system checks for a default guarantor in the Loan Type area.

Branch ID

Required if the Guarantor OPEID field is populated. Enter a branch ID that is associated with the guarantor.

Sequence

If Sequence Number is selected in the Lender Sort Option field on the Loan Options page, use this field to display the lenders to the student. to the student.

If no sequence numbers are identified, the system orders the list by lender OPEID.

Loan Options

SS_FA_INSTALL3

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self Service Options, Loan Options

Control the display of entrance interview links and exit interview links on the students' self-service pages.

FA Item Type 3

ITEM_TYPE_FA_3

Set Up SACR, Product Related, Financial Aid, Awards, Financial Aid Item Types, FA Item Type 3

Set up disbursement information and self-service action options.

Packaging Status Summary

STDNT_AID_PACKAGE

Financial Aid, View Packaging Status Summary, Packaging Status Summary

Review the student's need, budget, and award or change the student's packaging status. Set the student's self-service inquiry and award access.

Self-service Security

SFA_RUNCTL_SS_SEC

Financial Aid, Awards, Self Service Awarding, Assign Self Service Access, Self Service Security

Set the award and inquiry access value.

Accept

Select to enable the student to accept a particular award. When you select Accept, the Reduce and Decline options become available.

Reduce

You must select the Accept option and then the Reduce option to enable the student to reduce a particular award. Clear this option to prevent students from reducing their awards.

You cannot select the Reduce option if the Federal ID value is ACG or SMART on the FA Item Type 1 page

Decline

Select to enable the student to decline a particular award. When a student declines an award, the system sets the Offered and Accept amount fields to 0.00, and the student cannot update the amounts.

Award Access

Select Allowed to allow the student access to award acknowledgement for the given year regardless of filtering option criteria established in self-service awarding options setup.

Select Denied to deny the student access to award acknowledgment for the given year regardless of filtering option criteria established in self-service awarding options setup.

Select Use Filter to require the student to meet the self-service awarding options access criteria to gain access to an award acknowledgment in self-service awarding.

Inquiry Access

Select to allow a student to view assigned financial aid awards.

External Award Access

Select to allow a student access to view reported external awards.

Award Access

Select Allowed, Denied, or Use Filter.

Inquiry Access

Select Yes or No.

EA Access

Select Yes or No.

Institution

Select your institution.

Aid Year

Select the aid year for which to run this process.

All IDs

Select to update or change all IDs.

ID Range

Select to update or change a range of IDs.

Self-Service Loan Status

SS_FA_LOAN_STAT

Set Up SACR, Common Definitions, Self Service, Financial Aid, Self-Service Loan Status

Modify loan status descriptions and comments text that you want a student to see online. This page provides students with their loan application status. These values are delivered by Oracle.

Proc Status (processing status)

Indicates where the loan application is in the origination process between your institution and the loan servicer.

Trans Status (transaction status)

Indicates the current status of the loan application.