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Processing Data from a File

This section lists prerequisites and discusses how to:

Before you load external data from an external data file:

  • Define a mapping definition in the File Parser utility.

  • Associate a Search/Match parameter set with the Mapping definition on the External Award Search Match Rules setup page.

Page Name

Definition Name

Navigation

Usage

External Award Staging Process

SFA_RUN_EA_STAGE

select Financial Aid, then select Awards, then select External Awards, then select Process External Award File, then select External Award Staging Process

Load external award data from a data file into the External Award Staging table.

External Award File Summary

SFA_EA_STAGE_INQRY

select Financial Aid, then select Awards, then select External Awards, then select View Data File Staging Results, then select External Award File Summary

View summary results of processing a data file into the External Award Staging table.

Award Disbursement Detail

SFA_EA_DISB_DTL3

Click the Disbursement link on the Award tab of the External Award File Summary page.

View award disbursement details.

Access the External Award Staging Process page (select Financial Aid, then select Awards, then select External Awards, then select Process External Award File, then select External Award Staging Process).

Image: External Award Staging Process page

This example illustrates the fields and controls on the External Award Staging Process page. You can find definitions for the fields and controls later on this page.

External Award Staging Process page

Field or Control

Definition
Load Action

Select the Load Action to be reported on all data transactions processed during this instance.

  • Offer

  • Offer/Accept. This is the default value.
File Mapping ID

Select File Mapping ID (Definitions) created in File Parser. Only mapping definitions created with the External Award Context definition are available for selection.
File Path

Location of the external file or file list name.
File List Indicator

Select this option if you have created a file list to be loaded.

Access the External Award File Summary page (select Financial Aid, then select Awards, then select External Awards, then select View Data File Staging Results, then select External Award File Summary).

Image: External Award File Summary page, Student Information tab

This example illustrates the fields and controls on the External Award File Summary page, Student Information tab.

External Award File Summary page, Student Information tab

Image: External Award File Summary page, Award tab

This example illustrates the fields and controls on the External Award File Summary page, Award tab.

External Award File Summary page, Award tab

Image: External Award File Summary page, Status tab

This example illustrates the fields and controls on the External Award File Summary page, Status tab. You can find definitions for the fields and controls later on this page.

External Award File Summary page, Status tab

This page displays all external award transactions for this transaction number and specific file mapping ID. Each row of data is keyed by a transaction and sequence number. The displayed data has been read from an external data file and loaded into the External Award Staging tables. Fields are segmented into three grid tabs: Student Information, Award, and Status. Click the icon to the right of the tabs to display all three sets of fields.

To view disbursement details, click the Disbursement link on the Award tab. To check for errors, select the Status tab and then click the Error link to view the message number.

See Managing External Award Data.

Field or Control

Definition
Process Instance

Generated by the Process External Award request.
Status

Displays the overall status associated with the loading of external data file.
Student Count

Represents the mapped total row count as read directly from the file. If this field value is not mapped, it is set to the Actual Count value.
Actual Count

The calculated count for rows with unique sequence numbers.
Award Total

Represents the total award amount for all transactions as read from the file. If this field value is not provided on the file, it is set to Actual Total value.
Actual Total

Calculated sum of award amount for all rows.

Access the Award Disbursement Detail page (click the Detail link on the Award tab of the Manage External Award Data page).

Image: Award Disbursement Detail page

This example illustrates the fields and controls on the Award Disbursement Detail page. You can find definitions for the fields and controls later on this page.

Award Disbursement Detail page

You can view the information on this page, but you cannot edit it.