Return to Navigation

Processing School Certification Request Applications

This section provides an overview of school certification requests and discusses how to:

The certification request process is an optional CommonLine process for some alternative loans. The process differs from FFELP loan application processing in that the borrower applies for the loan directly with the lender instead of through the school's financial aid office. The lender or servicer then asks the school to certify the borrower's eligibility by initiating a CommonLine application response record to the school. The school might not have a record of the student in the financial aid system, either because the student did not apply for aid or the student does not exist in the school's database.

How school certification requests are handled depends on which CommonLine loan version initiates the process. The older CommonLine 4 process is handled manually, while the newer CRC process automates many of the steps.

Page Name

Definition Name

Navigation

Usage

Inbound CRC XML Files

SFA_RUNCTL_CRC_IN

select Financial Aid, then select File Management, then select CommonLine Loans, then select Process CRC Inbound files, then select Inbound CRC Files

Load school certification request XML files. Move files into the database

CRC Document Management

SFA_CRC_FILE_REV

select Financial Aid, then select File Management, then select CommonLine Loans, then select CRC Document Management, then select CRC Document Management

Review generated XML files, outbound to stage files, XML loaded to stage files, or XML processed files.

CRC Award Management

SFA_CRC_LOAD

select Financial Aid, then select File Management, then select CommonLine Loans, then select CRC Award Management

View process status and loan information.

View CRC Staging Table Records

SFA_CRC_DOCUMENT

select Financial Aid, then select File Management, then select CommonLine Loans, then select View CRC Staging Table Records

View information on school certification request XML files that have been loaded.

Process CRC Inbound Files

SFA_RUNCTL_CRC_IN2

select Financial Aid, then select File Management, then select CommonLine Loans, then select Process CRC Inbound Files

Process and load individual CRC certification request records into the CRC Certification Requests page.

CRC Certification Requests

SFA_CRC_CERT_RQ

select Financial Aid, then select Loans, then select CommonLine Management, then select CRC Certification Requests

Review and update loan certification request records to originate.

Student Block Information

SFA_CRC_CERT_STDNT

Click the Student link on the CRC Certification Requests page.

View student's social security number, name, and birthdate to assist in identifying the EmplID.

Person Block Information

SFA_CRC_CERT_PERSN

Click the Person link on the CRC Certification Requests page.

View non-student borrower's social security number, name, and birthdate to assist in identifying the borrower ID.

Search Criteria

HCR_SM_SEARCH

Click the Search Match link on the CRC Certification Requests page.

Enter search criteria to determine whether the student is defined in the database.

Relationships

RELATIONSHIPS

Click the Related IDs link on the CRC Certification Requests page.

View relationship data.

Award Summary

STDNT_AWRD_INQUIRY

Click the Award Summary link on the CRC Certification Requests page.

Review annual award summary. View a student's awards and the offered, accepted, authorized for disbursement, and disbursed amounts for each award.

(Inbound EC Agent) Run Control

EC_RUN_INBOUND_01

select Financial Aid, then select File Management, then select CommonLine Loans, then select Inbound EC Agent

Load the school certification request records.

CommonLine Inbound

RUNCTL_CLIN

select Financial Aid, then select File Management, then select CommonLine Loans, then select Process CL4 Inbound Files

Identify the certification request records.

Financial Aid Report (CL 4 App Response Load Errors Report)

RUN_CNTL_CL_RPT

select Financial Aid, then select File Management, then select CL4 Load Error Report

List records with a load status of Error.

Financial Aid Report (CL 4 School Cert Requests Report)

RUN_CNTL_CL_RPT

select Financial Aid, then select Loans, then select CommonLine Reconciliation, then select CL4 Certification Request Rpt

List the application information provided by the loan servicer.

CommonLine PNote - Stafford

SFA_CRC_PNOTE_STAF

select Financial Aid, then select Loans, then select CommonLine Management, then select Enter Stafford Prom Notes

Enter the certification request report information.

Promissory Note Plus

SFA_CRC_PNOTE_PLUS

select Financial Aid, then select Loans, then select CommonLine Management, then select Enter PLUS Prom Notes

Enter promissory note data for PLUS loans. The system uses this data for origination.

Promissory Note Alt

SFA_CRC_PNOTE_ALT

select Financial Aid, then select Loans, then select CommonLine Management, then select Enter ALT Loan Prom Notes

Enter the certification request report information.

CommonLine 4 Import

CL_IMP_MAIN4

select Financial Aid, then select File Management, then select CommonLine Loans, then select View CL 4 Response Records, then select Application Detail

Set the load status of each processed certification request record to Processed. Use Skipped if the student is not eligible.

To process school certification request applications for CRC loans:

  1. To load the school certification request XML files, run the Inbound CRC XML Files process. Use the CRC Document Management, CRC Award Management, and View CRC Staging Table Records pages to monitor this information .

  2. To process the individual records, run the Process Inbound CRC Files process, which loads the certification request records into the CRC Certification Requests page. If the lender or guarantor listed on the record is not a valid certification request participant with the school, the record does not load and receives an error status.

    During the load, the system uses the Search Match process to assign the student (and borrower) EmplID to the record, although the record loads if the system cannot identify the EmplID. For PLUS loans, you can create the parent EmplID and load parent information into the Campus Community core tables.

  3. To view the records that were successfully loaded, use the CRC Certification Requests page, which has various criteria fields on the search page to view only the records of interest. After you verify that the Aid Year, Loan Type, EmplID, and Borrower ID (for PLUS) fields are completed, select the Ready to Use check box. This allows the loan origination process to originate the loan using the certification request information.

    Use the CRC Document Management, CRC Award Management, and View CRC Staging Table Records pages to review the records loaded in Error.

  4. Award the student the necessary loan eligibility. The student must be awarded in the same aid year with the appropriate item type(s) based on the aid year and loan type that has been assigned to the certification request record.

    See Awarding Online.

  5. Originate the loan. The information entered on the CRC Certification Requests page is used during loan origination. After origination completes, access the Maintain Originated Loans pages (Financial Aid, Loans, CommonLine Management, Maintain Originated Loans) to ensure the correct loan destination and process level are being used. The correct process level depends on what the loan servicer expects from the school.

    See Originating CommonLine Loans.

  6. Run loan validation to check the loan origination application for discrepancies

    See Validating CommonLine Loans.

  7. 11. Run the CommonLine Outbound processes to create the CRC application send file(s). Send the file(s) to your loan servicers for processing.

    See Processing CRC Loan Files.

Access the CRC Certification Requests page (select Financial Aid, then select Loans, then select CommonLine Management, then select CRC Certification Requests).

Image: CRC Certification Requests page

This example illustrates the fields and controls on the CRC Certification Requests page. You can find definitions for the fields and controls later on this page.

CRC (Common Record CommonLine) Certification Requests page

Field or Control

Definition
Lender OPEID (lender office of postsecondary education identifier)

Indicates the numeric identifier assigned by the Department of Education.
Guarantor OPEID (guarantor office of postsecondary education identifier)

Indicates the numeric identifier assigned by the Department of Education.
Student

Click to access the Student Block Information page to view the student's social security number, name, and birthdate. Use to assist in identifying the EmplID.
Person

Click to access the Person Block Information page to view the non-student borrower's social security number, name, and birthdate. Use to assist in identifying the borrower ID.
Search Match

Click to access the Search Criteria page to enter search criteria to determine whether the student or borrower is defined in the database.
Related IDs

Click to access the Relationships page to review relationship data of the student and parent. Create the relationship if required for PLUS loan processing.
Award Summary

Click to access the Award Summary page to review annual award summary and to view a student's awards and the offered, accepted, authorized for disbursement, and disbursed amounts for each award. Use to verify the student's eligibility for the loan.

To process school certification request applications for CommonLine 4 loans:

  1. Load the school certification request records using the Inbound EC Agent process.

  2. To process the individual records, run the CommonLine Inbound process.

    When this process is run, any certification request records are automatically set to Error.

  3. Run the CL 4 App Response Load Errors report to list records with a load status of Error.

  4. Run the CL 4 School Cert Requests report for information necessary to process the loan.

    The CL 4 School Cert Requests report selects only certification request records that have a load status of Error. The report lists the application information provided by the loan servicer.

  5. Review the information from each report and process each certification request.

    1. Determine whether your school participates in the loan program identified on the report.

    2. If your school participates, verify that the appropriate financial aid item types, loan types, and loan destinations have been set up to process the loan.

  6. Enter the certification request report information in the appropriate CommonLine Prom Note page for Stafford, PLUS, or Alt..

  7. Award the student the necessary loan eligibility.

    See Awarding Online.

  8. Originate the loan. The information entered on the Prom Note pages is used during loan origination. After origination completes, access the Maintain Originated Loans pages (select Financial Aid, then select Loans, then select CommonLine Management, then select Maintain Originated Loans) to ensure the correct loan destination and process level are being used. The correct process level depends on what the loan servicer expects from the school.

    See Originating CommonLine Loans.

  9. If the loan servicer has generated the unique loan ID, update the loan origination record by overriding the unique ID generated by the origination process with the loan servicer's ID.

    See Reviewing Loan Origination Information.

  10. Run Loan Validation to check the loan origination application for discrepancies

    See Validating CommonLine Loans.

  11. Run the CommonLine Outbound processes to create the CommonLine 4 application send file(s). Send the file(s) to your loan servicers for processing.

    See Creating CL 4 Loan Files.

  12. In the CommonLine 4 Import page, set the load status of each processed certification request record to Processed. Use Skipped if the student is not eligible. A status of Processed or Skipped ensures that the student is not listed on future reports because the delivered reports key from a status of Error.