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Receiving and Processing CL4 Inbound Files

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Run Control Parameters

EC_RUN_INBOUND_01

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

Load inbound CommonLine 4 application response or EFT files into staging tables.

CommonLine 4 Import - Header

CL_IMP_HEAD4

select Financial Aid, then select File Management, then select CommonLine Loans, then select View CL 4 Response Records, then select CommonLine 4 Import, then select Header

View the information in the CommonLine application response header record.

Application Detail

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

View inbound application details. This includes information about each record in the EDI Manager staging tables.

Borrower Perm Address (borrower permanent address)

SEC_IMP_ADDR

Click the Address link on the Application Detail page.

View borrower permanent address information.

EFT Information (electronic funds transfer information)

CL_EFT4_HEAD

select Financial Aid, then select File Management, then select CommonLine Loans, then select View CL 4 EFT Records, then select EFT Information

View electronic funds transfer information to verify data loaded into the EDI Manager staging tables.

CommonLine Inbound

RUNCTL_CLIN

select Financial Aid, then select File Management, then select CommonLine Loans, then select Process CL 4 Inbound Files, then select CommonLine Inbound

Move selected acknowledgment files from EDI Manager staging tables into the database.

Loan Actions Codes

LOAN_ACTNCD_TBL

select Financial Aid, then select Loans, then select View Loan Action Codes

View CommonLine 4 status and phase codes.

Access the Run Control Parameters page (select Financial Aid, then select File Management, then select CommonLine Loans, then select Inbound EC Agent, then select Run Control Parameters).

Image: Inbound EC Agent - Run Control Parameters page

This example illustrates the fields and controls on the Inbound EC Agent - Run Control Parameters page. You can find definitions for the fields and controls later on this page.

Inbound EC (electronic commerce) Agent - Run Control Parameters page

Use this page to initiate the Inbound EC Agent process (ECIN0001), an SQR report, which loads information from application response or EFT files into staging tables.

Note: Do not make any changes in the File Options group box.

Run Option

Field or Control

Definition
Single File

Select if only one file is to be loaded.
File List Driven

Select if you have created a file list to be loaded. Enter the file list name and location. Refer to the following table for file names to use.
Single Instance

Not used in Financial Aid.

Inbound Agent Parameters

Field or Control

Definition
Single File Path

Enter the path where the file is located. The syntax varies based on your network environment.
Single File Name

Enter the name of the file in this field.

Force Profile

Field or Control

Definition
Do Not Force ((998 or 999 in file)

Select to not use inbound agent forced parameters.
Force with Map Information (998)

Select to enter parameters necessary to load the loan files. The parameters include an EC map ID, profile ID, and convert file ID.
Force with Partner Information (999)

Select to enter parameters necessary to load the loan files. The parameters include an external entity code, forced transaction ID, external trading partner ID, internal alias entity code, and an EC alias trading partner ID.

Inbound Agent Forced Parameters

Field or Control

Definition
EC Map ID

Select an inbound ID file to load. CommonLine choices for particular file names and types. Values are:

CL_APP_V4: where file name is R004P and file type is CommonLine 4 application response file.

CL_EFT_V4: where file name is E004P and file type is CommonLine 4 EFT roster.
EC Profile ID

Select CL_DESTIN for CommonLine loan files. You can also create your own profile ID with EDI Manager.
EC Convert Profile ID

Select COMMONLINE to load inbound CommonLine files.

Access the Application Detail page (select Financial Aid, then select File Management, then select CommonLine Loans, then select View CL 4 Response Records, then select Application Detail).

Image: Application Detail page

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

Application Detail page

Field or Control

Definition
Load Status

Indicates the load status of the record. Values are:

Processed: the record has been used to update the loan application record.

Unprocessed: the default status indicating that the record has been loaded into the staging tables, but the CL Inbound process has not been run.

Skipped: a value set manually to indicate that the record should not be processed.

Error: the CL inbound process could not successfully process the record. View the error reason text that displays next to the field.
Record Status

Displays the status of the loan reported by the loan servicer on the application response record. You can review the record status table for the complete list of valid values.

See Reviewing CL 4 Status and Phase Codes.
Status Date

Displays the date the record status occurred. For example, the date when the loan was guaranteed.
Phase Code

Corresponds to field 133 on the application response detail record. This is a more detailed status code communicated between the lending agencies.
Phase Code Date

Displays the date the phase code became active.
DL Nbr (driver's license number)

Displays the borrower's driver's license number.
Borr St Res (borrower state residence)

Displays the date the borrower became a legal resident of the identified state.
Defer (deferment)

Indicates the authorization for the lender to defer repayment periods. The borrower requests to defer principal payments while attending school.
Int Ind (interest indicator)

Indicates whether the borrower intends to pay the interest on the unsubsidized Federal Stafford or Federal PLUS loan while in school and when the loan is in grace or deferment.
EFT Athztn (electronic funds transfer authorization)

Indicates that the borrower has authorized the school to transfer the loan proceeds received by EFT to the appropriate student account.
Def/Ref (default/refund)

Indicates whether the PLUS/alternative student is currently in default on a student loan or owes a refund on a federal grant.
Outstd Lns (outstanding loans)

Indicates whether the borrower has outstanding loans.
Sig Date (signature date)

Indicates the date the valid promissory note was signed.
Address

Click to access the Borrower Perm Address page to view borrower permanent address information.

Access the EFT Information page (select Financial Aid, then select File Management, then select CommonLine Loans, then select View CL 4 EFT Records, then select EFT Information).

Access the CommonLine Inbound page (select Financial Aid, then select File Management, then select CommonLine Loans, then select Process CL 4 Inbound Files, then select CommonLine Inbound).

Image: CommonLine Inbound page

This example illustrates the fields and controls on the CommonLine Inbound page. You can find definitions for the fields and controls later on this page.

CommonLine Inbound page

Use this page to run the CommonLine 4 Inbound Driver process, a COBOL SQL process.

Field or Control

Definition
Application Resp (application response)

Select to process all CommonLine 4 application response records from the EDI Manager staging table into the application database.
EFT Load

Select to process electronic fund transfer records to the database. After EFT records have been processed, they automatically become eligible for disbursement to the student's account.

Access the Loan Action Codes page (select Financial Aid, then select Loans, then select View Loan Action Codes).

The CommonLine 4 loan inbound process uses the CommonLine 4 ID to match the loan application response record in the staging tables to an originated loan in the application database. When a match is found, the process loads both the record status code field 2 on the application response detail record and the phase code field 133 on the application response detail loan origination action records. The record status code provides a high-level status of the loan, while the phase code provides a detailed status.

Note: You can view the record status codes and application phase codes on the Loan Action Codes page.

In addition to loan origination action codes, the system generates a disbursement action record if a change of status occurs for a specific disbursement. Fields 120, 121, 122, and 123 on the application response detail record indicate changes to the disbursements. If the inbound process cannot load the record, the system generates an error code. Review the load error code table for additional details.

Record Status Codes

The following table lists record status codes that are specific to CommonLine 4 loans.

Code

Description

Load Action

A

Initial processing successful. Guarantees or obtains guarantee upon receipt of the promissory note.

A loan origination action message is posted for the loan.

I

Initial processing successful. Pending further approval.

A loan origination action message is posted for the loan.

G

Guaranteed.

A loan origination action message is posted. The loan approved amounts, disbursement information, MPN, and additional CommonLine 4 information are updated.

B

Guaranteed. Promissory note received and approved for disbursement.

Same as G.

P

Pending processing. (Error resolution underway by sending organization.)

A loan origination action message is posted.

D

Denied/rejected/incomplete. No further processing unless school, borrower, or lender provides updated data.

A loan origination action indicating the reject is posted, along with the error messages. The loan is set to Hold. A second loan origination action is posted to reset the loan to Originated/Pending.

C

School certification requested for application.

Load errors. Use report to process manually.

M

Modification to previously reported guarantee.

Same as G.

N

Response to reprint request.

A loan origination action message is posted.

R

Response to transactions submitted in change transaction send file.

A loan origination action message is posted.

T

Termination record. No action required.

A loan origination action message is posted.

Application Loan Phase Codes

The following table lists application loan phase codes.

Code

Description

Load Action

ASCH

Received transmission from school.

A loan origination action message is posted.

RECA

Received application/promissory note. Has yet to be approved for disbursement.

A loan origination action message is posted.

AWPN

Received application. Awaiting promissory note.

A loan origination action message is posted.

AABI

Awaiting additional borrower information.

A loan origination action message is posted.

AAIG

Awaiting additional information from guarantor.

A loan origination action message is posted.

AAIL

Awaiting additional information from lender.

A loan origination action message is posted.

AAIN

Awaiting additional information.

A loan origination action message is posted.

AAIS

Awaiting additional information from school.

A loan origination action message is posted.

AINP

Processing for submission to guarantor.

A loan origination action message is posted.

ASGU

Submitted to guarantor.

A loan origination action message is posted.

AWCR

Awaiting credit approval.

A loan origination action message is posted.

CRED

Credit approved.

A loan origination action message is posted.

AELN

Approved by guarantor. Not dependent on credit check.

A loan origination action message is posted.

ADIS

Awaiting first disbursement.

A loan origination action message is posted.

PRNT

Application and promissory note has been printed and mailed.

A loan origination action message is posted.

DPRT

Reprint request denied.

A loan origination action message is posted.

SERV

Servicing (first disbursement has been made).

A loan origination action message is posted.

RDCT

Reduced disbursement amount.

A loan origination action message is posted.

ALRJ

Rejected by lender.

A loan origination action indicating the reject is posted along with the error messages. The loan is set to Hold. A second loan origination action is posted to reset the loan to Originated/Pending.

AGRJ

Rejected by guarantor.

A loan origination action indicating the reject is posted along with the error messages. The loan is set to Hold. A second loan origination action is posted to reset the loan to Originated/Pending.

RJCT

Rejected due to processing problems.

A loan origination action indicating the reject is posted along with the error messages. The loan is set to Hold. A second loan origination action is posted to reset the loan to Originated/Pending.

ATEL

Completing telephone follow-up to resolve problems.

A loan origination action message is posted.

AXCP

Performing exception processing. Resolving special problems.

A loan origination action message is posted.

HOLD

Holding while resolving outstanding problems.

A loan origination action message is posted.

AREP

Reprocessing

A loan origination action message is posted.

ATRM

Terminated loans have been withdrawn or cancelled.

A loan origination action message is posted.

Inbound File Load Error Codes

The following table describes errors and how they can be resolved. Set error records that do not require resolution to Skipped. This action removes them from the CL 4 App Response Error report. These codes are common to both CL4 and CRC.

Code

Description

Error Resolution

A – Award Discrepancy

Gross disbursement amounts could not be synchronized.

See "Understanding the Inbound File Process."

Repackage the student so that the gross amounts match.

Note: Do not use the CommonLine Loan Orig Trans page to auto-accept the loan instead of repackaging the student. Because the application load process now automatically reconciles differences between the loan and the student awards, PeopleSoft no longer recommends this procedure.

C – Loan certification request

All loan certification request records produce errors.

Follow the documented school certification request processing procedures.

D – Loan Destination not found

The load process was unable to determine the loan destination profile of the guaranteed loan. This occurs when institutions originate loans without a lender specified.

Create a loan destination using the lender and guarantor information on the Application Response record.

E – Processing Error

Possible data corruption in the application tables. Refer to your systems administrator for assistance.

Check for missing PS_LOAN_ORIG_DTL records, missing PS_LOAN_DISB_ACTN rows, or a discrepancy between the number of disbursements in the student's award and. the number of disbursements listed in the application response record.

H – Loan on hold

The record does not load because the originated loan is in Hold status.

Resolve the hold condition and remove the Hold status in the Originate Loan component.

L – Loan not found

The application response record could not be matched to an originated loan using the CommonLine ID values.

If the origination record exists, either manually change the school's loan application ID to match the CommonLine ID or get the loan agency to change the CommonLine ID to match loan application ID.

N – No Errors

Assigned when the loan response record is loaded successfully.

  

P – Process Not Supported

The CRC response file is a type not supported or recognized by the system

Set to skip.

S – Source Data Corruption

Loan servicer information is incorrect. One of the following is true:

  • The application response record has a record status of B (guaranteed, promissory note received), G (guaranteed), M (modification to previously reported guarantee), or R (change response), and the sum of the net amount, loan fees, and fees paid does not match the gross amount for any disbursement for a guaranteed loan.

  • The application response record has a record status of B or G, and the sum of the gross disbursement amounts does not equal the loan approved amount.

  • The application response record for a combination Stafford loan, with a status other than G, does not have a sequence of 00 (field 25 on the CommonLine 4 application response file).

For the first, request a new application response file from your loan servicer where the loan disbursement information is now correct and the gross amount = (loan fees - fees paid) + net amount.

For the second, request a new application response file from your loan servicer where the loan disbursement and approved amount information is now correct.

For the third, request a new application response file from your loan servicer or manually fix and reprocess the file.

U – Unknown or invalid loan type

An unknown or invalid CommonLine loan type is defined for the application response record. Only the CommonLine 4 defined loan type codes (field 17) are acceptable.

Ask the loan servicer to reissue the application response record with a corrected loan type code value.

X – Uninitiated Change

A response to an uninitiated change response to the student's loan was received.

Review the changes made to the loan and make the appropriate changes to the loan manually. This may require running loan origination adjustments and then manually accepting the change using the CommonLine Loan Orig Trans page.

After you resolve any load errors, rerun the CommonLine loan inbound process to reprocess any records set to Error.

Two CL 4 reports can assist you in processing of load errors: the CL 4 App Response Load Error report and the CL School Cert Request report.