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Running the Need Summary Validation Process

This section discusses how to select students for Need Summary Validation.

Page Name

Definition Name

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Usage

Select Students for Need Summary Validation

SFA_RUN_NEEDUPD

select Financial Aid, then select Awards, then select Need Summary Validation, then select Select Students for Need Summary Validation

Update the needs summary to reflect changes made to Cost of Attendance (COA) or Effective Family Contribution (EFC).

Access the Select Students for Need Summary Validation page (select Financial Aid, then select Awards, then select Need Summary Validation, then select Select Students for Need Summary Validation).

Image: Select Students for Need Summary Validation page

This example illustrates the fields and controls on the Select Students for Need Summary Validation page. You can find definitions for the fields and controls later on this page.

Select Students for Need Summary Validation page

Population Selection

Population selection is a method for selecting the IDs to process for a specific transaction. Selection tools are available based on the selection tools that your institution selected in the setup of the Population Selection process for the application process and on your user security. Fields in the group box appear based on the selection tool that you select. If your institution uses a specific delivered selection tool (PS Query, Equation Engine equation, or external file) to identify IDs for a specific transaction, you must use it.

See Using the Population Selection Process.

Field or Control

Definition

Selection Tool

Select one of these values: Equation Engine, PS Query, or External File. Additional parameters appear for your selected tool.

Query Name

For PS Query, select a population selection query that joins with the bind record SFA_BNSV_BIND, which does not require a career.