Using Batch Verification

This section discusses how to:

Process batch consolidation.
View batch consolidated tax data.
Process batch verification.
Use batch verification results.
Use batch verification summary.
Use batch verification detail.

Page Name	Definition Name	Navigation	Usage
Batch Consolidation	RUNCTL_FA_CONSL	select Financial Aid, then select Verification, then select Perform Batch Consolidation, then select Batch Consolidation	Set consolidation parameters for batch consolidation and run the process.
Batch Consolidation Detail	VERIF_CONSUL_SMRY	select Financial Aid, then select Verification, then select View Batch Consolidation, then select Batch Consolidation Detail	View batch consolidation results at the student level from the Application Data Verification - Tax Consolidation Consolidated Tax Data page.
Consolidated Tax Data – Fed	SFA_VER_CSL_FED2	Click the Consolidated Tax Data link on the Batch Consolidation Detail inquiry page.	View federal consolidated tax information for a student or parent.
Consolidated Tax Data – Inst	SFA_VER_CSL_INST2	Click the Consolidated Tax Data link on the Batch Consolidation Detail inquiry page.	View institutional consolidated tax information for a student or parent.
Batch Verification	RUNCTL_FAPCMPR1_01	select Financial Aid, then select Verification, then select Perform Batch Verification, then select Batch Verification	Set parameters to verify batches and to run the process.
Batch Verification Results	RUNCTL_VERIF_SEC	Click the Results link on the Batch Verification Results page.	View summary verification information.
Batch Verification Summary	VERIF_COMP_SMRY	select Financial Aid, then select Verification, then select View Verification Summary, then select Batch Verification Summary	View summary verification information.
Batch Verification Detail	STDNT_VERIF_DTL1	select Financial Aid, then select Verification, then select View Verification Detail, then select Batch Verification Detail	View detail verification information from the Field Comparison Detail button on the Auto Verification page.

Access the Batch Consolidation page (select Financial Aid, then select Verification, then select Perform Batch Consolidation, then select Batch Consolidation).

Image: Batch Consolidation page

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

Field or Control	Definition
Selection Criteria	Select `Unconsolidated` or `All Stdnts in Verification.`
Tax Consolidation Type	Select the Tax Consolidation Type you want to use. This field is active only if you do not select "Get Fed Data" or "Get Inst Data" for Household Verification. If you choose the Institutional Tax Consolidation Type, then the Institutional Marital Status Mapping is used. This field is display only if you use the "Get Fed Data" or "Get Inst Data" See Mapping Institutional Marital Statuses.

Field or Control

Definition

Selection Criteria

Select Unconsolidated or All Stdnts in Verification.

Tax Consolidation Type

Select the Tax Consolidation Type you want to use. This field is active only if you do not select "Get Fed Data" or "Get Inst Data" for Household Verification. If you choose the Institutional Tax Consolidation Type, then the Institutional Marital Status Mapping is used. This field is display only if you use the "Get Fed Data" or "Get Inst Data"

See Mapping Institutional Marital Statuses.

Access the Batch Consolidation Detail page (select Financial Aid, then select Verification, then select View Batch Consolidation, then select Batch Consolidation Detail).

Image: Batch Consolidation Detail page

This example illustrates the fields and controls on the Batch Consolidation Detail page.

View Batch Consolidated Tax Data by clicking the Consolidated Tax Data link.

The Batch Consolidated Tax Data pages are the same as the Online Consolidated Tax Data pages except that the Batch pages are view–only. Refer to the documentation about the Online pages for information about the fields on the Batch pages.

See Viewing Federal Consolidated Tax Data.

See Viewing Institutional Consolidated Tax Data.

Access the Batch Verification page (select Financial Aid, then select Verification, then select Perform Batch Verification, then select Batch Verification).

Image: Batch Verification page

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

Use the Batch Verification page to run verification for all students selected, according to the criteria that you establish.

Field or Control	Definition
Verification Type	Select from these values: `Federal:` Select to apply federal setup rules to this verification. `Institutional:` Select to apply institutional setup rules to this verification.
Source	Verification is the process of comparing source data to a target set of data. This is a translate field, and translate values should not be adjusted. Select from these values: `Inst App:` Data from the Maintain Institutional Application tables `ISIR:` Data from the ISIR Data Corrections tables `Tax/Verif:` Selected data from the Application Data Verification pages created from the Consolidate routine
Target	This is a translate field, and translate values should not be adjusted. Select from these values: `Inst App:` Data from the Maintain Institutional Application tables `ISIR:` Data from the ISIR Data Corrections tables
Application Type	Values are valid with a source or target of `Inst App` only and include the following: `Inst App:` Institutional application `PROFILE:` PROFILE application `FT – CSL:` Full-time Canadian student loan `PT – CSL:` Part-time Canadian student loan
Student Selection	Select from the following values: `Both:` Processes records with a verification status of either pending or required. `Pending:` Processes records with a verification status of pending only. `Required:` Processes records with a verification status of required only.
Auto Update Target Table	Automatically updates the target table with verified data identified with a variance.
Mark Assumptions as Verified	Use this check box only when the Source value is `Tax/Verif` and the Target value is `ISIR.` Select to tag fields originally identified as Assumption fields with a field status of `Verified.` Assumed ISIR data fields that result from the federal methodology calculation are maintained on secondary pages of the ISIR Data Corrections pages.
Set to Send ISIR Correction	Select to set the Correction Status to `Send` on ISIR Corrections when the Auto Update Target Table is used.
Set Verification Complete	Select to automatically set the Verification Status to `Complete.` This field is enabled only when the Auto Update Target table is activated.

Access the Batch Verification Results page (click the Results link on the Batch Verification Results page).

Image: Batch Verification Results

This example illustrates the fields and controls on the Batch Verification Results.

Access the Batch Verification Summary page (select Financial Aid, then select Verification, then select View Verification Summary, then select Batch Verification Summary).

Image: Batch Verification Summary page

This example illustrates the fields and controls on the Batch Verification Summary page.

The system displays Institution, Aid Year, Process Instance, Verification Type, Run Date and Time, Source, User ID, Target, Pass/Fail Option, Students Processed, Students Passed, and Students Failed.

Access the Batch Verification Detail page (select Financial Aid, then select Verification, then select View Verification Detail, then select Batch Verification Detail).

Image: Batch Verification Detail page

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

Results

The system displays Verification Type, Verification Status, Review Status, Variance, Verification Sequence, Verification Date, Verification Type, Changes Applied to Target, Mark Assumptions as Verified,and Set to Send ISIR Correction.

Field Comparison Detail

The system displays the most recent verification results for the listed fields. Only fields that have differences appear.

The Done check box is activated when the process is run with the Auto Update Target Table option activated. Source data comes from the source table, tax/verification, ISIR, or institutional application. Target data comes from the target table, ISIR, or institutional application. There can be a difference between the source and target information. Tolerance is the tolerance level established during tolerance setup.

Using Batch Verification

Pages Used for Batch Verification

Processing Batch Consolidation

Viewing Batch Consolidated Tax Data

Processing Batch Verification

Using Batch Verification Results

Using Batch Verification Summary

Using Batch Verification Detail

Results

Field Comparison Detail