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Using INAS Simulation

The INAS simulation functions as a worksheet for financial aid staff to create different need analysis scenarios before submitting the changes to ISIR Corrections. The INAS Simulation process retrieves information from the ISIR Correction pages and INAS Federal Extension page. You can create or change existing federal extension data or global policy option data in simulation depending on your processing requirements.

This section provides an overview of the steps for INAS simulation and discusses how to:

Use the INAS Simulation process to select records with an ISIR to simulate INAS calculations. Then commit changes to ISIR tables when complete.

  1. Click the Get Fed Data button on the page you are using.

    The latest ISIR information is retrieved and placed in the INAS Simulation tables. You should refresh the INAS Simulation table with the latest data because data from a prior session might remain in the table.

  2. Modify fields to affect the INAS calculation, invoke overrides, or both.

    You can also override global policy options at the student level, by clicking the Fed Ext button from any page in this component. Unless an extension record already exists in ISIR, the default values that you defined in the INAS Local Global Options page display on the Federal Extension page when you select a Rule Set.

  3. When you complete your changes, click the INAS calculate button. The system displays the results of the EFC after a successful completion of INAS simulation.

  4. Repeat steps 2 and 3 as needed. To refresh the worksheet, repeat Step 1.

  5. Click the Use Simulated Data button to use the calculated data for Need Analysis.

    If you confirm that you want to perform the operation, the system inserts a new row in all of the ISIR Tables and any field that was changed is processed as follows:

    1. Sent to the Audit Table for history.

    2. Included in the ISIR Correction process.

    3. Used to recalculate need.

Note: You cannot apply changes to any student whose ISIR is rejected.

Note: The navigation paths for the pages listed in the following page introduction table are for aid year 20nn-20nn. Oracle supports access for three active aid years.

Page Name

Definition Name

Navigation

Usage

Student Income/Assets

INAS_SIM_STU1_nn

select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Student Income/Assets

View or update fields from ISIR Corrections to perform an INAS calculation.

INAS Simulation Federal Extension

INAS_SIM_FEDEX_Snn

Click the Federal Extension link on the Student Income/Assets page.

Override the INAS global policy options at the student level.

INAS Simulation Budget Durations

INAS_SIMEX_DUR_SEC

Click the Budget Durations link on the INAS Simulation Federal Extension page.

Override INAS global policy options for federal academic and non-standard budget duration.

INAS Simulation EFC Proration Options

INAS_SIMEX_PRO_SEC

Click the EFC Proration Options link on the INAS Simulation Federal Extension page.

Override proration options for academic and non-standard months.

INAS Simulation EFC Override

INAS_SIMEX_EFC_SEC

Click the EFC Override link on the INAS Simulation Federal Extension page.

Override EFC components for academic and non-standard award periods.

Student Information

INAS_SIM_STU2_nn

select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Student Information

View or update fields from ISIR Corrections to perform an INAS calculation.

Parent Income/Assets

INAS_SIM_PAR1_nn

select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Parent Income/Assets

View or update fields from ISIR Corrections to perform an INAS calculation.

Parent Information

INAS_SIM_PAR2_nn

select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Parent Information

View or update fields from ISIR Corrections to perform an INAS calculation.

Overrides

INAS_SIM_OVRD_nn

select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Overrides

View or update fields from ISIR Corrections to perform an INAS calculation. Set Dependency Override and Correction Status.

The following elements appear on the Student/Income Assets page, Student Information page, Parent Income/Assets page and Overrides page.

Field or Control

Definition
Get Federal Data

Click this button to copy the student's latest ISIR data from the Federal Extension record to this page.
INAS

Click this button to invoke a Remote Function Call of the INAS calculation.
Use Simulated Data

Click this button to move the simulated data into production.
Federal Extension

Click this link to access the INAS Simulation Federal Extension page and make changes to an existing extension or override the INAS Global Policy Options at the student level.
Need Summary

Click this link to view a student's need summary. Need summary information reflects only current values. New data that you have calculated is not reflected on Need Summary pages until you click the Use Simulated Data button, refresh the page and click Get Fed Data again.
Monthly EFC

Click this link to access the INAS Simulation Monthly EFC page to view the INAS calculated monthly EFC for months 1-8 and 10-12.
Formula Type

Displays the formula type used in the INAS calculation. When you click the Get Federal Data button, the system populates the ISIR formula type on record and updates the formula type when INAS is called.
Primary EFC:

Displays the 9-month EFC. When you click the Get Fed Data button, the system populates the ISIR Primary EFC on record and updates the Primary EFC when INAS is called.
Prorated EFC:

Displays the 9-month or other than 9-month EFC. When you click the Get Fed Data button, the system populates the ISIR Prorated EFC on record and updates the Prorated EFC when INAS is called.

Access the Student Income/Assets page (select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Student Income/Assets).

Image: Student Income/Assets page

This example illustrates the fields and controls on the Student Income/Assets page.

Student Income/Assets page

ISIR edits are not used in the simulation pages. Changes used should not conflict with data in ISIR corrections.

Access the INAS Simulation Federal Extension page (click the Federal Extension link on the Student Income/Assets page).

Image: INAS Simulation Federal Extension page

This example illustrates the fields and controls on the INAS Simulation Federal Extension page. You can find definitions for the fields and controls later on this page.

INAS Simulation Federal Extension page

Field or Control

Definition
Budget Durations

Click this link to access the INAS Simulation Budget Durations page. You can enter any value for FM budget duration. Federal rules allow whole numbers only for budget duration. If the total allocation for the budget duration is greater than 12 months, a 9–month EFC is calculated and used in the academic award period, and no EFC is calculated for the non-standard award period.
EFC Proration Options

Click this link to access the INAS Simulation EFC Proration Options page to determine how to prorate EFC.
Override Federal EFC

Click this link to access the INAS Simulation EFC Override page to override the academic or non-standard parent contribution or student contribution.

Access the Student Information page (select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Student Information).

Image: Student Information page

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

Student Information page

Field or Control

Definition
Grade Level

Select from:

1st yr AB (attended before)

1st yr GP (graduate professional)

1st yr NA (never attended)

2nd yr Sph (sophomore)

3rd yr Jnr (junior)

4th yr Snr (senior)

5th yr UG (undergraduate)

Grad/Prof + (graduate/professional beyond 1st year)

Field Name Abbreviations and Explanations

On Active Duty (active duty status for US Armed Forces)

School Lunch (free or reduced price lunch)

SSI (Supplemental Security Income)

TANF (Temporary Assistance for Needy Families)

WIC (Women, Infants and Children)

Unaccompanied Youth(HUD) (Unaccompanied Youth(Housing and Urban Development)

Access the Parent Income/Assets page (select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Parent Income/Assets).

Image: Parent Income/Assets page

This example illustrates the fields and controls on the Parent Income/Assets page.

Parent Income/Assets page

Access the Parent Information page (select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Parent Information).

Image: Parent Information page

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

Parent Information page

Field Name Abbreviations and Explanations

School Lunch (free or reduced price lunch)

SSI (Supplemental Security Income)

TANF (Temporary Assistance for Needy Families)

WIC (Women, Infants and Children)

Access the Overrides page (select Financial Aid, then select Federal Application Data, then select Simulate 20nn-20nn FM INAS, then select Overrides).

Image: Overrides page

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

Overrides page

STATUS OVERRIDES

Field or Control

Definition
Dependency Override:

Values include:

1: Dependent to Independent. You can select this value.

2: Cancel Dep Override – Corr Only. You can select this value.

3: Override Failed. The correction process sets this value.
Correction Status:

Values include:

1: Correction(s) Pending. You can select this value.

2: Send Correction(s). You can select this value.

3: Correction(s) Sent. The correction process sets this value.

4: Correction(s) Accepted. The correction process sets this value.

5: Corrections Rejected. The correction process sets this value.

6: Do Not Send Correction(s). You can select this value.

ASSUMPTION OVERRIDES

Field or Control

Definition
Parent Number In College

Select 1:Yes.
Parent AGI (parent adjusted gross income)

Select 1:Yes.
Parent WKC Assumed Zero (parent income from worksheet C assumed 0)

Select 1:Yes.
Student Number In college

Select 1:Yes.
Student AGI (student adjusted gross income)

Select 1:Yes.
Student WKC Assumed Zero (student income from worksheet C assumed 0)

Select 1:Yes.

REJECT OVERRIDES

Select 1: Yes to override a listed reject.