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Viewing and Overriding Bio/Demo Data for Direct Lending

This section discusses how to:

Changes you make here do not change the Campus Community data. You must save changes to data made on these pages. To commit the data you override to the Origination file and application pages, go to select Financial Aid, then select Loans, then select Direct Lending Management, then select Manage Direct Loan Application, then select App Acknowledgement and click the Activate Change button. Then re-run Origination with adjustments.

Note: The system sends Bio/Demo data to the COD. If you choose to override data on any of these pages, ensure the changes are accurate. If the student has more than one Stafford loan type such as a subsidized and unsubsidized loan and if both loans have been created and originated, you must ensure that changes are reflected on each loan type for the student.

Page Name

Definition Name

Navigation

Usage

Direct Loan Name

LOAN_NAME

select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Name

View the current name information on a direct loan record. This is a view only page.

Direct Loan Phone

LOAN_PHONE

select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Phone

Override telephone information on the direct loan record.

Direct Loan Address

LOAN_ADDRESS

select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Address

View address information on the direct loan record.

Direct Loan Email

LOAN_EMAIL

select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Email

Override email information on the direct loan record. For direct lending, the email address is restricted to 50 characters and must follow email address identification protocol.

Direct Loan Demo Ovrd

LOAN_DMO_OVRD_DL

select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Demo Ovrd

Override Campus Community or institutional application information.

Access the Direct Loan Name page (select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Name).

Image: Direct Loan Name page

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

Direct Loan Name page

The system displays the ID, Career, Loan Type, Institution, Aid Year, and Appl Seq (application sequence).

The Loan Name Type and the full name of the borrower are displayed. If multiple name types are associated with the loan, all are displayed. These fields are display only.

Access the Direct Loan Phone page (select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Phone).

Image: Direct Loan Phone page

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

Direct Loan Phone page

Field or Control

Definition
Telephone

Displays the current telephone number for the borrower. This phone number originates from Campus Community. This field is display only until you select the Override Phone check box.
Override Phone

Select to override the current phone number on the loan record only. Selecting the check box activates the Telephone field. If you override this phone number, future adjustments to Campus Community information do not update this field. If you clear this check box, the system reinserts the telephone number originating from Campus Community.

Access the Direct Loan Address page (select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Address).

Image: Direct Loan Address page

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

Direct Loan Address page

Field or Control

Definition
Loan Address Type

Specifies the type of address displayed.
Country

The address fields change depending on the country you select. You can only select a country if you select the Override Address check box.

Note: To make address changes, use the Addresses page in Campus Community (Managing Biographical Information, Managing Addresses and Phone, Addresses).

Access the Direct Loan Email page (select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Email).

Image: Direct Loan Email page

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

Direct Loan Email page

Field or Control

Definition
Override Email Address

Select to override the student's email address. Enter the updated or changed email address in the field. If you override the student's email address, future adjustments to Campus Community information do not update this field. If you clear this check box, the system reinserts the email information originating from Campus Community.

Access the Direct Loan Demo Ovrd page (select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan Demo Ovrd).

Image: Direct Loan Demo Ovrd page

This example illustrates the fields and controls on the Direct Loan Demo Ovrd page. You can find definitions for the fields and controls later on this page.

Direct Loan Demo Ovrd (0verride) page

Field or Control

Definition
Override Borrower SSN

Select to change the borrower's social security number or date for the SSN.
Override Academic Year Start

Select to change the start date of the academic year for this borrower.
Override Academic Year End

Select to change the end date of the academic year for this borrower.
Override Dependency Status

Select to change the borrower's federal dependency status.
Override Student Citizenship

Field option will only appear for parent PLUS loans. Select to change the student's citizenship status.

The values acceptable to COD for Student Citizenship Stat are:

  • 1- Native

  • 2 - Naturalized

  • 3 - Alien Permanent

Override Borrower BirthDate

Select to change the borrower's date of birth and to enter the date you changed the date of birth.
Override Borrower Citizenship

Select to change the borrower's citizenship status. The values acceptable to COD for Borrower Citizenship Stat are:

1: Native

2: Naturalized

3: Alien Permanent

Note: Override Borrower Citizenship can be updated using Population Update for Stafford and GRAD PLUS loans. Population Update can also update the 'student' citizenship field for a DL PLUS parent application.

See Using the Population Selection Process.
Override Borrower Alien Reg (override borrower alien registration)

Select to change the borrower's alien registration or Visa/permit number.

Warning! If you override these required fields, your institution takes full responsibility for the data you transmit that may be in conflict with existing institutional records. Access to this page should be limited to key personnel.

Access the Direct Loan Demo Ovrd page (select Financial Aid, then select Loans, then select Direct Lending Management, then select Override Loan Application Data, then select Direct Loan SULA).

Image: Direct Loan SULA Override page

This example illustrates the fields and controls on the Direct Loan SULA Override page. You can find definitions for the fields and controls later on this page.

Direct Loan SULA (subsidized undergraduate limit applies) Override page

Select the check box for the SULA information you want to override and enter the override value.

These fields can be updated in batch via Population Update.