Running the Need Summary Validation Process

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

Page Name

Definition Name

Navigation

Usage

Select Students for Need Summary Validation

SFA_RUN_NEEDUPD

Financial Aid > Awards > Need Summary Validation > Select Students for Need Summary Validation

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

Access the Select Students for Need Summary Validation page (Financial Aid > Awards > Need Summary Validation > Select Students for Need Summary Validation).

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

Description

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.