Viewing and Overriding Bio/Demo Data for Direct Lending

This section discusses how to:

  • View direct loan name information.

  • Override direct loan phone information.

  • View direct loan address information.

  • Override direct loan email information

  • Override direct loan application information.

  • Override informed borrower information.

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 Financial Aid > Loans > Direct Lending Management > Manage Direct Loan Application > 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

Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Direct Loan Name

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

Direct Loan Phone

LOAN_PHONE

Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Direct Loan Phone

Override telephone information on the direct loan record.

Direct Loan Address

LOAN_ADDRESS

Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Direct Loan Address

View address information on the direct loan record.

Direct Loan Email

LOAN_EMAIL

Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > 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

Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Direct Loan Demo Ovrd

Override Campus Community or institutional application information.

PLUS Credit Override

LOAN_ORIG_ELG_DL01

Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > PLUS Credit Override

Override PLUS Loan Credit Information fields.

Informed Borrower Override

SFA_LN_IBT_OVRD

Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Informed Borrower Override

Override informed borrower information.

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

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 (Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Direct Loan Phone).

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

Description

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 (Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Direct Loan Address).

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

Description

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 (Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Direct Loan Email).

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

Description

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 (Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Direct Loan Demo Ovrd).

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 (demographic) Ovrd (0verride) page

Field or Control

Description

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

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

Note: This option only appears for parent PLUS loans.

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 (Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > PLUS Credit Override).

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

Use this page to override PLUS Loan Credit Information fields.

Access the Informed Borrower Override page (Financial Aid > Loans > Direct Lending Management > Override Loan Application Data > Informed Borrower Override).

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

 Informed Borrower Override page

Use this page to override the Informed Borrowing tags, so that direct loan borrowers who complete the Annual Student Loan Acknowledgment process can receive the first disbursement on their direct loan.

Field or Control

Description

Override IB Complete

Select to override the value in the Informed Borrowing Complete field.

Informed Borrowing Complete

This is available only when you select the Override IB Complete check box.

Select Yes to indicate that the student has completed the Informed Borrowing Confirmation process.

Override IB ID (Override Informed Borrowing ID)

Select to override the value in the Informed Borrowing ID field.

Informed Borrowing ID

This is available only when you select the Override IB ID check box.

Enter the Informed Borrowing ID.

Override IB Date (Override Informed Borrowing Date)

Select to override the value in the Informed Borrowing Cmplt Dt field.

Informed Borrowing Cmplt Dt (Informed Borrowing Completion Date)

This is available only when you select the Override IB Date check box.

Select the appropriate date.

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 as well as any disbursements that occur in relation to this override. Access to this page should be limited to key personnel.