Managing Outside Application Data
This section discusses how to define global policy options for your student population and how to override them. It also discusses how to add, update, and delete Outside Application records as well as calculate estimated SAI values.
Note: Outside Application (OA) calculations are supported for aid years 2024-2025 and forward.
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Global Options |
INAS_LCL_PLCY1_nn |
|
Define global policy options for most your student population. You can override these options on a student-by-student basis. These options affect your SAI and estimated SAI calculations. You can enter values for other option rule sets that are developed by your institution. |
|
Mass EFC Calculation |
SFA_RUNCTL_NAC_BCH |
|
Calculate OAs in mass based on policy options. |
|
Student Information |
OA_PIA_CS1 |
|
Update student information. |
|
Spouse Information |
OA_PIA_CS2 |
|
Update student spousal information. |
|
Parent Information |
OA_PIA_CS3 |
|
Update information about the parent. |
|
Parent Spouse/Partner |
OA_PIA_CS4 |
|
Update information about the parent's spouse or partner. |
|
Transaction Detail |
OA_PIA_CS5 |
|
Update the student's transactions. |
|
SAI and Flags |
OA_PIA_CS6 |
|
View information about SAI and flags. |
|
Outside Application Delete |
SFA_OA_DELETE |
|
Delete OA data for specific IDs. |
Access the Outside Application component ().
Use the pages in the Outside Application component—Student Information, Spouse Information, Parent Information, Parent Spouse/Partner, Transaction Detail, and SAI and Flags—to add, view, and edit OA records.
Use the OA process to select records with OA data and calculate estimated Student Aid Index (SAI) values. The OA calculation leverages the FM NAC Java calculator code. Input field valid values align with the applicable aid year’s ISIR Record Layout published by the Department of Education.
Note: The OA calculation results updates INST_CONTROL. If IM INAS calculation results are already stored on INST_CONTROL, the IM INAS data will be overridden.
|
Field or Control |
Description |
|---|---|
|
Get Federal Data |
Click to pull over the latest ISIR information. Note: There's no requirement to use this. This process is available only when an ISIR is loaded for the student. |
|
Calc SAI |
Click to start the calculation process. |
|
Need Summary |
Click to view the academic and nonstandard award period COA, institutional EFC, Need, and so on. |
|
OA |
Click to access the Outside Application Extension page. From the Outside Application Extension page, you can override the global policy options |
|
Override Federal SAI |
Access this link from the Outside Application Extension page. When you click this link, the Outside App SAI Override page appears, and from that page you can override the estimated SAI for the academic and nonstandard award periods on INST_CONTROL. |
Access Mass EFC Calculation page ().
This process requires the FM Need Analysis Calculator (NAC) for OA calculations. You need to set up mass EFC parallel processing before you can use the Mass EFC Calculation process. See Defining Installation Level Defaults, "Mass SAI/EFC Parallel Processing Setup" for more information.
Records loaded into the INAS_CALC_RECS table are selected for processing.
|
Field or Control |
Description |
|---|---|
|
Application Type |
Select the application type to run batch calculations from these options:
|
|
Clear Calc Requests (clear calculation requests) |
If you select Y, the files are removed from the INAS_CALC_RECS table after the batch calculation. |
|
Population Selection |
Select this option to use equation engine, external file, or PS query to select a specific populate for the Mass EFC Calculation process. |
Access Outside Application Delete ().
|
Field or Control |
Description |
|---|---|
|
ID |
Enter the IDs of the OA records you want to delete. |