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Getting Started with Financial Aid
Financial Aid Overview
Financial Aid Business Processes
Financial Aid Integrations
Financial Aid Implementation
Additional Information for Getting Started with Financial Aid
Common Elements Used in Financial Aid
Setting Up Your Financial Aid Awarding Cycle
Understanding the Financial Aid Awarding Cycle
Establishing Aid Years
Setting Up Your School Codes
Establishing Defaults
Establishing Careers and Programs
Activating an Aid Year for a Student
Reviewing NSLDS Codes
Defining Aid Year Rollover
Setting Up Financial Aid Terms
Understanding Financial Aid Terms
Defining the Parameters for Creating Financial Aid Terms
Setting Up Cost Codes
Setting Up Student Budgets
Understanding Student Budgets Setup
Defining Budget Components
Creating Budget Groups
Preparing for Background Budget Assignment
Setting Up Packaging Basics
Understanding Packaging Basics
Defining Packaging Variables
Defining Disbursement Plans and Split Codes
Setting Up Aggregate Aid
Setting Up Award Messages
Setting Up Loan Fees
Defining Financial Aid Item Types
Budgeting Fiscal Limits
Packaging for Pell Grant Eligibility
Preparing for Early Financial Aid Offers
Setting Up Restricted Aid
Setting Up Award Adjustment Reasons
Setting Up External Awards
Understanding External Awards
Setting Up External Award Processing
Defining Search and Match Criteria
Planning for File Parser and External Award Processing
Setting Up Auto Packaging and Mass Packaging
Understanding Auto Packaging and Mass Packaging
Using Equation Engine in Packaging
Viewing and Editing Equations
Reviewing Equations
Reviewing Equation Examples
Creating Equity Item Type Groups
Creating Related Item Type Groups
Defining Packaging Plans
Setting Up Repackaging
Understanding Repackaging Strategy and Rules
Setting Up a Repackaging Plan
Setting Up Repackaging Processing
Setting Up Loan Counseling
Understanding Loan Counseling
Setting Up CommonLine 4 Loans
Prerequisites for Setting Up CommonLine 4 Loans
Setting Up Loan Participants
Setting Up Loan Types
Setting Up Loan Validation Edits
Selecting Equations for the Hold and Release Process
Creating Loan Destinations
Specifying Loan Processes
Setting Up Loan Origination
Setting Up Process Demographic Data
Setting Up Electronic Data Interchange
Reviewing Loan Action Codes
Setting Up Common Record CommonLine (CRC)
Common Element Used in Common Record CommonLine (CRC)
Setting Up Loan Participants for CRC
Setting Up Loan Types for CRC
Setting Up Loan Validation Edits for CRC
Selecting Equations for the Hold and Release Process for CRC
Creating Loan Destinations for CRC
Specifying Loan Processes for CRC
Setting Up Loan Origination for CRC
Setting Up Process Demographic Data for CRC
Setting Up Certification Requests for CRC
Reviewing Loan Action Codes for CRC
Setting Up Direct Loans
Overview of Direct Lending
Before You Begin
Setting Up Financial Aid Item Types
Setting Up Promissory Notes in Campus Community
Setting Up Direct Lending
Viewing System Administration Information
Setting Up for Pell Payment Processing
Common Elements Used in Pell Payment Processing
Setting Up Pell Funding Method
Setting Up Pell Payment Information
Setting Up Pell Reporting Identification Data and Processing Options
Setting Up Pell Multi-Campus Identification
Setting Up Severity Levels for Pell Comment Codes
Defining Reconciliation Periods
Setting Up the Perkins MPN
Understanding the Perkins MPN Setup
Setting Up the Perkins MPN
Setting Up Disbursement Rules
Understanding Disbursement Rules
Defining User Edit Messages
Setting Up Disbursement Proration Rules
Defining Global Disbursement Rules
Defining Item Type Disbursement Rules
Setting Up Authorization and Disbursement Calendars
(GBR) Setting Up Student Loans Company
Understanding SLC
Setting Up SLC Processing
Setting Up Return of Title IV Funds
Understanding Return of Title IV Funds
Common Elements Used in Setting Up Return of Title IV Funds
Defining Title IV Funds Item Types
Defining Institutional Charges
(CAN) Setting Up Canadian Need Analysis
Understanding CNAS
Defining CNAS
Managing Financial Aid Terms
Understanding Managing Financial Aid Terms
Building Financial Aid Terms Online
Building Financial Aid Terms Manually
Building Financial Aid Terms in Batch
Using the Financial Aid Term Census Report
Updating Financial Aid Progress Units
Working with Student Budgets
Understanding Student Budgets
Common Elements Used in Student Budgets
Assigning Budgets in Batch
Assigning Budgets Online
Maintaining a Term Budget
Reviewing Students' Budget Information
Defining Application Processing Options
Prerequisites for Defining Application Processing Options
Working with Applications
Setting Up Financial Aid Processing
Reviewing Cross-References
Setting Up PROFILE Data Load Parameters
Processing Federal Financial Aid Applications
Understanding Federal Financial Aid Application Processing
Processing Inbound Files
Managing Suspended ISIRs
Making ISIR Corrections
Processing Outbound Files
Processing Rejected ISIR Correction Files
Working with ISIRs
Deleting ISIR and NSLDS Information
Viewing ISIR History
Viewing ISIR Reports
Reviewing ISIR Correction Audits
Processing and Using Institutional Financial Aid Applications
Maintaining Institutional Financial Aid Applications
Loading and Managing PROFILE Records
Reviewing Institutional Correction Audits
Processing INAS
Defining Federal and Institutional Methodologies
Using FM and IM Extensions to Override Options
Overriding Expected Family Contribution (EFC)
Using Estimated FM EFC Values
Using INAS Simulation
Using INAS Batch Calculations
Viewing Federal EFC Information
Viewing Institutional EFC Information
Reviewing Need Summary
Reviewing INAS Assumption Codes
Assessing Eligibility for Financial Aid
Setting Up Verification Options
Verifying Resource and Household Information
Working with Auto Verification
Using Batch Verification
Managing Ability to Benefit
Using NSLDS Data and Processes
Viewing Application History
Satisfactory Academic Progress
Understanding SAP
Setting Up SAP
Processing and Maintaining SAP
Preparing for Awarding and Packaging
Making Early Financial Aid Offers
Selecting Your Application Data Source for Awarding
Entering Veteran Education Benefits
Reviewing the Student's Packaging Status
Reviewing the Student's Financial Aid Status
Managing Aggregate Aid
Using Mass Change for Packaging Status Attributes
Awarding Restricted Aid
Awarding and Packaging Students
Understanding Awarding and Packaging Students
Understanding Manual Awarding, Auto Packaging, and Auto Select Packaging
Understanding Mass Packaging
Awarding Online
Performing Mass Packaging Using Application Data
Reviewing Mass Packaging Results
Awarding Pell Grants
Awarding Pell Grants
Managing Self-Service Awards
Managing Batch Processing
Using Administrative Self-Service Inquiry Pages
Managing External Award Reporting
Understanding External Award Processing
Manually Adding External Award Data
Managing Existing External Award Transactions
Processing Data from a File
Processing Student Financial Payments
Loading Data to the Student Award Table
Managing Repackaging
Understanding Repackaging
Running the Need Summary Validation Process
Performing Batch Repackaging
Performing Online Repackaging
Review a Repackaging Result
Managing Special Cases in Packaging
Managing Special Cases When Packaging Students
Awarding for Multiple Careers
Understanding Multiple Award Period Processing
Processing Awards for Multiple Award Periods Employing Passive/Active Mode
Using Passive/Active Mode in Manual Packaging
Awarding Conditional Aid for Multiple Award Periods
Distributing Awards When a Shortage of Need Exists in One Award Period
Protecting Disbursements During Awarding
Reviewing One-Term DL Loan Functionality
Managing Origination from Two-Term Loan to One-Term Loan
Reviewing Awards
Common Elements Used in Reviewing Awards
Reviewing Award Activity
Reviewing Aggregate Aid
Reviewing Student Packaging Status by Date
Reviewing Award Summary Information by Category
Reviewing Total Award Summary Information
Reviewing Anticipated Aid
Expiring Anticipated Aid
Reviewing Overaward Amounts
Notifying Students of Financial Aid Awards
Selecting Students and Creating a FAN Extract File
Setting Up FAN Printing Using the Forms Engine
Printing FE FAN Using Forms Engine
Modifying FE FAN Form Letter Templates
Setting Up and Accessing a Financial Aid Shopping Sheet
Processing CommonLine Loans
Understanding CommonLine Loan Processing
Managing Promissory Notes
Originating CommonLine Loans
Reviewing Loan Origination Information
Validating CommonLine Loans
Managing Loan Origination Transmission Data
Viewing Loan Disbursement Activity
Processing CRC Loan Files
Creating CL 4 Loan Files
Reviewing and Managing CRC XML Files
Reviewing and Managing CL 4 Loan Files
Receiving and Processing CRC Inbound Files
Receiving and Processing CL4 Inbound Files
Managing Loans on Hold
Processing Loan Changes
Managing Disbursement Hold and Release Processing
Resolving Change Transaction Errors
Processing School Certification Request Applications
Adjusting Loan Disbursements Manually
Processing Direct Loans
Understanding Direct Lending
Viewing Packaging Results Before Origination
Re-awarding Direct Loans with New Disbursement Plans
Originating Direct Loans and Viewing Loan Status Summary Information
Processing and Reviewing Direct Lending Origination Information
Viewing and Overriding Bio/Demo Data for Direct Lending
Overriding and Viewing Direct Loan Origination Data and Action Messages
Updating Loan Dates
Creating and Using Promissory Notes
Viewing Promissory Note Action History and Loan Disbursement Messages
Processing Direct Loan Manifests
Using EC Queue Status with Direct Loan Processing
Viewing Direct Loan EC History
Processing Direct Lending Origination Changes
Understanding Direct Lending Change Processing
Managing Direct Lending Cash Transactions
Entering Cash Summary Data
Importing School Account Statement Data
Viewing School Account Statement Data
Working with the DL School Account Statement and the DL Reconciliation Reports
Running Direct Loan Reports
Using Demographic Data Selection for Loan Origination
Managing Loan Counseling
Managing Loan Counseling Data
Processing Pell Payments
Understanding Pell Payment Processing
Creating Pell Origination Records
Managing Pell Origination
Viewing Pell Disbursement Data
Changing Career Statuses
Selecting Pell Data Request Types
Sending Pell Data Requests
Verifying Outbound Pell Data Requests
Generating Outbound Pell Data Requests
Receiving Inbound Pell Data Requests
Verifying Inbound Pell Data Requests
Importing Pell Grant Reports
Tracking Requests for Funds From GAPS
Using Perkins MPN Functionality
Understanding Perkins MPN Functionality
Determining a Valid Perkins MPN
Printing the Perkins MPN
Tracking Perkins MPN Information
Viewing Perkins MPN Data
Authorizing and Disbursing Financial Aid
Understanding Authorizing and Disbursing Financial Aid
Managing User Edit Messages
Running Background Authorization and Disbursement
Disbursing Aid Manually
Disbursing Aid with Overrides
Reviewing Authorization and Disbursement Results
(GBR) Using Student Loans Company
Common Elements Used in Student Loans Company
Importing SSAR Files
Managing SSAR Suspensions
Generating SSAC Data
Importing HEBSS Files
Managing HEBSS Suspensions
Importing ACR and SISF Files
Managing ACR and SISF Suspensions
Running the ACR At Fee Evaluation Process
Running the Calculate FTE Process
Exporting the ACR Response File
Importing Remittance Report Files
Viewing Remittance Staging Data
Viewing SLC Student Data
Reconciling Tuition Fee Payments
Updating HEI Course Database Data
Maintaining HEI Data
Processing Return of Title IV Funds
Common Elements Used in Processing Return of Title IV Funds
Managing Data to Calculate Return of Title IV Aid
Using the Return of Funds Worksheet
Tracking Student and School Return Information
Tracking Return of Title IV Funds
Reviewing Return of Title IV Funds Student Summary
Generating Return of Title IV Funds Withdrawal Report
Managing Work-Study
Understanding Work-Study
Managing Work-Study Jobs
Viewing the Student's Work History
Using the Fiscal Operations Report and Application to Participate
Understanding the FISAP Report
Producing the FISAP Report
Using Common Origination and Disbursement
Reviewing COD Setup
Creating COD Files
Reviewing COD Data
Loading COD XML Files
Submitting Documents
Using Common Origination Message Classes
Using Forms Engine
Using the Components of Forms Engine
Purging Form Data
Modifying a Form
Adding Data to the Form Data Tables
Setting Up Images
Changing a Logo
Using Financial Aid Web Services
Understanding Financial Aid Web Services
Using the SFA_FINANCIAL_AID Web Service
Using SFA_FINANCIAL_AID Service Operations
Post Installation Troubleshooting
(CAN) Using Canadian Financial Aid Applications and Canadian Need Analysis
Understanding Using CNAS
Defining the CNAS File Load Parameters
Loading and Viewing CNAS Data
Managing CNAS Suspense
Adding an Application Source Code for Canadian Applications
Maintaining Full-Time Student Data
Maintaining Part-Time Student Data
Reviewing CNAS Calculation Results
Viewing Audits
Inserting an ISIR Row
Financial Aid Reports
Financial Aid Reports: A to Z