Setting Up Integration with Oracle Student Financial Planning Cloud Service

This section discusses how to:

  • Activate Student Financial Planning (SFP) in Campus Solutions (CS)

  • Define SFP Transactions

  • Set up SFP Group Control

Page Name

Definition Name

Navigation

Usage

Student Financial Planning Installation Setup

SCC_SFP_INSTALL

Campus Community > Student Fin Planning Interface > SFP Installation Setup

Use this page to indicate you want to integrate CS with SFP using PeopleSoft Update Manager Selective Adoption.

Define SFP Transactions

SCC_TRANSAC_VOC

Campus Community > Student Fin Planning Interface > Define SFP Messages

Use this page to define and activate SFP messages.

Student Financial Planning Group Setup

SCC_SFP_GRP_SETUP

Campus Community > Student Fin Planning Interface > SFP Group Setup

Use this page to set up the parameters for inbound messages from SFP for updating CS Student Financials.

Important! In addition to the setups in this topic, complete the SFP-specific Academic Program and Student Financials setups:

See Setting Up SFP Attributes.

See Mapping Financial Transactions between CS Student Financials and Student Financial Planning.

Access the Student Financial Planning Installation Setup page (Campus Community> > Student Fin Planning Interface > SFP Installation Setup).

Field or Control

Definition
Enable SFP Interface

Select this check box to indicate you want to integrate CS with SFP using PeopleSoft Update Manager Selective Adoption.
Next SFP Message Sequence

Displays a counter that is incremented with each SFP message sent or received.

Important! Ensure that Address Usage is defined in Campus Community Installation. Address is required for the STUDENT_INITIATION message when integrating with SFP. See Reviewing or Defining Default Installation Settings for Events, Relationships, SEVIS, Checklists, National IDs, Communication Preferences, and Fluid.

Address the Define SFP Messages page (Campus Community > Student Fin Planning Interface > Define SFP Messages).

Use this page to define and activate the SFP messages that you want to use:

  • STUDENT_INITIATION (Student Initiation Event)

  • SAFI (Student Academic and Financial Information) Event

  • STUDNT_LOA (Leaves of Absence and Breaks in Attendance Event)

  • DISBURSEMENT_INFORMATION (Disbursement Information Event)

  • RETURN_LENDER (Return to Lender Event)

Field or Control

Definition
Transaction

Displays the seeded SFP transaction message type being set up.
Transaction Name

Enter user-defined label for the SFP transaction message type being set up.
Transaction Description

Enter a description for the SFP transaction message type being set up.
Transaction Status

Select whether the transaction message type is Active or Inactive.

Access the SFP Group Setup page (Campus Community > Student Fin Planning Interface > SFP Group Setup).

Field or Control

Definition
Origin ID

Enter an Origin ID to indicate the source of the transactions. Depending on the Origin ID, approval for the transactions might be required. Student Financials Security can be placed on this field to allow individual sources (origins) to access only their groups of transactions.
Group Type

Select the Student Financials Group Type.

Note: The Group Type used for SFP DISBURSEMENT_INFORMATION messages must have the Create New Charge Item attribute selected when set up. See Defining Origins and Group Types.
Assigned Operator ID

Select the ID of the administrator that the background disbursement process assigns to all group post transactions created in Student Financials. The record and field PS_GROUP_CONT_INFO.ASSN_OPRID is updated in Student Financials. All financial aid funds processed in batch are assigned this ID. You can view this assigned ID in the various Group Post-related components.