Setting Up Integration with Oracle Student Financial Planning Cloud Service

This section discusses how to:

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

  • 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.

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.

SFP Term Setup

SCC_SFP_TERM_SETUP

Campus Community > Student Fin Planning Interface > SFP Terms for Projections

Use this page to define the terms within the Academic Year for projections..

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. This check box must be selected to run Process SFP Messages.
Next SFP Message Sequence

Displays a counter that is incremented with each SFP message sent or received.
PLUS Loan Phone Type

This value is used when creating the biographic and demographic information of the borrower.

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.

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.
Group Line Daily Limit

Enter a number from 1 to 999.

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

Field or Control

Definition
Academic Career

Select the Academic Career to which you want to associate Terms from the Academic Year in context.
Term

Select a term that you want to associate with the Academic Career.

In order to accurately award students, SFP defines the student's Academic Year and Loan Periods. SFP uses the information received in the Student Academic and Financial Information (SAFI) message to calculate term(s), academic year(s), and loan period(s). To create the SAFI with Projected Course Units, Academic Terms must be associated with Academic Careers in the SFP Term Setup page. The calculation uses SFP Total Required Units attribute for the Academic Program and the student’s Academic Load. The Academic Load is derived from the level load rule setup based on student's approved academic load. Projected courses and terms are generated by the SAFI handler until total required units for the program has been reached or exceeded.