Background Authorization and Disbursement

Financial Aid enables you to authorize and disburse aid to individual students or to a group of students. You authorize and disburse aid for a group of students using two background (batch) processes:

1. Authorize awards using background authorization.

   • Use the authorization calendar and background authorization run control page to determine which accepted awards are processed.

   • The background authorization process uses the global disbursement rules and any item type disbursement rules that you set up for the disbursement process, using the award's disbursement date to select the valid effective-dated global rules to enforce, item-type rules to enforce, or both.

   • You can run the authorization process first in test mode to identify potential unauthorized disbursements After resolving problems by making changes to student records, you can run the process again in update mode.

2. Disburse awards using background disbursement.

   • Authorized awards defined in the disbursement calendar are selected for the batch disbursement process.

     Use the background disbursement run control page to further control the records to be processed.

   • Awards that are authorized online but not disbursed online are included in the batch disbursement.

   • Awards for which the authorized amount equals the current disbursed amount are skipped.