Defining Search/Match for Loan Counseling Data Import

Access the Loan Counseling page (Set Up SACR, and then Product Related, and then Financial Aid, and then Loans, and then Loan Counseling, and then Set DL Loan Counseling Search).

This example illustrates the fields and controls on the Loan Counseling Search/Match Parameters page. You can find definitions for the fields and controls later on this page.

Both the Process COD Counseling Data and Process Exit Counseling Data processes use the Search/Match parameters to determine whether an existing ID in the database matches a record in the corresponding staging tables. The following table lists the limited search fields specific to counseling data.

Data Field	Search Field Rule
National ID	NationalIDRule
Last Name	LastNameSrchRule
First Name	FirstNameSrchrule
Middle Initial	MiddleNameRule
Date of Birth	DateOfBirthRule

Note:

Search Field Rule "MiddleNameRule" must be defined to only search on the first character.

Field or Control	Description
No Match	Select Add or Suspend as the action when no match is found.
Match(es) Found	Starting from the lowest search order, select Update or Suspend as the action to take when a match is found. In this example, 10 is the lower and most restrictive search rule.