New 24/25 ISIR Support

Due to the Consolidated Appropriations Act, the 24/25 ISIR has been completely re-written for FAFSA Simplification.  This includes the almost doubling in size of the ISIR from 23/24 and a massive number of changes to how ISIR processing will work in Student Financial Aid.  This feature provides the ability to load 24/25 ISIRs, view those files in a user friendly format, and allow for financial aid professionals to complete ISIR processing successfully for the new award year.

New ISIR Format

  • 24/25 ISIR format layout has been updated to accommodate the FAFSA Simplification changes which include new sections outlined below and fields being both added and removed (with a delta of 275 more fields).
    • Transaction Identification: FAFSA Identification UUID, Transaction UUID, Application and Transaction Data Sources, Model, Transaction Dates, etc.
    • Student Demographic, Identity, and Contact Information: Student First Name, Date of Birth, Social Security Number, etc.
    • Student Non-Financial Information: Student Marital Status, State of Legal Residence, etc.
    • Student Manually Entered Financial: Student Filed 1040 or 1040NR, Tax Return Filing Status, Adjusted Gross Income, etc.
    • Student School Choices, Consent, and Signature: College #1 - #20, Consent to Retrieve and Disclose FTI, Signature, etc. 
    • Student Spouse Demographic, Identity, and Contact Information: Student Spouse First Name, Date of Birth, Social Security Number, etc.
    • Student Spouse Manually Entered Financial Information, Consent, and Signature: Student Spouse Tax Return Filing Status, Adjusted Gross Income, Consent to Retrieve and Disclose FTI, Signature, etc.
    • Parent Demographic, Identity, and Contact Information: Parent First Name, Date of Birth, Social Security Number, etc.
    • Parent Non-Financial Information: Parent Marital Status, State of Legal Residence, etc.
    • Parent Manually Entered Financial Information, Consent, and Signature: Parent Tax Return Filing Status, Adjusted Gross Income, Consent to Retrieve and Disclose FTI, Signature, etc.
    • Parent Spouse or Partner Demographic, Identity, and Contact Information: Parent Spouse or Partner First Name, Date of Birth, Social Security Number, etc.
    • Parent Spouse or Partner Manually Entered Financial Information, Consent, and Signature: Parent Spouse or Partner Tax Return Filing Status, Adjusted Gross Income, Consent to Retrieve and Disclose FTI, Signature, etc.
    • Preparer Information: Preparer First Name, Social Security Number, EIN, etc.
    • FPS Processing Information: FAA Federal School Code, Verification Tracking Flag, Incarcerated Applicant Flag, etc.
    • Correction, Highlight, and Verify Flags: Student First Name Correction, Highlight, and Verify flags, Parent Adjusted Gross Income Correction, Highlight, and Verify Flags, Parent Spouse or Partner Income Earned from Work, etc.
    • Matches and Other Processing Information: DHS Primary Match Status, NSLDS Match Status, Comment Codes, etc.
    • NSLDS Information: NSLDS Discharged Loan Flag, NSLDS Undergraduate Subsidized Loan Limit Flag, NSLDS SAI, etc.
    • Student FTIM Information: Student Filing status code, Adjusted Gross Income, Number of dependents , etc.
    • Student Spouse FTIM Information: Student Spouse Filing status code, Adjusted Gross Income, Number of dependents , etc.
    • Parent FTIM Information: Parent Filing status code, Adjusted Gross Income, Number of dependents , etc.
    • Parent Spouse or Partner FTIM Information: Parent Spouse or Partner Filing status code, Adjusted Gross Income, Number of dependents , etc.
    • Total Income Information: Student total income, Parent total income, FISAP total income, etc.
  • Refer to the 24/25 ISIR Mapping Analysis that was completed by our Product Management team and reviewed by customers on Cloud Customer Connect to identify which ISIR fields should be used for the new aid year when the prior field no longer exists or was renamed

Processing the 24/25 ISIR

  • Once the ISIR is loaded in to the system leveraging a new FTI SAIG Mailbox (Refer to Integration with the New FTI SAIG Mailbox Feature for more details), the system will match the ISIR to the student.
Existing Enums New Enums 23/24 ISIR Field 24/25 ISIR Field Logic
DOB   Student’s Date of Birth Date of Birth Enum will be used for both 23/24 and 24/25
SSN   Social Security Number Student’s Current Social Security Number Enum will be used for both 23/24 and 24/25

LAST_NAME

   Student’s Last Name Last Name Enum will be used for both 23/24 and 24/25

FIRST_NAME

   Student’s First Name First Name Enum will be used for both 23/24 and 24/25

MIDDLE_INITIAL

  

Student’s Middle Initial

N/A

If being evaluated for 24/25, any expression using this enum will be ignored

 N/A

MIDDLE_NAME

 N/A

Middle Name

If being evaluated for 23/24, any expression using this enum will be ignored

If being evaluated for 24/25, it will compare to the Middle Name received in the Student Initiation Event or Student Update Event

EMAIL_ADDRESS

   Student’s E-mail Address Email Address Enum will be used for both 23/24 and 24/25

GENDER

  

N/A

N/A

Enum will be ignored for both 23/24 and 24/25

ZIP

  

Student’s Permanent Zip Code

Zip Code

Enum will be used for both 23/24 and 24/25. For 24/25 ISIR allowable characters is now 10 (example: 12345-7890)

Within the Student Initiation Event, we allow for a 5 digit zip code so we will case match to the first 5 characters of the Zip Code provided on the ISIR

PHONE_NUMBER

   Student’s Permanent Phone Number Phone Number Enum will be used for both 23/24 and 24/25

SSN_MATCH_FLAG_1

   SSN Match Flag = 1 Student SSA Match Status = 1 Enum will be used for both 23/24 and 24/25
SSN_MATCH_FLAG_2   SSN Match Flag = 2 Student SSA Match Status = 2 Enum will be used for both 23/24 and 24/25
SSN_MATCH_FLAG_3   SSN Match Flag = 3 Student SSA Match Status = 3 Enum will be used for both 23/24 and 24/25
SSN_MATCH_FLAG_4   SSN Match Flag = 4 Student SSA Match Status = 4 Enum will be used for both 23/24 and 24/25
SSN_MATCH_FLAG_5   SSN Match Flag = 5 Student SSA Match Status = 5 Enum will be used for both 23/24 and 24/25
SSN_MATCH_FLAG_6   SSN Match Flag = 6 Student SSA Match Status = 6 Enum will be used for both 23/24 and 24/25
SSN_MATCH_FLAG_7   SSN Match Flag = 7 Student SSA Match Status = 7 Enum will be used for both 23/24 and 24/25
SSN_MATCH_FLAG_8   SSN Match Flag = 8 Student SSA Match Status = 8 Enum will be used for both 23/24 and 24/25
 N/A  FAFSA_UUID N/A  FAFSA UUID

If being evaluated for 23/24, any expression using this enum will be ignored

If being evaluated for 24/25, this criteria will be evaluated if a prior 24/25 ISIR has been matched and contains the same FAFSA_UUID value.
 N/A  PERSON_UUID  N/A Person UUID

If being evaluated for 23/24, any expression using this enum will be ignored

If being evaluated for 24/25, this criteria will be evaluated if a prior 24/25 ISIR has been matched and contains the same PERSON_UUID value.
  • ISIR Matching Examples
    • Example of ISIR Matching Expressions that will not work for the 23/24 ISIR award year: 
      • FIRST_NAME~LAST_NAME~PERSON_UUID
      • The entire expression will be ignored if a 24/25 only value is included in an expression and no ISIRs will be matched using this expression
    • Example of ISIR Matching Expressions that will not work for the 24/25 ISIR award year:
      • FIRST_NAME~LAST_NAME~MIDDLE_INITIAL
      • The entire expression will be ignored if a 23/24 only value is included in an expression and no ISIRs will be matched using this expression
    • If all configured expression(s) contains enums that are only valid for one aid year no ISIRs will match automatically for the other aid year
      • For example: MIDDLE_INITIAL~SSN_MATCH_FLAG_1| MIDDLE_INITIAL will only match 23/24 ISIRs.  24/25 ISIRs will never automatically match until the ISIR Matching criteria is updated
    • The system will continue to leverage configuration to determine how the 24/25 ISIR should be matched to a student for the new aid year. 
  • Once matched, the system will process the ISIR determining discrepancies, requesting documents, evaluating comment codes, verification worksheets, etc based on configuration
    • Refer to Optimized ISIR Configuration Feature and Support of 24/25 Verification Worksheets Feature for more details
    • Assumptions will no longer be supported with the 24/25 Award Year as they will not be received in the ISIR
    • If a student requires a Professional Judgment due to their Provisional Independent Dependency Model, we have included in baseline configuration a new document called "PJ Provisional ISIR Status" which is now configured to be the initiating document to start the PJ process in SFA to initiate a Dependency Override.
  • Any resulting corrections will be sent via the existing SAIG Mailbox.

Displaying the 24/25 ISIR Data

  • The following places on the UI have been updated to account for the new ISIR format and new fields
    • Updated ISIR sections within the ISIR Information page have been created to group the ISIR data based on the new ISIR format.
      • The updated sections within the 24/25 ISIR provide a level of granularity that gives financial aid administrators easy access into the data provided. 
        • ISIR Info
        • Student Info
        • Student Financial Info
        • Student Spouse Info
        • Student Spouse Financial Info
        • Parent and Parent Spouse Info
        • Parent and Parent Spouse Financial Info
        • FPS Info
        • Correction, Highlight, Verify Flags
        • NSLDS Info
        • School Choice Info
        • Signature and Preparer Info
      • Within the first section, ISIR information, we have included important fields for making financial aid decisions such as SAI, Comment Codes, and Reject Codes. 
      • Within each Financial Information section we have included both the FTI fields and the manually entered fields so a financial aid administrator can quickly review all the information in one page.  We have also clearly sectioned these fields out in financial info so you know what is FTI and what is manually entered. 
      • Finally, we combined all the signature responses in the Signature info section so you can quickly see which users provided their consent to get data from the IRS. 
      • The 23/24 ISIR will still display all the current available sections
    • ISIR related tasks (ISIR Review, ISIR Verification, and PJ) to support the 24/25 ISIR
      • Within each of the tasks the ISIR data has been updated to display what is shown in the ISIR Information page. 
      • Updated ISIR CPS Tx # to ISIR FPS Tx# for 24/25 tasks
      • Updated Original Name ID to Person ID
      • Updated Assumptions and Highlight Tab to just Highlights for 24/25 tasks
      • As with the ISIR Information tab, any 23/24 ISIR tasks will still show the current user interface values as they are still relevant
    • ISIR Corrections within the ISIR Information UI or within ISIR related tasks
      • Updated ISIR correctable fields and valid field content for 24/25
    • In Supervisor View, within the Complete ISIR Review and Complete ISIR Verification task queues
      • Updated CPS to FPS
    • ISIR Information and Student Summary pages,
      • Updated Primary EFC Amount value per ISIR transaction to SAI
      • Updated Original Name ID to Person ID
      • Updated CPS Transaction # to FPS Transaction #
    • When ISIR fields are displayed on any UI, the system will display the appropriate field names and values based on the award year of the ISIR.
      • Any place that 24/25 ISIR FTI fields are displayed in the UI, the required 'CUI//SP-Tax' labeling will be presented prior to the value received on the ISIR. 
        • Refer to the Security Requirements for FTI Data feature for more information on how FTI data in handled in the system.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Student Financial Aid

  • You will need to configure your environment to process ISIR for the new award year
    • Configuration will need to be added to the following workbooks
      • DOCMETADATA.csv
      • DOCUMENTS.csv
      • ISIR_C_CODES_TO_FIELDS.csv
      • ISIR_C_CODES.csv
      • ISIR_DISCREP.csv
      • ISIR_HIGHLIGHT.csv
      • ISIR_MGMT.csv
      • ISIR_REJECT_CODES_TO_FIELDS.csv
      • ISIR_REJECT_CODES.csv
      • ISIR_REJECT_TO_C_CODES.csv
      • ISIR_VERIFICATION_CODES.csv
      • PJ.csv
      • REGULATORY_DEADLINES.csv
    • Student Financial Aid baseline configuration updates for 24/25 can be used as a guide for the necessary award year configuration changes. 
  • Next, you will need to enable each Department of Education file format that can be received from FAFSA Processing System (FPS) that you want SFA to process. 
    • Ensure the DOE File Management General Permission is enabled
    • Navigate to the DOE File Management User Interface
      • Choose Award Year 2024-2025
      • Select the file names that you want SFA to process
      • Add the date and time you wish to enable these files
    • Due to the Department of Education communicating that they will be sending schools 24/25 ISIR files prior to allowing ISIR corrections the following process should be done in SFA:
      • Within your Regulatory Deadlines Configuration workbook, ensure your ISIR Correction Start date aligns with your ISIR Award Year Start Date
      • Within the DOE File Management user interface enable your ISIR files for 2025 but do NOT enable the CORE25OP or CORR25IN files
        • Doing this will allow ISIRs to load and process correctly in SFA
        • If an ISIR Correction is required, you will be able to trigger the Correction through SFA
        • Once the ISIR progresses to a Corrected state, the CORR25IN file will generate and be held in a queue until you are able to enable to the Correction file formats
        • Once enable and the ISIR Correction batch job runs, all the queued up Correction files should be sent to FPS

NOTE: It is not recommended to send multiple ISIR Correction files for the same student as they will be batched together and could process incorrectly at FPS 

  • Lastly, you will want to ensure that your new SAIG Mailbox is set up. Refer to Integration with the New FTI SAIG Mailbox feature for more details.

Tips And Considerations

  • Due to the substantial changes from the 23/24 to the 24/25 ISIR, most ISIR configuration values have changed.  Schools will need to take additional time to review all of their ISIR configuration to ensure it meets their policies.

  • Before going live with 24/25 ISIRs in your Production environment it is important to not only update your configuration correctly, but to use your testing environment(s) to make sure you are ready to receive the newly updated ISIR files.  

Key Resources