2027-28 ISIR New Award Year Regulatory Updates

The 2027–2028 ISIR file layout and related processing in Oracle Student Financial Aid have been updated to support the new award year. The update includes revised field names and valid content, new and revised financial-aid data, updated correction/highlight mappings, revised comment-code data, and NSLDS data restructuring.

ISIR file layout changes

  • Supports the 7,944-byte 2027–2028 ISIR record layout.

Renamed Fields:

  • The system supports both the prior and new enum names for renamed ISIR fields across applicable award years. Existing configuration that uses the previous name continues to work, and you can use the updated name when creating or revising configuration. Use the new enum names for new or revised configuration and validate any custom scripts, reports, and integrations that reference the affected fields.
  • Business impact: This backward-compatible approach helps preserve existing institutional configuration while allowing you to adopt the updated 2027–2028 terminology without disrupting prior-year ISIR processing.
2027 Field Number 2027 Field Name 2027 Enum 2028 Field Number 2028 Field Name 2028 Enum
60 Unsub Only STUDENT_UNSUBONLY 61 Parents' Refusal to Provide Info (Unsub Only) STUDENT_PARENTSREFUSALTOPROVIDEINFOUNSUBONLY
79 Received Refundable Credit for 36B Health Plan STUDENT_RECEIVEDREFUNDABLECREDITFOR36BHEALTHPLAN 80 Received Lower Marketplace Premiums STUDENT_RECEIVEDLOWERMARKETPLACEPREMIUMS
189 Received Refundable Credit for 36B Health Plan PARENT_RECEIVEDREFUNDABLECREDITFOR36BHEALTHPLAN 196 Received Lower Marketplace Premiums PARENT_RECEIVEDLOWERMARKETPLACEPREMIUMS
350 Student Unsub Only Correction, Highlight, and Verify Flags FLAGS_STUDENTUNSUBONLY 363 Student - Parents' Refusal to Provide Info (Unsub Only) Correction, Highlight, and Verify Flags FLAGS_STUDENTPARENTSREFUSALTOPROVIDEINFOUNSUBONLY
369 Student Received Refundable Credit for 36B Health Plan? Correction, Highlight, and Verify Flags FLAGS_STUDENTRECEIVEDREFUNDABLECREDITFOR36BHEALTHPLAN 382 Student Received Lower Marketplace Premiums? Correction, Highlight, and Verify Flags FLAGS_STUDENTRECEIVEDLOWERMARKETPLACEPREMIUMS
477 Parent Received Refundable Credit for 36B Health Plan? Correction, Highlight, and Verify Flags FLAGS_PARENTRECEIVEDREFUNDABLECREDITFOR36BHEALTHPLAN 496 Parent Received Lower Marketplace Premiums? Correction, Highlight, and Verify Flags FLAGS_PARENTRECEIVEDLOWERMARKETPLACEPREMIUMS

Maintained Enum Names:

  • Some federally sourced field wording changed, but the corresponding system enum names remain unchanged. You don’t need to update Groovy configuration, configuration workbooks, integrations, or reports solely for these wording changes.
  • Business impact: Retaining stable enum names minimizes configuration maintenance and helps ensure existing institutional logic continues to work while the application reflects the revised federal terminology.
2027 Field Number 2027 Field Name 2027 Enum 2028 Field Number 2028 Field Name 2028 Enum
97 Earned Income Tax Credit Received During Tax Year? STUDENT_EARNEDINCOMETAXCREDITRECEIVEDDURINGTAXYEAR 99 Earned Income Credit Received During Tax Year? STUDENT_EARNEDINCOMETAXCREDITRECEIVEDDURINGTAXYEAR
107 Net Worth of Businesses and Investment Farms STUDENT_NETWORTHOFBUSINESSESINVESTMENTFARMS 111 Net Worth of Businesses and Farms STUDENT_NETWORTHOFBUSINESSESINVESTMENTFARMS
207 Earned Income Tax Credit Received During Tax Year? PARENT_EARNEDINCOMETAXCREDITRECEIVEDDURINGTAXYEAR 215 Earned Income Credit Received During Tax Year? PARENT_EARNEDINCOMETAXCREDITRECEIVEDDURINGTAXYEAR
217 Net Worth of Businesses and Investment Farms PARENT_NETWORTHOFBUSINESSESINVESTMENTFARMS 227 Net Worth of Businesses and Farms PARENT_NETWORTHOFBUSINESSESINVESTMENTFARMS
387 Student Earned Income Tax Credit Received During Tax Year? Correction, Highlight, and Verify Flags FLAGS_STUDENTEARNEDINCOMETAXCREDITRECEIVEDDURINGTAXYEAR 401 Student Earned Income Credit Received During Tax Year? Correction, Highlight, and Verify Flags FLAGS_STUDENTEARNEDINCOMETAXCREDITRECEIVEDDURINGTAXYEAR
395 Student Net Worth of Businesses and Investment Farms Correction, Highlight, and Verify Flags FLAGS_STUDENTNETWORTHOFBUSINESSESINVESTMENTFARMS 411 Student Net Worth of Businesses and Farms Correction, Highlight, and Verify Flags FLAGS_STUDENTNETWORTHOFBUSINESSESINVESTMENTFARMS
495 Parent Earned Income Tax Credit Received During Tax Year? Correction, Highlight, and Verify Flags FLAGS_PARENTEARNEDINCOMETAXCREDITRECEIVEDDURINGTAXYEAR 515 Parent Earned Income Credit Received During Tax Year? Correction, Highlight, and Verify Flags FLAGS_PARENTEARNEDINCOMETAXCREDITRECEIVEDDURINGTAXYEAR
505 Parent Net Worth of Businesses and Investment Farms Correction, Highlight, and Verify Flags FLAGS_PARENTNETWORTHOFBUSINESSESINVESTMENTFARMS 527 Parent Net Worth of Businesses and Farms Correction, Highlight, and Verify Flags FLAGS_PARENTNETWORTHOFBUSINESSESINVESTMENTFARMS

Deleted Fields:

  • For fields that are no longer present in the 2028 ISIR layout, update any configuration that references them to use the applicable replacement field or remove the obsolete logic. The system doesn’t automatically redirect a deleted field to its replacement when the data type, valid content, meaning, or structure has changed.
    • For example, the prior transaction date fields are replaced by timestamp fields. Update configuration to account for the replacement field and its data type. A script using a deleted field can fail when using get(), return null when using getOrNull(), or return its specified default when using getOr(defaultValue).
  • Business impact: Updating deleted-field references prevents configuration failures and ensures institutional processes use the data format required for 2027–2028 ISIR processing.
    • Note: For a 2026–2027 or earlier ISIR that contains a newly deleted field, configuration can continue to read it. For a 2027–2028 ISIR, use the applicable replacement field instead if applicable. If your configuration processes multiple award years, use the prior ISIR enum only when processing an earlier ISIR that contains the field, and use the applicable replacement enum when processing a 2027–2028 ISIR.
2027 Field Number Field Name ISIR Enum Field Name

Related 2028 field or note

  • (2027 data type / field length / value becomes 2028 data type / field length / value) 
8 Application Receipt Date TXID_APPLICATIONRECEIPTDATE TXID_APPLICATIONRECEIPTTIMESTAMP — Date/8/LocalDate becomes Text/23/String
12 Transaction Receipt Date TXID_TRANSACTIONRECEIPTDATE TXID_TRANSACTIONRECEIPTTIMESTAMP — Date/8/LocalDate becomes Text/23/String
13 Transaction Process Date TXID_TRANSACTIONPROCESSEDDATE TXID_TRANSACTIONPROCESSEDTIMESTAMP — Date/8/LocalDate becomes Text/23/String
53 Unaccompanied Homeless Youth, or is Unaccompanied, At Risk of Homelessness, and Self-Supporting? STUDENT_UNACCOMPANIEDHOMELESSYOUTH STUDENT_UNACCOMPANIEDANDHOMELESSFILTER — Boolean-style question becomes a three-value filter
86 Filed Non-U.S. Tax Return STUDENT_FILEDNONUSTAXRETURN STUDENT_FILEDPUERTORICOTAXRETURN — Old question splits into Puerto Rico and foreign-return fields
147 Filed non-U.S. tax return SPOUSE_FILEDNONUSTAXRETURN SPOUSE_FILEDPUERTORICOTAXRETURN — Old question splits into Puerto Rico and foreign-return fields
196 Filed non-U.S. tax return PARENT_FILEDNONUSTAXRETURN PARENT_FILEDPUERTORICOTAXRETURN — Old question splits into Puerto Rico and foreign-return fields
237 Filed non-U.S. tax return PARENTSPOUSE_FILEDNONUSTAXRETURN PARENTSPOUSE_FILEDPUERTORICOTAXRETURN — Old question splits into Puerto Rico and foreign-return fields
343 Student Unaccompanied Homeless Youth, or is Unaccompanied, At Risk of Homelessness, and Self-Supporting? Correction, Highlight, and Verify Flags FLAGS_STUDENTUNACCOMPANIEDHOMELESSYOUTH FLAGS_STUDENTUNACCOMPANIEDANDHOMELESSFILTER — Base field contract changes
376 Student Filed Non-U.S. Tax Return? Correction, Highlight, and Verify Flags FLAGS_STUDENTFILEDNONUSTAXRETURN FLAGS_STUDENTFILEDPUERTORICOTAXRETURN — Base field splits into two fields
436 Student Spouse Filed non-U.S. tax return? Correction, Highlight, and Verify Flags FLAGS_SPOUSEFILEDNONUSTAXRETURN FLAGS_SPOUSEFILEDPUERTORICOTAXRETURN — Base field splits into two fields
484 Parent Filed non-U.S. tax return? Correction, Highlight, and Verify Flags FLAGS_PARENTFILEDNONUSTAXRETURN FLAGS_PARENTFILEDPUERTORICOTAXRETURN — Base field splits into two fields
524 Parent Spouse or Partner Filed non-U.S. tax return? Correction, Highlight, and Verify Flags FLAGS_PARENTSPOUSEFILEDNONUSTAXRETURN FLAGS_PARENTSPOUSEFILEDPUERTORICOTAXRETURN — Base field splits into two fields
566 Changed to Filler PROCESSING_CHANGEDTOFILLER PROCESSING_FILLER3 — Filler-only transition
587 NSLDS Aggregate Subsidized Outstanding Principal Balance NSLDS_AGGREGATESUBSIDIZEDOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2028 field
588 NSLDS Aggregate Unsubsidized Outstanding Principal Balance NSLDS_AGGREGATEUNSUBSIDIZEDOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2028 field
589 NSLDS Aggregate Combined Outstanding Principal Balance NSLDS_AGGREGATECOMBINEDOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2028 field
590 NSLDS Aggregate Unallocated Consolidated Outstanding Principal Balance NSLDS_AGGREGATEUNALLOCATEDCONSOLIDATEDOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2028 field
592 NSLDS Aggregate Subsidized Pending Disbursement NSLDS_AGGREGATESUBSIDIZEDPENDINGDISBURSEMENT NSLDS restructuring; no one-to-one 2028 field
593 NSLDS Aggregate Unsubsidized Pending Disbursement NSLDS_AGGREGATEUNSUBSIDIZEDPENDINGDISBURSEMENT NSLDS restructuring; no one-to-one 2028 field
594 NSLDS Aggregate Combined Pending Disbursement NSLDS_AGGREGATECOMBINEDPENDINGDISBURSEMENT NSLDS restructuring; no one-to-one 2028 field
595 NSLDS Aggregate Subsidized Total NSLDS_AGGREGATESUBSIDIZEDTOTAL NSLDS restructuring; no one-to-one 2028 field
596 NSLDS Aggregate Unsubsidized Total NSLDS_AGGREGATEUNSUBSIDIZEDTOTAL NSLDS restructuring; no one-to-one 2028 field
597 NSLDS Aggregate Combined Total NSLDS_AGGREGATECOMBINEDTOTAL NSLDS restructuring; no one-to-one 2028 field
956 FTI label end FTIMPROCESSING_FTILABELEND FTIMPROCESSING_FTILABELEND_FTI — Technical identity transition

New Fields:

  • New ISIR fields are available for 2027–2028 processing, including new financial, correction/highlight/verify, and NSLDS data. Review the delivered baseline configuration and determine whether your institution needs to use any of the new fields in institutional business rules, document collection, discrepancy processing, reports, extracts, or integrations. Test applicable configuration with representative 2027–2028 ISIR files before production use.
  • Business impact: New fields provide additional data needed for 2027–2028 ISIR processing and institutional decision-making, while allowing each institution to decide whether new data should be used in institutional policies.
2028 Field Number Changes XLSX Field Name ISIR Enum Field Name

Related 2027 Field / Note

  • (2027 data type / field length / value becomes 2028 data type / field length / value) 
8 Revised field name and valid content Application Receipt Timestamp TXID_APPLICATIONRECEIPTTIMESTAMP TXID_APPLICATIONRECEIPTDATE — Date/8/LocalDate becomes Text/23/String
12 Revised field name and valid content Transaction Receipt Timestamp TXID_TRANSACTIONRECEIPTTIMESTAMP TXID_TRANSACTIONRECEIPTDATE — Date/8/LocalDate becomes Text/23/String
13 Revised field name and valid content Transaction Processed Timestamp TXID_TRANSACTIONPROCESSEDTIMESTAMP TXID_TRANSACTIONPROCESSEDDATE — Date/8/LocalDate becomes Text/23/String
54 Revised field name and valid content Unaccompanied and Homeless Filter STUDENT_UNACCOMPANIEDANDHOMELESSFILTER STUDENT_UNACCOMPANIEDHOMELESSYOUTH — Boolean-style question becomes a three-value filter
87 Revised field name Filed Puerto Rico Tax Return STUDENT_FILEDPUERTORICOTAXRETURN STUDENT_FILEDNONUSTAXRETURN — Old question splits into Puerto Rico and foreign-return fields
88 Added field Filed Foreign Tax Return or Equivalent STUDENT_FILEDFOREIGNTAXRETURNOREQUIVALENT Part of the prior non-U.S. tax-return field split
106 Added field Combined Adjusted Gross Income STUDENT_COMBINEDADJUSTEDGROSSINCOME No single 2027 field identified
107 Added field Combined Income Tax Paid STUDENT_COMBINEDINCOMETAXPAID No single 2027 field identified
151 Revised field name Filed Puerto Rico Tax Return SPOUSE_FILEDPUERTORICOTAXRETURN SPOUSE_FILEDNONUSTAXRETURN — Old question splits into Puerto Rico and foreign-return fields
152 Added field Filed Foreign Tax Return or Equivalent SPOUSE_FILEDFOREIGNTAXRETURNOREQUIVALENT Part of the prior non-U.S. tax-return field split
167 Added field Combined Adjusted Gross Income SPOUSE_COMBINEDADJUSTEDGROSSINCOME No single 2027 field identified
168 Added field Combined Income Tax Paid SPOUSE_COMBINEDINCOMETAXPAID No single 2027 field identified
203 Revised field name and valid content Filed Puerto Rico Tax Return PARENT_FILEDPUERTORICOTAXRETURN PARENT_FILEDNONUSTAXRETURN — Old question splits into Puerto Rico and foreign-return fields
204 Added field Filed Foreign Tax Return or Equivalent PARENT_FILEDFOREIGNTAXRETURNOREQUIVALENT Part of the prior non-U.S. tax-return field split
222 Added field Combined Adjusted Gross Income PARENT_COMBINEDADJUSTEDGROSSINCOME No single 2027 field identified
223 Added field Combined Income Tax Paid PARENT_COMBINEDINCOMETAXPAID No single 2027 field identified
247 Revised field name and valid content Filed Puerto Rico Tax Return PARENTSPOUSE_FILEDPUERTORICOTAXRETURN PARENTSPOUSE_FILEDNONUSTAXRETURN — Old question splits into Puerto Rico and foreign-return fields
248 Added field Filed Foreign Tax Return or Equivalent PARENTSPOUSE_FILEDFOREIGNTAXRETURNOREQUIVALENT Part of the prior non-U.S. tax-return field split
263 Added field Combined Adjusted Gross Income PARENTSPOUSE_COMBINEDADJUSTEDGROSSINCOME No single 2027 field identified
264 Added field Combined Income Tax Paid PARENTSPOUSE_COMBINEDINCOMETAXPAID No single 2027 field identified
356 Revised field name Student Unaccompanied and Homeless Filter Correction, Highlight, and Verify Flags FLAGS_STUDENTUNACCOMPANIEDANDHOMELESSFILTER FLAGS_STUDENTUNACCOMPANIEDHOMELESSYOUTH — Base field contract changes
389 Revised field name Student Filed Puerto Rico Tax Return? Correction, Highlight, and Verify Flags FLAGS_STUDENTFILEDPUERTORICOTAXRETURN FLAGS_STUDENTFILEDNONUSTAXRETURN — Base field splits into two fields
390 Added field Student Filed Foreign Tax Return or Equivalent? Correction, Highlight, and Verify Flags FLAGS_STUDENTFILEDFOREIGNTAXRETURNOREQUIVALENT Part of the prior non-U.S. tax-return field split
408 Added field Student Combined Adjusted Gross Income Correction, Highlight, and Verify Flags FLAGS_STUDENTCOMBINEDADJUSTEDGROSSINCOME No single 2027 field identified
409 Added field Student Combined Income Tax Paid Correction, Highlight, and Verify Flags FLAGS_STUDENTCOMBINEDINCOMETAXPAID No single 2027 field identified
452 Revised field name Student Spouse Filed Puerto Rico Tax Return? Correction, Highlight, and Verify Flags FLAGS_SPOUSEFILEDPUERTORICOTAXRETURN FLAGS_SPOUSEFILEDNONUSTAXRETURN — Base field splits into two fields
453 Added field Student Spouse Filed Foreign Tax Return or Equivalent? Correction, Highlight, and Verify Flags FLAGS_SPOUSEFILEDFOREIGNTAXRETURNOREQUIVALENT Part of the prior non-U.S. tax-return field split
468 Added field Student Spouse Combined Adjusted Gross Income Correction, Highlight, and Verify Flags FLAGS_SPOUSECOMBINEDADJUSTEDGROSSINCOME No single 2027 field identified
469 Added field Student Spouse Combined Income Tax Paid Correction, Highlight, and Verify Flags FLAGS_SPOUSECOMBINEDINCOMETAXPAID No single 2027 field identified
503 Revised field name Parent Filed Puerto Rico Tax Return? Correction, Highlight, and Verify Flags FLAGS_PARENTFILEDPUERTORICOTAXRETURN FLAGS_PARENTFILEDNONUSTAXRETURN — Base field splits into two fields
504 Added field Parent Filed Foreign Tax Return or Equivalent? Correction, Highlight, and Verify Flags FLAGS_PARENTFILEDFOREIGNTAXRETURNOREQUIVALENT Part of the prior non-U.S. tax-return field split
522 Added field Parent Combined Adjusted Gross Income Correction, Highlight, and Verify Flags FLAGS_PARENTCOMBINEDADJUSTEDGROSSINCOME No single 2027 field identified
523 Added field Parent Combined Income Tax Paid Correction, Highlight, and Verify Flags FLAGS_PARENTCOMBINEDINCOMETAXPAID No single 2027 field identified
546 Revised field name Parent Spouse or Partner Filed Puerto Rico Tax Return? Correction, Highlight, and Verify Flags FLAGS_PARENTSPOUSEFILEDPUERTORICOTAXRETURN FLAGS_PARENTSPOUSEFILEDNONUSTAXRETURN — Base field splits into two fields
547 Added field Parent Spouse or Partner Filed Foreign Tax Return or Equivalent? Correction, Highlight, and Verify Flags FLAGS_PARENTSPOUSEFILEDFOREIGNTAXRETURNOREQUIVALENT Part of the prior non-U.S. tax-return field split
562 Added field Parent Spouse or Partner Combined Adjusted Gross Income Correction, Highlight, and Verify Flags FLAGS_PARENTSPOUSECOMBINEDADJUSTEDGROSSINCOME No single 2027 field identified
563 Added field Parent Spouse or Partner Combined Income Tax Paid Correction, Highlight, and Verify Flags FLAGS_PARENTSPOUSECOMBINEDINCOMETAXPAID No single 2027 field identified
593 Added field FAA Fraud Override PROCESSING_FAAFRAUDOVERRIDE No single 2027 field identified
594 Reduced field length from 360 bytes Filler PROCESSING_FILLER3 PROCESSING_CHANGEDTOFILLER — Filler-only transition
613 Added field NSLDS Undergraduate Aggregate Subsidized Total NSLDS_UNDERGRADUATEAGGREGATESUBSIDIZEDTOTAL NSLDS restructuring; no one-to-one 2027 field
614 Added field NSLDS Undergraduate Aggregate Combined Total NSLDS_UNDERGRADUATEAGGREGATECOMBINEDTOTAL NSLDS restructuring; no one-to-one 2027 field
615 Added field NSLDS Pre-OBBBA Aggregate Subsidized Total NSLDS_PREOBBBAAGGREGATESUBSIDIZEDTOTAL NSLDS restructuring; no one-to-one 2027 field
616 Added field NSLDS Pre-OBBBA Aggregate Combined Total NSLDS_PREOBBBAAGGREGATECOMBINEDTOTAL NSLDS restructuring; no one-to-one 2027 field
617 Added field NSLDS Graduate Aggregate Total NSLDS_GRADUATEAGGREGATETOTAL NSLDS restructuring; no one-to-one 2027 field
618 Added field; Deleted fields after this one NSLDS Professional Aggregate Total NSLDS_PROFESSIONALAGGREGATETOTAL NSLDS restructuring; no one-to-one 2027 field
620 Added field NSLDS Pre-OBBBA Aggregate Subsidized Pending Disbursement NSLDS_PREOBBBAAGGREGATESUBSIDIZEDPENDINGDISBURSEMENT NSLDS restructuring; no one-to-one 2027 field
621 Added field NSLDS Pre-OBBBA Aggregate Combined Pending Disbursements NSLDS_PREOBBBAAGGREGATECOMBINEDPENDINGDISBURSEMENTS NSLDS restructuring; no one-to-one 2027 field
622 Added field NSLDS Undergrad Aggregate Subsidized Pending Disbursements NSLDS_UNDERGRADAGGREGATESUBSIDIZEDPENDINGDISBURSEMENTS NSLDS restructuring; no one-to-one 2027 field
623 Added field NSLDS Undergrad Aggregate Combined Pending Disbursements NSLDS_UNDERGRADAGGREGATECOMBINEDPENDINGDISBURSEMENTS NSLDS restructuring; no one-to-one 2027 field
624 Added field NSLDS Graduate Aggregate Pending Disbursements NSLDS_GRADUATEAGGREGATEPENDINGDISBURSEMENTS NSLDS restructuring; no one-to-one 2027 field
625 Added field NSLDS Professional Aggregate Pending Disbursements NSLDS_PROFESSIONALAGGREGATEPENDINGDISBURSEMENTS NSLDS restructuring; no one-to-one 2027 field
626 Added field NSLDS Pre-OBBBA Aggregate Subsidized Outstanding Principal Balance NSLDS_PREOBBBAAGGREGATESUBSIDIZEDOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2027 field
627 Added field NSLDS Pre-OBBBA Aggregate Combined Outstanding Principal Balance NSLDS_PREOBBBAAGGREGATECOMBINEDOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2027 field
628 Added field NSLDS Undergrad Aggregate Subsidized Outstanding Principal Balance NSLDS_UNDERGRADAGGREGATESUBSIDIZEDOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2027 field
629 Added field NSLDS Undergrad Aggregate Combined Outstanding Principal Balance NSLDS_UNDERGRADAGGREGATECOMBINEDOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2027 field
630 Added field NSLDS Graduate Aggregate Outstanding Principal Balance NSLDS_GRADUATEAGGREGATEOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2027 field
631 Added field and deleted fields between this field and next field NSLDS Professional Aggregate Outstanding Principal Balance NSLDS_PROFESSIONALAGGREGATEOUTSTANDINGPRINCIPALBALANCE NSLDS restructuring; no one-to-one 2027 field
990 None FTI label end FTIMPROCESSING_FTILABELEND_FTI FTIMPROCESSING_FTILABELEND — Technical identity transition

ISIR file loading and matching

You can load 2027–2028 ISIR files, match them to student records, and view them in the ISIR Information page. Updated correction, highlight, verify, and matching mappings support the new and renamed ISIR fields.

Configuration updates

  • Groovy binding updates:
    • For renamed ISIR fields, existing and renamed enum values remain compatible across applicable ISIR award years.
    • For fields removed from the 2028 ISIR format, update configuration to use the replacement field. The system doesn’t automatically redirect a retired field to its replacement. Depending on the accessor used, a configuration that continues to reference a retired field can fail, return a null value, or return its configured default value.
    • Review data-type changes when updating configuration. For example, the retired Application Receipt Date field returns a date value, while the replacement Application Receipt Timestamp field returns a string value.
  • Configuration workbook updates
    • Review and update configuration that supports annual ISIR processing, including regulatory dates, ISIR message classes, ISIR management, comment-code, reject-code, discrepancy, highlight, verification, document, and Professional Judgment configuration.

Comment codes and ISIR corrections

  • This feature update supports the 327 Comment Code which is now configured as an FPS C Flag for 2027–2028. 
    • Review supplied 2027–2028 comment-code data and updated mappings for ISIR corrections.
    • Review institution-specific configuration and processes that use comment codes, reject codes, or related student follow-up logic.
  • The 2028 ISIR Correction layout is also supported for corrected ISIR data.

UI impacts

The ISIR Information page displays 2027–2028  ISIR field data in the applicable ISIR sections:

Field name Display section
Filed Foreign Tax Return or Equivalent Student Financial Information
Combined Adjusted Gross Income Student Financial Information
Combined Income Tax Paid Student Financial Information
Filed Foreign Tax Return or Equivalent Student Spouse Financial Information
Combined Adjusted Gross Income Student Spouse Financial Information
Combined Income Tax Paid Student Spouse Financial Information
Filed Foreign Tax Return or Equivalent Parent Financial Information
Combined Adjusted Gross Income Parent Financial Information
Combined Income Tax Paid Parent Financial Information
Filed Foreign Tax Return or Equivalent Parent Spouse or Partner Financial Information
Combined Adjusted Gross Income Parent Spouse or Partner Financial Information
Combined Income Tax Paid Parent Spouse or Partner Financial Information
FAA Fraud Override ISIR Information and Matches/Other Processing Information
NSLDS Undergraduate Aggregate Subsidized Total NSLDS Information
NSLDS Undergraduate Aggregate Combined Total NSLDS Information
NSLDS Pre-OBBBA Aggregate Subsidized Total NSLDS Information
NSLDS Pre-OBBBA Aggregate Combined Total NSLDS Information
NSLDS Graduate Aggregate Total NSLDS Information
NSLDS Professional Aggregate Total NSLDS Information
NSLDS Pre-OBBBA Aggregate Subsidized Pending Disbursement NSLDS Information
NSLDS Pre-OBBBA Aggregate Combined Pending Disbursement NSLDS Information
NSLDS Undergraduate Aggregate Subsidized Pending Disbursement NSLDS Information
NSLDS Undergraduate Aggregate Combined Pending Disbursement NSLDS Information
NSLDS Graduate Aggregate Pending Disbursement NSLDS Information
NSLDS Professional Aggregate Pending Disbursement NSLDS Information
NSLDS Pre-OBBBA Aggregate Subsidized Outstanding Principal Balance NSLDS Information
NSLDS Pre-OBBBA Aggregate Combined Outstanding Principal Balance NSLDS Information
NSLDS Undergraduate Aggregate Subsidized Outstanding Principal Balance NSLDS Information
NSLDS Undergraduate Aggregate Combined Outstanding Principal Balance NSLDS Information
NSLDS Graduate Aggregate Outstanding Principal Balance NSLDS Information
NSLDS Professional Aggregate Outstanding Principal Balance NSLDS Information
  • Note: Renamed fields remain in the same Display Section as prior years. 

Reporting impacts

Review custom reports, extracts, and integrations that depend on ISIR field names. The current OCI reporting view ISIR_FIELDS_ALL_V2_VW uses one column for each ISIR field, and the expanded 2027–2028 layout exceed Oracle Database’s 1,000-column limit.

  • New 2027–2028 ISIR fields aren’t available in the delivered ISIR_FIELDS_ALL_V2_VW reporting view. 
  • A future upcoming enhancement is needed so institutions can use new data fields for a 2027–2028 ISIR and beyond. 

NSLDS updates

The update supports 2027–2028 NSLDS processing, including Transfer Student Monitoring and Financial Aid History requests triggered by receipt of a 2027–2028 ISIR, applicable batch-file matching, NSLDS UI groupings, and updated NSLDS error, warning, guarantor, and servicer information.

Business Benefit: These updates help institutions process 2027–2028 FAFSA information accurately, maintain annual regulatory compliance, and reduce manual effort when ISIR layouts, fields, and related processing change.

Steps to enable and configure

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

  1. Review baseline configuration for ISIR processing and update your configuration workbooks as needed.
    1. To get started with your new award year setup, begin by downloading your existing configuration from Oracle Student Financial Aid within Administration > Configuration Administration > Download.
    2. This configuration will include the pre-populated system data relevant to the new year, which you can then update as needed.
    3. Additionally, you can download the baseline configuration delivered through Cloud Customer Connect to use as a reference for making the required updates for the upcoming award year. The following workbooks were updated to support 2027-28 Student Aid Eligibility.
      • REGULATORY_DEADLINES
      • ISIR_MGMT
      • ISIR_C_CODES
      • ISIR_C_CODES_TO_FIELDS
      • ISIR_VERIFICATION_CODES
      • ISIR_REJECT_CODES
      • ISIR_REJECT_TO_C_CODES
      • ISIR_REJECT_CODES_TO_FIELDS
      • ISIR_DISCREP
      • ISIR_HIGHLIGHT
      • DOCUMENTS
      • DOCMETADATA
      • PJ
    4. You may additionally want to update further configuration to support processing 2027-28 ISIRs or projecting aid such as COA, or NFR_ATTRIB depending on your institutional policies.
  2. Within Administration > Security Management > Roles Management > Document Permissions, set up document permissions for any new documents configured this award year.
  3. Within Administration > DOE File Management UI, enable award year–based file formats.
    • IDAP28OP, IDSA28OP, IGSG28OP, IGSA28OP, CORR28IN, IGCO28OP, CORE28OP, EAPR28OP, SIGA28OP
  4. Test ISIR processing.
    • Conduct tests using the Department of Education’s (ED) published test Institutional Student Information Record (ISIR) files to make sure the Oracle Student Financial Aid Cloud Service (SFA) processes ISIRs correctly for the new award year.
      • While testing, update the FAFSA Start Date, ISIR_Award_Year_Start_Date, ISIR_Correction_Start_Date, and ISIR_Verification_Start_Date dates within the REGULATORY_DEADLINE configuration workbook to be today's date to allow processing to occur.
      • In SFA, go to Administration > System Management > Load ISIRs. Upload test ISIR files and match your test student data to the data provided in the ISIR.
      • Verify that all data fields are imported, mapped correctly, and viewable based on user permissions.
      • Validate that ISIR matching logic, corrections, tasks, and document workflows function as expected according to your updated configuration workbooks.
  5. Enable integration with SAIG in production if this is your first award year using SFA
    • Starting with the 2024–25 award year, ED requires two distinct mailboxes: one for standard files and another exclusively for files that contain Federal Tax Information (FTI). 
    • You need to make sure that both mailboxes are set up properly. For more information, see Set Up Your SAIG Mailbox in the Production Environment. It's during this setup that you'll also enable TDClient.

Tips and considerations

  • Potential Logic Customization Needed: We do not expect that you will need make customization from our delivered ISIR baseline configuration, however you should review and update any system or business process configurations that leverage ISIR fields to accommodate and make use of the new or modified ISIR data elements.
    • Within your Regulatory Deadlines Configuration workbook, ensure that the FAFSA, ISIR Award Year, ISIR Correction, and ISIR Verification start dates align. 
      • If these dates are in the future, ISIRs will not progress through the Valid ISIR process.  For testing environments it may be necessary to adjust these dates.
      • If these dates are moved to a future date after processing has occurred previously Valid ISIRs will flip to "Inactive" so be sure to keep these dates static after processing has occurred.  
  • Update Reporting and Integrations: Review and update any custom reports, data extracts, or third-party integrations that rely on ISIR fields to ensure compatibility with new and renamed fields, and validate that existing functionality continues to meet business needs.
    • Note: The ISIR_FIELDS_ALL_V2_VW reporting view will have all new ISIR fields available in a subsequent release. 
  • Test Early and Often: Test 2026–2027 and 2027–2028 ISIR files in the same environment to confirm that each award year uses the correct layout, configuration, matching logic, and UI display.
  • Update Training & Documentation: Revise your user guides and training materials to reflect new and renamed fields, ensuring your staff are aware of any changes in field names or locations.

Key resources