1. Using Student Financial Planning
  2. Add a Converted Student to the NSLDS Transfer Student Monitoring List

Add a Converted Student to the NSLDS Transfer Student Monitoring List

Adding a Converted Student who to the National Student Loan Data System (NSLDS) requires manual intervention.

Overview

Students who are added to Student Financial Planning application from a legacy financial aid application require manual intervention to ensure they are added to the NSLDS Transfer Student Monitoring list. This is done by scheduling an external batch job run at defined intervals to add converted students to Transfer Student Monitoring. When the external batch job runs, converted students are added to the fahTsmBatchInformSenderScheduledBean(award year) batch job and sent to NSLDS via the Student Financial Planning US Department of Education Gateway (VUG).

What Student Financial Planning Does Automatically

Student Financial Planning automatically does the following things:

Triggers the External Batch Job

Student Financial Planning automatically triggers the External Batch Job during conversion at defined intervals.

Triggers the NSLDS Batch Job

Student Financial Planning automatically triggers the NSLDS Batch job, fahTsmBatchInformSenderScheduledBean, at defined intervals.

Test Steps

Identify student population for conversion.

  1. Enter the student's External Student ID Number in the Search Field
    • Select the student record from the Student Search Results dialogue box
  2. Navigate to Student Record > Financial Information > Disbursing
  3. Click the Seq. # (sequence number) for any disbursement that requires the following Disbursement Criterion, for example, Direct Loan Subsidized:
    • The transfer monitoring request to NSLDS was made more than 7 days prior.
  4. Confirm the Disbursement Criteria is equal to Not Met.
  5. Manually trigger the External Batch Job.
  6. Manually trigger the NSLDS Batch Job (fahTsmBatchInformSenderScheduledBean).
  7. To confirm the UI, navigate to Student Record > Student History/Comments > Student History.
    • Under Student History Category, click None.
    • Scroll down and select the NSLDS Transfer Monitoring/ FA History check box.
    • Review the entries.
  8. Confirm the TRNINFIN file generated.
    Note: For testing purposes, this can also be confirmed through the VUG server for a specific environment: /tmp/saig/backup.
  9. Confirm the TRNINFOP (Error/Acknowledgement) and the FAHEXTOP (Financial Aid History) files are received from the request.
  10. Manually update Requested_Date to be greater than 7 days from the current system date.
    update VM.FAS_TRNINFIN_REQUEST_VIEW set SENT_DATE = curdate() - INTERVAL 8 DAY where EXTERNAL_STUDENT_ID = 'External_Student_ID'
  11. Manually trigger the Disbursement Criteria Evaluation Batch Job (studentDisbursementCriteriaEvaluationScheduledBean).
  12. Wait for the Disbursement Criteria Evaluation Batch Job to complete.
  13. Navigate to Student Record > Financial Information > Disbursing
  14. Click the Sequence number for any disbursement that requires the following Disbursement Criteria; for example, Direct Loan Subsidized.
    • The transfer monitoring request to NSLDS was made more than 7 days prior.
  15. Confirm the Disbursement Criteria is equal to Met and Overridden column is equal to No.