1. Using Student Financial Planning
  2. Common Record Information

Common Record Information

Student Financial Planning's Integration with TD Client enables Student Financial Planning to import and export common record files to COD.

Overview

The system Creates and transmitsCommon Record Files and receives common record data by communicating through the school's SAIG Mailbox. Files are in the format of an XML file which is validated against the current schema recognized by the U.S. Department of Education for COD files.

What Student Financial Planning Does Automatically

Student Financial Planning automatically does the following things:

Creates/Exports Common Record Data to COD

Student Financial Planning automatically creates a Common Record file when an origination or disbursement is triggered and includes all required data fields specified in the Common Record layout based on the fund type. The system then exports the Common Record file to COD through the school's SAIG Mailbox.

Validates/Imports Common Record Data from COD

When COD generates COMRECOP and/or CRDLMYOP Common Record Response files and transmits them through the SAIG Mailbox, Student Financial Planning recognizes, accepts and imports the files and displays them in the user interface. The system is designed to automatically receive the files at configured intervals.

Student Financial Planning is updated each award year according to the common record layout schema issued by the U.S. Department of Education. If the schema is updated, Student Financial Planning is updated to support the new layout.

Configurable Attributes

This is not a configurable feature.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to view the following information.

  • Student
  • SSN viewer
  • XML viewer

See Set General Permissions Matrix for additional information.

Navigation to the Student Financial Planning User Interface Functionality

To view Common Record Information

Student Financial Planning User Interface > Student > USDE > Common Record Information

Manual Functionality

View Complete COD XML
  1. Enter the student's External Student ID Number in the Search Field
    • Navigate to Student > USDE > Common Record Information
  2. Choose Origination/Disbursement Request/Response > Fund Type > Award Year (i.e. Disbursement Response, Unsubsidized Loan, 2019-2020)
  3. Click the View Complete COD XML button.
View SSN/Financial Award ID
  1. Enter the student's External Student ID Number in the Search Field
    • Navigate to Student > USDE > Common Record Information
  2. Choose Origination/Disbursement Request/Response > Fund Type > Award Year
  3. Click the View link next to a SSN or Financial Award ID.