Entrance Counseling
Student Financial Planning's integration with the Student Aid Internet Gateway (SAIG) Mailbox allows the student's Entrance Counseling to be automatically imported and displayed on the user interface.
What Student Financial Planning Does Automatically
Student Financial Planning automatically does the following things:
Validates/Imports Entrance Counseling
When COD generates CREC message class for a completed online Entrance Counseling and transmits it 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.
Sends a Student Notification
Student Financial Planning automatically sends a student notification when Entrance Counseling is required based on Trigger configuration.
Closes Student Notification
- The Subsidized/Unsubsidized Entrance Counseling file clears the Subsidized/Unsubsidized Entrance Counseling Requirement Notification.
- The Grad PLUS Entrance Counseling file clears both the Subsidized/Unsubsidized Entrance Counseling Requirement Notification and the Grad PLUS Entrance Counseling Requirement Notification.
The Notification framework evaluates the clearing conditions every time the configured Required Trigger event is completed, for example, repackaging.
Creates Student History Entry
Student Financial Planning creates a Student History Entry when an Entrance Counseling is required, no longer required and when an Entrance Counseling response is received.
Configurable Attributes
Configure when Borrower Information is requiredThe institution can configure when an Entrance Counseling is required.
Required Role Permissions
The user must have a role with the following General Permissions through Roles Management:
- Student.
See Set General Permissions Matrix for additional information.