Historical Fund Information Event Message
The Historical Fund Information message is required for Pell Originations for two types of students:
- Students that have at least one disbursement in an outside system disbursed in an academic year prior to the first Student Financial Planning academic year
- Students that are segmented into Student Financial Planning and are a re-entry after 180 days but have a disbursement in an outside system
The intention is that the HFI message is sent prior to the 1st Student Academic and Financial Information (SAFI) message.
Note: Student Financial Planning is currently only configured to accept
HFI files for PELL. When entering the <FinancialAwardType> it must be
identical to the FUND_CODE in the FAS_FUND_CODE_DEFN table. If anything other
than PELL is entered for Fund Type, it will return a Validation Error.
Required Role Permissions
The user must have a role with the following General Permission(s) through Roles Management in order to complete the Testing Steps.
- Student
- XML Viewer
- Administration
- System Management
- Disbursement Administration
See Set General Permissions Matrix for additional information.