ISIR Discrepancy Guide

Use this workbook to define logic by ISIR field to determine discrepancies and conflicting information that triggers ISIR corrections.

Note: Oracle delivers Baseline Configuration for this Guide by Award Year. Please see the Baseline Configuration topics in the Configuration Reference for Oracle Fusion Cloud Student Financial Aid in the Oracle Help Center for more information.

Workbook Description

The file name for this workbook is ISIR_DISCREP.csv.

Configuration Workbooks are delivered in the form of Excel spreadsheets. In these spreadsheets, every configurable field is represented as a spreadsheet column and there are as many spreadsheet rows as needed for that particular configuration. Here are the column descriptions:

• Field Name.
• Column: Spreadsheet column associated with the field.
• Required?: Denote if you're required to populate the field or not.
• Field Type and Accepted Values:
  • String: These are usually alphanumeric.
  • Integer: Numeric, a whole number.
  • Double: Numeric with places to the right of the decimal.
  • Enumeration: List of values.
  • Boolean: True or False, Yes or No.
  • Groovy script: A logical query using groovy script.
  • Date: yyyy-mm-dd format.
• Description.

Field Name	Column	Required?	Field Type and Accepted Values	Description
ISIR Field	A	Y	Alphanumeric Alphanumeric ASCII text, up to 255 characters, as defined in the ISIR Field Names topics.
Discrepancy_Evaluation_Script	B	Y	Groovy script	This script determines whether an ISIR correction for a given ISIR field is required, and what value from what source to correct the ISIR field to.
Additional_Doc_Req_Script	C	N	Groovy script	This script is intended to determine whether additional documentation should be collected for a student in order to ascertain whether an ISIR correction is needed; if additional documentation is needed, this script can also trigger document requests for the aforementioned documentation. Baseline configuration provides examples of making ISIR discrepancy determinations and correcting ISIR fields when needed. There can be a script for every correctable ISIR filed, as defined by the "Correction Data Entry Specifications" section of the EDE Technical Reference, as published by the U.S. Department of Education.
Required_Documents_Script	D	N	Groovy script	This script is used to determine whether the Discrepancy Evaluation Script should be run based on whether all required documents necessary to make the ISIR correction determination already exist on the student record. If no required documents are configured, SFA will simply run through all discrepancy evaluation scripts for each ISIR field during the ISIR Review process.
Aid Year	E	Y	Alphanumeric Alphanumeric ASCII text, up to 255 characters in YYYY-YYYY format	Aid Year ISIR Action is associated to
Additional_Doc_Req_Msg	F	N	String Alphanumeric ASCII text, up to 4000 characters.	Additional notification to student. exclusive of document notifications.
Manual_Discrepancy_Clear_Req	G	N	Boolean TRUE FALSE	Does discrepancy require approval once received in system?
Description	H	N	String Alphanumeric ASCII text, up to 4000 characters.	Description of discrepancy rule.

Enable the Configuration in the UI

You do not have to complete any setup in the user interface to enable this configuration.

Required Permissions

You must have a role with the following General Permission(s) and/or Document Permission(s) through Roles Management in order to enable and view the configuration in the UI.

• Student

See Set General Permissions Matrix.

Configuration in the User Interface

The configuration is visible in the Student Financial Aid User Interface if you navigate to the following screens:

1. Student Search > Student Record > USDE > ISIR Information