Fund Priority Guide
Use this workbook to create Fund Codes and set the order of funds for which SFP evaluates a student's eligibility.
Overview
This is the workbook in which you create Fund Codes for all Funds awarded in the application and set the order in which the student's eligibility for Funds is evaluated; for example, Pell Grant is first, then other grants, and, finally, loans.
You can further configure Fund attributes using the Non Federal Funds Attribute Workbook for Non-Federal Loan and Grant Funds and the FAS Fund Config Workbook for all other Funds.
Workbook Description
The file name for this workbook is FUND_PRIORITY.csv.
- 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 |
|---|---|---|---|---|
| Fund Type | A | Y |
Enumeration
|
Category of Fund.
Note: For purposes of Campus Solutions/SFP integration, the
Fund Types of DISCOUNT, STUDENT_RESOURCES, and CASH are
interchangeable. |
| Fund Description | B | Y |
String Alphanumeric ASCII text, up to 255 characters |
Description of Fund. |
| Fund Code | C | Y |
String Alphanumeric ASCII text, up to 255 characters |
Fund Code used to identify a fund. This field is pre-configured by Oracle for Title IV funds. Note: Once a Fund Code
has been used in a transaction, it can't be deleted from
Configuration. This is because SFP Configuration doesn't
currently support an effective end date or delete indicator for
Fund Configuration. Therefore, if an environment has
transactional data relying on the Fund Code Configuration
element, you can't remove the Fund Configuration. Workarounds to
disable the Fund Code include configuring it as a
manually-awarded fund or changing the award amount to always be
zero.
|
| Fund Award Priority | D | Y |
Integer |
Order in which funds are awarded if eligibility is met. Among NFR_LOAN Fund Types with an Alternative CommonLine Loan Indicator = TRUE, Fund Codes used for unconfigured loan products must fall last in priority. |
| Fund Refund Priority | E | Y |
Integer |
Order in which funds refunded. |
| Start Date | F | Y |
Date |
Date configuration is enabled. |
| Fund Acceptance Required | G | Y |
Boolean
|
Specify if a fund requires acceptance from student before due date or date of disbursement. |
| Fund Acceptance Due Date | H | N |
Integer Any positive integer. |
The number of days a student is allowed to accept their funds before they are removed from the package |
| Award Year Based | I | Y |
Boolean
|
Specify if the fund is based on the award year. These Fund Types must have Award Year Based = False:
|
| Reduce Need Indicator | J | Y |
Boolean
|
Specify whether the fund is used to cover the Student's Need |
| Fund Acceptance Per PP (Term) | K | Y |
Boolean
|
Fund Acceptance set Per Payment Period if Fund Acceptance is
provided.
Note: This should always be set to 'True' if you
are using native SFP Student Self-Service. |
| Alternative CommonLine Loan Indicator | L | N |
Boolean
|
Specify if the fund is an Alternative CommonLine Loan. |
Enable the Configuration in the UI
You do not have to complete any setup in the user interface to enable this configuration.
Required Permissions
- Student