1. Configuration Reference for Student Financial Planning
  2. Grant Repay Guide

Grant Repay Guide

Use this workbook to define the repayment fund code that indicate a grant overpayment repayment in the SAFI.

Workbook Description

The file name for this workbook is GRANTREPAY.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
Repayment Fund Code A Y

String

Alphanumeric ASCII text, up to 255 characters

Fund Code that can be applied to a Title IV Grant Overpayment for repayment.

You can use any configured Fund Code

Example Values:

  • FSEOG_RP
  • IASG_RP
  • PELL_RP
  • TEACH_RP
FUND CODE TO REPAY B Y

String

Alphanumeric ASCII text, up to 255 characters

Title IV Fund Code that the Grant Overpayment "Fund Code" can be applied to when the Multi-Fund Repayment Indicator is False.

You can use any Title IV Grant Fund Code

Example Values:

  • FSEOG
  • IASG
  • PELL
  • TEACH
IS MULTI FUND C Y

Boolean

Example Values:

  • TRUE
  • FALSE

Indicates whether the fund code can be used to repay multiple Grant Overpayment fund codes.

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
  • Dashboard

See Set General Permissions Matrix.

Configuration in the User Interface

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

  1. Student Search > Student > Student > Financial Information > R2T4 Information
    1. Grant Overpayments are visible in Steps 9 and 10 of the R2T4 Calculation
    2. Student Search > Student > Student > Financial Information > Grand Overpayments
    3. Dashboard > Review Grant Overpayment and Notify NSLDS and DRS
    4. Dashboard > Review Grant Overpayment Resolution to NSLDS and DRS

Related Topics