1. Configuration Reference for Student Financial Planning
  2. ISIR Management Guide

ISIR Management Guide

Use this workbook to define material change criteria for determining what record should be flagged when subsequent ISIR transactions are received by award year.

Workbook Description

The file name for this workbook is ISIR_MGMT.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
Use Subsequent ISIR A N

Groovy script
Business rules to define which fields on ISIR will trigger an ISIR review when subsequent ISIRs enter SFA for a Student.
  • Valid query with list of fields
  • Valid fields are all fields on ISIR
  • Ensure path to groovy script is accurate
Award Year B Y

Alphanumeric

Alphanumeric ASCII text, up to 255 characters in YYYY-YYYY format.

Award Year ISIR Action is associated to.

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