1. Configuration Reference for Student Financial Planning
  2. Late Disbursement PWD Criteria Guide

Late Disbursement PWD Criteria Guide

Use this workbook to define how to disburse late disbursements and post-withdrawal disbursements.

Workbook Description

The file name for this workbook is LATE_DISBURSEMENT_PWD_CRITERIA.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
Fund_Code A Y Alphanumeric ASCII text, up to 255 characters. Fund Code for which you are defining disbursement rules.
Disbursement_Criteria_Type B Y Enumeration:
  • LD
  • PWD
  • LD~PWD
 Define whether the criteria apply to Late Disbursements, Post-withdrawal Disbursements. or Both.
Disbursement_Criteria_Description C Y Alphanumeric ASCII text, up to 255 characters. Disbursement Criteria Description for the UI.
Disbursement_Criteria D N Groovy script or blank. Disbursement logic returning a value of TRUE, meaning criteria are met, or FALSE, meaning criteria weren't met, or null. If null, criteria aren't evaluated and not displayed on the UI.
Trigger_Cancellation E Y Enumeration: TRUE or FALSE. If the Disbursement Criteria are FALSE, then
  • Select TRUE to cancel the disbursement.
  • Select FALSE to not cancel the disbursement.
Enabled F Y Enumeration: TRUE or FALSE.
  • Select TRUE to enable this criteria.
  • Select FALSE to disable this criteria. If FALSE is selected, no evaluation is done even if there is a Groovy script value in the Disbursement_Criteria field.
  • This workbook is optional.
  • You can add, edit, or disable disbursement criteria using this workbook.
  • These validation parameters apply to this workbook:
    • Values are required for the FUND_CODE, DISBURSEMENT_CRITERIA_DESCRIPTION, or ENABLED fields if any other field value is provided.
    • Values are required for the DISBURSEMENT_CRITERIA_TYPE, DISBURSMENT_CRITERIA, and TRIGGER_CANCELLATION fields if the ENABLED field column = TRUE.
    • If validation fails, the file will not load and an error will display on the configuration loading page in FAS (administrative) UI.

  • To add new criteria, populate the applicable fields using the validation parameters.

  • To edit existing pre-defined criteria, ensure the configured DISBURSEMENT_CRITERIA_DESCRIPTION value matches an existing pre-defined criteria and the DISBURSEMENT_CRITERIA field is populated. This will override pre-defined criteria.

  • To disable an existing pre-defined criteria, ensure the configured DISBURSEMENT_CRITERIA_DESCRIPTION value matches an existing pre-defined criteria description and set the ENABLED column equal to FALSE. In this case, the pre-defined criteria is not evaluated.

  • The DISBURSEMENT_CRITERIA groovy script is flexible enough to determine which students should shouldn't have criteria evaluated. If the output for the DISBURSEMENT_CRITERIA = NULL, then it will not be evaluated for that student. One scenario of this would be evaluating one enrollment status versus another. For example, you can write a script to be evaluated for active enrollment statuses versus Withdrawn or Graduated statues.