1. Configuration Reference for Student Financial Planning
  2. Origination Property Guide

Origination Property Guide

Use this workbook to configure the origination criteria for Title IV funds requiring COD communication.

Workbook Description

The file name for this workbook is ORIGINATION_PROPERTY.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
Property A Y

String

shouldUseRequestedDateForOriginatedDisbursements

Used for R2T4 Purposes.

Some schools might decide that a disbursement is originated as soon as it's requested while some other schools might consider a disbursement to be originated only once the COD response has been accepted.
Value B Y

Boolean

  • True
  • False

Property Active True/False.

True in Baseline Configuration.

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) 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 Planning User Interface if you navigate to the following screens:

  1. Student Search > Student Record > Financial Information > R2T4 Information

Understanding How the Baseline Configuration Works

The property shouldUseRequestedDateForOriginatedDisbursements is True in the Baseline configuration; therefore the date the origination/disbursement file was sent to COD is being used when completing a Return to Title IV calculation.