1. Configuration Reference for Student Financial Planning
  2. Professional Judgment Guide

Professional Judgment Guide

Use this workbook to define Professional Judgment (PJ) types and associate initiating documents and criteria for each PJ process.

Workbook Description

The file name for this workbook is PJ.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
Professional Judgement Type Name A Y

String

Alphanumeric ASCII text, up to 255 characters.

Type of Professional Judgement.
Professional Judgement Type Code B Y

String

Alphanumeric ASCII text, up to 255 characters.

Code for the type of Professional Judgement.
Aid Year C Y

String

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

Aid Year ISIR Action is associated to.
PJ Initiating Document D Y

String

Alphanumeric ASCII text, up to 255 characters, with valid document codes.

Document that initiates the PJ.
PJ Initiation Condition E Y

Groovy script

Logical query describing how PJ is initiated.

  • Documents should be defined in PreCert_DocCol_Documents
  • Ensure path to groovy script is accurate
  • Ensure the query is a valid conditional query
PJ Special Case Flag F Y

Boolean

  • TRUE
  • FALSE

Whether administrative approval is required for this PJ.
Required Document G N

Groovy script

Logic used to determine PJ approval/rejections.

  • Ensure path to groovy script is accurate
  • Ensure the query is a valid conditional query

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
  • Documents (PJ Initiating documents, View and Task View)
  • Updating Professional Judgement Decision Status
  • Professional Judgement Review Task

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 > Financial Information > Professional Judgement
  2. Dashboard > Updating Professional Judgement Decision Status Task Queue
  3. Dashboard > Professional Judgement Review Task
  4. Dashboard > Review Document for Approval Task