1. Using Student Financial Planning
  2. Add a Non-Federal Fund Using an External Award Event Message

Add a Non-Federal Fund Using an External Award Event Message

You can add Non-Federal Funds to students' packaging using the FASExternalAwardEvent message.

These are the elements of the FASExternalAwardEvent message. These messages:
  • are student-specific.
  • can contain one-to many awards.
  • are incremental; not all-encompassing.
Field Description Required Dependencies How it is used in SFP
Award Year Award N NA

When no Award Year is specified, but the fund code is award year based, SFP evaluates the NFR_Periods script (across all configured aid years) and return the NFF period start/end dates in the script where a match occurs with the PeriodID element.

Otherwise, SFP uses the Period ID and Award Year to match the External Award to the academic year.
External Student ID External Student ID Y Student ID or SSN

Used for student matching. This will only support either SSN or Student ID in the record.
SSN Social Security Number Y Student ID or SSN

Used for student matching. This will only support either SSN or Student ID in the record.
Fund Code Fund Code Y NA

Match to configured External NFF Fund Code.

If no match, then record tries to match to student but won't be packaged.
Allow Projection Allow automated groovy to run for undefined periods to project awards. N NA

Marks fund for evaluation by groovy scripts within NFR_ATTRIB to package awards. This can include future academic year awards, based on configuration set-up.

There are more rules:
  • When the Allow Projection element is True, SFP evaluates the External Award for packaging. SFP evaluates all scripted rules within the NFR_ATTRIB workbook to decide the amounts, fund status, period dates and disbursement dates for the defined fund code.
  • When the Allow Projection is False, SFP sets all awards to ineligible when packaged without the Period data element.
  • When the Allow Projection is omitted,SFP checks to see if a prior value was set for the Allow Projection element. If a prior value was already sent, SFP assumes the prior value set for the Allow Projection element. If a prior value wasn't sent, SFP defaults to an Allow Projection value of False.
Program Code Program Code N Program Code or Enrollment ID

Associated with latest enrollment matching program code.

When no Program Code or Enrollment ID is specified, the record is associated with the current enrollment.
Enrollment ID Enrollment the record is matched to N Enrollment ID or Program Code

Associated with enrollment matching Enrollment ID element

When no Program Code or Enrollment ID is specified, the record is associated with the current enrollment.
These are the fields of the Period element of the FASExternalAwardEvent message:
Field Description Required Dependencies How it's used in SFP
Period ID Unique Identifier for period element Y Required when Periods element is include.

Defines NFF period start/end dates for the external award.

Matches to Period.name returned in NFRPeriod list output generated by NFR_Periods script to define NFF period start/end dates.
Award Year External Student ID N NA

Defines Award Year of NFF Award.

When no Award Year is specified, but the fund code is award year based, SFP evaluates the NFR_Periods script across all configured aid years and returns the NFF period start/end dates in the script where a match occurs with the PeriodID element.
Amount NFF Period Amount N NA

Defines Eligible amount for NFF Award.

When no amount is submitted, SFP uses the Maximum Projected Award Amount script in NFR_ATTRIB to define the award amount.
Status Specify fund as Estimated or Awarded. N NA

Defines fund status for the NFF Award.

When no status value is submitted, SFP uses the Awarding Status script in NFR_ATTRIB to define the Awarding status.
Anticipated Disbursement Date NFF Period Anticipated Disbursement Date N NA

Defines Anticipated Disbursement date for NFF award.

When no anticipated disbursement date is submitted, SFP uses the disbursement date groovy in NFR_ATTRIB to define the anticipated date.
  • To find a student's eligibility for an external award fund code using configured logic defined in theNon Federal Fund Attributes Guide, import a FASExternalAwardEvent message that doesn't include the Period ID element.
  • To project future academic year awards, set the Allow Projection element to True. This enables the Fund Code to be evaluated by the groovy scripts within the Non Federal Fund Attributes Guide to package awards.
  • Receiving an External Award triggers Repackaging.
  • To update an external award, include values in the ExternalStudentID/SSN. Fund Code, Program Code, and Period ID to identify the record as an update. For all records received with the Period ID, Fund Code and Program Code elements, the reconciliation process to identify the packaged data is based on the latest Creation Date Time value from the message.
  • Removing Awards
    • To remove an existing external award received with the Period ID element, set the Amount element to zero.
    • To remove an existing external award packaged without the Period ID element, set the Allow Projection to False.
  • Replace Projected Awards
    • You can submit an External Award to change an existing projected award within the package. The application supports the submission of a FASExternalAwardsEvent including the Periods element to update an existing award that calculated using the Allow Projection element = True (no period data associated with the award).
    • Ensure that all Primary key values match. For Period ID, ensure that NFF Period Start/End dates returned in the periods script match the start/end dates of the existing award.
  • Unmatched Records

    SFP reviews all records in a RECEIVED or NOT_MATCHED status.

    • When a new enrollment is created, SFP reviews all records matching the ExternalStudentID/SSN of the new enrollment.
    • When a Student Demographic Information message is received, SFP evaluates all records which match the SSN or External Student ID.
    • When an SDI Update event is received with a defined SSN , SFP evaluates all records which match the SSN
  • Processing Statuses
    These are the processing statuses supported upon receipt of an external award:
    • Received - External Award record received, but not yet evaluated to be matched to student.
    • Not Matched - External Award Record not matched to student enrollment.
    • Matched - External Record matched to Student and Enrollment.
    • Not Matched to Term - Matched to a student, but the Period ID doesn't match what's returned by the Periods script.
    • Packaged - Fund is added to package.
    • Not Eligible - External Record is matched, but not added to package because amount is zero or fund code isn’t configured.
    • Invalid - Record contains Fund Code with fund type that isn't NFR_GRANT or NFR_LOAN.
  • These fields are captured as part of Student History upon processing of an External Award record:
    • When the student is matched:
      • Fund Code
      • Award Year
      • Program Code
      • Enrollment ID
      • Allow Projection
      • Period ID
      • Amount
      • Status
      • Anticipated Disbursement Date
      • Document ID
      • Received Date Time
      • Matching Status
    • When the External Award Status is updated:
      • Fund Code
      • Award Year
      • Period ID
      • Allow Projection
      • External Award Processing Status

Required Role Permissions

The user must have a role with these General Permissions through Roles Management to complete the manual processing steps.

  • Student
  • NFF Workflow

See Set General Permissions Matrix for more information.

Manual Processing Steps

Sign into the Student Financial Planning UI.

  1. Navigate to Administration > System Management > Load Message File.
  2. Click Select File.
  3. Select the file and click Open.
  4. You can query one of the students in the file to view the Student Summary and confirm the External Award and Repackaging Reason.