Financial Information

Specific student details such as the student's package, disbursements, credit balances, returns and professional judgments are found in the Financial Information section of the Student Financial Planning (SFP) UI.

Overview of Financial Information

The majority of the features accessed in the Financial Information UI are for managing financial aid programs authorized by the Title IV (TIV) of the Higher Education Act and administered by the U.S. Department of Education (ED). The exception is the Non-Federal Funds (NFF) section which describes features for managing private and other non-Federal sources of financial aid, including private loans that use CommonLine Loan standards and protocol.

Required Role Permissions

The user must have a role with this General Permission through Roles Management to view Financial Information:

  • Student

See Set General Permissions Matrix for additional information.

Navigation to the Student Financial Planning User Interface Functionality

Student Financial Planning User Interface > Student > Financial Information