1. Using Student Financial Planning
  2. Manually Trigger Disbursement Information or Return to Lender Messages

Manually Trigger Disbursement Information or Return to Lender Messages

For disbursements with a Disbursement Status of “Disbursed” or “Disbursement Returned”, you can manually trigger the Disbursement Information Event message or the Return to Lender Event message, respectively.

Overview

You can trigger the Disbursement Information Event or the Return to Lender Event messages regardless of whether you configured a fund to send disbursements.

Required Role Permissions

The user must have a role with the following General Permission(s) through Roles Management in order to complete the manual processing steps listed below.

  • Disbursement Administration

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI)

  1. Navigate to Administration > System Management > Disbursement Administration.
  2. Enter the student's External Student ID in the search field and select the student.
  3. Select Trigger Disbursement Message for Disbursed disbursements, as needed.
  4. Select Trigger Return Message for Disbursement Returned disbursements, as needed.
  5. Click Save.

Downstream Impact

Once you’ve selected either message trigger option, Disbursement or Return, for a disbursement, the Message Processing Gateway sends the appropriate outbound message.

Example Scenario

This feature can be used to support testing the disbursement process without having to load the COD responses or wait for any disbursement criteria to force the system to generate the outbound messages. Also, this feature can be used when transactions are done outside of the system, and you need to manually trigger a message to your financial system.