1. Using Student Financial Planning
  2. Origination File Update

Origination File Update

Student Financial Planning triggers the Origination File Update task when one of the defined triggers occur.

Overview

Triggering Actions

  • The ISIR field High School Completion Status is equal to State-recognized high school equivalent (for example, GED), None of the above, or blank.
  • The borrower's permanent address on the CRSP is foreign and requires a user to input a temporary address.

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:

  • Student
  • Origination File Update Review
  • Permissions associated with making ISIR Corrections (i.e. ISIR Corrector)
  • Document Permissions associated with ISIR field High School Completion Status

See Set General Permissions Matrix for additional information.

Manual Processing Steps

Log into the Student Financial Planning User Interface (UI)

  1. Navigate to Dashboard > Task Overview > Origination File Update
  2. Start Task
    Note: Choose the value to report on the COD Origination File. Review the ISIR and any associated documentation. Request additional documents if necessary and/or make ISIR corrections based on standard operating procedures and continuing working the task when you have the information necessary to complete the task.
  3. Update the Student Eligibility Code as necessary
  4. Complete task