2Configuration Workbook Structure
Here's some information about the Configuration Workbook table columns:
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Group Category - The Group Categories are used as buckets for grouping Configuration Workbooks into processing areas to help with troubleshooting and prioritizing during implementation. The compressed file containing the Workbooks can include one or any combination of categories as the application sequences them automatically in hierarchical order during the upload process.
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Workbook/Naming Standard - The column includes the name of the workbook and the naming standard to use when saving the CSV files. You must strictly adhere to the .csv naming standard in the Configuration File workbook for the application to recognize and accept the request to load the Configuration.
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Description - This is what the Workbook is used for in SFP processing.
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Workbook Dependency - This column indicates what Workbook, if any, needs to be populated before populating this Workbook.
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Annual Updates - This column indicates which Workbooks require updating due to US Department of Education (ED) annual Award Year updates.
This table illustrates the hierarchy structure with dependencies of Configuration Group
Categories you must follow when updating your Configuration Workbooks. Each CSV file
requires a standard naming convention and a .csv file type extension.
| Group Category | Workbook/Naming Standard | Description | Workbook Dependency | Annual Updates |
|---|---|---|---|---|
| Documents | Documents workbook / DOCUMENTS.csv | Use this workbook to define your institutional documents and set additional related parameters; for example, manual review required, student notification messages, and so on. | NA | Yes |
| Documents | Doc Metadata workbook / DOCMETADATA.csv | Use this workbook to define associated metadata fields for Document Codes based on the Documents workbook, and set additional related parameters; for example, data type, enumeration values, and so on. | Documents | Yes |
| ISIR | ISIR Reject Codes workbook / ISIR_REJECT_CODES.csv. | Use this workbook to define code clearing logic and associate any additional student notification messages per SAR reject code. | NA | Yes |
| ISIR | ISIR C Codes workbook / ISIR_C_CODES.csv | Use this workbook to define code clearing logic, any document requests, and any additional student notification messages per SAR c-code. | NA | Yes |
| ISIR | ISIR Reject Codes To Fields workbook / ISIR_REJECT_CODES_TO_FIELDS.csv | Use this workbook to associate SAR reject codes to ISIR field names. | NA | Yes |
| ISIR | ISIR Reject To C-Codes workbook / ISIR_REJECT_TO_C_CODES.csv | Use this workbook to associate SAR reject codes to SAR comment codes. | NA | Yes |
| ISIR | ISIR C Codes to Fields workbook / ISIR_C_CODES_TO_FIELDS.csv | Use this workbook to associate SAR c-codes to ISIR field names. | NA | Yes |
| ISIR | ISIR Verification Codes workbook / ISIR_VERIFICATION_CODES.csv | Use this workbook to define verification clearing logic, any document requests, and any additional student notification messages per verification comment code and tracking group. | NA | Yes |
| ISIR | ISIR Discrepancy workbook / ISIR_DISCREP.csv | Use this workbook to define logic per ISIR field to determine discrepancies, for example, conflicting information, that should trigger ISIR corrections. | NA | Yes |
| ISIR | ISIR Assumptions workbook / ISIR_ASSUMPT.csv |
Use this workbook to define code clearing logic and associate any additional student notification messages per ISIR assumption field. Note: Applicable to the 2023–2024 and prior Aid Years only. |
NA | Yes |
| ISIR | ISIR Management workbook / ISIR_MGMT.csv | Use this workbook to define material change criteria for determining what record should be flagged when subsequent ISIR transactions are received and to define which ISIRs should be selected by the packaging engine. | NA | Yes |
| ISIR | ISIR Highlights workbook / ISIR_HIGHLIGHT.csv | Use this workbook to define code clearing logic and associate any additional student notification messages per ISIR highlight field. | NA | Yes |
| ISIR | Professional Judgment workbook / PJ.csv | Use this workbook to define their Professional Judgment types, and associate any initiating documents and criteria for each PJ process. | NA | Yes |
| Packaging | Fund Priority workbook / FUND_PRIORITY.csv | (Applies only to SFP) Use this workbook to set the order at which SFP evaluates the student's eligibility for funds; for example, Pell is first, then other grants, and finally loans. | NA | Yes |
| Packaging | FAS Fund Config workbook / FAS_FUND_CONFIG.csv | (Applies only to SFP) Use this workbook to configure/define specific details around each fund, such as went to freeze the fund, the criteria required to be met before originating Title IV funds, and so on. | Fund Priority | Yes |
| Packaging | Non Federal Fund Attributes workbook / NFR_ATTRIB.csv | (Applies only to SFP) Use this workbook to configure any non-federal fund they would like to package students for (whether automated or manual). | Fund Priority | Yes |
| Packaging | Package Schedule workbook / PACKAGE_SCHEDULE.csv | (Applies only to SFP) For non-term institutions, this configuration determines whether a student's payment period or academic year can end in the middle of a course. | NA | No |
| Packaging | Package Schedule Attributes workbook / PKGSCHEDATTRIB.csv | (Applies only to SFP) Use this workbook to configure calculation to determine the number of months for a student, and how to treat the summer term if there is enrollment in the summer. | NA | No |
| Packaging | COA workbook / COA.csv | (Applies only to SFP) This workbook is where institutions configure the Cost of Attendance items. | NA | Yes |
| Packaging | COA Term Academic Year workbook / COA_TERM_ACY.csv | (Applies only to SFP) This workbook defines what makes a student a full-time full year student. This will be used when determining the Pell COA. | NA | No |
| Packaging | Title IV Criteria workbook / T4_CRIT.csv | (Applies only to SFP) Use this workbook to configure the awarding criteria for Title IV funds. | NA | Yes |
| Packaging | Origination Property workbook / ORIGINATION_PROPERTY.csv | (Applies only to SFP) Use this workbook to configure the origination criteria for Title IV funds requiring COD communication. | NA | No |
| Packaging | CIP Code Rules workbook / CIP_CODE_Rules.csv | (Applies only to SFP) This workbook defines which CIP codes have changed from the 2010 to the 2020 year. Any changed CIP codes from 2018–2019 to 2019–2020 should include a row in this workbook. This configuration enables the correct CIP code for an academic program to be communicated to COD if its CIP code has been changed from the 2010 year CIP classification to the 2020 year CIP classification | NA | No |
| Packaging | COA College Financing Plan workbook / COA_CFP.csv | (Applies only to SFP) This workbook maps Cost of Attendance (COA) item types from your COA.csv workbook to defined COA categories within the College Financing Plan (CFP). It has a dependency on the COA.csv workbook. | Cost of Attendance | Yes |
| Packaging | Fund CFP workbook / FUND_CFP.csv | (Applies only to SFP) This workbook associates application Fund Codes with College Financing Plan (CFP) categories. | NA | Yes |
| Disbursements | Disbursements workbook / DISB.csv | (Applies only to SFP) Use this workbook to define disbursement criteria per fund code. This is used with regulatory disbursement rules in the application. You can also define how long a disbursement has to meet the criteria before it's canceled and whether a disbursement message should be triggered upon disbursing the fund. | NA | No |
| Disbursements | Late Disbursement PWD Criteria workbook / LATE_DISBURSEMENT_PWD_CRITERIA.csv | (Applies only to SFP) This workbook defines how to disburse late disbursements and post-withdrawal disbursements. | NA | No |
| School | School workbook / SCHOOL.csv | Use this workbook to establish general school level details necessary for processing financial aid. Some parameters defined here include: Federal School ID, OPEIDs, Right to Cancel Deadline, and so on. | NA | No |
| School | Regulatory Deadlines workbook / REGULATORY_DEADLINE.csv | Use this workbook to define the regulatory dates that should be considered per award year for transmitting files with FPS/CPS and COD; for example, ISIR Correction Start/End Dates and COD Origination Start/End Dates. | NA | Yes |
| School | Roles workbook/ ROLE.csv | Use this workbook to define permissions for each user account role that should be established for accessing the application. | NA | No |
| School | Student Hold workbook / STUDENT_HOLD.csv | Use this workbook to define types of student record holds, and whether the valid ISIR process will run for each student on the respectively defined type of Student Record Hold. | NA | No |
| School | SAML Attribute workbook / SAML_ATTRIBUTE.csv | Use this workbook to define user-friendly names for data items used in the Security Assertion Markup Language (SAML) single sign-on feature for student self-service. | NA | No |
| R2T4 | R2T4 Charges workbook / R2T4_CHARGE.csv | (Applies only to SFP) Use this workbook to define the charge types that should be used when determining charges in the R2T4 calculation. | NA | No |
| R2T4 | R2T4 workbook / R2T4.csv | (Applies only to SFP) Use this workbook to define any time delay to consider when triggering an R2T4 calculation, based on the type of withdrawal; for example, Official versus Unofficial withdrawal. | NA | No |
| R2T4 | R2T4 Break Type workbook / R2T4_BREAK_TYPE.csv | (Applies only to SFP) Non-term schools use this workbook to define how breaks should be treated when calculating the R2T4 Rate of Progression; in other words, whether unapproved course breaks are considered or whether LOA breaks should be inclusive of the LOA start date. | NA | No |
| R2T4 | R2T4 SAFI Request workbook /R2T4_SAFI_REQUEST.csv | (Applies only to SFP) Use this workbook to define how many days after a student withdraws that the application requests the R2T4 SAFI; in other words, the SAFI that's flagged to trigger the R2T4 calculation. | NA | No |
| R2T4 | R2T4 CHBD workbook / R2T4_CHBD.csv | (Applies only to SFP) Use this workbook to set additional criteria that should be considered when determining Could Have Been Disbursed criteria per fund code, based on Admissions and/or Academic statuses from the SAFI. | Fund Priority, FAS Fund Config | No |
| R2T4 | Grant Repay workbook / GRANTREPAY.csv | (Applies only to SFP) Use this workbook to define the repayment fund code that should be used to indicate a grant overpayment repayment in the SAFI. | Fund Priority, FAS Fund Config | No |
| Notifications | Common Process Messaging workbook / CCM.csv | Use this workbook to define message content that should be populated in outbound messages for defined processes; for example, ISIR Verification. | NA | No |
| Notifications | Trigger workbook / TRIGGER.csv | Use this workbook to define criteria and student messaging for financial aid notifications' for example, when a Master Promissory Note or Entrance Counseling Completion is required. | NA | No |
| Notifications | Letter workbook / LETTER.csv | Use this workbook to associate letter codes that have been defined in the reporting tool, to the appropriate message triggering action. | NA | No |
| Notifications | Exit Counseling workbook / EXIT_COUNSELING.csv | (Applies only to SFP) Use this workbook to define criteria and student messaging for exit counseling notifications. | NA | No |