1. Configuration Reference for Student Financial Planning
  2. Fund Priority Guide

Fund Priority Guide

Use this workbook to create fund codes and set the order of funds for which Student Financial Planning (SFP) evaluates a student's eligibility.

Overview

Use this workbook to create fund codes for all funds awarded in SFP. Institutions also set the order in which the student's eligibility for funds is evaluated. For example, Pell Grant is first, then other grants, and, finally, loans.

You can further configure Fund attributes using the Non Federal Funds Attribute Workbook for Non-Federal Loan and Grant Funds and the FAS Fund Config Workbook for all other Funds.

Note: Once a fund code has been used in a transaction, it can't be deleted from configuration. This is because SFP configuration doesn't currently support an effective end date or delete indicator for fund configuration. Therefore, if an environment has transactional data relying on the fund code configuration element, you can't remove the fund configuration. Workarounds to disable the fund code include configuring it as a manually awarded fund or changing the award amount to always be zero.

Workbook Description

The file name for this workbook is FUND_PRIORITY.csv.

Configuration workbooks are delivered in the form of Excel spreadsheets. In these spreadsheets, every configurable field is represented as a spreadsheet column and there are as many spreadsheet rows as needed for that particular configuration. Here are the column descriptions:
  • Field Name
  • Column: Spreadsheet column associated with the field
  • Required: Denotes if you're required to populate the field or not
  • Field type and accepted values:
    • String: These are usually alphanumeric
    • Integer: Numeric; a whole number
    • Double: Numeric with places to the right of the decimal
    • Enumeration: List of values
    • Boolean: True or False, Yes or No
    • Groovy script: A logical query using groovy script
    • Date: yyyy-mm-dd format
  • Description
Field Name Column Required? Field Type and Accepted Values Description
Fund Type A Y

Enumeration

  • TITLE_IV_GRANT
  • TITLE_IV_DIRECT_LOAN
  • STUDENT_RESOURCES
  • NFR_GRANT
  • NFR_LOAN
  • DISCOUNT
  • CASH
  • GRANT_OVERPAYMENT
Category of fund.
Note:

For purposes of Campus Solutions/SFP integration, the fund types of DISCOUNT, STUDENT_RESOURCES, and CASH are interchangeable.
Fund Description B Y

String

Alphanumeric ASCII text, up to 255 characters

Description of fund.
Fund Code C Y

String

Alphanumeric ASCII text, up to 255 characters

Fund code used to identify a fund.

Oracle preconfigured this field for Title IV funds.

Note: Once a fund code has been used in a transaction, it can't be deleted from configuration. This is because SFP Configuration doesn't currently support an effective end date or delete indicator for fund configuration. Therefore, if an environment has transactional data relying on the fund code configuration element, you can't remove the fund configuration. Workarounds to disable the fund code include configuring it as a manually awarded fund or changing the award amount to always be zero.
Fund Award Priority D Y

Integer

Order in which funds are awarded if eligibility is met. Among NFR_LOAN fund types with an Alternative CommonLine Loan Indicator = TRUE, fund codes used for unconfigured loan products must fall last in priority.
Fund Refund Priority E Y

Integer

Order in which funds are refunded.
Start Date F Y

Date

Date configuration is enabled.
Fund Acceptance Required G Y

Boolean

  • True
  • False

Specify if a fund requires acceptance from student before due date or date of disbursement.
Fund Acceptance Due Date H N

Integer

Any positive integer.

 The number of days a student is allowed to accept their funds before they're removed from the package
Award Year Based I Y

Boolean

  • True
  • False

Specify if the fund is based on the award year.

These fund types must have Award Year Based = False:
  • STUDENT_ RESOURCES
  • DISCOUNT
  • CASH
  • GRANT_ OVERPAYMENT
  • NFR_LOAN (if Alternative CommonLine Loan indicator is set to TRUE)
Reduce Need Indicator J Y

Boolean

  • True
  • False

Controls whether the fund is included in estimated financial assistance (EFA) in the need calculation (COA-SAI-EFA), which is used for need-based funds like Federal Supplemental Educational Opportunity Grant (FSEOG) and Direct Unsubsidized Loan.
Fund_Amount_Limit_Basis K Y

Enum

  • Remaining COA Minus EFA
  • COA
  • Blank

Controls how the current fund is automatically limited during packaging using the following enums:

  • Remaining COA minus EFA: This automatically limits the current fund by the student’s remaining academic year unpackaged amount, meaning remaining COA after EFA is taken into account.
  • COA: This automatically limits the current fund by COA, but not by the reduced remaining academic year unpackaged amount. In other words, it uses COA as the cap rather than remaining COA minus EFA.
  • Blank: This doesn't apply an automatic packaged amount limit from this configuration. If the fund still needs a cap, that would need to come from additional Groovy script logic.
Reduce_Remaining_COA L Y Boolean: True, False Controls whether the packaged amount for the current fund reduces remaining academic year COA for downstream funds.
Fund Acceptance Per PP (Term) M Y

Boolean

  • True
  • False
Fund acceptance set per payment period if fund acceptance is provided.
Note: This should always be set to 'True' if you are using native SFP Student Self-Service.
Alternative CommonLine Loan Indicator N N

Boolean

  • True
  • Blank

Specify if the fund is an alternative commonline loan.

Enable configuration in the UI

You don't have to complete any setup in the user interface to enable this configuration.

Required permissions

You must have a role with this permission: Student.

See Manage General Permissions Matrix