1. Configuration Reference for Student Financial Planning
  2. Common Process Messaging Guide

Common Process Messaging Guide

Use this workbook to define message content for outbound messages for defined processes; for example, ISIR Verification.

Workbook Description

The file name for this workbook is CCM.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?: Denote 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
Process Message Code Key A Y

String

Alphanumeric ASCII text

Process Message Code/Key

These keys are pre-defined in the system.
Message Notification B Y

String

Alphanumeric ASCII text

The outbound notification message used to communicate to the student details about a defined process.

Example:

<Messaging>

<ProcessMessaging>Your ISIR has been finalized and will be used to determine your Financial Aid eligibility for funding.</ProcessMessaging>

</Messaging>

Enable the Configuration in the UI

You do not have to complete any setup in the user interface to enable this configuration.

Required Permissions

You must have a role with the following General Permission(s) through Roles Management in order to view the configuration in the UI.

  • Student

See Set General Permissions Matrix.

Configuration in the User Interface

The configuration is visible in the Student Financial Aid User Interface if you navigate to the following screens:

  1. Student Search > Student > Student Summary > Activity (Right Side Bar) > Letters
  2. Student Search > Student > Student Record > Student Letters
  3. Student Search > Student > Student History/Comments > Student History

Understanding How the Baseline Configuration Works

The following Processes have configured messages in the Baseline Configuration.

  • At Will Document Request
  • ISIR Review Process Initiated Message
  • ISIR is Valid Message
  • PJ Completed Messaging
  • PJ Review Initiated Messaging