1. Configuration Reference for Student Financial Planning
  2. Disbursements Guide

Disbursements Guide

Use this workbook to define institutional disbursement criteria per fund code to supplement regulatory disbursement rules built in to the financial aid system. This includes defining much time a disbursement has to meet the criteria before it is canceled and whether a disbursement message should be triggered upon disbursing the fund.

Workbook Description

The file name for this workbook is DISBURSEMENT.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
OPEID A Y

String

Alphanumeric ASCII text

8 digit number

This is the U.S. Department of Education (ED) assigned Office of Post Secondary Education ID (OPEID). Refer to the OPEID column of the configured SCHOOL.csv workbook to and ensure that the OPEIDs in both this workbook and the SCHOOL.csv workbook are in sync.

  • List the primary OPEID first if multiple exist
  • Separate each OPEID with the "~" character
  • Example: 12345677~12345678~12345679
  • The first six characters of the first valid value is updated to SCHOOL_CONFIGURATION.OPEID
Fund Code B Y

String

Alphanumeric ASCII text

Any Fund code configured in FAS_FUND_CONFIG.csv.

Example Values:
  • DSUB
  • DUNSUB
  • FSEOG
  • GPLUS
  • IASG
  • PELL
  • PLUS
  • TEACH
 Fund code used to identify fund.
Deadline to Meet Disbursement Criteria E N

Integer

Any positive Integer.

Example Values

  • 90
  • 180
 The number of days that the disbursement criteria must be met from the Anticipated Disbursement Date. If the disbursement criteria is not met by that date, the disbursement will be canceled.
Disbursement Outbound Message Indicator F Y

Boolean

TRUE or FALSE

 Specify whether the system should send an outbound message indicating that the disbursement is ready to disburse for Non Federal Funds or has been disbursed for Title IV funds.
Disbursement Criteria C Y

Groovy Script

Boolean return value: TRUE or FALSE.

 The result of this valid logical query is whether or not the fund meets the criteria in the query before a fund can be disbursed.
  • TRUE: Criteria met.
  • FALSE: Criteria not met.

You can use any combination of the following parameters in your query:

  • ISIR Fields.
  • Student Record Fields.
  • Document Meta-Data fields.
  • Student States.
Disbursement Criteria Description D Y

String

Alphanumeric ASCII text, up to 4000 characters.

 The description of the criteria that must be met before a fund can be disbursed. This description is displayed in the SFP User Interface and in the Disbursement Outbound Message. Users can identify criteria in the UI by using these descriptions and override the criteria.
Enabled G Y

Boolean

TRUE or FALSE
  • Select TRUE to enable this criteria.
  • Select FALSE to disable this criteria. If FALSE is selected, no evaluation is done even if there is a Groovy script value in the Disbursement_Criteria field.
  • You can add, edit, or disable disbursement criteria using this workbook.

  • To add new criteria, populate the applicable fields using the validation parameters.

  • To edit existing pre-defined criteria, ensure the configured DISBURSEMENT_CRITERIA_DESCRIPTION value matches an existing pre-defined criteria and the DISBURSEMENT_CRITERIA field is populated. This will override pre-defined criteria.

  • To disable an existing pre-defined criteria, ensure the configured DISBURSEMENT_CRITERIA_DESCRIPTION value matches an existing pre-defined criteria description and set the ENABLED column equal to FALSE. In this case, the pre-defined criteria is not evaluated.

  • The DISBURSEMENT_CRITERIA groovy script is flexible enough to determine which students should shouldn't have criteria evaluated. If the output for the DISBURSEMENT_CRITERIA = NULL, then it will not be evaluated for that student. One scenario of this would be evaluating one enrollment status versus another. For example, you can write a script to be evaluated for active enrollment statuses versus Withdrawn or Graduated statues.

Enable the Configuration in the UI

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

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