1. Configuration Reference for Student Financial Planning
  2. ISIR Assumptions Guide

ISIR Assumptions Guide

Use this workbook to define code clearing logic and associate any additional student notification messages by ISIR assumption field.

Workbook Description

Note: This workbook is only applicable to the 2023-2024 and prior Aid Years.

The file name for this workbook is ISIR_ASSUMPT.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
Associated ISIR Field A Y

String

Alphanumeric ASCII text Valid ISIR Field Names.

Examples:
  • ASSUMEDSTUDENTSAGI
  • ASSUMEDPARENTSMARITALSTATUS

ISIR Field Name with the assumption.
Aid Year B Y

String

Alphanumeric ASCII text, in YYYY-YYYY format.

Aid Year ISIR Code is associated to.
Auto Code Clearing Logic C Y

Groovy script

Logic to correct ISIR field from document data.

return true; (Clears Code)

return false; (Manual Review)
Documents Required D N

Groovy script

Logic for document types and document codes required to resolve code, including subsequent document requests, along with whether all documents are required vs. some.

If required document isn't already present in the system.

N/A (no return needed, document requests are fired off through method calls such as: documentRequest.addDocument("Doc Code", "Doc Owner").
Additional Notification Message E N

String

Alphanumeric ASCII text, up to 4,000 characters.

Additional notification to student exclusive of document notifications.
Resolution Required F N

Boolean

  • TRUE
  • FALSE

Does assumption require resolution?

Only applies to Verification codes.

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) and/or Document Permission(s) through Roles Management in order to enable and 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 Record > USDE > ISIR Information