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.
- 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.
|
Fund Code | B | Y |
String Alphanumeric ASCII text Any Fund code configured in FAS_FUND_CONFIG.csv. Example Values:
|
Fund code used to identify fund. |
Deadline to Meet Disbursement Criteria | E | N |
Integer Any positive Integer. Example Values
|
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.
You can use any combination of the following parameters in your query:
|
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 |
|
- 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.