Origination Property Guide
Use this workbook to configure the origination criteria for Title IV funds requiring COD communication.
Workbook Description
The file name for this workbook is ORIGINATION_PROPERTY.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 |
Property | A | Y |
String shouldUseRequestedDateForOriginatedDisbursements |
Used for R2T4 Purposes. Some schools might decide that a disbursement is originated as soon as it's requested while some other schools might consider a disbursement to be originated only once the COD response has been accepted. |
Value | B | Y |
Boolean
|
Property Active True/False. True in Baseline Configuration. |
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 enable and view the configuration in the UI.
- Student
Configuration in the User Interface
The configuration is visible in the Student Financial Planning User Interface if you navigate to the following screens:
Understanding How the Baseline Configuration Works
The property shouldUseRequestedDateForOriginatedDisbursements is True in the Baseline configuration; therefore the date the origination/disbursement file was sent to COD is being used when completing a Return to Title IV calculation.