Financial Aid – Algorithmic Packaging
Presenter: John Nickless, Senior Banner Financial Aid
Consultant
AUTO PACKAGING OVERVIEW
 Funds
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awarded to groups based on
fund priority
fund limits
need calculation
 Multiple
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packaging groups needed based on
Student level
Level of need
Application priority dates
ALGORITHM CONCEPT
 Funds
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are awarded and calculated based on
Student characteristics at the point of packaging
Eliminates the need for a large number of packaging
groups
DECIDING WHICH FUNDS NEED AN
ALGORITHM
 Federal
funds generally do not, federal limits are
established and delivered via RPIFEDR
 Campus Federal based funds generally do
 Institutional funds certainly will
SIMPLE AWARDING RULE: RORRULE OR
RPRALGR
 Pass/fail
awards can be controlled in either
RORRULE or RPRALGR
 More complex awarding philosophies and
calculations are not really possible on RORRULE
 Examples
MORE COMPLEX COMPUTATIONS IN THE
SQL SELECT STATEMENT
 Calculations
 Sequencing
in the select statement
award levels
ACTIVATING THE ALGO RULES
ACTIVATING THE ALGO RULES
CONT.
ACTIVATING THE ALGO RULES
CONT.
PUTTING IT ALL TOGETHER
 Prioritize
awarding philosophy
 Write and test rules in SQL Developer/RPRALGR
 Execute RPEPCKG in Simulation mode with a
population selection for reality check prior to
actual
EXAMPLE OF SAMPLE RULES
 Need:
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Maximum gift aid set at 8,100
Exception of scholarship up to 2,000 beyond
UMG SEQUENCE 1
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SELECT 8100 -( NVL(SUM (RPRAWRD_OFFER_AMT),0) + RPTNEED_EFC_AMT)
FROM RORSTAT, RFRFCAT, RPRAWRD, RPTNEED
WHERE NOT EXISTS
(SELECT * FROM RPRAWRD B, RFRFCAT C
WHERE B.RPRAWRD_FUND_CODE = C.RFRFCAT_FUND_CODE
AND C.RFRFCAT_FCAT_CODE = 'SCHOL'
AND B.RPRAWRD_PIDM = RPRAWRD_PIDM
AND B.RPRAWRD_AIDY_CODE = RPRAWRD_AIDY_CODE)
AND RFRFCAT_FCAT_CODE = 'GIFT'
AND RFRFCAT_FUND_CODE = RPRAWRD_FUND_CODE
AND RORSTAT_APPL_RCVD_DATE <= '01-MAR-2012'
AND RORSTAT_PCKG_REQ_COMP_DATE <= '01-JUN-2012'
AND RPTNEED_EFC_AMT <= '7000'
AND RORSTAT_PIDM = RPRAWRD_PIDM
AND RORSTAT_AIDY_CODE = RPRAWRD_AIDY_CODE
AND RPTNEED_PIDM = RPRAWRD_PIDM
AND RPTNEED_AIDY_CODE = RPRAWRD_AIDY_CODE
AND RPRAWRD_AIDY_CODE = :AIDY
AND RPRAWRD_PIDM = :PIDM
GROUP BY RPTNEED_EFC_AMT
SEQUENCE 2
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SELECT 8100 -( NVL(SUM (RPRAWRD_OFFER_AMT),0) + RPTNEED_EFC_AMT)
FROM RORSTAT, RFRFCAT B, RPTNEED, RPRAWRD A
WHERE (SELECT NVL(SUM(RPRAWRD_OFFER_AMT),0)
FROM RPRAWRD Z, RFRFCAT W
WHERE Z.RPRAWRD_FUND_CODE = W.RFRFCAT_FUND_CODE
AND W.RFRFCAT_FCAT_CODE = 'SCHOL'
AND Z.RPRAWRD_PIDM = :PIDM
AND Z.RPRAWRD_AIDY_CODE = :AIDY) <= 2000
AND A.RPRAWRD_PIDM = RPRAWRD_PIDM
AND A.RPRAWRD_AIDY_CODE = RPRAWRD_AIDY_CODE
AND B.RFRFCAT_FCAT_CODE = 'GIFT'
AND B.RFRFCAT_FUND_CODE = A.RPRAWRD_FUND_CODE
AND RORSTAT_APPL_RCVD_DATE <= '01-MAR-2012'
AND RORSTAT_PCKG_REQ_COMP_DATE <= '01-JUN-2012'
AND RPTNEED_EFC_AMT <= '7000'
AND RORSTAT_PIDM = A.RPRAWRD_PIDM
AND RORSTAT_AIDY_CODE = A.RPRAWRD_AIDY_CODE
AND RPTNEED_PIDM = A.RPRAWRD_PIDM
AND RPTNEED_AIDY_CODE = A.RPRAWRD_AIDY_CODE
AND A.RPRAWRD_AIDY_CODE = :AIDY
AND A.RPRAWRD_PIDM = :PIDM
GROUP BY RPTNEED_EFC_AMT
SEQUENCE 3
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SELECT 10100 -( NVL(SUM (RPRAWRD_OFFER_AMT),0) + RPTNEED_EFC_AMT)
FROM RORSTAT, RFRFCAT B, RPTNEED, RPRAWRD A
WHERE (SELECT NVL(SUM(RPRAWRD_OFFER_AMT),0)
FROM RPRAWRD Z, RFRFCAT W
WHERE Z.RPRAWRD_FUND_CODE = W.RFRFCAT_FUND_CODE
AND W.RFRFCAT_FCAT_CODE = 'SCHOL'
AND Z.RPRAWRD_PIDM = :PIDM
AND Z.RPRAWRD_AIDY_CODE = :AIDY
) > 2000
AND A.RPRAWRD_PIDM = RPRAWRD_PIDM
AND A.RPRAWRD_AIDY_CODE = RPRAWRD_AIDY_CODE
AND B.RFRFCAT_FCAT_CODE IN ('GIFT','SCHOL')
AND B.RFRFCAT_FUND_CODE = A.RPRAWRD_FUND_CODE
AND RORSTAT_APPL_RCVD_DATE <= '01-MAR-2012'
AND RORSTAT_PCKG_REQ_COMP_DATE <= '01-JUN-2012'
AND RPTNEED_EFC_AMT <= '7000'
AND RORSTAT_PIDM = A.RPRAWRD_PIDM
AND RORSTAT_AIDY_CODE = A.RPRAWRD_AIDY_CODE
AND RPTNEED_PIDM = A.RPRAWRD_PIDM
AND RPTNEED_AIDY_CODE = A.RPRAWRD_AIDY_CODE
AND A.RPRAWRD_AIDY_CODE = :AIDY
AND A.RPRAWRD_PIDM = :PIDM
GROUP BY RPTNEED_EFC_AMT
SEQUENCE 4
 SELECT
8100 - RPTNEED_EFC_AMT
 FROM RORSTAT, RPTNEED
 WHERE RORSTAT_APPL_RCVD_DATE <= '01-MAR2012'
 AND RORSTAT_PCKG_REQ_COMP_DATE <= '01-JUN2012'
 AND RPTNEED_EFC_AMT <= '7000'
 AND RORSTAT_PIDM = RPTNEED_PIDM
 AND RORSTAT_AIDY_CODE = RPTNEED_AIDY_CODE
 AND RPTNEED_AIDY_CODE = :AIDY
 AND RPTNEED_PIDM = :PIDM
SCHOLARSHIP SELECTION
 Need
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Select scholarship level based on admissions rating
SEQUENCE 1 PRESIDENTIAL
SCHOLARSHIP
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SELECT
3500
FROM SARRRAT, SARADAP
WHERE
SARRRAT_RATING >= '95'
AND SARRRAT_RATP_CODE = 'INRA'
AND SARRRAT_TERM_CODE = SARADAP_TERM_CODE_ENTRY
AND SARADAP_APPL_NO =
(SELECT MIN(A.SARADAP_APPL_NO) FROM
SARADAP A WHERE A.SARADAP_PIDM = SARADAP_PIDM)
AND SARRRAT_PIDM = SARADAP_PIDM
AND SARADAP_PIDM = :PIDM
SEQUENCE 2 GOLD SCHOLARSHIP
SELECT 3000
 FROM SARRRAT, SARADAP
 WHERE SARRRAT_RATING <= '94'
 AND SARRRAT_RATING > '91'
 AND SARRRAT_RATP_CODE = 'INRA'
 AND SARRRAT_TERM_CODE =
SARADAP_TERM_CODE_ENTRY
 AND SARADAP_APPL_NO =
 (SELECT MIN(A.SARADAP_APPL_NO) FROM
 SARADAP A WHERE A.SARADAP_PIDM =
SARADAP_PIDM)
 AND SARRRAT_PIDM = SARADAP_PIDM
 AND SARADAP_PIDM = :PIDM
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RORALGS
RORALGS CONT.
 Delivered
with Algorithmic budgeting
 Greatly simplifies the rule writing process
 Much more efficient to update award amounts
in future years
RULES USING RORALGS
 Sequence
 SELECT
1
0
 FROM SGRVETN
 WHERE SGRVETN_VETC_CODE = '3'
 AND SGRVETN_PIDM = :PIDM
SEQUENCE 2
select roralgs_amt
 from roralgs,
 (select NVL(sum(tbraccd_amount),0) AMT,tbraccd_pidm
 from tbraccd
 where tbraccd_detail_code = 'H200'
 and tbraccd_pidm = :PIDM
 and tbraccd_term_code in ('201320','201330','201410')
 group by tbraccd_pidm) HOUSING
 where roralgs_key_1 = 'ROOM'
 and roralgs_key_2 = '2'
 and HOUSING.AMT > 0
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SEQUENCE 3
 select
roralgs_amt
 from roralgs, rcrapp1
 where
 roralgs_key_1 = 'ROOM'
 and roralgs_key_2 = rcrapp1_inst_hous_cde
 and roralgs_aidy_code = rcrapp1_aidy_code
 and rcrapp1_curr_rec_ind = 'Y'
 and rcrapp1_pidm = :PIDM
 and rcrapp1_aidy_code = :AIDY
SEQUENCE 4
 select
roralgs_amt
 from roralgs, rcrapp1
 where
 rcrapp1_inst_hous_cde is null
 and rcrapp1_curr_rec_ind = 'Y'
 and roralgs_key_1 = 'ROOM'
 and roralgs_key_2 = '1'
 and rcrapp1_pidm = :PIDM
 and rcrapp1_aidy_code = :AIDY
Questions???
Thank you!!!