Record Creation Module
Record Creation Module
Overview
•
•
•
•
•
Record Load process
Create and modify manual records
Build rules for each record “source”
Select Record Load parameters
Suspended records
Record Load Process
• Electronic Data Transfer
– EDConnect (SAIG)/filecat
• EDE
Record Load Process (cont)
• Banner Process
–
–
–
–
RCBTPxx/RCBCTxx (xx = aid year)
RCPMTCH Matching Process
RCRSUSP Suspense Records
RCRTPxx
• Loads all information into the database
– RCPDTMP
• First or last step
Data Load process from EDE
RCRTPTR
RTVINFC
RCRINFR
Receive file from
central processor
on PC
Build rules
one time per year
Upload to
Banner
with
file name
xxxxesar.tap
Run
RCRTPxx
Load to
permanent
tables
(All match
and new)
Run
RCBTPxx
Loads to
temporary
tables
Clean up
Suspense
files
Discrepancy
report
Run
RCPMTCH.
Matching process
Run
RCRTPxx
Load cleaned
up records
to
permanent
tables
Load
to
filecat
Suspense
file
created
Delete
temporary
tables
RCPDTMP
Data Load process
Overview
Dataload File
RCBCTxx
RCBTPxx
Temporary
Tables
Banner
Production
Files
RCPMTCH
RCRTPxx
Data Load process
Overview
(cont)
• RCBPTxx / RCBCTxx
– Loads Applicant data into temporary files where
it is converted to Oracle format
COBOL
• RCPMTCH
– Compares production data with the data in
the temporary files. Assigns a “status” to each
record from the FILE indicating weather the
student should be loaded into Banner or put into “suspense”
‘C’
• RCRTPxx
– Loads designated records from the temporary
files into production
‘C’
Data Load process
Suspended Records
TMPIDEN
Banner
Production
Files
Added
to
Banner
N - new
M - match
RCBTPxx
S - insufficient data
E - missing data
D - duplicate data
Temporary
Tables
RCRSUSP
H - hold
View and maintain records
in suspense
Data Load process
Suspended Records
(cont)
Matched records receive one of the following
designations:
A = RORSTAT exists for current year, but no
RCRAPP
R = No current RCRAPP, but student is in Banner
M = Current RORSTAT and RCRAPP exist
Create and modify manual
records
• General Person vs. Financial Aid Person
• SPRIDEN table vs. RORSTAT table
Build rules for each record
“source”
• Determine the conversion values
– Major Codes
– Marital Status
– SBGI Codes
• Determine Matching Rules
– SSN, Last Name, First Name etc.
• Determine Validation Values
– Requirements
– Recruitment
– Admissions Contact Type
Select Data Load parameters
• Identify the Source
• Select the “Load Option”
• Recruiting Option
• Recalculation of Need Analysis option
Suspended records
• Determine cause
– Insufficient, missing, or inconsistent data
• Override status
– New record not in database
– Match record already in database
NSLDS - National Student Loan
Data System
• Data file from Federal Government
• Loan information for all students who
applied for Federal loans
• RNASLxx
– Student Loan Data System Form
General person records
Before financial aid data can be entered
for a student, a “General Person” record
must exist for that student.
A General Person record contains
biographic and demographic information
that can be shared by all Banner
applications.
General person records (cont)
General Person
Applicant
Data
SPAIDEN
or
RPAIDEN
General Person Records are
created using on-line forms or
through the Data Load process
General person record
SPRIDEN
(TABLE)
General Person
Record
RPAIDEN
ROAIDEN
Financial Aid Person
Maintenance Form
Financial Aid Person Name/ID
Search Form
SPAIDEN
SOAIDEN
Identification Form
Person Name/ID
Search Form
Forms that can create a
general person record
Forms that can query these records
Financial Aid person record
RORSTAT
(TABLE)
Financial Aid
Person Record
What forms allow me to
create a RORSTAT record
and how can I view
all records that exist?
Financial Aid person record
You can create a record with the following forms:
RNAPRxx
RNANAxx
RRAAREO
RBAABUD
RHACOMM
ROAHOLD
ROAPELL
ROASTAT
ROARMAN
Need Analysis Processing Form
The Need Analysis Form
RPAARSCResource Form
Application Tracking Form RPAMOFF
Award Mass Offer Form
Application Budget Form
RRAMASS Applicant Requirement
Applicant Comments Form ROAMESG Applicant Message Form
Applicant Hold Form
RPAAWRD Award Form
Applicant Pell Grant Form RPAAPMTPackage Maintenance Form
Applicant Status Form
F/A Maintenance Form
You have one query form for this table:
ROAIDEN: Person Name/ID Search Form