SUNYFAP 2009
Banner Financial Aid FAUG
Upcoming Banner/SICAS Enhancements
Banner/SICAS Efficiency Analysis
Banner Self-Service Enhancements
Presented by: Shirley A. Clark
SICAS Center..
Upcoming Banner Items
 Financial Aid 7.14/8.4
 COD Schema 3.0b
 ACG and SMART Advance Pay Functionality
 RERIM10 to Update the following for TEACH:
 Specified Entrance Counseling Tracking
Requirement and Satisfied Status Code
 Specified ATS Tracking Requirement and Satisfied
Status Code
Cont…
Upcoming Banner Items
 ACG and SMART(ECASLA/HEOA provisions)
 Student eligibility to include eligible non-citizens
 Fifth year level for SMART (Only certain 5yr programs)
 Requires creation of an Additional Fund Code for SMART on
RFRBASE
 Linked to a 5th year level on RFRMGMT
 Add 5th year major code to RPRMAJR
 Certificate Programs (That meet definition)
 Include Programs on the RPRDEGR form
(Future Release: Part-Time Eligibility -- At least 1/2)
Upcoming Banner Items
 Futures:
 Year Round Pell
 Summer 2009 is assigned to 2009-2010
(~June – probably a point release) will open up
the percent of award to a maximum of 200%
 Summer 2009 is assigned to 2008-2009
??????????
 Summer Term tied to one specific Aid Year –
STVTERM
 <AdditionalEligibilityIndicator> “true”/”false”
Upcoming Banner Items
 Futures:
 Term Based Financial Aid Holds (8.3.1)
 Term Based Processing/BBAY
 Budgeting, Tracking, and Packaging by Term
 Accept and Decline Awards by Term
 Print Award Information by Term
 Define Budgeting Groups by Term
 Term specific Award Cancellation
 FAFSA Enrollment grade level by Term
 Archiving and Purging Financial Aid Data
Upcoming SICAS Items
 FDR 2008-013 CWS to use new SUNYHR tables
 Will include moving all new SUNYHR XML files into
new SUNYHR Oracle tables
 FDR 2008-017 SIRIS - Financial Aid submission
 New Data Elements related to Financial Aid for
submission to SUNY System Administration
Banner/SICAS Efficiency Analysis
 SICAS Visited the following Campuses in 2008:
 SUNY Canton
 Mohawk Valley Community College
 Niagara Community College
 Contact Charlie Young at youngca@oneonta.edu
If your Campus is interested in scheduling a
Banner/SICAS Efficiency Analysis
Banner Self-Service Enhancements
 ROAINST – Display COA, Need, etc..
 Terms and Conditions
 Web Text Rules and Variable Creation
 Web Questions and Answers
 RPAINFO – use for collection of Outside
Resources (Veterans Resources)
 Lender Selection in Self-Service
 Financial Aid E-mail Letter
ROAINST – Display COA, Need, etc..
ROAINST – Display COA
ROAINST – Display COA
ROAINST – Display COA
ROAINST – Display Need
ROAINST – Display Need
ROAINST – Display Loan History
ROAINST – Display Loan History
ROAINST – Display Loan History
Terms and Conditions
 RTVTREQ – Requirements Tracking
 Establish T & C Requirement
 Information Access must be checked
 Establish Instructions (Optional – But Nice)
 ROAINST – Web Processing Rules
 Check Display Terms and Conditions Tab
 ROAINST – Web Accept Tracking Rules
 Link Established Tracking Code to Type of
Terms and Conditions
 Web Tailor needed for actual text
Terms and Conditions
 Decide population – All students?
 Establish Requirement
 Population will be unable to Access the
Award Offer Tab to accept awards until the
Terms and Conditions are Accepted
 Once Accepted, the Terms and Conditions
Tracking Requirement will also be Satisfied
 Ability to Print Terms and Conditions on EAward Letter
Terms and Conditions
Terms and Conditions
Terms and Conditions
Web Text Rules and Variable Creation
 RTVWTXT – Web Text Rule Code
 Establish your text rule codes
 RTVWVAR – Web Variable Validation
 Establish your web variable codes
 RORWTXT – Web Text Rules
 SQL used to create text rules
 RORWVAR – Web Variables
 SQL used to create web variables
Web Text Rules and Variable Creation
 RORWTAB – Web Tab Rules
 For each Aid Year and Tab – Establish the
Web Text Rules you wish to display
 Institutions need to KNOW their data
and decide what messages they want
displayed for what criteria!
 Set up in a TEST System first and
TEST, TEST, TEST!!
Web Text Rules and Variable Creation
 RORWTXT – Web Text Rules
Web Text Rules and Variable Creation
 RORWTXT – Web Text Rules
Web Text Rules and Variable Creation
 RORWTXT – Web Text Rules
Web Text Rules and Variable Creation
 RORWTXT – Web Text Rules
Web Text Rules and Variable Creation
 RORWVAR – Web Variable Rules
Web Text Rules and Variable Creation
 RORWTAB – Web Tab Rules
Web Text Rules and Variable Creation
Web Questions and Answers
 RTVWEBQ – Web Question Validation
 Establish your web question codes
 RORWBQA – Web Q & A Rules
Answer Type for this question:
L = Defined List (You will define values on next tab)
N = Numeric
T = Free Form Text
Question Occurrence:
E = Every Time Awards are Accessed
O = Once for Aid Year
U = When Unaccepted Awards Exist
Web Questions and Answers
 RORWBQA – Web Q & A Rules
You can choose to stop processing under the following
conditions:
A = Any not null answer will stop processing
N = This specific answer does not stop processing
S = This specific answer does stop processing
Z = Any Answer > Zero will stop processing
For any value that stops processing, you also can
attach a message code. This message code must
first be built on RTVMESG and have the Stop
Electronic Award Process indicator checked.
Web Questions and Answers
Stop Processing – Turns off Information Access
Web Questions and Answers
All access to all Award Information is gone
So use extreme caution using stop processing
Web Questions and Answers
 RPAINFO – Web Applicant Reported Information
 All answers to questions can be reviewed
 Once a stop processing answer has been Reviewed
Information Access indicator will be rechecked
automatically.
 Also contains Additional Self-Reported Resources
 Must be Reviewed and Actual amount entered
 Update the Applicant Resource Table must be checked
before it is actually reflected in students package
 Can be linked to an Actual Resource Code
 RPPINFO – Web Applicant Information Process
Web Questions and Answers
 RORWBQA – Web Q & A Rules
Web Questions and Answers
 RORWBQA – Web Q & A Rules
 Answer value restricted to 30 characters
Web Questions and Answers
Web Questions and Answers
Lender Selection in Self-Service
 RPRLNDR – Lender Base Data
 Information Access must be checked on all
Active Lenders
 RFRMGMT – Fund Management
 All Loan Funds – Allow Web Lender
Selection must be checked (Located in the
Packaging Tab)
 Electronic Loan Indicator must be set
correctly for Fund
Lender Selection in Self-Service
 RPASLND – Student Lender History Data
 If an Active Lender exists for the Fund and
Information Access is checked on RPRLNDR -That Active Lender will be displayed.
 If an Active Lender exists for the Fund and the
Information Access is not checked on RPRLNDR
– Nothing will be displayed. (No Drop Down List,
No Lender)
 The Drop Down list allowing the student to choose
a Lender displays only if No Active Lender exists
on RPASLND for the fund. (Selection Not
Mandatory)
Lender Selection in Self-Service
Financial Aid E-mail Letter
 GTVLETR – Letter Code Validation
 Define Financial Aid Letter Code
 RORELTR – E-mail Letter Rule
 Establish GTVLETR Code
 RORELTF – E-mail Letter Format Rules
 Format your desired Letter
Financial Aid E-mail Letter
Financial Aid E-mail Letter
 ROREMAL – Financial Aid E-mail Process
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Enter E-mail Letter Code
Enter E-mail Type
Enter Subject
From E-mail Address (Not Verified)
Works with Population Selection
Financial Aid E-mail Letter
Questions
 Questions?