Peoplesoft 9.0
Campus Solutions
Features and
Enhancements
Bundle
#37
Sept. 21, 2014
Kickoff Webinar
Thursday, May 21, 2pm
Purpose
 To inform.
 To provide a high level
overview.
 To give you time to
prepare (training, communication).
What is a Bundle?
PeopleSoft delivers application software packages called “bundles” four
times per year (quarterly). A bundle release contains four elements:
 New software features
 Capability enhancements
 Fixes for known issues
 Regulatory compliance items
Delivery
Continuous Delivery Model (CDM)
•
•
•
•
•
•
Sequential application on an ongoing basis
Implement new functionality to meet immediate needs
Institutions no longer have to rely on costly, disruptive major upgrades
CDM customers must be on the same software release
All updates must be applied in sequential order
Bundle 37 is a prerequisite for Bundle 38
Success Criteria/
Benefits
 Campus Solutions will be up to date on
releases, features, and enhanced capabilities
 64 various software fixes corrected across the
modules
 Financial Aid will be within regulatory
compliance
 Campus Solutions will be ready for the
application of Bundle 38
Assumptions
 PeopleSoft will continue to deliver software
updates each quarter
 Enterprise Applications will continue to install
the bundles
 End users will participate in the Bundle install
projects to ensure the software fixes and new
capabilities meet LSC standards and business
processes
 Business owners will communicate changes
to staff and constituents
Refresh CS90SND from CS90DMO
Refresh CS90FAD from CS90STG
DBAs Prep
CS90DMO
Scan COBOL
Program and SQR
for LSC Mods
DBAs Prep
CS90FAD
OMS Performs Bundle Retrofit
Oracle delivers
CS Bundle
OMS Performs
Bundle Retrofit
OMS Performs Bundle Retrofit
OMS Performs Bundle Retrofit
DBAs Apply CS 9
Bundle and OMS
Retrofit Project to
CS90TST
DBAs Refresh CS90TST from CS90STG
Bundle 37 Kickoff
Webinar
CS Team Preliminary Testing CS90TST
End Users Perform UAT in CS90TST
CS Team Submits
Security Requests
for UAT
OMS Performs
Bundle Retrofit
End Users Perform UAT in CS90TST
OMS Performs Bundle Retrofit
End Users Perform UAT in CS90TST
OMS Performs Bundle Retrofit
DBAs Apply CS 9
Bundle and OMS
Retrofit Project to
CS90TST
DBAs Refresh CS90TST from CS90STG
Refresh CS90STG
from CS90PRD
CS Prep for Go Live Week
Bundle 37 Go Live
Go Live-DBAs
Apply CS Bundle
and Retrofit
DBAs Refresh CS90DEV from CS90STG
DBAs Prep
CS90PRD Pre Go
Live Tasks
Go Live-DBAs
Apply CS Bundle
and Retrofit
Bundle 37
Highlights
Targeted Regulatory Updates
Planned 2015-2016 Aid Year Updates For Direct Lending COD and 2015-2016 Aid Year
Updates for DLSAS
•
•
•
•
•
•
New Schema Version 4.0b
Student Eligibility Code (formerly Ability to Benefit) changes
PLUS Loans with Adverse Credit History support, including Credit Status (CS) System
Generated Response (replacing CO System Response) and PLUS Credit Counseling results
Changes to COD Edits
DLSAS Disbursement On Demand load
Planned 2015-2016 Aid Year Updates for INAS Federal Methodology (FM)
• Annual update for computational support to the 2015-2016 INAS Federal Methodology (FM) and continued support for
the Institutional Methodology and Estimated Federal Methodology (IM/EFM). Modifications are planned for FM, IM, and
EFM INAS processing to account for changes in processing logic to support 2015-2016.
Planned 2015-2016 Aid Year Updates for Pell COD
• Annual changes to enable Pell COD processing for 2015-2016 including incorporation of
• new ATB values and functionality to associate Student Eligibility/ATB Code by Aid Year.Planned 2015-2016 Verification
Updates Post Campus Solutions 9.0 Bundle #36
Bundle 37
Highlights
Targeted Regulatory Updates
Planned 2015-2016 Aid Year Updates for Pell Schedules
• On January 29, 2015, the US Department of Education (ED) published the Regular Payment and Disbursement
schedules [Dear Colleague Letter (DCL) GEN-15-02] for determining Federal Pell Grant awards for the 2015-2016 Aid
Year; July 1, 2015 to June 30, 2016, which was posted on February 11, 2015. We plan to post this regulatory update in
Additional Features Q2 2015.
Planned 2015-2016 Verification Updates Post Campus Solutions 9.0 Bundle #36
• The ability to apply aid year 2015-2016 tax data to ISIR and changes to the Tax, Credits, and Payments page.
• Subsequent changes to Tax, Credits, and Payments to identify and use the correct Income Tax Amount required by
FAFSA.
Document Overview
by Module
Oracle’s PeopleSoft 9.0
Campus Solutions
Bundle 37
Document Overview
by Module
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
• 2015 - 2016 Aid Year Verification Updates
Assessing Eligibility for Financial Aid.pdf
(documentation update only)
• 2015-2016 COD DL and PELL Update
Processing Direct Loans.pdf (documentation
update only)
• 2015 – 2016 Aid Year FM INAS and
Verification Tax Form Updates
Processing Federal Financial Aid
Applications.pdf (documentation update
only)
• Student Loans Company Updates
(GBR) Using Student Loans Company.pdf
• Student Eligibility Code (Ability to
Benefit) Updates
Assessing Eligibility for Financial Aid.pdf
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
NOTE: The PeopleBook updates for Verification, INAS, Student Eligibility Code (Ability to Benefit),
and DLSAS are based on the following critical system updates made since Bundle 36 and before
the release of Bundle 37:
•
Patch ID 11611860/Product Update ID 917320 released on February 17, 2015.
•
Patch ID 19033014/Product Update ID 918958 released on March 9, 2015.
2015 – 2016 Pell Grant Schedules
On January 29, 2015, the United States Department of Education published the Regular Payment
and Disbursement schedules [Dear Colleague Letter (DCL) GEN-15-02] for determining Federal
Pell Grant awards for the 2015-2016 Aid Year, July 1, 2015 to June 30, 2016. On February 11,
2015, Oracle posted Patch ID 19032869/Product Update ID 915103 to My Oracle Support for
customers to update the system with the schedules announced in DCL GEN-15-02.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Assessing Eligibility for Financial
Aid.pdf
Viewing Financial Aid Administrator
Information
Bundle 37
Documentation Only Update
If a student or parent has an IRS Request Flag
value of “02”, meaning the IRS data was
transferred from the IRS and was not changed by
the user prior to submission of an application or
correction, then the following message appears at
the bottom of the FAA Information, Household
Info, and Tax Form Data pages: “One or more
IRS Request values equals 02. Performing Get
Fed Data is optional. You may enter information
directly in the component. Updating IRS AGI data
elements required for Verification may result in an
AGI no longer supported by the information
retrieved from the IRS.”.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Assessing
Eligibility for
Financial Aid.pdf
Filing Information:
Special Circumstances
Bundle 37
Documentation Only
Update-Updated
Description
Select this checkbox to
indicate special
circumstances may
exist for the student.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Assessing Eligibility for Financial
Aid.pdf
Entering Tax, Credits, and Payments
Bundle 37
Documentation Only Update-Updated Description of
this section
Tax Credits and Payments allows entry of pertinent
data from forms 1040, 1040A, and 1040EZ. It
captures Line xx Income Tax Amount and uses that
value to update U.S. Tax Paid on the Tax Form Data
entry page for use in the compare process. Other
fields used in compare available in Tax, Credits, and
Payments are Schedule A itemized Deductions
(1040 only), Education Credits, Additional Medicare
Form 8959, Earned Income Credit, and Additional
Child Tax Credit.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Assessing Eligibility for Financial Aid.pdf
Creating and Managing Ability to Benefit
Bundle 37
Added Aid Year field to record.
Renamed “Ability to Benefit Code to “Stdnt Eligibility Code”
Creating Ability to Benefit Data in Batch
Bundle 37
Documentation Only Update
Renamed “Ability to Benefit Code” to “Stdnt Eligibility Code”
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing Direct Loans.pdf
Processing and Reviewing Miscellaneous Borrower
Data
Bundle 37
Documentation Update Only
Renamed “Loan Credit Information” group box to “PLUS
Loan Credit Information”.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing Direct Loans.pdf
PLUS Loan Credit Information
Bundle 37
Documentation Update Only
Renamed “Loan Credit Override” to “Credit Decision
Override” and updated the field description.
Renamed “Ln Endorser Amount” to “Loan Endorser Amount”
and updated the field description.
Added the following new fields:
• Credit Decision Status
• Credit Decision Expiration Dt
• Credit Action Choice
• Credit Action Status
• Endorser Approved
• Credit Requirements Met
• Original Credit Decision
• Reconsideration Eligible
• Credit Appeal Status
• Counseling Completed
• Counseling Complete Dt
• Counseling Expiration Dt
• Counseling Exception
• Credit Balance Option
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing Direct Loans.pdf
Importing School Account Statement Data
Bundle 37
Added Disbursement Detail On Demand File Types
(DSRFnnOP, DSMFnnOP and/or DSYFnnOP).
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing Federal
Financial Aid
Applications.pdf
Viewing EFC Status and
Database Matches
Bundle 37
Documentation Only Update
Added FM Assumptions link at
the upper left of the EFC
Information region.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Financial Aid
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Using Common and Disbursement.pdf
Using Common Origination Message Classes
Bundle 37
Documentation Only Update
Added the CRCSnnOP message class.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Student Financials
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
• Documentation Only Update:
Clarification on description of term and
transaction wash
Setting Up Tuition Controls Criteria
Equations and Waivers.pdf
• Updates to HECS Help Account Type
Information
(AUS) Setting Up and Using Australian
Loan Processing.pdf
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Student Financials
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Setting Up Tuition
Controls Criteria
Equations and
Waivers.pdf
Bundle 37
Documentation-only update.
Clarified description of term and
transaction wash.
Specifying Tuition Calculation
Percentages
Bundle 37
Added sentence.
The wash functionality contains
three levels: session, term, and
transaction, and are mutually
exclusive.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Student Financials
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Setting Up Tuition Controls Criteria
Equations and Waivers.pdf
Bundle 37
Documentation-only update.
Clarified description of term and transaction wash.
Term Controls
Bundle 37
Added Sentence.
Term wash is not based on class or class cost, but is
based on billing units of the class.
Establishing Tuition Calculation Controls
Bundle 37
Documentation-only update:
Clarified description of term and transaction wash.
Session Wash Period
Bundle 37
Added sentence.
Session wash is not based on class or class cost, but is
based on billing units of the class.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Student Records
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes.
(GBR) HESA Field Derivation
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Campus Community
Updates
Bundle 37 Changes
Here is a list of the Bundle 37 changes and the chapters that contain documentation about those changes.
Changes affecting Constituent Services and Frameworks only.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Software Issues
Resolved
Your Adventure Guides
We Are Here
Sam Chau Financial Aid
Cindy Seale Student Records, Texas State Reporting, Advising, CE
Brenda Jackson Campus Community, Advising, Admissions,
CE
James Silva Student Financials
Jim Mathews Tech Information Manager
Bob Lawson Director Enterprise Applications - Campus Solutions
Renata Tyree Campus Solutions Information Manager
You can always find
up-to-date bundle communications at:
www.lonestar.edu/campus-solutions
Questions
WHO INVENTED PEANUTBUTTER AND JELLY? DOES P=NP? WHAT HAPPENED BEFORE THE
BIG BANG? WHATS INSIDE A BLACK HOLE? ARE THERE LIMITS TO HUMAN KNOWLEDGE?
WHAT IS MATHMATICS, REALLY? WHAT IS GRAVITY REALLY? WHAT IS SOY SAUCE REALLY?
IS PHYSICAL ACHIEVABILITY A PROPER SUBSET OF ABSTRACT CONCEIVABILITY? WHY
DID THE CHICKEN REALLY CROSS THE ROAD? WHO IS JOHN GALT? WHO IS PIZZLER?
WHO KILLED KENNEDY? WHY DID CAP'N CRUNCH TASTE SO MUCH BETTER WHEN i WAS
10? WHY DO PIGS HAVE CURLY TAILS? FOR CONVEX SURFACES OF FIXED INTRINSIC
DIAMETER, IS THE DOUBLED DISK THE ONE WITH THE GREATEST AREA? DID GALOKA
THINK THAT THE ULUS WERE TOO UGLY TO SAVE? WHY WAS MATHMATICS INVENTED OR
DISCOVERED? CAN EVERY EVEN INTEGER GREATER THAN 2 BE WRITTEN AS THE SUM
OF TWO PRIMES? WHY WON'T HEATHER LET ME LOOK INSIDE HER PURSE? WHY IS
GRAPE NUTS CEREAL CALLED THAT, WHEN IT CONTAINS NEITHER GRAPES OR NUTS?
WHY IS THE #2 PENCIL THE MOST POPULAR? WHAT DO PEOPLE IN CHINA CALL THEIR
GOOD PLATES? WHY IS IT OKAY TO SELL YOUR BLOOD BUT NOT YOUR KIDNEY? WHY DO
WE STILL HAVE APES IF PEOPLE EVOLVED FROM APES? WHY ARE THE NUMBERS ON A
PHONE AND A CALCULATOR REVERSED? WHY IS SCIENCE DEFINED AS A PROCESS AND A
PRODUCT? DO SOUNDWAVES TRAVEL FOREVER? WHO INVENTED THE BOOK LIGHT?
WHAT HAPPENS AS THE UNIVERSE EXPANDS? IS NEW TECHNOLOGY ALTERING THE
STRUCTURE OF OUR BRAINS? ….