The Best OfUsing PeopleSoft

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The Best Of-Using PeopleSoft

• Brenda Wright
• University at Albany
• Suzanne Davis
• Clarkson University

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University at Albany

• 1 of 4 SUNY University Centers
• 17,000 students
• PeopleSoft Financial Aid 8.0
• 3rd Year on PeopleSoft
• Combined Student Financial Services Model
  (Financial Aid and Student Accounts)

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UAlbanys Enhancements

• Alternative Loan Automated Process
• Loan Hold/Release Process
• Created new program to initiate a Stafford and
  PLUS MPN checklist when in Prom Note Status and
  automatically update when guar loads in response.
  
• PLUS Loan Process
• Summer Financial Aid Process-automatically
  created 6 credit budgets

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Alternative Loan Processing

• Purpose
• Process a CR (certification request) file
  from Scholarnet and award alternative loans to
  students.
• Process them through the Delivered Loan Module
  in an automated way.

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What Processes Are Involved?

• 1st Process
• Reads the CR data file from Scholarnet
• Creates an award Transaction file
• Only have one EmplidID in PS
• Do not have award for same Item Type in aid year
  (setup table start and end date)
• Updates a custom table with Unique IDs

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What Processes Are Involved?

• 2nd Process (Robot)
• Loads the award transaction file
• Validates and Posts award to the students award
  screen

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What Processes Are Involved?

• 3rd Process
• Runs Loan Origination
• Updates the Alt Loan Unique ID

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Alternative Loan Setup

• Item Type for Each Alternative Loan Lender
• Item Type for Each Loan Period (Fall Only)
• Unique Destination Profile for each Alternative
  Loan Lender
• Make sure Lenders are using your correct Loan
  Periods
• Do not receive certification requests on loans
  until complete at lender

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Alternative Loan Setup Table

• Lender Code
• Item Type
• Loan Start and End dates
• Program compares start and end dates and lender
  code in the CR (certification request) file
• This determines which alternative loan
  the student has been approved for.

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Processing Scholarnet Data File1st Process

• Data files must be placed in common area for PS
  process to read PSREPORTS Server.
• Running the Program

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Reports from 1st Process

• Completed Report
• Shows all loan records that matched the setup
• Has an award transaction created
• Students will also have entries in a table that
  contains their Unique ID and will be used after
  loan origination have been created for them.

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Reports

• Errors
• No valid Emplid for SSN
• Multiple Emplids for SSN
• No setup for lender/dates
• Multiple loans match on loan dates
• Has award for this item type
• No Student Car Term data for loan period
• Loan Begin Date not in Start/End Range
• Not found in item_tp_fa_disb table
• Has altln data in UA Table for this aid year
• Incoming data has blank unique ID
• Multiple Careers

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Processing Award Transaction File2nd Process

• 1. Load the Alt Loan Transaction file into Robot
  staging Table
• Reports will show
• Number of students
• Aid year activited
• FA Terms built
• Awards posted

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Processing Award Transaction File2nd Process

• 2. Validate and Post the Alternative Loan
  Transaction file that was loaded into Robot
  staging table.
• This step is to validate and post the records
  loaded into the staging table
• Reports will show how many records were processed

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Loan Origination3rd Process

• Created a Process to run Loan Origination and
  update the loan unique ID from the staging table.
• Runs PS Loan Origination with an add-on to update
  the Unique ID.

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Alternative Loan Processing

• Any Loans not updated by the Robot are manually
  processed
• Any loan unique ID not updated through the
  program needs to be updated manually through the
  Originate Loan Pages

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Edits/Outbound

• The alternative loan process continues using PS
  delivered functionality for the remainder of the
  process.
• Make sure to update the Loan Edits with Edits for
  Alternative Loans
• Send Outbound file to Scholarnet
• Receive response file next day to load guarentees.

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QUESTIONS???
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