Transcription
Ellucian DocumentationNovember 9, 2020
Notices and PrivacyNotices and Privacy 2020 Ellucian.Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of thesematerials is limited to Ellucian licensees, and is subject to the terms and conditions of one or morewritten license agreements between Ellucian and the licensee in question.In preparing and providing this publication, Ellucian is not rendering legal, accounting, or othersimilar professional services. Ellucian makes no claims that an institution's use of this publicationor the software for which it is provided will guarantee compliance with applicable federal or statelaws, rules, or regulations. Each organization should seek legal, accounting, and other similarprofessional services from competent providers of the organization's own choosing.Ellucian's Privacy Statement is available at: www.ellucian.com/privacy.Ellucian shall have the right to (a) use, store, process, modify, reproduce, distribute and displaycustomer data, and to grant sublicenses to third parties, for the sole purposes of providing thesoftware, performing Ellucian's obligations under its agreements with customers and complyingwith applicable law or legal requirements; (b) use, store, process, modify and reproduce customerdata for Ellucian's internal business purposes, including development, diagnostic, forecasting,planning, analysis and corrective purposes in connection with the software, and for otherwiseimproving and enhancing the software; and (c) use, store, process, modify, reproduce, display,perform, distribute, disclose and otherwise exploit in any manner Aggregated Data for Ellucian'sbusiness purposes, including disclosure within its public statements and marketing materialsdescribing or promoting Ellucian or the software. “Aggregated Data” means any data obtained orgenerated by Ellucian, including data pertaining to the software, Ellucian's systems and software,and the use of any of the foregoing, and includes data derived from customer data, which in allinstances (i) does not identify any individual and (ii) is not attributed or attributable to a specificcustomer. Aggregated Data includes data that has been combined into databases which includethird party data.Ellucian2003 Edmund Halley DriveReston, VA 20191United States of AmericaPage 2
ContentsContentsBanner Financial Aid - Reports and Processes. . . . . . . . . . . . . . . . . . . . . . 8Athletic Grant Term Roll Process (RAPAGRL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Athletic Aid Discrepancy Report (RARATAD). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Applicant Budget Report (RBRABUD). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Budget Component Report (RBRBCMP). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Period Budget Grouping Process (RBRPBGP). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Simulation processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Period Budget Recalc Process (RBRPBRC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20California Application Dataload Part 1 (RCPCAxx). . . . . . . . . . . . . . . . . . . . . . . . . . . 21FA CSS Dataload Pt 1 (RCPCTxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Permanent or mailing address processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Financial Aid Data Load Table Deletes Process (RCPDTMP). . . . . . . . . . . . . . . . . . . 28Copy IM Data to FM Process (RCPIMFM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Financial Aid Data Load Part 2 Process (RCPMTCH). . . . . . . . . . . . . . . . . . . . . . . . . 30Financial Aid EDE Dataload Part 1 (RCPTPxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Financial Aid Data Load Part 3 Process (RCRTPxx). . . . . . . . . . . . . . . . . . . . . . . . . . 36ISIR Correction Request Process (REPICxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43COD Print Process (RERCDxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Correction Error Report (RERCExx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Import EDE correction/rejection records (CORExxOP message file). . . . . . . . . . 52ISIR Corr/Request Control Report (RERCRCR). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53COD Extract Process (REREXxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54COD address requirements and the REREXxx process. . . . . . . . . . . . . . . . . . . . 54Output files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55COD Extract/Import Report (REREXIM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65AC report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66EC report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67IB report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67SP report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Grant File Import Process (RERFIxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Pell Grant message classes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71TEACH Grant message classes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Grant COD Miscellaneous Report (RERGRNT). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72COD Import Process (RERIMxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Pell imports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80TEACH imports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Direct Loan imports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Combined Pell, TEACH, and Direct Loan imports. . . . . . . . . . . . . . . . . . . . . . . . . 812016-2017 COD 4.0c File Import (RERIM4C). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 842020-2021 COD 4.0d File Import (RERIM4D). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84COD Import/Export Report (RERIMEX). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Ellucian - Confidential and ProprietaryPage 3
ContentsAC report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86EC report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87IB report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87SP report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87ISIR Print Process (RERISxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Grant Origination Creation Process (RERORxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Conditions for the creation of Pell origination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Fund Balance Roll Process (RFPFBRL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97Fund balance roll option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97Adjust previous year allocation amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Account Balance Report (RFRABAL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Fund Budget Report (RFRBUDG). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101Fund Description Report (RFRFUND). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103Simulation Fund Balance Report (RFRSBAL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104Applicant Comments Report (RHRCOMM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106Applicant Comments Purge Process (RHRPCOM). . . . . . . . . . . . . . . . . . . . . . . . . . 108Authorization Report (RJRAUTH). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111Pay Period Report (RJRDPPR). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Payroll Load Process (RJRLOAD). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Payroll Exception Report (RJRPAYE). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123Earnings Control Report (RJRSEEC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125Direct Loan Fee Change Process (RLPDLFC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127Direct Loan Origination Creation Process (RLPDLOC). . . . . . . . . . . . . . . . . . . . . . . 128Loan Period dates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129BBAY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129Academic Year dates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129Year in college. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Origination Period amounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Scheduled Disbursement dates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Fee and Rebate percent from RLRDFEE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Payment Period start date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Single Origination option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Student Demographic, Address and Identifier record creation. . . . . . . . . . . . . . . 131MPN match. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Direct Loan School Code. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132Direct Loan Batch Update Process (RLPDLUP). . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Direct Loan Reconciliation Reports (RLRDLRC). . . . . . . . . . . . . . . . . . . . . . . . . . . . 136Report options/hints. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140Direct Loan Flat-File Import (RLRDUxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141School code match. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Entrance and exit counseling results files upload. . . . . . . . . . . . . . . . . . . . . . . . . 143School account statement (SAS) files upload. . . . . . . . . . . . . . . . . . . . . . . . . . . 143MPN files upload. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144Award/Tracking Letter Indicator Reset Process (RLRLETR). . . . . . . . . . . . . . . . . . . 144Need Analysis Logging Report (RLRLOGG). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Ellucian - Confidential and ProprietaryPage 4
ContentsIM/EFM Need Calculation (RNEINxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Results of the Need Analysis Comparison Report (RNRCPxx). . . . . . . . . . . . . .FM Need Analysis (RNPFMxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .IM/EFM Need Calculation (RNPIMxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Need Analysis Report (RNRNAxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Output format and print. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Transfer Monitoring Application Creation Process (RNRTMAC). . . . . . . . . . . . . . . .Process notes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Transfer Monitoring Extract Process (RNRTMNE). . . . . . . . . . . . . . . . . . . . . . . . . . .Transfer Monitoring Import Process (RNRTMNI). . . . . . . . . . . . . . . . . . . . . . . . . . . .Verification Discrepancy Report (RNRVRFY). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Update Batch Post Categories (ROPPCAT). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Financial Aid New Year Roll Process (ROPROLL). . . . . . . . . . . . . . . . . . . . . . . . . . .SAP Assignment Process (ROPSAPR). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Financial Aid Term Roll Process (ROPTERM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .User-Defined Data Process (ROPUSER). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Audit Log Report (RORALOG). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Basic Applicant Report (RORAPLT). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Applicant Purge Process (RORAPRG). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Audit mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Archive/Purge log records parameter setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . .Archive/Purge Applicant Process (RORARCH). . . . . . . . . . . . . . . . . . . . . . . . . . . . .Archive document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Batch Posting Process (RORBPST). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Calculated Values Process (RORCALC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Financial Aid E-mail (ROREMAL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FISAP Report (RORFSxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FISAP report within Banner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .FISAP definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Calculation of automatic zero EFC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Dependent students. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Independent students. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Full-time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Calculation of FISAP total income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Dependent student. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Independent student. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Create manual records without FAFSA. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Dependency. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Level. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .With or without bachelor's or first prof. degree. . . . . . . . . . . . . . . . . . . . . . . .Grade Exception Report (RORGRDE). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Automatic Group Assignment (RORGRPS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Financial Aid HS/Admission Data Posting (RORHSDP). . . . . . . . . . . . . . . . . . . . . .Logging Archive/Purge Process (RORLOGA). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Purge RORLOGM and RORLOGD data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Ellucian - Confidential and 8188189190190190191192193193194198199202205205Page 5
ContentsArchive RORLOGM and RORLOGD data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206Financial Aid Registration Report (RORREGS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207Rules Purge Process (RORRPRG). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209Disbursement Print Process (RPBDDRV). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210CRC Interface Accounting Feed (RPBLMIA). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210CRC Disbursement Feed (RPBLMID). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211CRC Interface Enrollment Extract (RPBLMIE). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214Packaging Print Process (RPBPDRV). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215Disbursement Process (RPEDISB). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216DL Advance Pay. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217Direct Loans and TEACH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217TEACH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218Pell Grant and Post 9/11 IASG processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218Packaging Process (RPEPCKG). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221Simulated package. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221Actual package. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221Simulation package for applicants already packaged. . . . . . . . . . . . . . . . . . . . . 222Run the RPEPCKG process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222Scheduled Academic Year (SAY) and Borrower-Based Academic Year (BBAY) Direct Loanprocessing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223Pell Calculation Process (RPEPELL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228Processing modifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229Web Applicant Info Process (RPPINFO). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231Web Applicant Info Purge Process (RPPPINF). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232Student Program Information Process (RPPSPGM). . . . . . . . . . . . . . . . . . . . . . . . . 234Processing logic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234Record creation and report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235Create/Audit option (Parameter 02). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236Fund Code (Parameter 03). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236Select Program Information for Pell and TEACH. . . . . . . . . . . . . . . . . . . 237Award Roll Process (RPRAROL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237Change the rolled award amount. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238Applicant Disbursement Report (RPRADSB). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239Award and Disbursement Report (RPRAWDB). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240Applicant Award Report (RPRAWRD). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241Award Cancellation Process Report (RPRCNCL). . . . . . . . . . . . . . . . . . . . . . . . . . . 243Direct Loan Compare Extract Process (RPRCPxx). . . . . . . . . . . . . . . . . . . . . . . . . . 245Disbursement Schedule Date Update (RPRDDUP). . . . . . . . . . . . . . . . . . . . . . . . . . 246Direct Loan Flat-File Upload (RPRDUxx). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248School code match. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250Entrance and exit counseling results files upload. . . . . . . . . . . . . . . . . . . . . . . . . 250School account statement (SAS) file upload. . . . . . . . . . . . . . . . . . . . . . . . . . . . 250MPN file upload. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250EFT/Disbursement Roster Upload (RPREFTL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251EFT Posting Process (RPREFTP). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252Ellucian - Confidential and ProprietaryPage 6
ContentsElectronic Loan Application Process (RPRELAP). . . . . . . . . . . . . . . . . . . . . . . . . . .Electronic Loan Application Extract (RPRELAX). . . . . . . . . . . . . . . . . . . . . . . . . . . .Electronic Loan Change Transaction Extract (RPRELCT). . . . . . . . . . . . . . . . . . . . .Electronic Loan Response Upload (RPRELRU). . . . . . . . . . . . . . . . . . . . . . . . . . . .Grant Calculation Process (RPRGRNT). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Hold/Release Process (RPRHDRL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Loan Proceeds Aging Report (RPRLNAG). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Loan Funding Exception Report (RPRLNEX). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Loan Summary Report (RPRLSUM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Simulation Award Report (RPRSAWD). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Financial Aid Student Billing Payment (RPRSBPR). . . . . . . . . . . . . . . . . . . . . . . . . .College Financing Plan Batch Process (RPRSSBP). . . . . . . . . . . . . . . . . . . . . . . . .Processing logic. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Report layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Short-Term Credits Report (RPRSTCR). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Title IV Funds Return Calculation (RPRTIVC). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Return of Title IV Funds Withdrawal Calculation (RPRTIVI). . . . . . . . . . . . . . . . . . .Title IV Recipient Withdrawn (RPRTIVR). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .VA Benefits on FAFSA Report (RPRVABN). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Validate Award Process (RPRVAWD). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Direct Loan awards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Disbursement Validation Report (RPRVDIS). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Applicant Requirements Report (RRRAREQ). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Exit Interview Requirements (RRREXIT). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Select the population. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Graduate Students - loan and TEACH exit counseling. . . . . . . . . . . . . . . . . .Withdrawals - loan and TEACH exit counseling. . . . . . . . . . . . . . . . . . . . . . .Low Enrollment - loan exit counseling only. . . . . . . . . . . . . . . . . . . . . . . . . . .No Enrollment - TEACH exit counseling only. . . . . . . . . . . . . . . . . . . . . . . . . . . .Invalid Major - TEACH exit counseling only. . . . . . . . . . . . . . . . . . . . . . . . . . . . .Select the award. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Post the requirement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Data Discrepancies Report (RSRDSCP). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Financial Aid Enrollment Hours (RSRENRL). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Ellucian - Confidential and 7308308308309315318Page 7
Banner Financial Aid - Reports and ProcessesBanner Financial Aid - Reports and ProcessesBanner Financial Aid includes a variety of reports and processes allowing you to create customoutput, copy, import, export, and manage your data.This content includes the following information for each report or process: A brief summary of the contents or purpose of the report or process. The description, values, required status, default value, and validation source of each report orprocess parameter.Note: The xx in the last two positions of a process name indicates the aid year forwhich the program is designed. The process is year-specific because financial aidprocessor application record formats change annually. The names of the underlyingBanner Financial Aid tables are not year-specific; columns are added to these tables(as necessary) on a year-to-year basis.Message class files are also aid year specific.The xx contained in the file name represents the aid year.Naming conventionsThe names of all Banner Financial Aid reports and processes are seven characters in length anduse the following conventions:Position Locations:RBRBCMP1234567Note: The letters W, Y, and Z have been reserved for the first two characters of allclient-developed pages and reports.For client-developed new applications built to coexist with Banner applications, W, Y, and Z is used as the first character.For clientdeveloped pages, reports, tables, or modules used within an Banner application, theBanner system identifier is used as the first character (i.e., R Financial Aid, etc.),and W, Y, and Z is used as the second character.Position 1: Identifies the primary system owning the report as:A AdvancementF FinanceG GeneralN Position ControlP Human ResourcesR Financial AidS StudentT Accounts ReceivableIf W, Y, or Z appears as the first character of the report name, refer to the Note (above).Position 2: Identifies the primary module owning the report as:Ellucian - Confidential and ProprietaryPage 8
Banner Financial Aid - Reports and ProcessesA AthleticsB BudgetingC Record CreationE Electronic Data Exchange(EDE)F Funds ManagementH History and TranscriptsJ Student EmploymentL LoggingN Need AnalysisO Common FunctionsP Packaging and DisbursementsR Requirements TrackingS Student System Shared DataIf W, Y, or Z appears as the second character of the report name, refer to the Note (above).Position 3: Identifies the type of report or process as:B Batch Mode onlyE Either Batch or Online ModeO Online Mode onlyR ReportPositions 4 - 7: Identifies the unique four-character abbreviation of the report name.For example, the derivation of RBRBCMP (Budget Component Report) is:R Financial AidB BudgetingR ReportBCMP Budget Component listingAthletic Grant Term Roll Process (RAPAGRL)Use this process to roll athletic grant period information on RAASPTM from one period to the next.The following are the process parameters. When the Period parameter (Parameter 04) is R, thenthe Number of Periods field on RAASPTM is incremented by 1. When it is equal to S, the SummerPeriods field is incremented by 1.Ellucian - Confidential and ProprietaryPage 9
Banner Financial Aid - Reports and ProcessesNote: When this process is run in Audit mode, the output will indicate the potentialnumber of rollable records and non-rollable records. When run in Update mode, theactual number of rolled or non-rolled records will be From PeriodYesPeriod from which Periods Inquiryathletic grant(ROIPRDS)information is tobe rolled.To PeriodYesPeriod to whichathletic grantinformation is tobe rolled.Periods Inquiry(ROIPRDS)Sport CodeNoFinancial Aidsport codeFinancial AidSport Validation(RTVFASP)PeriodYesPeriod type to becreatedR Regular Term(default)S SummerAthlete's ActualGrant - PeriodRun ModeNoYesRoll Athlete'sActual Grant Period Amount;Y YesRun in (A)udit or[U]pdate mode.A AuditN No (default)U Update(default)Sort OptionNoSort report by[N]ame or (I)d.N Name (default)I IDApplication IDNoGeneral area forwhich theselection ID wasdefined.Selection IDNoCode thatPopulationidentifies the sub- Selection Inquirypopulation to(GLISLCT)work with.Creator IDNoThe ID of theperson creatingthe subpopulation rules.Default blankUser IDNoThe ID of theperson using theDefault blankEllucian - Confidential and ProprietaryApplicationInquiry(GLIAPPL)Page 10
Banner Financial Aid - Reports and ub-populationrules.Athletic Aid Discrepancy Report (RARATAD)Use this report to display the discrepant information between the actual fund/resource amountsand the reported
Banner Financial Aid tables are not year-specific; columns are added to these tables (as necessary) on a year-to-year basis.Message class files are also aid year specific. The xx contained in the file name represents the aid year. Naming conventions The names of all Banner Financial Aid reports and processes are seven characters in length and
