Using ISIR Processing for Colleague Financial Aid

Colleague Financial Aid Using ISIR Processing for

Colleague Financial Aid

Release 18 May 2018

? 2014 ? 2018 Ellucian.

Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting, and other similar professional services from competent providers of the organization's own choosing.

Ellucian 2003 Edmund Halley Drive Reston, VA 20191 United States of America

Revision History

Publication Date May 2018 December 2017

September 2017 June 2017 December 14, 2016 June 29, 2016

October 6, 2015 August 7, 2015

October 3, 2014

December 18, 2013

Summary

Updated "FAFSA forms" on page 31 as part of SU018591.

Added "Set the highest ISIR transaction on file for the student for federal and institutional awarding" on page 15 as part of SU018252.

Added "View general CPS information on a student's ISIR" on page 9 as part of SU017333.

Updated as part of SU017332.

Added "Purge ISIRs" on page 45 as part of SU015841.

Revised to support 2017/2018 FAFSA processing software update SU015842. Updates include the following: - "FAFSA forms" on page 31 -"Export flat file information to SAIG" on page 41

Revised to support 2016/2017 FAFSA and INAS/PROFILE software update SU014807.

Added the IHVX form ("Identify students who have been flagged for possible identity fraud" on page 41) and updated formatting throughout.

Revised to include the 2015/2016 FAFSA forms as part of the 2015/2016 FAFSA and INAS/PROFILE software update SU012917.

This is a new book to support ISIR processing in Colleague Financial Aid. This information previous existed in the Using Need Analysis book.

Contents

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Exchange Data with CPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

EFC and Colleague calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 View general CPS information on a student's ISIR . . . . . . . . . . . . . . . . . . . . . . . . . 8

View and Maintain ISIR Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Understand transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Active transactions in Colleague . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Set the highest ISIR transaction on file for the student for federal and institutional awarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Set Up ISIR Import Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Update Core fields during ISIR import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Understand addresses in financial aid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Prevent duplicate PERSON records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Import ISIR Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Import need analysis data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Import tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Import ISIR files from SAIG . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Populate Colleague with imported ISIRs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Review imported ISIRs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

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Compare demographic data after import . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Generate the birthdate variance report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Unlinked ISIRs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Generate a report on unlinked ISIRs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Link individual ISIR records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Batch process unlinked ISIRs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Purge unlinked ISIR records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Understand unlinked ISIR records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

View and Maintain Application Information . . . . . . . . . . . . . . . . . . . . . . . 30

FAFSA forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Print ISIRs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Print ISIRs in Colleague . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Export Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Create export files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Create correction application export files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Export flat file information to SAIG. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Identify students who have been flagged for possible identity fraud . . . . . . . . . . 40 Ready to send flag and send demo changes flag . . . . . . . . . . . . . . . . . . . . . . . . . . 41

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Initial ISIRs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Purge ISIRs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

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