WVASFAA Fall Conference
October 20, 2016
**Updated**

What’s New With DL?
Edit Code 219

 New in 8.28.
 COD Edit Code 219 (correction).
 Award Amount > Sum of disbursements.
 Displays on the RLADLOR edit/reject window.
 Use the amount to synchronize Banner.
 Determine if need to resubmit changes.
Edit Code 220

 Warning.
 Disbursement amount is zero for a term within the
loan period.
 “You might need a shorter loan period.”
Fee Changes

 Added functionality to update RLRDFEE.
 RLPDLFC – find, lock, cancel, and re-establish loans.
Has ‘audit’ and ‘update’ modes.
 Make sure all disbursements have been sent to COD
and loaded back into Banner.
 Update spring-only loans before you use RLPDLFC
so they won’t get canceled.
More about RLPDLFC

 Sets disbursements to zero to cancel.
 Locks origination records on RLADLOR.
 Run again to reactivate the loan.
 Banner will use the appropriate fee from RLRDFEE
and disbursement date based on today’s date
(sysdate).

What’s New with Pell?
Coming up for 1718

 New max amount for 1718: $5920
 Pell Schedules for Banner will be delivered in patch
8.28.0.1 the week of October 24th.
 The patch can be applied even if your database is not
on 8.28.

2017-2018 EDE

 1718 Dataload delivered in 8.28.
 New Forms: RNANA18, RNAPR18, RNASL18,
RNAVR18, RNIMS18.
 New Processes: RCPTP18, RCRTP18, RNPFM18.
Comment Code 399

 Indicates significant differences between 1617 and
1718 ISIRs. See GEN-16-14.
 1617 and 1718 should be the same since they used
the same year’s tax information.
 Approximately 10,000 ISIRs were reprocessed and
pushed to schools in message class IGSG18op on
October 18th.
What to do with 399

 Population selection to identify them.
 Can use the population to build a batch posting rule.
 Post a requirement to RRAAREQ.
 Update other fields in Banner.
Documentation

 The newest User Guide is 8.28.
 The newest COD Handbook is dated April 2016.
 The newest Release Guide is 8.28.
Banner XE

 Transformed Financial Aid forms will be delivered
November 30th.
 Support of Banner 8 will continue until the end of
2017.
 Upgrades will work differently.
 WVNET staff continue to test multiple setups.
What’s on your mind?
Discussion Notes

 We like to provide plenty of time for discussion, so
here are some notes from that discussion….
Financial Aid History

 With the change to filing the FAFSA earlier, it’s been
suggested that requesting new financial aid history
(FAH) in the spring might be a way to catch any
adjustments to outstanding loan balances. You
could also use the information to inform students of
their debt before they receive their next
disbursement. Whatever you decide to use the
information for, following are the steps to getting it
into Banner.
FAH – Step 1

 Prior to requesting the FAH file, you should decide
which students you want to update. This could be
all students with one of your loan funds, just ones
with originated loans, all students, etc. After
creating the population selection….
 Now for Step 1:
 Run RNRTMAC to create your request using ‘H’ for
the ‘Request Type to Create’ parameter. You can
view/add records on RNATMNT.
FAH – Step 2

 Run RNRTMNT to extract the records you just
created. This creates the TRNINFIN file that you
transmit to NSLDS.
 You will immediately get back the TRNINFOP file to
acknowledge your submission and alert you of any
errors.
 The next file returned to you will be the FAHEXTOP
response file that you’ll load into Banner.
FAH – Step 3

 The last step is to import the FAHEXTOP and/or
TRNINFOP files into Banner using RNRTMNI.
 Note that you will be asked to select whether you
want the new record to be the current one - ‘Load
FAH Record as Current Record?’ parameter. Most
likely, you will want to load them as current.
 The FAH records will have ‘FAH’ as their INFC
code. **We normally see EDE, ISIR, or MANUAL.
SULA

 Determining a student’s SULA status was discussed.
While we would like to catch them all prior to
originating a new loan, it’s more convenient and
accurate to submit it to COD and let them alert you
to an issue.
 Where can you see the SULA? The SULA tab on
RLADLOR and the RPASSUI form are updated
regularly with COD data.
Entrance Counseling

 If you are having issues with getting student records
to update when CRECMYOP is loaded, check to see
if the student has a COD record in ‘sent’ status.
While a Direct Loan record is in ‘sent’ status, it is
essentially locked to any further updates.
 For this reason, you should load any incoming
CRAA, CRDL, or CRPG files (to get those records
out of ‘sent’ status) before loading other types of
COD files.
Questions?

 I can be reached at 304-293-5192 ext 269
 Or
 Send me email at [email protected]