Ellucian Banner System
&
UNC State Grant Interface
Updates
Autumn Carpenter, Director of Financial Aid Operations and Technology – UNC General Administration
Tracie Mitchell, Grants and Scholarships Manager – College Foundation, Inc.
NCASFAA Fall Conference – November 1-4, 2015
1
Session Agenda
• Ellucian Banner Financial Aid System Update
• UNC State Grant Interface Updates
NCASFAA Fall Conference – November 1-4, 2015
2
2015 – 2016
Banner Financial Aid Updates
January
• Banner Financial Aid 8.22 Winter Updates for 2015-2016
February
• 8.22.0.1 and 8.22.0.2 (Pell Grant Schedules)
• Banner Financial Aid 8.22.1 Direct Loan Streamlining/Redesign and BBAY
March
• 8.22.1.1, 8.22.1.2 and 8.22.1.3
April
• Banner Financial Aid 8.23 Spring Updates for 2015-2016
NCASFAA Fall Conference – November 1-4, 2015
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2015 – 2016
Banner Financial Aid Updates
May
• 8.23.0.1
June
• 8.23.0.2
July
• 8.23.0.3
August
• 8.23.0.4 and 8.23.0.5 (included new FISAP process)
• Banner Financial Aid 2015-2016 Direct Loan Reconciliation Reports Process 8.23.0.6
NCASFAA Fall Conference – November 1-4, 2015
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2015 – 2016
Banner Financial Aid Updates
September
• Banner Financial Aid 8.24 Summer Release
October
• 8.24.0.1 (24 defect resolutions)
• Banner Financial Aid 8.24.1 - Early Decision and IM INAS is on track for release toward the
end of October. The dependency for this release is Finaid 8.24
 The Early Decision, 8.24.1 webinar is scheduled for Thursday, November 5 at 3:00 PM
Eastern time.
 https://ellucian.webex.com/ellucian/onstage/g.php?MTID=ed8bd87b79deea0a38a6
1db074ece6111
NCASFAA Fall Conference – November 1-4, 2015
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2015 – 2016
Banner Financial Aid Updates
November
• Banner Financial Aid 8.24.2 - Program of Study is still on target for a November 10 delivery
date.
 Release Description: Concurrent release with Banner Student to support identifying
coursework in the student's program of study and only disbursing federal financial aid
on those hours.
 The dependency for this release is Finaid 8.24
 Count in Program of Study Webinar scheduled for November 11 at 12PM.
 https://ellucian.webex.com/ellucian/onstage/g.php?MTID=e810d8c19f71fc94f7f647
8f014bdee4c
NCASFAA Fall Conference – November 1-4, 2015
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2015 – 2016
Banner Financial Aid Updates
November
• 8.24.2.1 - a defect correction patch is also currently targeted for the week of Nov 9.
 The dependency for this release is Finaid 8.24.0.1
 There are currently 5 defects included in this patch:
 CR-000134168 - REREX16 terminates with error "Exception in thread "main" java.sql.SQL




Exception: ORA-20100: ::SSN exists in the table for another student.::"
CR-000130678 - Unsub not created for 'Dependent without Parent Data'
CR-000131439 - Matching a Parent PLUS Loan application from REAUCOD with a foreign
address in the local address field returns error "local state code is missing."
CR-000133033 - Miscellaneous issues with address types for US and foreign addresses in
RLPDLOC and REROR16
CR-000133897 - Updating Gross Amount in Disbursement Summary block of RLADLOR
updates Award but changes are not saved on RLADLOR
All of these will be rolled up and delivered again in the Winter release, 8.25 in January, 2016.
NCASFAA Fall Conference – November 1-4, 2015
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Banner Financial Aid Transformation to
Banner XE
Banner XE
• Provides additional levels of customization
• Adds the ability to extend applications
• Reduces the need to modify applications
• Mid-year delivery of XE for Financial Aid in 2016
NCASFAA Fall Conference – November 1-4, 2015
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2015 – 2016
Banner Financial Aid Updates
2015-2016 Direct Loan and COD Communications
• Use this link below to access information related to the Direct Loan Redesign/Streamlining
and COD releases/patches for 2015-2016. This is your one stop location for all information
related to these topics. This information will be updated regularly to include new
information.
• https://ecommunities.ellucian.com/docs/DOC-5487
NCASFAA Fall Conference – November 1-4, 2015
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eCommunities
•
•
•
•
•
Access via the Ellucian Support Center (HUB) Home page
Video clips, webinars and terminology guide
Setup preferences and start following spaces, people& content
Configure notices for instant emails or daily digest
Streams (feeds) are customer defined which allows information to be
based on individual work preferences
NCASFAA Fall Conference – November 1-4, 2015
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eCommunities
• Bookmark the URL for easy access: https://ecommunities.ellucian.com
• Sign up for a HUB account at: https://clientapps.ellucian.com/SignUp
• Forgot HUB password: https://ellucian.okta.com/reset-password
• Questions? Email: [email protected]
NCASFAA Fall Conference – November 1-4, 2015
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eCommunities links to Webinars and
Brainshark Presentations
NCASFAA Fall Conference – November 1-4, 2015
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Helpful Links
DL Table and Column Mapping Updated - 01-16-15
• https://ecommunities.ellucian.com/docs/DOC-3390
8.23 PowerPoint, Recording, Q&A –6-29-15
• https://ecommunities.ellucian.com/thread/17178
8.22.1 Day 1 Power Point, Recording, Q&A – 3-26-15
• https://ecommunities.ellucian.com/thread/14053
Brainshark for DL reconciliation – 9-7-15
• https://ecommunities.ellucian.com/message/42644
8.22.1 Day 2 PowerPoint, Recording, Q&A – 4-17-15
• https://ecommunities.ellucian.com/thread/14205
8.24 recording and PowerPoint 9-19-15
• https://ecommunities.ellucian.com/message/44853
Brainshark for SAY and BBAY -5-9-15
• https://ecommunities.ellucian.com/message/25099
8.24 Q&A – 9-28-15
• https://ecommunities.ellucian.com/thread/21757
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Current interface provides the ability to:
• Upload a grant file and store the data within the Oracle database
• Match the uploaded records with existing data within the administrative system
• Perform edit checks on the data for continued eligibility
• Provide a means to review failed edit checks and the ability to rerun the edit checks and
update the student's status
• Post potential awards to the student's financial aid award
• Send term certification files back to CFI
• Upload electronic funds transfer (“EFT”) payment files from CFI
• Report discrepancies from paid amounts and EFTs received
• Report discrepancies from reconciliation files available from CFI
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Current interface processes:
• RZPNCUL - CFI Grant File Upload Process
 This process allows the uploading of files generated from the CFI grant
system.
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Current interface processes:
• RZPNCED – North Carolina Grant Edit Check Process
 This process performs edit checks for all students with grant types loaded
from full year and term grant eligibility files. The purpose of this process is
to determine the student continues to remain eligible for the grant prior to
posting the grant to the student’s award. This process should always be
executed prior to running the grant posting process.
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Current interface processes:
• RZPNCAW – North Carolina Grant Award Posting Process
 This process posts term records from the RZRNCTA table that have not
been posted to the student’s award, using a translated value of the grant
type to a fund code. The award is only posted if the term code associated
with the grant is included in the student’s aid period. If the fund
management setup indicates that the fund is disbursable, the
disbursements will be scheduled as per the setup on RFRASCH or
RFRDEFA.
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Current interface processes:
• RZPNCCF – Term Certification Process
 This process selects all term award records for students specified for the
grant types translated from the fund codes through the grant type
translation table. It creates a flat file to be transmitted and uploaded into
the CFI system for term certification processing.
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Current interface processes:
• RZRNCEC – EFT Control Report
 This report compares paid amounts for grant programs with the EFTs
received from CFI.
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Current interface processes:
• RZRNCRR – NC Grant Award Reconciliation Report
 The report is used to reconcile the awards posted and disbursed in
RPRATRM with awards posted in the Student Accounts System. The total
amount of NC Grant Awards disbursed by fund in the
RPRATRM_PAID_AMT field for the academic year and the
TBRACCD_AMOUNT field for the NC Grant Awards in the Accounts
Receivable module is compared and a produces a report that will detail any
discrepancies between the amounts disbursed in the Financial Aid module
and the amounts received in the Accounts Receivable module.
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Current interface processes:
• RZPNCAR – NC Grant Award Removal Process
 The process will function in much the same way that the RZPNCUL process
functions when run for a Reconciliation file, with the difference being that
NC Grant Program records can be removed from the Banner database by
the process when certain conditions are met. The process will read a
Reconciliation file provided by CFI and compare grant types and amounts
to grant types and amount posted in Banner. If a non-disbursed NC Grant
Program award record exists in Banner for a student, but is not in the
Reconciliation file, the award will be removed from Banner.
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Updates to current processes:
• RZPNCAW
 Create option to void PST status by adding a new process parameter
allowing the posting of awards even when a ‘PST’ status exists.
 Create option to post tracking to prevent disbursement by adding a new
process parameter that will be used to specify a tracking requirement that
will be posted to RRAAREQ with a status of “Outstanding”.
 These two new parameters will be helpful to schools in managing mid-year
increases to award eligibility due to increased award funds at CFI or to midyear formula changes.
 Update to allow posting for grade level 5
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Updates to current processes:
• RZPNCCF
 Campuses currently use parameters 04 and 07. Will mark parameters 05 and 06 and
mark them as “no longer used”
 Create option to report ‘ineligible per school’ status (will go to CFI as N). The current
version of the process does not send these students. To provide an option, a new
process parameter will be added so that process can be run as is currently done (to not
include these students) or to run the process to include these students. GTVSDAX will
be used to crosswalk these ineligible codes. Potential codes are non-degree seeking,
second degree seeking, SAP, residency, etc. An additional ineligible condition that will be
hard-coded is “Over COA” (negative unmet need).
 Update to report additional enrollment statuses of L (less than half-time) and 3 (three
quarter time). Currently the process sends only H and F.
 When reporting enrollment status, update process to review locked hours if exists,
otherwise report actual. Use enrollment rule set as the repeat coursework checking rule
on RORENRR (RORENRR_REP_COURSE_IND = ‘Y’)
 Ensure that export file is produced using the new export file layout.
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Request for new reports:
• Discrepancy Report
 Develop detailed discrepancy report similar to UNCG’s RZRGRNT process
to be run throughout the year.
 The new process will have the option to report off of accepted and/or paid
in Banner.
 This new process will contain a parameter allowing the user to choose
whether the report includes only admitted students or not (‘Y’,’N’)
• FAFSA Report
 Develop report of FAFSA filers who are enrolled for a specific term
NCASFAA Fall Conference – November 1-4, 2015
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UNC State Grant Interface Update
Other updates:
• Develop training documentation for campuses
• Review current process for file transfer between CFI and campuses (HTTPS vs
SFTP)
NCASFAA Fall Conference – November 1-4, 2015
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Questions?
NCASFAA Fall Conference – November 1-4, 2015
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NCASFAA would like to thank our
Professional Affiliates!
NCASFAA Fall Conference – November 1-4, 2015
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