Understanding the Architecture of Colleague FA

Types of Files in Financial Aid 3 Types of files for data about the student as a recipient of financial aid File Suites – year specific data Non file-suite year specific files Files not year specific

COD.PERSON Sequential COD.PERSON Sequential COD.MPN Sequential COD.MPN Sequential FIN.AID Colleague ID FIN.AID Colleague ID CS.ACYR Colleague ID CS.ACYR Colleague ID SAP.RESULTS Sequential SAP.RESULTS Sequential SAP.APPEALS Sequential SAP.APPEALS Sequential SA.ACYR Colleague ID SA.ACYR Colleague ID ISIR.FAFSA Sequential ISIR.FAFSA Sequential ISIR.DEMO Sequential ISIR.DEMO Sequential ISIR.RESULTS Sequential ISIR.RESULTS Sequential ISIR.CALC.RESULTS Sequential ISIR.CALC.RESULTS Sequential SL.ACYR Colleague ID* Award SL.ACYR Colleague ID* Award TC.ACYR Colleague ID*Award TC.ACYR Colleague ID*Award PELL.ACYR Colleague ID*Award PELL.ACYR Colleague ID*Award TA.ACYR Colleague ID*Award*Awd Period TA.ACYR Colleague ID*Award*Awd Period MRR.ACYR Sequential MRR.ACYR Sequential DATE.AWARD Sequential DATE.AWARD Sequential DATE.AWARD.DISB Sequential DATE.AWARD.DISB Sequential LA.ACYR Sequential LA.ACYR Sequential EL.APP EL App ID EL.APP EL App ID EL.LOAN EL App ID:seq EL.LOAN EL App ID:seq EL.DISBURSEMENT EL Loan ID*Disb # EL.DISBURSEMENT EL Loan ID*Disb # EL.ROSTER Sequential EL.ROSTER Sequential FA.TRANSMITTALS Sequential FA.TRANSMITTALS Sequential AR.PAYMENTS Sequential AR.PAYMENTS Sequential PELE.AWARD PELI.AWARD FA Year*Colleague ID*Routing ID - cofiles PELE.AWARD PELI.AWARD FA Year*Colleague ID*Routing ID - cofiles PELE.DISB PELI.DISB PELE.AWARD.ID*Disb #, cofiles PELE.DISB PELI.DISB PELE.AWARD.ID*Disb #, cofiles PELE.DISB.SEQ PELI.DISB.SEQ PELE.DISB.ID*Seq #, cofiles PELE.DISB.SEQ PELI.DISB.SEQ PELE.DISB.ID*Seq #, cofiles GRE.AWARD GRI.AWARD COD Award ID, cofiles GRE.AWARD GRI.AWARD COD Award ID, cofiles GRE.DISB GRI.DISB GRE.AWARD.ID*Disb #, cofiles GRE.DISB GRI.DISB GRE.AWARD.ID*Disb #, cofiles GRE.DISB.SEQ GRI.DISB.SEQ GRE.DISB.*Seq #, cofiles GRE.DISB.SEQ GRI.DISB.SEQ GRE.DISB.*Seq #, cofiles DLE.AWARD DLI.AWARD COD Award ID, cofiles DLE.AWARD DLI.AWARD COD Award ID, cofiles DLE.DISB DLI.DISB DLE.AWARD key*Disb # DLE.DISB DLI.DISB DLE.AWARD key*Disb # DLE.DISB.SEQ DLI.DISB.SEQ DLE.DISB*Seq # DLE.DISB.SEQ DLI.DISB.SEQ DLE.DISB*Seq # The Big Picture FA.ACG.RECON Sequential FA.ACG.RECON Sequential FA.SMART.RECON Sequential FA.SMART.RECON Sequential PELL.RECON.ACYR Sequential PELL.RECON.ACYR Sequential ISIR.NSLDS Sequential ISIR.NSLDS Sequential TM.STUDENTS Colleague ID TM.STUDENTS Colleague ID Co-files

Files Keyed by the Colleague ID STUDENTS FIN.AID CS.ACYR SA.ACYR YS.ACYR TM.STUDENTS

Files in Financial Aid – FIN.AID FIN.AID Created as soon as the student has FA data and maintained over the life of the student at the institution Keyed by Colleague Student ID Pointers to both year specific tables and other non-year specific tables

General Student Financial Aid Data FA.CS.YEARS – CS.ACYR FA.SA.YEARS – SA.ACYR FA.YS.YEARS – YS.ACYR FA.SAP.RESULTS.ID –> SAP.RESULTS FA.ISIR.NSLDS.IDS –> ISIR.NSLDS FA.COD.PERSON.ID –> COD.PERSON FIN.AID Colleague STUDENT ID FIN.AID Colleague STUDENT ID

FIN.AID elements of interest FA.ACG.REASON.CODE FA.ENTR.INT.DT FA.LENDERS.ID FA.START.DATE FA.ADMIT.STATUS FA.INTERVIEWS

File Suites – General Characteristics One file template with file description and element list is delivered, but no data is ever stored here. Financial Aid uses.ACYR naming convention for the template The FFSP process builds a file for each year –EX:.2010 Each FA year holds data in a separate file and this is the file used for queries and rules –EX: SA.2009, CS.2008

Files Keyed by the Colleague ID STUDENTS FIN.AID CS.ACYR SA.ACYR YS.ACYR TM.STUDENTS

CS.ISIR.TRANS.IDS –> ISIR.FAFSA CS.FED.ISIR.ID –> ISIR.FAFSA CS.INST.ISIR.ID –> ISIR.FAFSA CS.VERIFIED.TRANS.ID –> ISIR.FAFSA Summary Need Analysis Calcs, location, packaging, verification CS.ACYR Colleague STUDENT ID CS.ACYR Colleague STUDENT ID

Elements of interest in CS.ACYR CS.FC CS.FED.ISIR.OR.CORRECTION * CS.FED.DEPENDENCY * CS.ISIR.HOUSING.CODE * CS.IGNORE.ATS CS.HAS.ISIR *

More CS.ACYR elements CS.NEED CS.VERIF.STATUS CS.VERIF.DATE CS.STD.TOTAL.EXPENSES CS.COMP.ID CS.PKG.ATP.CODE

The ISIR files – all co-files ISIR.DEMO: Student demographic data from the FAFSA ISIR.FAFSA: The exact responses the student put on the FAFSA application ISIR.RESULTS: Match flags, comment codes, etc. ISIR.CALC.RESULTS: Reject codes and information that supports EFC

More ISIR files ISIR.CORRECT.FLAGS * ISIR.HIGHLIGHT.FLAGS * ISIR.VERIFY.FLAGS * ISIR.NSLDS –INSD.PELL.IDS -> ISIR.NSLDS.PELL –INSD.LOAN.IDS -> ISIR.NSLDS.LOAN –INSD.GRANT.IDS -> ISIR.NSLDS.GRANT (* - required for ISIR printing)

ISIR.FAFSA – Elements of interest IFAF.STUDENT.ID IFAF.NSLDS.ID IFAF.IMPORT.YEAR IFAF.READY.TO.SEND IFAF… (all the FAFSA answers)

ISIR.DEMO (no Student ID) IDEM.NAME.LAST IDEM.NAME.FIRST IDEM.CURR.SSN IDEM.ORIG.SSN

ISIR.RESULTS (no student ID) IRES.TRANS.NBR IRES.RECEIPT.DT IRES.COMMENT.CODES IRES.SAR.C.FLAG IRES.CPS.PELL.ELIG IRES.DOD.MATCH.FLAG (and DATE)

ISIR.CALC.RESULTS (no student ID) ICRES.REJECT.CODES ICRES.AZE.IND ICRES.PRI.EFC (9 month)

Files Keyed by the Colleague ID STUDENTS FIN.AID CS.ACYR SA.ACYR YS.ACYR TM.STUDENTS

Summary information about - awards and award details Pell entitlement amount term-specific attendance pattern and packaging data Summary information about - awards and award details Pell entitlement amount term-specific attendance pattern and packaging data SA.ACG.RECON.IDS –> FA.ACG.RECON SA.SMART.RECON.IDS –> FA.SMART.RECON SA.GMRR.IDS –> GRANT.MRR SA.ACYR Colleague STUDENT ID SA.ACYR Colleague STUDENT ID

SA.ACYR elements of interest SA.AWARD SA.AMOUNT SA.ACTION SA.DATE SA.XMIT.AMT SA.PELL.ENTITLEMENT SA.AWARDED SA.ACCEPTED

Files Keyed by the Colleague ID STUDENTS FIN.AID CS.ACYR SA.ACYR YS.ACYR TM.STUDENTS

Year-specific data that is not award specific Comments for Need Analysis, Tracking and Verification Info on forms requested from and sent to the student No pointers to other tables Elements of interest YS.FILE.COMPLETE.DT YS.DECISION YS.MISC1 – YS.MISC5 Year-specific data that is not award specific Comments for Need Analysis, Tracking and Verification Info on forms requested from and sent to the student No pointers to other tables Elements of interest YS.FILE.COMPLETE.DT YS.DECISION YS.MISC1 – YS.MISC5 YS.ACYR Colleague STUDENT ID YS.ACYR Colleague STUDENT ID

TM.STUDENTS Colleague Student ID TM.STUDENTS Colleague Student ID Stores FA Transfer monitoring student data, such as; the dates for enrollment, the monitor start date, import and export dates for the student, as well as a listing of TMS.ERROR.CODES

TC.TA.TERMS – TA.ACYR TC.DATE.AWARD.ID – DATE.AWARD Table for data specific to one student/award TC.ACYR STUDENT ID*AWARD ID TC.ACYR STUDENT ID*AWARD ID

TA.FA.TRANSMITTALS –> FA.TRANSMITTALS Table for data specific to one student’s award for one term. Transmitted amount, Location, Payout Rules, Limits, AR Codes. This table has more computed columns than elements. Table for data specific to one student’s award for one term. Transmitted amount, Location, Payout Rules, Limits, AR Codes. This table has more computed columns than elements. TA.ACYR STUDENT ID*AWARD ID*TERM ID TA.ACYR STUDENT ID*AWARD ID*TERM ID

TA.ACYR elements of interest TA.TERM.ID TA.AW.ID TA.STUDENT.ID TA.TERM.ACTION TA.TERM.ACTION.DATE TA.TERM.AMOUNT TA.TERM.XMIT.AMT TA.TERM.XMIT.DT TA.REG.CREDITS * TA.QUERY.REG.CREDITS *

Example Relationship 2 Terms 2 Awards Annual SA.ACYR Student ID TC.ACYR Student ID*Award code 1 TA.ACYR Student ID*Award code 1*Award Period 1 TA.ACYR Student ID*Award code 1*Award Period 2 TC.ACYR Student ID*Award code 2 TA.ACYR Student ID*Award code 2*Award Period 1 TA.ACYR Student ID*Award code 2*Award Period 2

SA.ACYR Student Pell Student*PELL Pell Fall Student*PELL*09/FA Pell Spring Student*PELL*10/SP SEOG Student*SEOG SEOG Fall Student*SEOG*09/FA SEOG Spring Student*SEOG*10/SP

ISIR.DEMO Relationships – Need Analysis and SAP ISIR.FAFSA CS.ACYR (CS.STUDENT.ID) CS.ACYR (CS.STUDENT.ID) FIN.AID (FA.STUDENT.ID) FIN.AID (FA.STUDENT.ID) ISIR.RESULTS SAP.RESULTS (Sequential Key) SAPR.STUDENT.ID SAP.RESULTS (Sequential Key) SAPR.STUDENT.ID FA.SAP.RESULTS.ID CS.FED.ISIR.ID CS.INST.ISIR.ID CS.ISIR.TRANS.IDS CS.VERIFIED.TRANS.ID SAPR.APPEALS.ID SAP.APPEALS Sequential SAP.APPEALS Sequential FA.CS.YEARS Same Sequential Key

Relationships– Awarding PELL.ACYR Student*Award PELL.ACYR Student*Award MRR.ACYR Sequential MRR.ACYR Sequential DATE.AWARD Sequential DATE.AWARD Sequential DATE.AWARD. DISB Sequential DATE.AWARD. DISB Sequential SA.ACYR Student SA.ACYR Student TC.ACYR Student*Award TC.ACYR Student*Award TA.ACYR Student*Award*Term TA.ACYR Student*Award*Term FA.TRANSMITTALS Sequential FA.TRANSMITTALS Sequential AR.PAYMENTS Sequential AR.PAYMENTS Sequential SL.ACYR Student*Award SL.ACYR Student*Award EL.APP LA.ACYR App Seq No LA.ACYR App Seq No EL.LOAN EL.DISBURSEMENT EL.ROSTER SA.MRR.ID Value from SA.AWARD list Value from SA.AWARD list SL.APP.SEQ.NO SL.LOAN.ID LA.APP.ID ELLN.APP.ID ELLN.DISBURSEMENT.IDS ELDI.ROSTER.IDS ELAP.LOAN.ID TC.TA.TERMSTC.DATE.AWARD.ID TA.FA.TRANSMITTALS FAX.AR.PAYMENTS DAW.DATE.AWARD.DISB.IDS

COD Reporting Files - Export DLE.AWARD COD Award ID DLE.AWARD COD Award ID DLE.DISB.SEQ COD Award ID* Disb#*Seq# DLE.DISB.SEQ COD Award ID* Disb#*Seq# DLE.DISB COD Award ID* Disb# DLE.DISB COD Award ID* Disb# DLEA.DLED.IDS DLED.LOAN.ID DLED.DLEDS.IDS DLEDS.DLED.ID PELE.AWARD Year*Student*Campus PELE.AWARD Year*Student*Campus PELE.DISB Year*Student*Campus* Disb# PELE.DISB Year*Student*Campus* Disb# PELE.DISB.SEQ Year*Student*Campus* Disb#*Seq# PELE.DISB.SEQ Year*Student*Campus* Disb#*Seq# PEA.PELE.DISB.IDS PED.PELE.DISB.SEQ.IDS PED.PELE.AWARD.ID PEDS.PELE.DISB.ID GREA.GRE.DISB.IDS GRE.AWARD COD Award ID GRE.AWARD COD Award ID GRE.DISB COD Award ID* Disb# GRE.DISB COD Award ID* Disb# GRED.GRE.AWARD.ID GRED.GRE.DISB.SEQ.IDS GRE.DISB.SEQ COD Award ID* Disb#*Seq# GRE.DISB.SEQ COD Award ID* Disb#*Seq# GREDS.GRE.DISB.ID

COD Reporting Files - Import PELI.AWARD Year*Student*Campus PELI.AWARD Year*Student*Campus PELI.DISB Year*Student*Campus* Disb# PELI.DISB Year*Student*Campus* Disb# PELI.DISB.SEQ Year*Student*Campus* Disb#*Seq# PELI.DISB.SEQ Year*Student*Campus* Disb#*Seq# PIA.PELI.DISB.IDS PID.PELI.DISB.SEQ.IDS PID.PELI.AWARD.ID PIDS.PELI.DISB.ID DLI.AWARD COD Award ID DLI.AWARD COD Award ID DLI.DISB.SEQ COD Award ID* Disb#*Seq# DLI.DISB.SEQ COD Award ID* Disb#*Seq# DLI.DISB COD Award ID* Disb# DLI.DISB COD Award ID* Disb# DLIA.DLID.IDS DLID.LOAN.ID DLID.DLIDS.IDS DLIDS.DLID.ID GRIA.GRI.DISB.IDS GRI.AWARD COD Award ID GRI.AWARD COD Award ID GRI.DISB COD Award ID* Disb# GRI.DISB COD Award ID* Disb# GRID.GRI.AWARD.ID GRID.GRI.DISB.SEQ.IDS GRI.DISB.SEQ COD Award ID* Disb#*Seq# GRI.DISB.SEQ COD Award ID* Disb#*Seq# GRIDS.GRI.DISB.ID

COD Pre-award files COD.PERSON PERSON CODP.COLLEAGUE.ID COD.MPN CODP.COD.MPN.IDS COD.PERSON CODP.COD.PERSON.IDS COD.AGREEMT.TO.SERVE CODP.ATS.IDS

Where can I find this information? Envision Run time –RFEI –RDEL –RDEP –RDVF Envision Toolkit –FIQ –DEL –DEP –DCC

RFEI – File Element Inquiry MV Pointer to FA.SMART.RECON

RDEL – Database Element Linkages File Pointed to

RDEP – Database Element Presentation

RDVF – Computed Columns Inquiry

FIQ – File Element Inquiry

DEL – Database Element Linkages

DEP – Database Element Presentation

DCC – Define Computed Column

Entity Editor in Colleague Studio

Studio Entity Editor, continued Computed Columns Pointers Elements Alpha order Field Numbers

Questions?

Eric Mayo: Bonnie Coffey: