What's New

Update 24A

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

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Optional Uptake of New Features (Opt In)

When new functionality is delivered, we strive to ensure our customers are successful when implementing them. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you must take action to leverage the new feature.

Features delivered Disabled can be activated for end users by following the Steps to Enable in the What’s New to update configuration, integrations, and/or system settings within the application. For features that require configuration updates, we encourage you to review the delivered baseline configuration, which is based on industry standards, to ease the burden of up-taking new features.

Feature Summary

Student Aid Eligibility

You can download additional documents and attachments to update and maintain your Student Financial Aid implementation. To view and download these documents, see Oracle Fusion Cloud Student Financial Planning: Release Notes 24A (Doc ID 3000063.1) on My Oracle Support.

ISIR

New 24/25 ISIR Support

Due to the Consolidated Appropriations Act, the 24/25 ISIR has been completely re-written for FAFSA Simplification.  This includes the almost doubling in size of the ISIR from 23/24 and a massive number of changes to how ISIR processing will work in Student Financial Aid.  This feature provides the ability to load 24/25 ISIRs, view those files in a user friendly format, and allow for financial aid professionals to complete ISIR processing successfully for the new award year.

New ISIR Format

• 24/25 ISIR format layout has been updated to accommodate the FAFSA Simplification changes which include new sections outlined below and fields being both added and removed (with a delta of 275 more fields).
  • Transaction Identification: FAFSA Identification UUID, Transaction UUID, Application and Transaction Data Sources, Model, Transaction Dates, etc.
  • Student Demographic, Identity, and Contact Information: Student First Name, Date of Birth, Social Security Number, etc.
  • Student Non-Financial Information: Student Marital Status, State of Legal Residence, etc.
  • Student Manually Entered Financial: Student Filed 1040 or 1040NR, Tax Return Filing Status, Adjusted Gross Income, etc.
  • Student School Choices, Consent, and Signature: College #1 - #20, Consent to Retrieve and Disclose FTI, Signature, etc. 
  • Student Spouse Demographic, Identity, and Contact Information: Student Spouse First Name, Date of Birth, Social Security Number, etc.
  • Student Spouse Manually Entered Financial Information, Consent, and Signature: Student Spouse Tax Return Filing Status, Adjusted Gross Income, Consent to Retrieve and Disclose FTI, Signature, etc.
  • Parent Demographic, Identity, and Contact Information: Parent First Name, Date of Birth, Social Security Number, etc.
  • Parent Non-Financial Information: Parent Marital Status, State of Legal Residence, etc.
  • Parent Manually Entered Financial Information, Consent, and Signature: Parent Tax Return Filing Status, Adjusted Gross Income, Consent to Retrieve and Disclose FTI, Signature, etc.
  • Parent Spouse or Partner Demographic, Identity, and Contact Information: Parent Spouse or Partner First Name, Date of Birth, Social Security Number, etc.
  • Parent Spouse or Partner Manually Entered Financial Information, Consent, and Signature: Parent Spouse or Partner Tax Return Filing Status, Adjusted Gross Income, Consent to Retrieve and Disclose FTI, Signature, etc.
  • Preparer Information: Preparer First Name, Social Security Number, EIN, etc.
  • FPS Processing Information: FAA Federal School Code, Verification Tracking Flag, Incarcerated Applicant Flag, etc.
  • Correction, Highlight, and Verify Flags: Student First Name Correction, Highlight, and Verify flags, Parent Adjusted Gross Income Correction, Highlight, and Verify Flags, Parent Spouse or Partner Income Earned from Work, etc.
  • Matches and Other Processing Information: DHS Primary Match Status, NSLDS Match Status, Comment Codes, etc.
  • NSLDS Information: NSLDS Discharged Loan Flag, NSLDS Undergraduate Subsidized Loan Limit Flag, NSLDS SAI, etc.
  • Student FTIM Information: Student Filing status code, Adjusted Gross Income, Number of dependents , etc.
  • Student Spouse FTIM Information: Student Spouse Filing status code, Adjusted Gross Income, Number of dependents , etc.
  • Parent FTIM Information: Parent Filing status code, Adjusted Gross Income, Number of dependents , etc.
  • Parent Spouse or Partner FTIM Information: Parent Spouse or Partner Filing status code, Adjusted Gross Income, Number of dependents , etc.
  • Total Income Information: Student total income, Parent total income, FISAP total income, etc.

• Refer to the 24/25 ISIR Mapping Analysis that was completed by our Product Management team and reviewed by customers on Cloud Customer Connect to identify which ISIR fields should be used for the new aid year when the prior field no longer exists or was renamed

Processing the 24/25 ISIR

• Once the ISIR is loaded in to the system leveraging a new FTI SAIG Mailbox (Refer to Integration with the New FTI SAIG Mailbox Feature for more details), the system will match the ISIR to the student.

• ISIR Matching Examples
  • Example of ISIR Matching Expressions that will not work for the 23/24 ISIR award year: 
    • FIRST_NAME~LAST_NAME~PERSON_UUID
    • The entire expression will be ignored if a 24/25 only value is included in an expression and no ISIRs will be matched using this expression
  • Example of ISIR Matching Expressions that will not work for the 24/25 ISIR award year:
    • FIRST_NAME~LAST_NAME~MIDDLE_INITIAL
    • The entire expression will be ignored if a 23/24 only value is included in an expression and no ISIRs will be matched using this expression
  • If all configured expression(s) contains enums that are only valid for one aid year no ISIRs will match automatically for the other aid year
    • For example: MIDDLE_INITIAL~SSN_MATCH_FLAG_1| MIDDLE_INITIAL will only match 23/24 ISIRs.  24/25 ISIRs will never automatically match until the ISIR Matching criteria is updated
  • The system will continue to leverage configuration to determine how the 24/25 ISIR should be matched to a student for the new aid year. 

• Once matched, the system will process the ISIR determining discrepancies, requesting documents, evaluating comment codes, verification worksheets, etc based on configuration
  • Refer to Optimized ISIR Configuration Feature and Support of 24/25 Verification Worksheets Feature for more details
  • Assumptions will no longer be supported with the 24/25 Award Year as they will not be received in the ISIR
  • If a student requires a Professional Judgment due to their Provisional Independent Dependency Model, we have included in baseline configuration a new document called "PJ Provisional ISIR Status" which is now configured to be the initiating document to start the PJ process in SFA to initiate a Dependency Override.

• Any resulting corrections will be sent via the existing SAIG Mailbox.

Displaying the 24/25 ISIR Data

• The following places on the UI have been updated to account for the new ISIR format and new fields
  • Updated ISIR sections within the ISIR Information page have been created to group the ISIR data based on the new ISIR format.
    • The updated sections within the 24/25 ISIR provide a level of granularity that gives financial aid administrators easy access into the data provided. 
      • ISIR Info
      • Student Info
      • Student Financial Info
      • Student Spouse Info
      • Student Spouse Financial Info
      • Parent and Parent Spouse Info
      • Parent and Parent Spouse Financial Info
      • FPS Info
      • Correction, Highlight, Verify Flags
      • NSLDS Info
      • School Choice Info
      • Signature and Preparer Info
    • Within the first section, ISIR information, we have included important fields for making financial aid decisions such as SAI, Comment Codes, and Reject Codes. 
    • Within each Financial Information section we have included both the FTI fields and the manually entered fields so a financial aid administrator can quickly review all the information in one page.  We have also clearly sectioned these fields out in financial info so you know what is FTI and what is manually entered. 
    • Finally, we combined all the signature responses in the Signature info section so you can quickly see which users provided their consent to get data from the IRS. 
    • The 23/24 ISIR will still display all the current available sections
  • ISIR related tasks (ISIR Review, ISIR Verification, and PJ) to support the 24/25 ISIR
    • Within each of the tasks the ISIR data has been updated to display what is shown in the ISIR Information page. 
    • Updated ISIR CPS Tx # to ISIR FPS Tx# for 24/25 tasks
    • Updated Original Name ID to Person ID
    • Updated Assumptions and Highlight Tab to just Highlights for 24/25 tasks
    • As with the ISIR Information tab, any 23/24 ISIR tasks will still show the current user interface values as they are still relevant
  • ISIR Corrections within the ISIR Information UI or within ISIR related tasks
    • Updated ISIR correctable fields and valid field content for 24/25
  • In Supervisor View, within the Complete ISIR Review and Complete ISIR Verification task queues
    • Updated CPS to FPS
  • ISIR Information and Student Summary pages,
    • Updated Primary EFC Amount value per ISIR transaction to SAI
    • Updated Original Name ID to Person ID
    • Updated CPS Transaction # to FPS Transaction #
  • When ISIR fields are displayed on any UI, the system will display the appropriate field names and values based on the award year of the ISIR.
    • Any place that 24/25 ISIR FTI fields are displayed in the UI, the required 'CUI//SP-Tax' labeling will be presented prior to the value received on the ISIR. 
      • Refer to the Security Requirements for FTI Data feature for more information on how FTI data in handled in the system.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Student Financial Aid

• You will need to configure your environment to process ISIR for the new award year
  • Configuration will need to be added to the following workbooks
    • DOCMETADATA.csv
    • DOCUMENTS.csv
    • ISIR_C_CODES_TO_FIELDS.csv
    • ISIR_C_CODES.csv
    • ISIR_DISCREP.csv
    • ISIR_HIGHLIGHT.csv
    • ISIR_MGMT.csv
    • ISIR_REJECT_CODES_TO_FIELDS.csv
    • ISIR_REJECT_CODES.csv
    • ISIR_REJECT_TO_C_CODES.csv
    • ISIR_VERIFICATION_CODES.csv
    • PJ.csv
    • REGULATORY_DEADLINES.csv
  • Student Financial Aid baseline configuration updates for 24/25 can be used as a guide for the necessary award year configuration changes. 
    • Refer to Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1) outlining the baseline configuration updates that were made for the 24/25 Award Year

• Next, you will need to enable each Department of Education file format that can be received from FAFSA Processing System (FPS) that you want SFA to process. 
  • Ensure the DOE File Management General Permission is enabled
  • Navigate to the DOE File Management User Interface
    • Choose Award Year 2024-2025
    • Select the file names that you want SFA to process
    • Add the date and time you wish to enable these files
  • Due to the Department of Education communicating that they will be sending schools 24/25 ISIR files prior to allowing ISIR corrections the following process should be done in SFA:
    • Within your Regulatory Deadlines Configuration workbook, ensure your ISIR Correction Start date aligns with your ISIR Award Year Start Date
    • Within the DOE File Management user interface enable your ISIR files for 2025 but do NOT enable the CORE25OP or CORR25IN files
      • Doing this will allow ISIRs to load and process correctly in SFA
      • If an ISIR Correction is required, you will be able to trigger the Correction through SFA
      • Once the ISIR progresses to a Corrected state, the CORR25IN file will generate and be held in a queue until you are able to enable to the Correction file formats
      • Once enable and the ISIR Correction batch job runs, all the queued up Correction files should be sent to FPS

NOTE: It is not recommended to send multiple ISIR Correction files for the same student as they will be batched together and could process incorrectly at FPS 

• Lastly, you will want to ensure that your new SAIG Mailbox is set up. Refer to Integration with the New FTI SAIG Mailbox feature for more details.

Tips And Considerations

• Due to the substantial changes from the 23/24 to the 24/25 ISIR, most ISIR configuration values have changed.  Schools will need to take additional time to review all of their ISIR configuration to ensure it meets their policies.
  • Refer to Optimized ISIR Configuration Feature and the Supplemental Documents and Attachments for Release 24A Release Notes (Doc ID 2613016.1) outlining the baseline configuration updates related to ISIR Processing for 24/25 Award Year
    • Refer to the 24/25 ISIR Mapping Analysis on Cloud Customer Connect that can assist in identifying how the new ISIR fields should be used for the new aid year when the prior field no longer exists or was renamed.

• Before going live with 24/25 ISIRs in your Production environment it is important to not only update your configuration correctly, but to use your testing environment(s) to make sure you are ready to receive the newly updated ISIR files.  

Key Resources

• Watch New 24/25 ISIR Support Readiness Training

• Review the following resources published by the Department of Education
  • 2024-25 FASFA Specification Guide
  • 2024–2025 Award Year: FAFSA Information to be Verified and Acceptable Documentation
  • 2024–25 Test ISIR Data File Available
  • FAFSA Simplification Webinars and Training Videos
  • Update on the Simplified, Streamlined, Redesigned 2024-25 FAFSA
  • 24/25 Provisional Independent Status

Optimized ISIR Configuration

Due to the significant changes to the ISIR in the 24/25 award year, Student Financial Aid is providing a more optimal approach for accessing ISIR fields within configuration.  This new approach can be utilized when accessing ISIR values anywhere ISIR configuration is used for 24/25 and future award years.

The new approach provides a new methods which will return a key value pair when accessing 24/25 ISIR fields. Instead of requiring a string, a type safe enum will be defined for each field. You will get the benefit of autocomplete functionality, delivered with JavaDoc, and the ability to leverage defined data types. For example, if a value is a date instead of a string being returned that needs to be parsed, it will return as a date.

• Refer to Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1) for the configuration scripting API with full details of the new methods, enums, and data types.

Below we provide some examples of how the new configuration will work for 24/25 going forward.

Configuration that has direct access to the ISIR record:

When a script is being used and the ISIR award year is unknown (ie a 24/25 COA or NFF fund is being projected but the student may only have 23/24 ISIR):

24/25 ISIR Baseline Configuration Workbook Updates:

• The following areas have been updated in Student Financial Aid baseline configuration to support the 24/25 ISIR
  • ISIR Regulatory Deadlines have been added to Regulatory Deadlines Configuration for 24/25
  • ISIR Verification Rules and Tracking Groups added for the 24/25 award year
  • ISIR Comment Codes Configuration added for 24/25 award year 
  • ISIR Reject Code Configuration added for 24/25 award year 
  • ISIR 24/25 Highlight Configuration added for 24/25 award year 
  • ISIR 24/25 Assumptions Configuration is no longer required 
    • To ensure you do not incorrectly configure assumptions for the 24/25 award year, we have added a validation error that will be thrown when a configuration is loaded with 24/25 Assumptions 
  • ISIR Discrepancy Configuration added for the 24/25 award year
  • ISIR MGMT Configuration added for the 24/25 award year 
  • DocMetaData Configuration added for the 24/25 award year
  • Documents Configuration added for the 24/25 award year
  • PJ Configuration added for the 24/25 award year

• Refer to Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1) for the specific baseline configuration updates that were made for each of the areas above.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Student Financial Aid

• Download provided Student Financial Aid Baseline configuration from Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1)

• Download your current Production environments baseline configuration

• Determine what configuration changes are required to meet your business requirements
  • Refer to Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1) outlining the updates that were made to our baseline configuration to process the new 24/25 ISIR
  • Refer to the 24/25 ISIR Mapping Analysis that was completed by our Product Management team and reviewed by customers on Cloud Customer Connect to identify which ISIR fields should be used for the new aid year when the prior field no longer exists or was renamed

• Update your configuration using the new methods described in this feature to access 24/25 ISIR fields within groovy script
  • Refer to Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1) for the configuration scripting API  with further details of the new methods and new enums defined for each ISIR field
    • To access the defined enums and methods for the 24/25 ISIR fields, navigate to the Javadoc for SFP Scripting API, select com.oracle.sfp.scripting.api, and select IsirField<T> to view all of the ISIR fields

• Apply 24/25 configuration updates to your test environment and confirm they are working as expected before promoting the configuration update to your production environment

Tips And Considerations

• You will need to review every configuration that accesses ISIR fields to ensure that they are using the new methods to access the data for 24/25 Award Years and future
  • If you are attempting to access ISIR data using a method that is not supported for the award year, an application event error will be logged when the script executes.

• When defining configuration that uses FTI values, you need to ensure to use one of the methods that outputs the FTI value without the CUI labelling
  • Example: using isirRecord.getField(IsirField.STUDENTFTIM_ADJUSTEDGROSSINCOME_FTI).getOrNull() will return the value as an integer without CUI labelling

• In groovy scripts that need to access both 23/24 and 24/25 ISIR fields such as those used within packaging, you will need to identify the ISIR award year you are accessing within the script and conditionally use different methods to access the desired data.

Key Resources

• Watch Optimized ISIR Configuration Readiness Training

• Review the following resources published by the Department of Education
  • DCL (GEN-23-11) FAFSA Simplification Act Changes for Implementation in 2024-25
  • FAFSA Simplification Webinars and Training Videos
    • Protecting Federal Tax Information (FTI) at Your Institution

Reports and Letters

Updates to Reports and Letters to Support the New 24/25 ISIR

As a result of the changes to the 24/25 ISIR format, Student Financial Aid has created views containing ISIR information for 24/25 ISIR and forward while maintaining current ISIR views for 23/24 and prior.  24/25 ISIRs contain significantly more fields, previous fields have been renamed and allowable values have been updated.  Creating these new views enables all prior product and custom reports to function while giving the flexibility to enhance or create new reporting for the new ISIR structure.

Reporting Updates

• New Reporting views will be created to include ISIR data for 24/25 ISIRs and forward
  • Reporting views will be designated as V2 in order to differentiate the new from existing views
    • Existing views will contain 23/24 ISIR data and older
    • For example:
      • 23/24 ISIR information - ISIR_ONLY_VW 
      • 24/25 ISIR information - ISIR_ONLY_V2_VW 

• Custom reports may need to be duplicated depending on the ISIR data being returned.  Certain reports can be rewritten to include ISIR data from old and new views however you should be cautious of the amount of ISIR fields being used.  

Letter Updates

• Any custom letters utilizing ISIR fields may need to be duplicated or re-written in order to ensure the correct ISIR data is being displayed
  • Since ISIR data will now be split into multiple views depending on the Award Year, you'll need to ensure custom data models using any of the existing V1 views be updated to also include the V2 views or should be duplicated to incorporate only 24/25 ISIRs and forward. 

• In order to support the new reporting views and letters, the Letter trigger parameters for the FasStudentAwardInformationV2Event have been updated to include an Award Year.  The Award Year sent in the parameters will correlate to the latest Award Year of any fund in the Award Message.  Award year has been added so Award Year specific letters, ie the Aid Offer Letter and the Provisional Aid Offer Letter, incorporates the correct ISIR values.
  • For Example, the following Package version would have an Award Year of 2025 as the award year in the letter parameters:
    • Package Version 2
    • Academic Year 1
    • Awards
      • 24/25 Pell
      • 23/24 Sub
      • 23/24 Unsub

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Student Financial Aid

Letters

• Review any custom letters that utilize ISIR values.  Letter data models may need to be updated to use the new ISIR reporting V2 views, or if significant changes were made you may need to duplicate the letter in OAS and configuration to allow for Aid Year specific letters

• If FTI data is present, the format FTI function may need to be used to include the CUI//SP-TAX label in the output of the letter.  For details please review the Security Requirements for FTI Data Feature. 

Reports

• Custom reports may also need to be duplicated depending on the ISIR data being returned.  Certain reports can be rewritten to include ISIR data from old and new views however you should be cautious of the amount of ISIR fields being used.   

• If your custom reports contain FTI data in the output, you should include an optional run parameter that will allow you to display or mask FTI data in the output. For details please review the Security Requirements for FTI Data Feature.

Tips And Considerations

For a full list of the reporting view updates and details about the new and updated product report and letters, see Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1)

Key Resources

• Please review the following resources published by the Department of Education
  • 2024-25 FASFA Specification Guide
  • DCL (GEN-23-11) FAFSA Simplification Act Changes for Implementation in 2024-25

SAIG

Integrating with New FTI SAIG Mailbox

Beginning with the 2024-25 FAFSA award year, as a result of the changes to the 24/25 ISIR format, every institution enrolled to receive ISIRs will be required to utilize a new FTI SAIG mailbox that aligns with updated security requirements for receiving and sending FTI data within the ISIR.

• The system will utilize the new FTI-SAIG software in order to begin receiving and sending 24/25 ISIR data and forward
  • The enhanced SAIG software is used for all award years as it will offer connectivity options to both the SAIG and FTI-SAIG mailboxes
  • The upgraded SAIG software includes increased security in the authentication process to identify FTI-SAIG authorized users

• The system will be upgraded to a new TD Client version
  • The new TD Client version will be utilized for all file types and all award years going forward (includes all ISIR files, all COD files, and all NSLDS files for all award years)

•  The system will receive the 24/25 award year ISIR files and forward via the new FTI-SAIG mailbox including:
  • IDAPXXOP (XX is the award year) - Daily Electronic Application ISIRs
  • IDSAXXOP (XX is the award year) - Daily ISIRs
  • IGCOXXOP (XX is the award year) - CPS Daily ISIRs - ISIRs generated by institutional corrections
  • IGSGXXOP (XX is the award year) - CPS Pushed ISIRs  - System-Generated
  • IGSAXXOP (XX is the award year) - CPS Pushed ISIRs
  • COREXXOP (XX is the award year): Electronic Correction Errors
  • EAPRXXOP (XX is the award year): Electronic Application Rejects
  • SIGAXXOP (XX is the award year): Signature Record Errors

• The system will send 24/25 award year ISIR files and forward via the existing SAIG mailbox including:
  • CORRXXIN (XX is the award year): ISIR Corrections

• The existing TD Client Management UI can be used to enable or disable the new TD Client that is associated with the existing SAIG and new FTI-SAIG mailbox and include a TD Client health check for the new mailbox
  • Existing screen and toggle switch will be used for the TD Client module associated to existing SAIG mailbox
  • A new toggle switch will be used for the new TD Client module associated to the new FTI-SAIG mailbox
  • The existing check TD Client health verbiage / button section will provide a response for each TG Mail Mailbox indicating the health of each mailbox separately

• The system will allow a user to update / sync up the new TG Number and Password information associated with the new FTI-SAIG mailbox to match the password set with the DOE via the existing SAIG Administration UI
  • A new section for the new TG Number and Password associated with the new FTI-SAIG mailbox will be duplicated on existing SAIG Administration UI   

• The existing rest API for pushing and pulling files from VUG will remain in its current form (files will be stored in the same folder for other files)

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Student Financial Aid

• Visit Department of Education SAIG Enrollment Site to sign the updated SAIG enrollment agreement and enroll for a new FTI-SAIG mailbox for your institution

• Once enrolled, log into Federal Tax Information Transaction Delivery Community Manager (FTI-TDCM) portal using your credentials and export the provided INI and RTM Certificate files. You will also need to retrieve the Approval Code 
  • You can export the INI file from the Security subtab under the main Participants tab by clicking the Export INI button
  • You can export the RTM Certificate file from the Security subtab under the main Participants tab by clicking the Export Runtime button
  • You can retrieve the Approval Code value from the Approval Code text box in the same Participants section

• You should then open an SFP SR and title it "INI File for FTI SAIG Mailbox Setup" and attach the exported INI file, the Runtime Certificate file, and the Approval Code (via word doc or text snippet). This will allow SFP support to complete the mailbox setup for your institution once the release is live.

• Upon receipt of your exported INI and Runtime file in addition to the Approval Code via service request, Oracle’s SFP support team will begin the backend setup activities for your FTI SAIG mailbox
  • You must ensure the FTI TD Client mailbox is in a status of Suspended on the SFP TD Client Management UI. The mailbox will not be connected if in a status of Active prior to the next steps.
  • SFP support will require a screenshot of the UI in a Suspended status for the FTI TD Client Mailbox prior to loading any INI file to an environment

• Once the mailbox setup is complete and the FTI TD Client mailbox is Suspended, you must set the FT Number and new Password information associated with the new FTI-SAIG mailbox on the existing SAIG Administration UI in order to use the new FTI mailbox. User will require the "SAIG Management" permission to do so.
  • You can refer to the  SAIG Administration section of the User Guide for guidance on how to update an SAIG password.
  • Similar to the existing SAIG mailbox, the Department of Education requires the password update process to be completed every 90 days subsequently.

• You should then enable the new FTI TD Client for the new FTI SAIG mailbox using the TD Client Management UI. You can use the toggle to move the status from “Suspended” to “Active”. User will require the "TD Client and VUG" permission to do so.

Tips And Considerations

The new FTI-SAIG mailbox will only be used for 24/25 ISIRs and forward, and will not be used ISIRs files prior to 24/25 or other file types such as NSLDS and COD.

Key Resources

• Watch Integrating with New FTI SAIG Mailbox Readiness Training

• Review the following resources published by the Department of Education
  • (GENERAL-23-34) Access and Use of Federal Tax Information (FTI) for Federal Student Aid Programs Beginning with the 2024-25 FAFSA Processing Cycle
  • (GENERAL-23-40) SAIG Software Upgrade for FTI Data Transmission Preliminary Information for SAIG Software Users
  • (GENERAL-23-79) Updated SAIG Enrollment Agreement Available Oct. 23, 2023 ¿ Required Steps to Receive 2024-25 ISIRs 
  • (GENERAL-23-82) SAIG Software Upgrade for FTI Data Transmission - Additional Information for SAIG Software Users
  • Federal Tax Information - Student Aid Internet Gateway (FTI-SAIG) TDClient Host Communication Guide 
  • 2024–25 Test ISIR Data File Available
  • FAFSA Simplification Webinars and Training Videos

Security

Security Requirements for FTI Data

With the Consolidated Appropriations Act and 24/25 New Aid Year updates, Financial Aid applicants and their contributors can now consent to the use of Federal Tax Information, or FTI, to be transferred to schools via the Institutional Student Information Record (ISIR). Oracle Student Financial Aid ensures compliance with IRS Publication 1075 and strict FTI data requirements for storing, displaying, reporting, and how it is used in the calculation of Financial Aid. This includes incorporating required Controlled Unclassified Information (CUI) labeling for FTI whenever it appears in the user interface, logs, or reports. Additionally, the ISIR is stored in its original raw format within the system, complete with the necessary CUI labeling as transmitted by the Education Department (ED).

User Interface Updates

• Any FTI Field displayed in the UI will be designated with a CUI label prior to the field value.  Example for Adjusted Gross Income - 'CUI//SP-TAX 50000'

New Security Permission

• A new Security Permission named 'FTI Viewer' has been created to allow certain users and roles the ability to view highly restricted FTI data
  • If permission is given, user will be able to view all FTI fields labeled 'CUI//SP-TAX' within the ISIR and anywhere these values appear in the system
  • If permission is removed, any 'CUI//SP-TAX' values will only display the CUI label (CUI//SP-TAX) followed by Xs and will not display the actual FTI values

Configuration Updates

• With the significant changes to the ISIR, SFA has created optimizations to configuration.  Instead of requiring a string, a type safe enum and data type will be defined for each field ensuring that the data being retrieved is provided in the expected format.  These formats will also include methods for retrieving FTI data.  Values are returned as a string in logs and will include the CUI labeling for all FTI Data.  For more information see the Optimized ISIR Configuration Feature.

Reporting Updates

• New reporting views will be created to include ISIR data for 24/25 ISIRs and forward
  • Column names where the column contains FTI data will end with _FTI to denote the values in the column are FTI values and should be treated as restricted data
    • FTI Values within the column will not contain the CUI labeling, this was done in order to preserve the data types
  • Report writers should use a format function FASRPT.fasrpt_mv_util_pkg.format_fti in order to label FTI data outputs with CUI//SP-TAX prior to the value in any output.
    • Generic Example 
      • select   FASRPT.fasrpt_mv_util_pkg.format_fti('FIELD1_FTI', FIELD1_FTI) as FIELD1,     FASRPT.fasrpt_mv_util_pkg.format_fti('FIELD2_FTI', FIELD2_FTI) as FIELD2,     FASRPT.fasrpt_mv_util_pkg.format_fti('FIELD3_FTI', FIELD3_FTI) as FIELD3,  FASRPT.fasrpt_mv_util_pkg.format_fti('FIELD100_FTI', FIELD100_FTI) as FIELD100 from FASRPT.<view_name>;
    • Example using Reporting Views
      • select FASRPT.fasrpt_mv_util_pkg.format_fti('STUDENTFTIM_ADJUSTEDGROSSINCOME_FTI', a.STUDENTFTIM_ADJUSTEDGROSSINCOME_FTI) as AGI, from FASRPT.isir_fields_all_v2_vw a;
      • Value output on Report would = CUI//SP-TAX 9500

• Product reports containing FTI data in the output will include an optional run parameter that will allow you to display or mask FTI data in the output 
  • If the report is run using the masked option, all FTI fields will display the CUI//SP-TAX label but will not contain the actual FTI field value
  • If the report is run without masking, the CUI//SP-TAX label will be present prior to the actual FTI value
  • Our product report data models for masking can be utilized if you would like the masking option present on any custom reports.

Letter Updates

• If you want to display any FTI data on a custom letter, you will need to utilize the same FASRPT.fasrpt_mv_util_pkg.format_fti described in the reporting update to display the CUI//SP-TAX label in the field value.  If this function is not used in the letter query the CUI label will not be rendered on the letter.  

Integration Updates

• The FasValidIsirProcessStatusInformationEvent and FasIsirInformationRequest Webservice Integration messages will now display they CUI//SP-TAX label in the field value for each FTI field being returned in the message.  
  • Example from the FasValidIsirProcessStatusInformationEvent
    • <IsirField>
    • <Number>863</Number>
    • <Name>Returned Tax Year</Name>
    • <Value>CUI//SP-TAX 2022</Value>
    • </IsirField>

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Student Financial Aid

• In order to view FTI data within the User Interface, an admin must assign the permission of FTI Viewer to any role where a user should be able to view this restricted data.

• Report writers must use the FORMATFTI() in report and letter queries in order to correctly label FTI data in any outputs

Tips And Considerations

• Our product reports containing FTI will have the ability run the report with either FTI data masked or unmasked.  If only certain members of your school should see the data unmasked, please copy our product reports to a separate folder and update the Data Model.  You can control access to individual reports and folders via permissions to control which users have the ability to see unmasked data.   For example, our Individual ISIR Report will contain the ability to run the report with a filter to mask the data.  This data model can be updated to only display masked fields and can be utilized to restrict users from access to FTI data. 

• For a full list of the reporting view updates and details about the new and updated product report and letters, see Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1)

Key Resources

• Watch Security Requirements for FTI Data Readiness Training

• Review the following resources published by the Department of Education
  • Access and Use of Federal Tax Information (FTI) for Federal Student Aid Programs Beginning with the 2024-25 FAFSA Processing Cycle
  • FAFSA Simplification Webinars and Training Videos
    • Protecting Federal Tax Information (FTI) at Your Institution

Documents

Updates to Document Owners

Within the 24/25 ISIR, the required contributors for a FAFSA were updated to Student, Student Spouse, Parent, and Parent Spouse.  Due to this change the document owners within SFA were updated to reflect the new naming conventions to support the 24/25 award year.

• Possible Document Owner Enums inAPI were updated to add the following values - Student Spouse, Parent, Parent Spouse. Below is the full list that of enums that will be supported.
  • Student
  • Mother
  • Father
  • Spouse
  • Parent1
  • Parent2
  • Student Spouse
  • Parent
  • Parent Spouse

• Within the Admin and Self-Service when requesting documents or uploading unsolicited documents, the following values will be available in the dropdowns to select
  • If selecting a document with an award year of 23/24 or prior
    • Student
    • Spouse
    • Parent 1
    • Parent 2
  • If selecting a document with an award year of 24/25 of future or a lifetime document
    • Student
    • Student Spouse
    • Parent
    • Parent Spouse

• The following mapping will occur to allow for existing document owners to map to new document owners to ensure that when any configuration script or system process that is trying to request or locate a document, it understands that they are the same.
  • Student
  • Spouse, Student Spouse
  • Mother, Parent1, Parent
  • Father, Parent2, Parent Spouse

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Mapping will ensure that prior lifetime and award year documents will work with this change as well. For example, in your configuration if you are using "Parent1", it will map it to "Parent" and request a document for "Parent" if that lifetime document associated to Mother, Parent1, or Parent does not already exist. However, for new configuration we would recommend that you reflect the new naming conventions.

Key Resources

• Please review the following resources published by the Department of Education
  • 2024-25 FASFA Specification Guide

Student/Parent Self Service (Portal)

Support of 24/25 Verification Worksheets

The Dependent and Independent Verification Worksheet Smartforms have been updated to support 24/25 Verification Requirements.  Due to most contributors being required to get their financial information from the IRS, the Smartforms have been simplified for the 24/25 award year.

Dependent Verification Worksheet Updates

• Updated the header language to support the 24/25 award year

• Renamed Section Household Information to Family Size Information

• Updated the Family Size Information section to the following language:
  • Below is your parent's marital status and number of family members from the FAFSA. Please verify the correct information by listing ALL of the members in your parent's household in the table below. Include:
    • Yourself
    • Your parents, even if you are not living with them.
      • Exclude a parent who has died or is not living in the household because of separation or divorce.
      • Include a parent who is on active duty in the U.S. Armed Forces apart from the family.
    • Your siblings if all the following are true:
      • They live with your parents (or live apart because of college enrollment)
      • They receive more than half of their support from your parents
      • They will continue to receive more than half their support from the student¿s parents between July 1, 2024 and June 30, 2025
    • Other persons if all the following are true:
      • They live with your parents
      • They receive more than half of their support from your parents
      • They will continue to receive more than half their support from the students parents between July 1, 2024 and June 30, 2025
  • Updated the Please note text to the following:
    • The provided criteria for dependent children or other persons align with the requirement that family size align with whom your parent could claim as a dependent on a U.S. tax return if your parent were to file a U.S tax return at the time of completing the 2024-2025 FAFSA.  As a result, your parent should not include any unborn children in the family size. 

• Updated Family Member Smart Table to look at the following:
  • For Parent's Number of Family members use the following ISIR fields in order:
    • If Parent Updated Family Size (PARENT_UPDATEDFAMILYSIZE) is NOT blank display that value to the user and populate the number of rows in the table for this value
    • If Parent Updated Family Size is blank display Assumed Parent Family Size (FPS_ASSUMEDPARENTFAMILYSIZE) value if not blank to the user and populate the number of rows in the table for this value
    • If Parent Updated Family Size (PARENT_UPDATEDFAMILYSIZE) and Assumed Parent Family Size (FPS_ASSUMEDPARENTFAMILYSIZE) are both blank, populate the Assumed Parent Family Size (FPS_ASSUMEDPARENTFAMILYSIZE) as 0 and populate 1 row on the table
  • Removed the Number in college question
  • From the fillable content section, removed the column College as it is no longer required
  • Removed the student and parent tax information questions as they are no longer required

Independent Verification Worksheet Updates

• Updated the header language to support the 24/25 award year

• Renamed Section Household Information to Family Size Information

• Updated the Family Size Information section to the following language for Independent Verification Worksheet:
  • Below is your marital status and number of family members from the FAFSA. Please verify the correct information by listing ALL of the members in your household in the table below. Include:
    • Yourself
    • Your spouse, if applicable
    • Your dependent children if all the following are true:
      • They live with you (or live apart because of college enrollment)
      • They receive more than half of their support from you
      • They will continue to receive more than half their support from you between July 1, 2024 and June 30, 2025
    • Other persons if all the following are true:
      • They live with you
      • They receive more than half of their support from you
      • They will continue to receive more than half their support from you between July 1, 2024 and June 30, 2025
  • Updated the Please note text to the following: 
    • The provided criteria for dependent children or other persons align with the requirement that family size align with whom you could claim as a dependent on a U.S. tax return if the you were to file a U.S tax return at the time of completing the 2024-2025 FAFSA. As a result, you should not include any unborn children in the family size. 
  • Updated Family Member Smart Table to look at the following:
    • If Student Updated Family Size (STUDENT_UPDATEDFAMILYSIZE) is NOT blank display that value to the user and populate the number of rows in the table for this value
    • If Student Updated Family Size is blank display Assumed Student Family Size (FPS_ASSUMEDSTUDENTFAMILYSIZE) value if not blank to the user and populate the number of rows in the table for this value
    • If Student Updated Family Size (STUDENT_UPDATEDFAMILYSIZE) and Assumed Student Family Size (FPS_ASSUMEDSTUDENTFAMILYSIZE) are both blank populate the Assumed Student Family Size (FPS_ASSUMEDSTUDENTFAMILYSIZE) as 0 and populate 1 row on the table
  • Removed the Number in college question
  • From the fillable content section removed the column College as it is no longer required
  • Removed the student tax information questions as they are no longer required

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Student Financial Aid

• Add configuration to support 24/25 Verification Worksheets, see Release 24A Release Notes on My Oracle Support (Doc ID 3000063.1) for further details of how this is delivered with our baseline configuration 
  • Add 24/25 Dependent and Independent Verification Worksheets to Documents Configuration Workbook
  • Add 24/25 DocMetaData fields for the Independent and Dependent Verification Worksheets
  • Configure 24/25 ISIR Verification Rules for V1 (Standard) and V5 (Aggregate) Verification Groups to request the Verification Smartforms

• Load 24/25 ISIRs selected for Verification that request the Dependent and Independent Verification Worksheets in your test environment to ensure they are working as expected

• Apply Verification updates to your Production environment

Tips And Considerations

To ensure the Verification Worksheet Smartforms work correctly, make sure to configure your DocMetaData fields correctly by only including the required fields for 24/25.  The fields have changed from 23/24.  

Key Resources

• Watch Support of 24/25 Verification Worksheets Readiness Training

• Review the following resources published by the Department of Education
  • 2024-25 FASFA Specification Guide
  • 2024–2025 Award Year: FAFSA Information to be Verified and Acceptable Documentation
  • FAFSA Simplification Webinars and Training Videos