March Maintenance Pack for 23A

Revision History

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

Date	Module	Feature	Notes
23 FEB 2023			Created initial document.

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Student Financial Planning

SUPPORTING DOCUMENTS

You can download additional documents and attachments to update and maintain your Student Financial Planning implementation. To view and download these documents, see Oracle Fusion Cloud Student Financial Planning: Release Notes 23A (Doc ID 2914549.1) on My Oracle Support at https://support.oracle.com.

The supporting documents can include these:

• Release preview slides and video
• Resolved defects
• Configuration for new and updated baseline fields
• API updates
• Reporting subject documentation
• Product report updates
• Operation report updates
• Known issues

Title IV Funds

Packaging and Awarding Updates for the 23/24 Award Year

You may now package and award your students' U.S. Federal Title IV funding for the 2023-2024 Award Year. The 2023-2024 Federal Pell Grant Payment and Disbursement Schedules provided by the U.S. Department of Education are added to the system, and you and originate and disburse funds with Common Origination and Disbursement (COD).

• Pell Updates include:
  • The 2023-2024 Federal Pell Grant Payment and Disbursement Schedules provided as a baseline update within the PELL_SCHEDULE.csv workbook
    • The baseline uses the enrollment, COA_Min, COA_Max, EFC_Max, and Pell_Amount value combinations to determine a student's 2023-2024 Pell Scheduled / Annual award.
  • The FAS_FUND_CONFIG.csv workbook is updated with a baseline of $750 for the Pell_Minimum_Regulatory_Amount 2023-2024 value.

• COD Updates include:
  • System supports COD Common Record XML Schema Version 5.0a COD origination / disbursement requests and responses.
    • Ability to send new and modified fields in outbound COMRECIN / CRDLMYIN files according to the COD 5.0a schema definition:
      • New Tags:
        • <AbilityToBenefitStateCode> tag for Direct Loan, Pell, and TEACH programs will be reinstated for the 2023-2024 award year and forward
          • Valid Definition = IL, WI, MS, WA, or MN.
          • Value is required when a <StudentEligibilityCode> value of 03 is selected by a user when completing the Origination Review Task.
      • Modified Tags:
        • <AbilityToBenefitTestCode> tag for Direct Loan, Pell, and TEACH programs will be updated to include a new value of "13 - Texas Success Initiative (TSI) Assessment" with a valid start date [June 26, 2020 to Present] for the 2023-2024 award year and forward.
          • Value is required when a <StudentEligibilityCode> value of 01, 11, or 12 is selected by a user when completing the Origination Review Task.
        • <AttendanceCost> tag within the COMRECIN file for Pell/IASG has been updated to a field length of 9 inclusive of 2 decimals (for example, 999999.99) for 2023-2024 award year and forward.
    • Ability to receive the following field in inbound COMRECOP / CRDLMYOP files according to the COD 5.0a schema definition:
      • New <AbilityToBenefitStateCode> tag for Direct Loan, Pell, and TEACH programs.
    • All new/updated values are viewable on the outbound and inbound sections of the Common Record UI page.
  • System supports updates to the Origination Review Task and the source values for <StudentEligibilityCode> for outbound COD files:
    • The <StudentEligibilityCode> tag within the COMRECIN / CRDLMYIN file has additions, modifications, and removals for possible values
      • Task Drop-down additions for 2023-2024 award year and forward include:
        • New <StudentEligibilityCode> "15 = Comprehensive Transition and Postsecondary (CTP) program" value.
        • New <StudentEligibilityCode> "03 = State Process" value.
          • This has been reinstated after a previous award year decommission
        • New <AbilityToBenefitStateCode> value available when a <StudentEligibilityCode> of 03 is selected.
          • Possible <AbilityToBenefitStateCode> values include IL, WI, MS, WA, or MN.
        • User is prompted to select existing <AbilityToBenefitCompletionDate> when a <StudentEligibilityCode> of 03 is selected.
          • Possible <AbilityToBenefitCompletionDate> values = CCYY-MM-DD.
          • Task Drop-down modifications for 23/24 award year and forward include:
            • Modified <StudentEligibilityCode> "12 = ATB Test Completed - 1st Enrolled 7/1/12 or After" value.
            • Modified <StudentEligibilityCode> "14 = ATB - College Credits - 1st Enrolled 7/1/12 or After" value.
            • Modified <AbilityToBenefitTestCode> "13 = Texas Success Initiative (TSI) Assessment" value when a <StudentEligibilityCode> of 01, 11, or 12 is selected.
      • Task Drop-down removals for 23/24 award year and forward include :
        • Removal of <StudentEligibilityCode> "11 = ATB Test Completed - 1st Enrolled 7/1/12 to 6/30/15" value.
        • Removal of <StudentEligibilityCode> "13 = ATB College Credits - 1st Enrolled 7/1/12 to 6/30/15" value.
      • ALL changes apply to Pell, Teach, and all Direct Loans fund types (not IASG).
  • System accepts New Reject Edits
    • Reject 195, 196, 197, 198, 199, 996.
  • Other COD file types using the  5.0a schema are able to be received once enabled via the DOE File Management UI:
    • Supports the file layout format CRPN24OP.
    • Supports the file layout format CRSP24OP.
    • Supports the file layout format CRCS24OP.
    • Supports the file layout format CRAC24OP.
    • Supports the file layout format CRAT24OP.
    • Supports the file layout format PGLE24OP.
    • Supports the file layout format for CRIB24OP.
  • System supports the latest CRECMYOP file layout format.
  • Update COD ORIGINATION_START_DATE config to be 7/1/23 in factory config.

Steps to Enable

• Load the PELL_SCHEDULE.csv workbook into the Configuration Administration UI underneath the Administration screen.

• Load the FAS_FUND_CONFIG.csv workbook into the Configuration Administration UI underneath the Administration screen to update the Pell_Minimum_Regulatory_Amount 2023-2024 value

• Load the REGULATORY_DEADLINES.csv. into the Configuration Administration UI underneath the Administration screen and set the COD_Origination_Disbursement_Start_Date_TIV_Grants_Loans value to a date that the institution would like to begin using the new 5.0a schema as well as begin originations for the 2023-2024 Award Year.
  • The current baseline date is set to 7/1/23.

Tips And Considerations

Since both the Pell and COD updates are handled by configuration, institutions can determine when they would like to use either feature update.

Key Resources

• Watch Packaging and Awarding Updates for the 23/24 Award Year Readiness Training.

Update 23A

Revision History

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

Date	Module	Feature	Notes
16 DEC 2022			Created initial document.

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Student Financial Planning

SUPPORTING DOCUMENTS

You can download additional documents and attachments to update and maintain your Student Financial Planning implementation. To view and download these documents, see Oracle Fusion Cloud Student Financial Planning: Release Notes 23A (Doc ID 2914549.1) on My Oracle Support at https://support.oracle.com.

The supporting documents can include these:

• Release preview slides and video
• Resolved defects
• Configuration for new and updated baseline fields
• API updates
• Reporting subject documentation
• Product report updates
• Operation report updates
• Known issues

Student/Parent Self Service (Portal)

23/24 College Financing Plan Award Year Updates

The College Financing Plan has been updated to align with the revised Undergraduate and Graduate/Professional student 2023-2024 College Financing Plan templates as published by the Department of Education. SFP has been updated to support the enablement of each of the 2023-2024 CFP template types. Effective with the 2023-2024 templates, an update has been delivered to no longer display cents throughout the various sections of the College Financing Plan.

FUND_CFP.csv Workbook

• Updated to include 2023-2024 Aid_Year to the sample baseline configuration 

• For all fund codes that a Financial Aid Administrator would like to be included in the CFP, the Fund_Code, Aid_Year, and CFP_Category columns are required to be populated with valid values:
  • The Award_Year column will allow for multiple award years to be listed
  • The CFP_Category correlates to the location within the CFP template where the projected, estimated, and awarded fund amounts will appear:
    • Validation rules are leveraged when loading the FUND_CFP.csv workbook to verify that an accepted value is entered in the CFP_Category column. If a value entered isn't accepted, an error message displays.  
    • CFP_Category Accepted Values and template applicability

      NOTE: You are strongly encouraged to review the published Department of Education College Financing Plan templates (https://www2.ed.gov/policy/highered/guid/aid-offer/index.html) to verify which CFP_Category items are applicable for the 2023-2024 aid year 

      CFP_Category	CFP Template Applicability
      Assistantship	Graduate/Professional
      Employer Paid Tuition Benefits	Undergraduate
      Federal Direct Subsidized Loan	Undergraduate
      Federal Direct Unsubsidized Loan	Undergraduate
      Federal Pell Grant	Undergraduate
      Grad Plus Federal Loan	Graduate/Professional
      HRSA Loan	Graduate/Professional
      Income Share Agreement	Undergraduate
      Institutional Grant	Undergraduate
      Institutional Loan	Undergraduate
      Other Campus Job	Undergraduate
      Other Forms of Grant Aid	Undergraduate
      Other Scholarship	Undergraduate
      Parent Plus Federal Loan	Undergraduate
      Private Loan	Undergraduate
      Scholarship For Disadvantaged Students	Graduate/Professional
      Scholarship from School	Undergraduate
      Scholarship from State	Undergraduate
      School Paid Tuition Benefits	Graduate/Professional
      State Grant	Undergraduate
      Tuition Remission Waiver	Graduate/Professional
      VA Education Benefits	Undergraduate
      Work Study	Undergraduate

COA_CFP.csv Workbook

• Updated to include 2023-2024 Aid_Year to the sample baseline configuration

Steps to Enable

Workbook Configuration

• COA.csv Workbook
  • Unique Item_Title will be required for Room and Board On and Room and Board Off
    • It's recommended that financial aid administrators review and update the default groovy script in the Cost_Value column in order to determine which COA Item_Title value should be returned

• COA_CFP.csv Workbook
  • Unique COA_Item_Title will be required to indicate if room and board COA item is for on campus or off campus
    • It's required that the same value is used as listed in the COA.csv workbook for Room and Board On and Room and Board Off
  • Location column
    • Effective 2021-2022 and forward, Financial Aid Administrators are required to indicate the placement of the COA_Item_Title values in the Total Cost of Attendance section of the College Financing Plan 

    NOTE: The On and Off value should only be used for the Room and Board COA_Item_Titles. If used for another COA_Item_Title, then that respective item's value will be placed in the corresponding column within the CFP template

• FUND_CFP.csv Workbook
  • Fund_Code, Aid_Year, and CFP_Category are required columns to be defined for all fund codes in use and to be displayed in the CFP
  • The CFP_Category will drive the placement of that awarded fund value in the CFP template

Portal Settings

• Configuration section
  • Enable each CFP template for the 2023-2024 award year

• Loan Options section 
  • Enter the interest rate and origination fee for each listed loan based on CFP template

• Work Options section
  • Enter the Work-Study hours per week, standard amount for Work-Study, Other Campus Job, and/or Assistantship
  • Configurable Content section
    • Enter in applicable text based on CFP template

Tips And Considerations

• The College Financing Plan for 2023-2024 will be delivered as disabled. Users will need to opt in and complete all required setup/configuration to leverage the College Financing Plan templates for 2023-2024.

• The ability for a user to download the College Financing Plan as a PDF will be delivered in a future enhancement to the CFP.

• The 2023-2024 College Financing Plan has been delivered leveraging the default template colors provided by the Department of Education. The ability to update the default template color will be delivered in a future enhancement to the CFP.

Key Resources

• Watch Support for 23/24 College Financing Plan Readiness Training

• For more information, see these resources:
  • Bug 34488408

Reports and Letters

Additional Reporting Capabilities for ISIR Data

With the 23A release, you can now access all data elements for any ISIR received in SFP. Being able to report on or obtain any given ISIR field is essential to compare and evaluate changes, report on different demographic information related to the student or parent on the ISIR, and any number of issues that may be contained in the nearly 700 various data elements. 

We have created 4 new reporting subjects in order to assist with the new ISIR elements and have updated 4 current reporting subjects.

New Subjects:

• ISIR_FIELDS_COMMENT_CODE_VW – This view stores the comment codes for a given ISIR. You can use ISIR_REPORT_DATA_ID to link this view to the other new ISIR reporting subjects. 

• ISIR_FIELDS_REJECT_CODE_VW – This view stores the comment codes for a given ISIR. You can use ISIR_REPORT_DATA_ID to link this view to the other new ISIR reporting subjects. 

• ISIR_JSON_VW – This view pulls all the core ISIR information (SSN, Award year, CPS Transaction #...) as well as a the JSON payload that contains all ISIR fields.

• ISIR_FIELDS_ALL_VW – This contains all payload information extracted into individual columns for an ISIR

We have also created a new report utilizing some of the new ISIR reporting views.

Student ISIR Report

The Student ISIR Report provides you with the access to review targeted data points from a matched ISIR that can affect financial aid processing. You'll be able to run the report for multiple Award Years and/or multiple CPS transactions within an award year. These comparisons can help you determine which ISIR Award Year is more beneficial for a specific student or reviewing what information may have changed from one CPS transaction to another within an Award Year. Running this report can reduce the need for you to flip between multiple screens and navigate between ISIRs to complete comparisons.

Navigation to Report:

• BI Publisher > Catalog > Shared Folders > SFP Reports > Product Reports > SAIG Management Reports > Student ISIR Report

Suggested Monitoring Frequency:

• We recommend this report be run anytime you need to validate or compare an ISIR field for a given CPS transaction and/or award years for a student.

Run parameters:

• Required
  • School Student ID (Format 123456789)

• Optional
  • Award Year (Multi Select dropdown)
  • CPS Transaction Number (Format XX)

The following use cases are examples of what can be identified with the report:

• Comparisons for changes from one CPS transaction to another. This can be useful in determining the following:
  • Updates to Income related fields, such as need
  • History of Comment and Reject Codes
  • Updates to any Student Demographic Information (Ex. Name changes, SSN updates...)
    • This can also be useful in comparing ISIRs across different award years 

• When reviewing Professional Judgement tasks, you can use this report to see pertinent ISIR information in one screen

• To identify any changes within the same Award Year use the run parameters of School Student ID and Award Year, leaving the CPS # blank

• To identify any changes across multiple award years, you can use the run parameter of "School Student ID" only and compare all award years and CPS transaction numbers

Steps to Enable

• Access to the Student ISIR Report is through delivered BI Publisher Shared Folders:
  • Access for specific users can be controlled via your college or universities admin user.

Tips And Considerations

If you are creating your own data model and you want to pull different ISIR fields than are present in our example, you should be selective about which columns you are pulling and the number of columns being pulled. It's our recommendation that you limit the amount of fields being pulled to 200 or under. Exceeding this amount can create timeout issues.

Key Resources

• For more information, see these resources:
  • Idea 572245
  • Bugs 32048005, 34152831