November Maintenance Pack for 23D
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 |
|---|---|---|---|
| 27 OCT 2023 | Created initial document. |
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.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
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 23D (Doc ID 2974672.1) on My Oracle Support. The supporting documents can include:
- 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
Enhanced Usability for OAS Auditing Reporting
Enhance your Auditing Reporting experience with built in audit reporting available directly in your Product Report Folder on Oracle Analytics Server (OAS).
With the 23C Release we upgraded our BI Publisher reporting tool to the latest version called Oracle Analytics Server (OAS) allowing you to gain access to a set of predefined auditing reports that were available to download and install at anytime. With this release, you will now have access to a new product folder that will house these audit reports making it available without the need to download and install on your own.
These reports give you access to valuable data for user and report activity within your OAS instance:
- User information for Updating, Creating, Downloading, Copying, Deleting, Renaming, and Uploading of Folders, Data Models, and Reports
- Report Statistics including Users, Run Success, Start and End Times, Duration of Report run, Report Size, Query execution time, Summary visuals, Execution metrics
Navigation to the Folder:
- OAS > Catalog > Shared Folders > SFP Reports > Product Reports > OAS Audit
Navigation to Reports
- OAS > Catalog > Shared Folders > SFP Reports > Product Reports > OAS Audit > BIPCatalogObjectAuditTrail
- OAS > Catalog > Shared Folders > SFP Reports > Product Reports > OAS Audit > BIPReportAuditTrail
- OAS > Catalog > Shared Folders > SFP Reports > Product Reports > OAS Audit > HourlyConcurrencyReport
- OAS > Catalog > Shared Folders > SFP Reports > Product Reports > OAS Audit > ReportExecutionTimeMetrics
- OAS > Catalog > Shared Folders > SFP Reports > Product Reports > OAS Audit > ReportPerformanceByReportType
- OAS > Catalog > Shared Folders > SFP Reports > Product Reports > OAS Audit > ReportRuntimeStatistics
Enhanced Usability for OAS Auditing Reporting
Steps to Enable
OAS will start to capture audit activities when the server is updated to enable monitoring and auditing. To turn this feature on:
- Navigate to the following screen within OAS
- OAS > Administration > System Maintenance > Server Configuration > Monitor And Audit
- Click "Enable Monitor and Audit"
- Audit Level should remain at "Medium"
- OAS > Administration > System Maintenance > Server Configuration > Monitor And Audit
Tips And Considerations
- Review Upgrade of BI publisher to OAS What's New in 23C
Key Resources
- For more information on OAS, see these resources:
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 |
|---|---|---|---|
| 21 SEP 2023 | Created initial document. |
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.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
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 23D (Doc ID 2974672.1) on My Oracle Support. The supporting documents can include:
- 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)
Enhanced Fund Acceptance Workflow Flexibility
Enhanced Fund Acceptance Workflow provides your students with the ability to select which terms to complete the fund acceptance for and facilitates greater comprehension with additional cost, award information and comparative financial calculations. You also have the opportunity to customize additional labels and displayed elements within the new workflow.
The following outlines the changes that were made in the re-design of the Fund Acceptance Workflow to enhance your student's experience and allow them to intuitively accept their Title IV loans.
- Home Page (Step 2)
- Step 2 header label updated from "Review Financial Aid Awards" to "Take Action on Loans"
- Step 1 has been re-designed to include:
- Ability for user to select one to many terms to complete Title IV loan acceptance
- Display of all funds awarded per term with amounts awarded and previously accepted, and defining which funds require actions
- Customizable term descriptions, driven off of Term description element within Student Academic and Financial (SAFI) Integration message
- Default selection of terms according to acceptance status of Pending Acceptance & Pending Additional Acceptance
- Updated action text "Take Action on Loans" to improve clarity in actions for student users
- Custom content configuration within header section
- Content driven off of Term Fund Acceptance Step 1 tab within configurable content section of admin settings
- Step 2 has been re-designed to include:
- Display cost of attendance break down by direct/billable charges and indirect/non-billable costs by term
- COA labeling for standard and budget COA items
- Label display driven off of Term Budget COA components & Term Standard COA component
- View of complete award offer of loans and grants, which includes non-federal funds. This includes a view-only display of terms not selected by user in step 1.
- Display of Actions column, highlighting which loans are being accepted. Loans the student is taking action on will display a status of Accepting or Declining.
- Within the Take Action section, users will be presented with guidance to promote responsible borrowing
- The initial radio button text has been updated to display:
- When the user must accept the full loan amount to cover standard COA items, the label will display "The full amount awarded of <Amount>."
- When the user must accept a partial loan amount to cover standard COA items, the label will display "<Amount> needed to cover <Configured Standard Item label>".
- The "Another amount" was update to remove the living expenses wizard
- The initial radio button text has been updated to display:
- Custom content configuration within header section
- Content driven off of Term Fund Acceptance Step 2 tab within configurable content section of admin settings
- Step 3 has been re-designed to include:
- This confirmation step will be displayed showing the COA, awards, and accepted amounts for the terms selected in the workflow.
- Change in Acceptance column to identify changes in acceptance amount between past and current acceptance for the loan
- Summary of Award Acceptance table, which provides a comparative view of the students awards against their direct costs/billable charges and the resulting estimated Payment to School or Excess amount available to cover costs within the term.
- Custom content configuration display, which will be triggered based on the summation of the amount the student will receive for the selected terms compared to the total of standard COA items for those terms.
- If the total amount the student will receive is less than the sum of Standard COA items, then the Term Fund Acceptance Step 3 (Under-Funded) content will display
- If the amount the student will receive matches the sum of Standard COA items, then the Term Fund Acceptance Step 3 (Fully-Funded) content will display
- If the amount the student will receive is greater than the Standard COA items, then the Term Fund Acceptance Step 3 (Over-Funded) content will display.
- Step 4 has been removed
- The Award letter will not be embedded within the workflow, but can still be viewed by students through the messages tab in Self-Service
Steps to Enable
Use the Settings > System Settings Configuration > System Settings UI on the Self Service Portal to enable this feature.
-
To opt-in to the Enhanced Fund Acceptance by Term workflow, select the "Enable Fund Acceptance by Term Workflow" option in the System Settings Configuration Section of the Settings UI within the Self Service Portal.
- Within the Configurable Content on the Settings UI, default text will be populated for each new configurable content sections and should be reviewed and updated accordingly
- Term Fund Acceptance Step 1
- Term Fund Acceptance Step 2
- Term Fund Acceptance Step 3 (Fully-Funded)
- Term Fund Acceptance Step 3 (Over-Funded)
- Term Fund Acceptance Step 3 (Under-funded)
- Term Budget COA components
- Term Standard COA components
- Within the Configurable Content on the Settings UI, default text will be populated for each new configurable content sections and should be reviewed and updated accordingly
-
To opt-in to the Summary of Award Acceptance display in step 3 of the term workflow, select the "Enabled Display of Summary of Award Acceptance" in the System Settings Configuration Section of the Settings UI within the Self Service Portal.
We strongly encourage schools that offer term programs to opt into the new Fund Acceptance by Term workflow. Any future bugs or ideas logged for term programs won't be addressed in the existing Fund Acceptance by Academic Year workflow.
Tips And Considerations
-
Consider the language your institution would like to display within the workflow.
-
All steps in the workflow containing term identifiers (e.g. Fall term) will be driven off of the term description in the SAFI, so it is important to ensure that this description reflects what your institution would like to be displayed to the student.
-
To customize content displayed in the Enhanced Fund Acceptance Workflow, define content in all sections titled Term within the configurable content section of the Settings page.
-
- Review the Summary of Award Acceptance content in step 3 of the workflow, to determine whether your institution wold like to display this estimated projection to your students.
-
The existing academic year fund acceptance workflow will be enabled if the student is packaged in a non-term academic model, without consideration of the settings options selected to enable this feature.
Key Resources
-
Watch Enhanced Fund Acceptance Workflow Flexibility Readiness Training
- For more information, see these resources: