Banner Financial Aid Overview

Monroe Community College

October 3, 2003

Ronald Coker

Senior Process Consultant

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Course Overview

Objectives

Create student and financial aid records both manually and electronically

Create a financial aid tracking, budgeting, and packaging group

Track documents that a student must submit to the financial aid office

Create a student budget

Perform need analysis processing

Perform awarding and disbursement functions

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Menu Structure and QuickFlow

GUAQFLW – QuickFlow Form

GUAQUIK – QuickFlow Definition Form

Frequently Used Forms:

ROASTAT – Applicant Status Form

RRAAREQ – Applicant Requirements Form

RBAABUD – Applicant Budget Form

RPAAWRD – Applicant Award Form

RORRULE – Financial Aid Selection Rules Form

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Data Load

Prior to Load – Use the following Forms:

RCRINFR – Interface Tape Matching Rules Form

RTVINFC – Data Source Code Validation Form

RCRTPTR – Interface Data Translation Rules Form

ROAINST – Financial Aid Options Form

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Data Load (cont’d)

PART 1 of Data Load

RCBTPxx (for federal data (EDE)) or

RCBCTxx (for CSS PROFILE records)

PART 2 of Data Load

RCPMTCH Process

PART 3 of Data Load

RCRTPxx Process

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Requirements Tracking

RRAAREQ – Applicant Requirement Form

Used most frequently for:

Attaching an applicant’s record to a tracking group

Establishing/adjusting tracking requirements

Creating non-coded tracking requirements

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Budgeting

RBAABUD – Applicant Budget Form

Used for:

Assigning a budget

Establishing aid periods

Defining mixed enrollment

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Fund Management

RFRBASE – Fund Base Data Form

Fund Mgt must be established prior to packaging

Includes:

Establishing the funds

Attaching the fund to a detail code

Building the fund/packaging /disbursement strategies for each fund

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Packaging/Disbursement

RPAAWRD – Award Form

Options Available:

Fund Awards by Term Information

Enrollment

Disbursement Schedules

Summary Information

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Packaging /Disbursement (cont’d)

Forms used for packaging set up:

RPROPTS – Packaging Options Form

RPRDEFR – Default Packaging Rules Form

RPRPCKR – Packaging Rules Form

RPRGFND – Packaging Group Fund Rules Form

RFRMGMT – Fund Management Form

RPRCONT – Third Party Contract Rules Form

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Packaging /Disbursement (cont’d)

Forms used for packaging set up:

RPREXPT – Exemptions Rules Form

RPRAUDT – Audit Grading Mode Form

RPRFSRC – Packaging Groups Fund Source Maximum Rules Form

RFRDEFA – Default Award & Disbursement Schedule Rules Form

RFRASCH – Fund Award & Disbursement Schedule Rules Form

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Tape LoadProcedures

Run Prior CollegeTranscript Process

RSRPCOL(Optional)

PackagingReport

RPBPDRVRPRAWRDRPRFUND

DisbursementReport

RPBDDRVRPRADSB

Banner FinancialAid Records

Run TrackingGroup Assignment

ROBBGRP

Run Budget GroupAssignmentROBBGRP

Run PackagingProcess

RPEPCKG

Adjust Award Packagefor Individual Groups

(Optional)

Run DisbursementProcess

RPEDISB

Run PackagingGroup Assignment

ROBBGRP

Manual Input

PrintTracking Letters

Run Need AnalysisCalculationRNEINxx

(Only as needed toadjust corrections)

Run PellCalculationRPEPELL

(Optional)

Run RORCALC

PrintAward Letters

Note:RESTRK1.SQLRESTRK2.SQLRESTRK3.SQLRLRLETR

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Banner2000 ISIR Data Load Process

RCBTPxx

Receive ISIR files from the U.S. Dept of Education.

Use the FILECAT program to

combine ISIR filesinto one batch file

(xxxxesar.tap)

Use FTP softwareto transfer the

xxxxesar.tap file tothe dataload directory

Loads the ISIR datato temporary tables

Output from rcbtpxx.log:•Total number of records loaded to temporary tables

RCPMTCH

Compares the datain temporary tables

to data in production,assigns status codes

RCRTPxx

Records loaded intoproduction tables

Output from rcpmtch.lis:•Matching control report•Duplicate record control report•Matching parameters used •Totals by status and error codes•End of job

Output from rcrtpxx.lis:•Control report gives listing of records loaded to permanent tables•NSLDS discrepancy report•Need Analysis discrepancy report

RCRSUSP

RERISxx

Run to print “frozen”ISIR records (if loaded)

Records with Suspended, Duplicate, Error, or *status codes must be

manually resolved beforethey can be loaded into

production

Records with New,Matched, Renewal, or

Application status codes are ready to load into

production

RCPDTMP

Run to delete datain temporary tablesbefore loading data

for a differentaid year

Records with Hold status codes will remain in thetemporary tables until a general person record iscreated in production orif the data in the temporarytables is deleted by running the RCPDTMP process

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Loans

RPAAWRD – Award Form

Use the Create Loan Applications option from the Navigation Frame

Loan Periods must be created and maintained on the Loan Period Base Data Form (RPRLPRD)

Loan Options Form (RPRLOPT) must be built for each loan fund used.

Loan status code must be built using the Loan Status Validation Form (RTVLNST)

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Loans

Loan Application Form (RPALAPP)

Creates and maintains all of the loan information for a student

Electronic Loan Application Form(RPAELAP)

Used to process CommonLine applications

Direct Loan Origination Form (RPALORG)

Provides application processing functionality for the Federal Direct Loan programs.

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History/Transcripts

Pre-Banner Award Summary Form (RHAPBAW)

Manually enter pre-banner summary award information

Prior Institution Transcript Form (RHAPTRN)

Enter and maintain information received from a prior institution’s transcript

Transcript Information Form (RHATINF)

Displays and maintains the non-award and non-loan information received from aprior institution’s transcript

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History/Transcripts (cont’d)

Fund Sequence History Inquiry Form (RHIAFSH)

Displays the student’s financial aid history by fund code

Applicant Comment Form (RHACOMM)

Displays comments history for each student

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Common Functions

Financial Aid Person Maintenance Form (RPAIDEN)

SAR ID Inquiry Form (ROISARI)

FISAP Person Maintenance Form (ROAFSAP)

Interface Tape Matching Rules Form (RCRINFR)

Suspended Records Maintenance Form (RCRSUSP)

Financial Aid Mail Form (RUAMAIL)

Data Log Rules Form (RORDATA)

Satisfactory Academic Progress Validation Form (RTVSAPR)

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Common Functions (cont’d)

Aid Year Inquiry Form (ROAIDY)

Financial Aid General Period Form (ROAPERS)

Applicant Pell Grant Form (ROAPELL)

Applicant Holds Form (ROAHOLD)

Applicant Immediate Process Form (ROAIMMP)

Applicant User Defined Fields Form (ROAUSDF)

Financial Aid Summary Form (ROASMRY)

Applicant Message Form (ROAMESG)

Batch Processing Rules Form (RORPOST)

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Shared Data

Allows for the integration of the SCT Banner Student system with Financial Aid

Permits view information in:

Recruiting

Admissions

Registration

Housing

Accounts Receivable

Academic History

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Shared Data (cont’d) Information is available through the following inquiry-

only forms:

Summary Academic History Inquiry Form (RRSIHIST)

Financial Aid Enrollment Form (ROAENRL)

Financial Aid Enrollment Hours Process (RSRENRL)

Basic Student Information Inquiry Form (RSISTDN)

Admission Application Inquiry Form (RSIAPPL)

Account Detail Review Inquiry Form (RSIAREV)

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Shared Data Inquiry-only Forms (cont’d)

Degrees and Other Formal Award Inquiry Form (RSIDEGR)

Housing Information Inquiry Form (RSIHOUS)

Prior College Inquiry Form (RSIPCOL)

High School Inquiry Form (RSIHSCH)

Test Score Inquiry Form (RSITEST)

Veteran Certification Inquiry Form (RSIVETN)

International Student Inquiry Form (GUIINTL)

Third Party Contract Inquiry Form (RSICONT)

Billing Exemption Inquiry Form (RSIEXPT)

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Student Employment

Student Employment Authorization Form (RJASEAR)

Assign employment authorization to a specified student

Student Employment Rules Form (RJRSEDR)

Maintains default authorization start/end dates and pay dates

Student Employment Referral Form (RJASERF)

Used to refer a student to a job location for possible employment

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RJASEME

Mass enter students’ time

Student Employment Process

RPAAWRD

Award studentAccept award

RJASERF

Authorize employmentPrint referral form

RJASEAR

Input employment authorization

HR InterfaceRJRLOADReview Payment

RJISEWHRPAAWRDRJASEAR

Using HR Interface?

Using HR Interface?

Yes

No

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Short-Term Credit

Short-Term Credit Detail Form (RPASTCD)

Create and maintain short-term loans for a student

Short-Term Account Maintenance Form (RPRSTAM)

Maintain a description of the credit account, establish budget, modify loan amounts, and determine duration of loan

Short-Term Credit Inquiry Form (RPISTCI)

Displays short-term loan information for a student in descending order by loan seq no

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Return of Title IV Funds Calculation

Return of Title IV Funds Calculation Form (RPATIVC)

Populates data necessary to perform the calculation process

Return of Title IV Calculation Process (RPRTIVC)

Determines total amount of required return or post-withdrawal disbursement

Return of Title IV Funds Calculation Inquiry Form (RPITIVC)

Allows view of summary and calculation information

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Multifunction Forms/Business Processes

Financial Aid Record Maintenance Form (ROARMAN)

Enables display and update of:

Award detail

Applicant status

Budget components

Tracking requirements

Pell Grant status

Need Analysis information

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Multifunction Forms/Business Processes (cont’d)

Financial Aid Record Management Form (ROAMGMT)

Provides a convenient means to create, update, and monitor financial aid fund activity

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Summary

Any Questions?