Pre-award files

Understanding theArchitecture of Colleague FA

Types of Files in Financial Aid

3 Types of files for data about thestudent as a recipient of financial aid

•File Suites – year specific data

•Non file-suite year specific files

•Files not year specific

COD.PERSON

Sequential

COD.PERSON

Sequential

COD.MPN

Sequential

COD.MPN

Sequential

FIN.AID

Colleague ID

FIN.AID

Colleague ID

CS.ACYR

Colleague ID

CS.ACYR

Colleague ID

SAP.RESULTS

Sequential

SAP.RESULTS

Sequential

SAP.APPEALS

Sequential

SAP.APPEALS

Sequential

SA.ACYR

Colleague ID

SA.ACYR

Colleague ID

ISIR.FAFSA

Sequential

ISIR.FAFSA

Sequential

ISIR.DEMO

Sequential

ISIR.DEMO

Sequential

ISIR.RESULTS

Sequential

ISIR.RESULTS

Sequential

ISIR.CALC.RESULTS

Sequential

ISIR.CALC.RESULTS

Sequential

SL.ACYR

Colleague ID* Award

SL.ACYR

Colleague ID* Award

TC.ACYR

ColleagueID*Award

TC.ACYR

ColleagueID*Award

PELL.ACYR

ColleagueID*Award

PELL.ACYR

ColleagueID*Award

TA.ACYR

ColleagueID*Award*AwdPeriod

TA.ACYR

ColleagueID*Award*AwdPeriod

MRR.ACYR

Sequential

MRR.ACYR

Sequential

DATE.AWARD

Sequential

DATE.AWARD

Sequential

DATE.AWARD.DISB

Sequential

DATE.AWARD.DISB

Sequential

LA.ACYR

Sequential

LA.ACYR

Sequential

EL.APP

EL App ID

EL.APP

EL App ID

EL.LOAN

EL App ID:seq

EL.LOAN

EL App ID:seq

EL.DISBURSEMENT

EL Loan ID*Disb #

EL.DISBURSEMENT

EL Loan ID*Disb #

EL.ROSTER

Sequential

EL.ROSTER

Sequential

FA.TRANSMITTALS

Sequential

FA.TRANSMITTALS

Sequential

AR.PAYMENTS

Sequential

AR.PAYMENTS

Sequential

PELE.AWARD

PELI.AWARD

FA Year*ColleagueID*Routing ID -cofiles

PELE.AWARD

PELI.AWARD

FA Year*ColleagueID*Routing ID -cofiles

PELE.DISB

PELI.DISB

PELE.AWARD.ID*Disb #,cofiles

PELE.DISB

PELI.DISB

PELE.AWARD.ID*Disb #,cofiles

PELE.DISB.SEQ

PELI.DISB.SEQ

PELE.DISB.ID*Seq #, cofiles

PELE.DISB.SEQ

PELI.DISB.SEQ

PELE.DISB.ID*Seq #, cofiles

GRE.AWARD

GRI.AWARD

COD Award ID, cofiles

GRE.AWARD

GRI.AWARD

COD Award ID, cofiles

GRE.DISB

GRI.DISB

GRE.AWARD.ID*Disb #, cofiles

GRE.DISB

GRI.DISB

GRE.AWARD.ID*Disb #, cofiles

GRE.DISB.SEQ

GRI.DISB.SEQ

GRE.DISB.*Seq #, cofiles

GRE.DISB.SEQ

GRI.DISB.SEQ

GRE.DISB.*Seq #, cofiles

DLE.AWARD

DLI.AWARD

COD Award ID,cofiles

DLE.AWARD

DLI.AWARD

COD Award ID,cofiles

DLE.DISB

DLI.DISB

DLE.AWARD key*Disb #

DLE.DISB

DLI.DISB

DLE.AWARD key*Disb #

DLE.DISB.SEQ

DLI.DISB.SEQ

DLE.DISB*Seq #

DLE.DISB.SEQ

DLI.DISB.SEQ

DLE.DISB*Seq #

The Big Picture

FA.ACG.RECON

Sequential

FA.ACG.RECON

Sequential

FA.SMART.RECON

Sequential

FA.SMART.RECON

Sequential

PELL.RECON.ACYR

Sequential

PELL.RECON.ACYR

Sequential

ISIR.NSLDS

Sequential

ISIR.NSLDS

Sequential

TM.STUDENTS

Colleague ID

TM.STUDENTS

Colleague ID

Co-files

Files Keyed by the Colleague ID

STUDENTS

FIN.AID

CS.ACYR

SA.ACYR

YS.ACYR

TM.STUDENTS

Files in Financial Aid – FIN.AID

FIN.AID

•Created as soon as the student has FAdata and maintained over the life of thestudent at the institution

•Keyed by Colleague Student ID

•Pointers to both year specific tables andother non-year specific tables

General Student Financial AidData

FA.CS.YEARS – CS.ACYR

FA.SA.YEARS – SA.ACYR

FA.YS.YEARS – YS.ACYR

FA.SAP.RESULTS.ID –> SAP.RESULTS

FA.ISIR.NSLDS.IDS –> ISIR.NSLDS

FA.COD.PERSON.ID –> COD.PERSON

FIN.AID

Colleague STUDENT ID

FIN.AID

Colleague STUDENT ID

FIN.AID elements of interest

•FA.ACG.REASON.CODE

•FA.ENTR.INT.DT

•FA.LENDERS.ID

•FA.START.DATE

•FA.ADMIT.STATUS

•FA.INTERVIEWS

File Suites – General Characteristics

•One file template with file description andelement list is delivered, but no data is everstored here.

•Financial Aid uses <NAME>.ACYR namingconvention for the template

•The FFSP process builds a file for each year

–EX: <NAME>.2010

•Each FA year holds data in a separate fileand this is the file used for queries and rules

–EX: SA.2009, CS.2008

Files Keyed by the Colleague ID

STUDENTS

FIN.AID

CS.ACYR

SA.ACYR

YS.ACYR

TM.STUDENTS

CS.ISIR.TRANS.IDS –> ISIR.FAFSA

CS.FED.ISIR.ID –> ISIR.FAFSA

CS.INST.ISIR.ID –> ISIR.FAFSA

CS.VERIFIED.TRANS.ID –> ISIR.FAFSA

Summary NeedAnalysis Calcs,location,packaging,verification

CS.ACYR

ColleagueSTUDENT ID

CS.ACYR

ColleagueSTUDENT ID

Elements of interest in CS.ACYR

CS.FC

CS.FED.ISIR.OR.CORRECTION *

CS.FED.DEPENDENCY *

CS.ISIR.HOUSING.CODE *

CS.IGNORE.ATS

CS.HAS.ISIR *

More CS.ACYR elements

CS.NEED

CS.VERIF.STATUS

CS.VERIF.DATE

CS.STD.TOTAL.EXPENSES

CS.COMP.ID

CS.PKG.ATP.CODE

The ISIR files – all co-files

•ISIR.DEMO: Student demographic datafrom the FAFSA

•ISIR.FAFSA: The exact responses thestudent put on the FAFSA application

•ISIR.RESULTS: Match flags, commentcodes, etc.

•ISIR.CALC.RESULTS: Reject codes andinformation that supports EFC

More ISIR files

•ISIR.CORRECT.FLAGS *

•ISIR.HIGHLIGHT.FLAGS *

•ISIR.VERIFY.FLAGS *

•ISIR.NSLDS

–INSD.PELL.IDS -> ISIR.NSLDS.PELL

–INSD.LOAN.IDS -> ISIR.NSLDS.LOAN

–INSD.GRANT.IDS -> ISIR.NSLDS.GRANT

(* - required for ISIR printing)

ISIR.FAFSA – Elements of interest

•IFAF.STUDENT.ID

•IFAF.NSLDS.ID

•IFAF.IMPORT.YEAR

•IFAF.READY.TO.SEND

•IFAF… (all the FAFSA answers)

ISIR.DEMO (no Student ID)

•IDEM.NAME.LAST

•IDEM.NAME.FIRST

•IDEM.CURR.SSN

•IDEM.ORIG.SSN

ISIR.RESULTS (no student ID)

•IRES.TRANS.NBR

•IRES.RECEIPT.DT

•IRES.COMMENT.CODES

•IRES.SAR.C.FLAG

•IRES.CPS.PELL.ELIG

•IRES.DOD.MATCH.FLAG (and DATE)

ISIR.CALC.RESULTS (no student ID)

•ICRES.REJECT.CODES

•ICRES.AZE.IND

•ICRES.PRI.EFC (9 month)

Files Keyed by the Colleague ID

STUDENTS

FIN.AID

CS.ACYR

SA.ACYR

YS.ACYR

TM.STUDENTS

Summary information about -

• awards and award details

• Pell entitlement amount

• term-specific attendancepattern and packaging data

Summary information about -

• awards and award details

• Pell entitlement amount

• term-specific attendancepattern and packaging data

SA.ACG.RECON.IDS –>FA.ACG.RECON

SA.SMART.RECON.IDS –>FA.SMART.RECON

SA.GMRR.IDS –> GRANT.MRR

SA.ACYR

Colleague STUDENT ID

SA.ACYR

Colleague STUDENT ID

SA.ACYR elements of interest

•SA.AWARD

•SA.AMOUNT

•SA.ACTION

•SA.DATE

•SA.XMIT.AMT

•SA.PELL.ENTITLEMENT

•SA.AWARDED

•SA.ACCEPTED

Files Keyed by the Colleague ID

STUDENTS

FIN.AID

CS.ACYR

SA.ACYR

YS.ACYR

TM.STUDENTS

Year-specific data that is not award specific

• Comments for Need Analysis, Tracking and Verification

• Info on forms requested from and sent to the student

• No pointers to other tables

• Elements of interest

•YS.FILE.COMPLETE.DT

•YS.DECISION

•YS.MISC1 – YS.MISC5

Year-specific data that is not award specific

• Comments for Need Analysis, Tracking and Verification

• Info on forms requested from and sent to the student

• No pointers to other tables

• Elements of interest

•YS.FILE.COMPLETE.DT

•YS.DECISION

•YS.MISC1 – YS.MISC5

YS.ACYR

Colleague STUDENT ID

YS.ACYR

Colleague STUDENT ID

TM.STUDENTS

Colleague Student ID

TM.STUDENTS

Colleague Student ID

Stores FA Transfer monitoring student data, suchas; the dates for enrollment, the monitor startdate, import and export dates for the student, aswell as a listing of TMS.ERROR.CODES

TC.TA.TERMS – TA.ACYR

TC.DATE.AWARD.ID – DATE.AWARD

Table for dataspecific to onestudent/award

TC.ACYR

STUDENT ID*AWARD ID

TC.ACYR

STUDENT ID*AWARD ID

TA.FA.TRANSMITTALS –> FA.TRANSMITTALS

Table for data specificto one student’saward for one term.

Transmitted amount,Location, Payout Rules,Limits, AR Codes.

This table has morecomputed columnsthan elements.

Table for data specificto one student’saward for one term.

Transmitted amount,Location, Payout Rules,Limits, AR Codes.

This table has morecomputed columnsthan elements.

TA.ACYR

STUDENT ID*AWARDID*TERM ID

TA.ACYR

STUDENT ID*AWARDID*TERM ID

TA.ACYR elements of interest

•TA.TERM.ID

•TA.AW.ID

•TA.STUDENT.ID

•TA.TERM.ACTION

•TA.TERM.ACTION.DATE

•TA.TERM.AMOUNT

•TA.TERM.XMIT.AMT

•TA.TERM.XMIT.DT

•TA.REG.CREDITS *

•TA.QUERY.REG.CREDITS *

Example Relationship

2 Terms

2 Awards

Annual

SA.ACYR

Student ID

TC.ACYR

Student ID*Awardcode 1

TA.ACYR

Student ID*Awardcode 1*AwardPeriod 1

TA.ACYR

Student ID*Awardcode 1*AwardPeriod 2

TC.ACYR

Student ID*Awardcode 2

TA.ACYR

Student ID*Awardcode 2*AwardPeriod 1

TA.ACYR

Student ID*Awardcode 2*AwardPeriod 2

SA.ACYR

Student

Pell

Student*PELL

Pell Fall

Student*PELL*09/FA

Pell Spring

Student*PELL*10/SP

SEOG

Student*SEOG

SEOG Fall

Student*SEOG*09/FA

SEOG Spring

Student*SEOG*10/SP

ISIR.DEMO

Relationships – Need Analysis and SAP

ISIR.FAFSA

CS.ACYR

(CS.STUDENT.ID)

CS.ACYR

(CS.STUDENT.ID)

FIN.AID

(FA.STUDENT.ID)

FIN.AID

(FA.STUDENT.ID)

ISIR.RESULTS

SAP.RESULTS

(Sequential Key)

SAPR.STUDENT.ID

SAP.RESULTS

(Sequential Key)

SAPR.STUDENT.ID

FA.SAP.RESULTS.ID

CS.FED.ISIR.ID

CS.INST.ISIR.ID

CS.ISIR.TRANS.IDS

CS.VERIFIED.TRANS.ID

SAPR.APPEALS.ID

SAP.APPEALS

Sequential

SAP.APPEALS

Sequential

FA.CS.YEARS

Same Sequential Key

Relationships– Awarding

PELL.ACYR

Student*Award

PELL.ACYR

Student*Award

MRR.ACYR

Sequential

MRR.ACYR

Sequential

DATE.AWARD

Sequential

DATE.AWARD

Sequential

DATE.AWARD.DISB

Sequential

DATE.AWARD.DISB

Sequential

SA.ACYR

Student

SA.ACYR

Student

TC.ACYR

Student*Award

TC.ACYR

Student*Award

TA.ACYR

Student*Award*Term

TA.ACYR

Student*Award*Term

FA.TRANSMITTALS

Sequential

FA.TRANSMITTALS

Sequential

AR.PAYMENTS

Sequential

AR.PAYMENTS

Sequential

SL.ACYR

Student*Award

SL.ACYR

Student*Award

EL.APP

LA.ACYR

App Seq No

LA.ACYR

App Seq No

EL.LOAN

EL.DISBURSEMENT

EL.ROSTER

SA.MRR.ID

Value from SA.AWARD list

Value fromSA.AWARD

list

SL.APP.SEQ.NO

SL.LOAN.ID

LA.APP.ID

ELLN.APP.ID

ELLN.DISBURSEMENT.IDS

ELDI.ROSTER.IDS

ELAP.LOAN.ID

TC.TA.TERMS

TC.DATE.AWARD.ID

TA.FA.TRANSMITTALS

FAX.AR.PAYMENTS

DAW.DATE.AWARD.DISB.IDS

COD Reporting Files - Export

DLE.AWARD

COD Award ID

DLE.AWARD

COD Award ID

DLE.DISB.SEQ

COD Award ID*Disb#*Seq#

DLE.DISB.SEQ

COD Award ID*Disb#*Seq#

DLE.DISB

COD Award ID*Disb#

DLE.DISB

COD Award ID*Disb#

DLEA.DLED.IDS

DLED.LOAN.ID

DLED.DLEDS.IDS

DLEDS.DLED.ID

PELE.AWARD

Year*Student*Campus

PELE.AWARD

Year*Student*Campus

PELE.DISB

Year*Student*Campus*Disb#

PELE.DISB

Year*Student*Campus*Disb#

PELE.DISB.SEQ

Year*Student*Campus*Disb#*Seq#

PELE.DISB.SEQ

Year*Student*Campus*Disb#*Seq#

PEA.PELE.DISB.IDS

PED.PELE.DISB.SEQ.IDS

PED.PELE.AWARD.ID

PEDS.PELE.DISB.ID

GREA.GRE.DISB.IDS

GRE.AWARD

COD Award ID

GRE.AWARD

COD Award ID

GRE.DISB

COD Award ID*Disb#

GRE.DISB

COD Award ID*Disb#

GRED.GRE.AWARD.ID

GRED.GRE.DISB.SEQ.IDS

GRE.DISB.SEQ

COD Award ID*Disb#*Seq#

GRE.DISB.SEQ

COD Award ID*Disb#*Seq#

GREDS.GRE.DISB.ID

COD Reporting Files - Import

PELI.AWARD

Year*Student*Campus

PELI.AWARD

Year*Student*Campus

PELI.DISB

Year*Student*Campus*Disb#

PELI.DISB

Year*Student*Campus*Disb#

PELI.DISB.SEQ

Year*Student*Campus*Disb#*Seq#

PELI.DISB.SEQ

Year*Student*Campus*Disb#*Seq#

PIA.PELI.DISB.IDS

PID.PELI.DISB.SEQ.IDS

PID.PELI.AWARD.ID

PIDS.PELI.DISB.ID

DLI.AWARD

COD Award ID

DLI.AWARD

COD Award ID

DLI.DISB.SEQ

COD Award ID*Disb#*Seq#

DLI.DISB.SEQ

COD Award ID*Disb#*Seq#

DLI.DISB

COD Award ID*Disb#

DLI.DISB

COD Award ID*Disb#

DLIA.DLID.IDS

DLID.LOAN.ID

DLID.DLIDS.IDS

DLIDS.DLID.ID

GRIA.GRI.DISB.IDS

GRI.AWARD

COD Award ID

GRI.AWARD

COD Award ID

GRI.DISB

COD Award ID*Disb#

GRI.DISB

COD Award ID*Disb#

GRID.GRI.AWARD.ID

GRID.GRI.DISB.SEQ.IDS

GRI.DISB.SEQ

COD Award ID*Disb#*Seq#

GRI.DISB.SEQ

COD Award ID*Disb#*Seq#

GRIDS.GRI.DISB.ID

COD Pre-award files

COD.PERSON

PERSON

CODP.COLLEAGUE.ID

COD.MPN

CODP.COD.MPN.IDS

COD.PERSON

CODP.COD.PERSON.IDS

COD.AGREEMT.TO.SERVE

CODP.ATS.IDS

Where can I find this information?

•Envision Run time

–RFEI

–RDEL

–RDEP

–RDVF

•Envision Toolkit

–FIQ

–DEL

–DEP

–DCC

RFEI – File Element Inquiry

MV Pointer to

FA.SMART.RECON

RDEL – Database Element Linkages

File Pointed to

RDEP – Database Element Presentation

RDVF – Computed Columns Inquiry

FIQ – File Element Inquiry

DEL – Database Element Linkages

DEP – Database Element Presentation

DCC – Define Computed Column

Entity Editor in Colleague Studio

Studio Entity Editor, continued

Computed Columns

Pointers

Elements

Alpha order

Field Numbers

Questions?

Eric Mayo: EXM@datatel.com

Bonnie Coffey: BJC@datatel.com