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Banner StudentRelease Guide

Release 8.6.6 RevisedAugust 2014

Banner®, Colleague®, PowerCampus™, and Luminis® are trademarks of Ellucian Company L.P. or its affiliates and are registered in the U.S. and other countries. Ellucian®, Ellucian Advance™, Ellucian Degree Works™, Ellucian Course Signals™, Ellucian SmartCall™, and Ellucian Recruiter™ are trademarks of Ellucian Company L.P. or its affiliates. Other names may be trademarks of their respective owners.

©2014 Ellucian Company L.P. and its affiliates.

Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization's own choosing.

Prepared by: Ellucian4375 Fair Lakes CourtFairfax, Virginia 22033United States of America

Revision History

Publication Date Summary

August 2014 New version that supports Banner Student 8.6.6 software.

August 2014 Updated OPEID parameter information on pages 9 and 47.

Contents

Banner Student 8.6.6Release Guide

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Enhancement for Release 8.6.6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

150 Percent Subsidized Stafford Usage Limit Regulatory Updates, Phase 3 . . 5

Section 1 150 Percent Regulatory Updates Phase 3- Functional. . . . . . . . . . . . 7

Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

New parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Obsolete parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

File record types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Bundled records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

SFRNSLC EDI output changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

SFRNSLC error reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Section 2 150 Percent Regulatory Updates Phase 3 - - Report Samples. . . 39

Clearinghouse Extract Report (SFRNSLC) . . . . . . . . . . . . . . . . . . . . . 39

NSLDS SSCR Process (SFRSSCR). . . . . . . . . . . . . . . . . . . . . . . . . . 50

Section 3 150 Percent Regulatory Updates Phase 3 - Technical . . . . . . . . . . . . 57

New table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

SFRSSCR Process Control Table (SFRSCTL) . . . . . . . . . . . . . . . . . . . . 57

Changed table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

National Student Loan Clearinghouse Data Extract Process Control Table (SFRTCTL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

August 2014 Banner Student 8.6.6 3Release Guide

Contents

Changed package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Program Duration Calculation Package (SFKCPLR/SFKCPL1). . . . . . . . . . . 58

New scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

4 Banner Student 8.6.6 August 2014Release GuideContents

August

Introduction

This release guide documents Release 8.6.6 of the Banner® Student System. This release contains regulatory updates for 150% enrollment reporting.

Enhancement for Release 8.6.6

This document describes the following enhancement, which is new for Release 8.6.6.

150 Percent Subsidized Stafford Usage Limit Regulatory Updates, Phase 3

This enhancement contains updates for enrollment reporting to the National Student Loan Data System (NSLDS) and the National Student Clearinghouse (NSC) using the Clearinghouse Extract Report (SFRNSLC) and the NSLDS SSCR Process (SFRSSCR).

2014 Banner Student 8.6.6 5Release Guide

6
Banner Student 8.6.6 August 2014Release Guide

August

1 150 Percent Regulatory Updates Phase 3- Functional

This section details Phase 3 of the functional changes delivered for the 150 Percent Subsidized Stafford Usage Limit Regulatory Updates and reporting requirements. Changes are delivered in support of enrollment reporting to the National Student Loan Data System (NSLDS) and the National Student Clearinghouse (NSC). This release includes a new table and updates to the SFRNSLC (Clearinghouse) or SFRSSCR (NSLDS) processes.

Please refer to the Banner Student Release Guide 8.6.3 for information on Phase 1 of this enhancement.

Please refer to the Banner Student Release Guide 8.6.4 for information on Phase 2 of this enhancement.

Requirements

Here are the requirements for using this functionality with Banner Student.

• Banner Student 8.6.6

• Banner Student 8.6.1 is not required.


• Banner Student 8.6.3 is required.

• Banner Student 8.6.4 is required.


• Banner General 8.6

• Banner Accounts Receivable 8.4.5

• Banner Database Extension Utility is not required.


150 Percent Regulatory Updates Phase 3- Functional

8

Processing

You will be able to upload files to the NSC and the NSLDS for enrollment reporting related to the 150% reporting. The Clearinghouse Extract Report (SFRNSLC) is being updated to report on each program in a student’s curriculum record. If a student has multiple programs, multiple records (such as FOS, ENR) will be included in the student record that is reported.

SFRNSLC and SFRSSCR reporting includes the current and active curriculum, as well as curriculum records that are active but no longer current. (Those records are reported two times.) If the end term is populated, that particular program’s status is reported as withdrawn. Existing logic is used to determine whether a time status change has occurred for the SFRNLSC process. SFRSSCR reports a snapshot of the status at the time the report is run, so it does not look for changes.

A new calculation is used to determine enrollment status. As enrollment status at the college level cannot be derived from a single program's enrollment status, each program status is evaluated and combined with the enrollment status to determine the overall enrollment status. When different statuses exist for the curriculum records, statues are selected in descending order of importance, such as D, G, F, Q, H, L, A, W, X, Z. Records with time statuses are considered before records with withdrawn statuses and then so on in the order listed.

For example, when program one status is F, and program two status is G, The enrollment status would be G. When program status one is W, and program two status is Q, the enrollment status would be Q.

The overall campus level status is assigned based on the program level status. If a D is found among the program level status codes, that would be the campus level status. If a G is found, that status would be next in the order.

When a student is deceased or has graduated, that status takes precedence. Then processing looks at the overall status of the student for the greatest time status and so on in descending order, such as F, Q, H, L. If the student has withdrawn with a valid reason, the status is A. If the reason is not valid, the status is W. A status of X indicates the student record was found, but the student never attended classes. A status of Z indicates the student was not found.

The program level status is W when one of two conditions exists.

• The curriculum record is active but not current. (The end term is populated on the record.)

• The student has withdrawn from the institution, and the enrollment status on SFAREGS has been changed to a withdrawn status.

The NSC requires that changes in enrollment and program status be reported. In order to provide this data, the SFRNSLC report looks in the .log file to determine the last date it

Banner Student 8.6.6 August 2014Release Guide150 Percent Regulatory Updates Phase 3- Functional

August

was run. All status change dates are compared to this date. If a change occurred before the last file was produced, the change is not included in the report. If the change occurred after the last file was produced, then the change is included in the report.

If the SFRNSLC version is current, the date for that record in the .log file will be used. If the version is not current, the report looks at the previous record. If a previous record with the current version is not found, the date of July 1, 2014 is used to determine which changes to report. Changes that have occurred since July 1 are included in the file for reporting, even if they were included in a file provided for reporting in the old format. Text from processing section: A new column has been added to the National Student Loan Clearinghouse Data Extract Process Control Table (SFRTCTL) to store the version of SFRNSLC that was run. A new log file has been added for SFRSSCR for this purpose.

The SFRNSLC report processes information for the report term selected in the Term Code parameter, or it may be run to process information based on terms that are a part of a student centric period. When the report is run for a single report term, the data comes from the SFATMST form. When the report is run with the Process by Student Period parameter set to Y, the output is based on terms that are a part of the student centric period, and data comes from the SFASTSR and SFASCPR forms.

New parameters

A new parameter has been added to the SFRNSLC report for reporting to the NSC.

OPEID - Required. Enter the number for the OPEID where the enrollment is certified. This is the six-digit school code. The two-digit school location code can be entered in the Branch Code parameter.

New parameters have been added to the SFRSSCR process for reporting to the NSLDS.

• Telephone Hierarchy - Optional. Enter the telephone priority and type code, such as 1HM. Multiples can be entered. Valid values come from STVTELE.

• Email Hierarchy - Optional. Enter the email address priority and type code, such as 1EM. Multiples can be entered. Valid values come from GTVEMAL.

Obsolete parameters

The following parameters are no longer used with the SFRNSLC report.

• Major 1 and CIP Code

• Major 2 and CIP Code



10

File record types

The new fixed-width Enrollment Reporting file consists of header and trailer records and multiple detail record types. These record types are:

• Record Type 000 - Header (existing record)

• Record Type 001 - Campus-Level (existing record with updates)

• Record Type 002 - Program-Level (new record)

• Record Type 003 - Email Address (new record)

• Record Type 999 - Trailer (existing record with updates)

The changes to the existing 001 Campus-Level record type are:

• Fields have been added for Student Phone Type, Preferred Phone Number flag, Student Phone Country Code, and Student Phone Number.

These fields are optional, but if the phone number is provided, all phone number-related fields become mandatory.

• The OPEID and Move To OPEID fields are now eight-digits in length.

• The Move To OPEID field has been repositioned and moved to the end of the record.

• The Credential Level field has been moved to the Program-Level Record Type 002.

• The Bundle Rejected Flag has been added. Information about bundled records can be found in the “Bundled records” topic that follows.

• Here are the changes from the Nov. 25, 2013 documentation from the NSLDS:

• The Program Indicator field has been added.

• Updates have been made to the attribute names for the Student Address fields.

• The Filler fields have been removed from positions 21-22, 174-175, 321-321.

The fields in the new 002 Program-Level record type include:

• Classification of Instructional Programs (CIP) code

• Program Credential Level

• Published Program Length

• Published Program Length Measurement (Weeks, Months, Years)

• Weeks in Title IV Academic Year

• Program Begin Date

• Special Program Indicator


August

• Program Enrollment Status

• Program Enrollment Effective Date

• Bundle Rejected Flag

• Here is a change from the Nov. 25, 2013 documentation from the NSLDS:

Updates have been made to the value descriptions for the Special Program Indicator.

The fields in the new 003 Email Address record type include:

• Email Address

This field is optional, but if an email address is provided, all email address fields become mandatory (Email Effective Date, Good Email Address Flag)

• Email Effective Date

• Bundle Rejected Flag

• The changes to the existing 999 Trailer record type are:

• The Valid Detail Record Count has been added.

• The Detail Records in Error Count has been added.

Bundled records

The first record of the file will be the header record, the last record is the footer record, and the student records are bundled in between.

• Each student will have one record type of 001 that contains all of his/her student and campus-level information.

• Record type 002 is the program-level. This is required unless the student does not have a program.

• Record type 003 is optional and contains the student email address information.

Because each student's update will consist of multiple detail records, a valid detail record of one type may be rejected by NSLDS because of an error in another detail record in the student's bundle. Each detail record type in the new file layout includes a field named Bundle Rejected Flag. That flag is set to Y for all the detail records in a bundle that contain an error, although the actual error code will only be displayed on the detail record that contains the error.



12

Here is an example of the bundled format.

NoteThe OPEID is the combination of the six-digit school code and the two-digit school location code. If a school has more than 99 locations, the first digit of the OPEID is incremented to 1. If the school has more than 199 locations, the first digit is incremented to 2, and so forth. For example, location 00 = 06789900, location 101 = 16789901, location 202 = 26789902.


August

Field Name

Enrollment Sta

Status Start Da

Program Indica

SFRNSLC EDI output changes

New fields have been added to the Header Record file layout in fixed-width format for SFRNSLC Run Mode 2, EDI TS190 output.

LengthStart Position

End Position Required Additional Information

tus 1 87 87 Yes F - Full Time

Q - Three Quarter Time

H - Half Time

L - Less Than Half Time

W - Withdrawn

G - Graduated

A - Approved Leave of Absence

D - Deceased

In an advanced registration file, the valid values are: F, Q, H, or L.

te 8 88 95 Conditional Report for all non-enrolled statuses (deceased, graduated, withdrawn, or leaves of absence) using SFBETRM_ESTS_DATE.

Do not report for full-time students.

Report students with decreasing time using the SFRTHST_TMST_DATE.

tor 1 674 674 Yes Y - Student is enrolled in at least one program.

N - Student is not enrolled in a program.

Comes from the SORLCUR program for the active and current curriculum record.

A space defaults to N.



14

Program 1 CIP

CIP Year

Program 1 CreLevel

Field Name

Code 6 675 680 Conditional STVMAJR six digit Classification of Instructional Program code that identifies a program's academic content. No decimals can be used.

4 681 684 Conditional Year in which the CIP used by NSLDS was published. The CIP year for the codes currently used by NSLDS is 2010 in format CCYY.

The CIP published year used from STVCIPC is the one where the CIPC code is equal to the STVMAJR CIPC code.

dential 2 685 686 Conditional 01 - Undergraduate Certificate or Diploma Program

02 - Associate's Degree

03 - Bachelor's Degree

04 - Post Baccalaureate Certificate

05 - Master's Degree

06 - Doctoral Degree

07 - First Professional Degree

08 - Graduate/Professional Certificate

99 - Non Credential Program (Preparatory Coursework/Teacher Certification)

Comes from the SFRCPLR credential level data for the rule that matched the student’s record.




August

Published ProgLength

Published ProgLength Measur

Weeks ProgramIV Academic Y

Program 1 Beg

Field Name

ram 1 6 687 692 Conditional Program length in years, months, or weeks as defined at your institution, in format nnnnnn.

Comes from the SFRCPLR program length data for the rule that matched the student’s record.

ram 1 ement

1 693 693 Conditional Y - Year

M - Month

W - Week

Comes from the SFRCPLR program length type data for the rule that matched the student’s record.

1 Title ear

6 694 699 Conditional Total number of weeks of instruction in the program's academic year, in format nnnnnn.

Only reported when the published program length measurement is equal to W or M.

Comes from the SFRCPLR weeks and year data for the rule that matched the student’s record.

in Date 8 700 707 Conditional Date on which the student began attending the program, in format CCYYMMDD, using the term code on the curriculum record (not the catalog term), the begin date is retrieved from STVTERM.





16

Special PrograIndicator

Program 1 EnrStatus

Program 1 EnrStatus Effectiv

Field Name

m 1 708 708 Conditional A - Special Admission Associate Degree Program

B - Bachelor's Degree Completion Program

N - Not Applicable

P - Preparatory Coursework Graduate/Professional

T - Non Credential Teacher Certification

U - Preparatory Coursework Undergraduate

Comes from the SFRCPLR special program data for the rule that matched the student’s record.

ollment 1 709 709 Conditional F - Full Time


H - Half Time

L - Less than Half Time

A - Leave of Absence

G - Graduated

W - Withdrawn

D - Deceased

Comes from the SFRTHST time status date and term for the STVTMST NSLC equivalency value.

ollment e Date

8 710 717 Conditional Effective date for the program enrollment status currently being reported in format CCYYMMDD.

Comes from the SFRTHST time status date and term.




August

Program 2 CIP

CIP Year

Program 2 CreLevel

Field Name

Code 6 718 723 No STVMAJR six digit Classification of Instructional Program code that identifies a program's academic content. No decimals can be used.

















18




Program 2 Beg

Field Name



ram 2 ement


M - Month

W - Week


2 Title ear








August


Program 2 EnrStatus


Field Name



N - Not Applicable







H - Half Time



G - Graduated

W - Withdrawn

D - Deceased


ollment e Date







20

Program 3 CIP

CIP Year

Program 3 CreLevel

Field Name

















August




Program 3 Beg

Field Name



ram 3 ement


M - Month

W - Week


3 Title ear









22


Program 3 EnrStatus


Field Name



N - Not Applicable







H - Half Time



G - Graduated

W - Withdrawn

D - Deceased


ollment e Date






August

Program 4 CIP

CIP Year

Program 4 CreLevel

Field Name


















24




Program 4 Beg

Field Name



ram 4 ement


M - Month

W - Week


4 Title ear




in Date 8 829 836 Conditional Date on which the student began attending the program, in format CCYYMMDD, from CRN part of term or open learning start date.




August


Program 4 EnrStatus


Field Name



N - Not Applicable







H - Half Time



G - Graduated

W - Withdrawn

D - Deceased


ollment e Date







26

Program 5 CIP

CIP Year

Program 5 CreLevel

Field Name

Code 6 847 852 Conditional STVMAJR six digit Classification of Instructional Program code that identifies a program's academic content. No decimals can be used.
















August




Program 5 Beg

Field Name



ram 5 ement


M - Month

W - Week


5 Title ear









28


Program 5 EnrStatus


Field Name



N - Not Applicable







H - Half Time



G - Graduated

W - Withdrawn

D - Deceased


ollment e Date






August

Program 6 CIP

CIP Year

Program 6 CreLevel

Field Name


















30




Program 6 Beg

Field Name



ram 6 ement


M - Month

W - Week


6 Title ear


Only reported when the published program length measurement is W or M.






August


Program 6 EnrStatus

Field Name



N - Not Applicable







H - Half Time



G - Graduated

W - Withdrawn

D - Deceased






32


Filler

Field Name

Field Name

Number of “Q

Reference Designator

SUM 03

N101

N102

SES10

A new field has been added to the Trailer Record file layout.

New fields have been added to the Header Record file layout in fixed-width format for SFRNSLC Run Mode 3, EDI.Smart TS190 output.

ollment e Date



318 933 1250 Yes Space fill





” 6 9 14 Yes Number of records where enrollment status is Q.

Data Element Name Additional Information

1073 Yes/No Condition or Response Code Indicates student is enrolled in at least one program.

Y - Yes

N - No

98 Entity Identifier Code ZZ

93 Name SB

1131 Academic Session Loop 1 - Class Level/Grade Level

Loop 2 - Program 1 Credential Level







August

SES10


1131 Level of Student (Grade/Class) 20 - Non-Degree or Temporary Undergraduate

21 - Post-Secondary First Year Student

22 - Post-Secondary Sophomore

23 - Post-Secondary Junior

24 - Post-Secondary Senior

25 - Post-Secondary Post Baccalaureate Student

26 - Post-Secondary Non-Degree Graduate Student

27 - Post-Secondary Professional Student

28 - Post-Secondary Master's Degree Student

29 - Post-Secondary Doctoral Student

30 - Post-Doctorate Student

UN - Ungraded

AS - Associate Degree

BD - Baccalaureate (Bachelors) Degree




34

SES10

ENR01

ENR03

ENR04

ENR12

ENR13

FOS01

FOS02


1131 Level of Student (Program Credential) UG - Undergraduate

AS - Associate Degree

BD - Baccalaureate (Bachelor's) Degree

25 - Postsecondary Post-Baccalaureate Student

MD - Master's Degree

DD - Doctoral Degree

FP - First Professional

GR - Graduate

PC - Postsecondary Certificate or Diploma

641 Status Reason Code (Program Enrollment Status)

EBO - Three-Quarter Time Enrollment (Clearinghouse code Q)

New value for existing row

1250 Date Time Period Format Qualifier Format for program begin date - CCYYMMDD.

1251 Date Time Period (Program Begin Date)

Date student began attendance in program in format CCYYMMDD.

1250 Date Time Period Format Qualifier Format for status effective date - CCYYMMDD.

1251 Date Time Period (Program Enrollment Status Effective Date)

Date program status was effective in format CCYYMMDD.

1153 Academic Field of Study Level or Type Code

Field of study (major) used for the program.

66 Identifier Code Qualifier Code structure used for Identification Code, such as CIP Code.



August

FOS03

FOS05


67 Identifier Code (CIP Code) Code identifying the CIP Code (CIPC Code from STVMAJR).

Loop 1 - Student Level CIP Code

Loop 2 - Program 1 CIP Code






352 Published Program Length Measurement

Length of instructional program in years, months, or weeks as published by the school, in format nnnnnn with implied decimal between the third and fourth digits.

• 000100 - one tenth (1/10)

• 001000 - one (1)

• 010000 - ten (10)

• 100000 - one hundred (100)

Loop 1 - not used

Loop 2 - Program 1 Length Measurement









36

FOS06


380 Published Program Length Method of measurement used for the program length measurement.

Y - Year

M - Month

W - Week

Loop 1 - not used

Loop 2 - Program 1 Length








August

FOS06

NTE02


380 Weeks Program Title IV Academic Year

Total number of weeks of instruction in the program's academic year, in format nnnnnn with implied decimal between the third and fourth digits. Only reported when Published Program Length Measurement is W or M.

• 000100 - one tenth (1/10)

• 001000 - one (1)

• 010000 - ten (10)

• 100000 - one hundred (100)

Loop 1 - not used

Loop 2 - Program 1 Title IV Academic Year






352 Flag used to indicate the group to which the program belongs

A - Special Admission Associate Degree Program


N - Not applicable







38

The Status Reason Code (data element 641) for the program enrollment status is now calculated to use three quarter time enrollment (Q).

SFRNSLC error reporting

For SFRNSLC Run Mode 1, Report of Missing/Invalid Data, the report will check for the following conditions:

• The process checks majors attached to all active curriculum records to ensure that a CIP code exists in STVMAJR (STVMAJR_CIPC_CODE is Not Null).

• When the Program Indicator is Y, the process provides all program-level information. The report prints Y in the SUM03 element when at least one current and active curriculum record is found.

When the Program Indicator is N, the process adds that student to the error report with the message Curriculum information is missing. When the SUM03 element is N, the report prints information about curriculum records that are active but not current.

• When the curriculum does not find a program length match, it is included in the report with the message No Matching Rule Found on SFACPLR.


August 2014

es Phase 3 -

eport (SFRNSLC)

Student e, and then run in e Report of ith the data. When the <term code> tput when all art and have made at run mode

ay be run to s run for a single y Student Period ta comes from the

o have withdrawn. e, the student will

R) or the NSC RNSLC report

39 Banner Student 8.6.6Release Guide150 Percent Regulatory Updates Phase 3 - - Report Samples

2 150 Percent Regulatory Updat- Report Samples

This section contains parameter details and new output samples for the Clearinghouse Extract Rand the NSLDS SSCR Process (SFRSSCR).

Clearinghouse Extract Report (SFRNSLC)

This report extracts student enrollment information for the purpose of reporting to the National Clearinghouse (NSC). The report should first be run in the Report of Missing/Invalid Data modeither the EDI or EDI.Smart mode to create the extract file. All errors must be corrected, and thMissing/Invalid Data may be run as many times as needed, to diagnose and resolve problems wall data problems have been resolved, the message No invalid or missing student data found forterm. will print on the report output. Some informational messages may appear on the report oumissing/invalid data has been corrected or resolved. Only institutions that have licensed EDI.Smarrangements with the Clearinghouse to transmit the extract file with EDI.Smart should select thoption.

The report processes information for the report term selected in the Term Code parameter, or it mprocess information based on terms that are a part of a student centric period. When the report ireport term, the data comes from the SFATMST form. When the report is run with the Process bparameter set to Y, the output is based on terms that are a part of the student centric period, and daSFASTSR and SFASCPR forms.

The report uses the Third Party Withdrawal Indicator on STVESTS to determine students whWhen the Third Party Withdrawal Indicator is checked for the student’s enrollment status codbe reported as a withdrawn student to the NSLDS through the NSLDS SSCR Process (SFRSSCthrough the Clearinghouse Extract Report (SFRNSLC). When the indicator is unchecked, the SFwill not consider the student as withdrawn and will report the last time status for the student.

August 2014

The report uses the Third Party Report Indicator on STVLEAV to select the leave of absence codes for the neral student

transmitted to the , SSNs, dates of dition to the pipe-

tored in the job

EVO form.

for the pipe-g file.

Summary Report TS190)), the and a .log file is

Summary Report I.Smart TS190)), control page is


student. When the indicator is checked, the report will select leave of absence codes from the gerecord to report the leaves to third parties.

The Create Summary parameter is used to produce a summary report/overview of the data to beNSC. This summary can be used to easily view student information such as: names, Banner IDsbirth, enrollment statues, term start and end dates, and graduation dates. This file is created in addelimited files and the missing/invalid data report that are produced by SFRNSLC.

The files created by SFRNSLC are handled as follows:

• When SFRNSLC is run through job submission (GJAPCTL), three files are created and ssubmission directory:

• sfrnslc_oneup#.log

• sfrnslc_oneup#.lis

• sfrnslc_oneup#.txt

• The sfrnslc_oneup#.log and sfrnslc_oneup#.lis files are viewable on the GJIR

• The sfrnslc_oneup#.txt file can be found in the job submission directory.

When the Run Mode parameter is set to 1 (Report of Missing/Invalid Data), no output is createddelimited data file (.txt). Only the error report (.lis) is created with a control page and a .lo

When the Run Mode parameter is set to 2 (EDI TS190) or 3 (EDI.Smart TS190), and the Createparameter is set to Y, (create a summary report for Run Modes 2 (EDI TS190) and 3 (EDI.Smartsummary report is created (.lis) with a control page. The pipe-delimited file is created (.txt),created.

When the Run Mode parameter is set to 2 (EDI TS190) or 3 (EDI.Smart TS190), and the Createparameter is set to N, (do not create a summary report for Run Modes 2 (EDI TS190) and 3 (EDthe summary report is created (.lis) with the message: Summary Report Not Requested, and a printed. The pipe-delimited file is created (.txt), and a .log file is created.

August 2014

Values

rt/ Term Code Validation Form (STVTERM)

d e

t te

).

e

Student Attribute Validation Form (STVATTS)

ct

r

Y Standard report

N Non-standard report

Address Type Code Validation Form (STVATYP)


Parameters Name Required? Description

Term Code Yes Enter the registration enrollment term for the repoextract.

Student Attributes to Exclude

No Enter the student attributes that will identify enrolle(registered) students for the term who should not bincluded in reporting to the Clearinghouse.

If specific students who have registration term header records for the term of the report should nobe included in the extract, a specific student attribu(Student Attribute Validation Form (STVATTS)) should be assigned to those students on the Additional Student Information Form (SGASADD

The Clearinghouse reporting term should fall between the effective term start and end range for thattribute.

Report Flag Yes Enter Y to select a standard report. Enter N to selea non-standard report.

Note: Non-standard reports are submitted only fospecific occasions, such as a summer term or agraduation report.

Address Hierarchy Yes Enter the address types for reporting address information for enrolled (registered) students.

August 2014

n e

, ts

to

t r

g f

rt

1 Report of Missing/Invalid Data

2 EDI TS190

3 EDI.Smart TS190

Level Code Validation Form (STVLEVL)

Values


Report Date Yes Enter the certification date for the report/extract. This is the date that will be used to determine the enrollment status for registered students to be reported to the Clearinghouse.

This date is used to find each student's time status othe certification date by selecting the maximum timstatus record less than or equal to the report date. Hours and minutes are stored with this date. If thecurrent date default is overridden with a prior datethe current hours and minutes will be appended tothe date. This date is also used in subsequent reporfor the same term as the basis of determining whether a student's enrollment status has changed a lower status from the last report submitted.

Run Mode Yes Enter the appropriate run mode. Enter 1 for Reporof Missing/Invalid Data, 2 for EDI TS190 output, o3 for EDI.Smart TS190 output.

Run Mode 1 must be selected first, when preparinto report to the Clearinghouse and to print a report omissing/invalid data. After correcting all missing/invalid data, select either Run Mode 2 or 3 to produce the extract file that is submitted to the Clearinghouse.

Note: Only institutions that have licensed EDI.Smaand have made arrangements directly with the Clearinghouse to transmit an EDI.Smart file should select Run Mode 3.

Graduate Level Code No Enter the code for graduate level courses. For example, GR. Multiple codes may be entered.


August 2014

e

o

Application Inquiry Form (GLIAPPL)

f d.

Population Selection Inquiry Form (GLISLCT)

s f

,

Y Use date from SFRWDRL

N Use date from SFBETRM

Values


Application Code No Enter the code that identifies the general area for which the selection identifier was defined. All or none of the population selection parameters must bentered.

The Population Selection Extract Inquiry Form (GLIEXTR) may be used to review the people whwill be processed in the load from the selection identifier and application code entered.

Selection Identifier No Enter the code that identifies the population with which you wish to work. The selection identifier must be defined on the Population Selection Definition Rules Form (GLRSLCT). All or none othe population selection parameters must be entere

Creator ID No Enter the user ID of the person who created the population rules. All or none of the population selection parameters must be entered.

User ID No Enter the user ID for the population selection. Thiis the ID of the user who selected the population opeople. This may or may not be the same as the Creator ID. All or none of the population selectionparameters must be entered.

Effective Withdrawal Date

Yes Enter Y to select the effective withdrawal date fromthe student withdrawal record (SFRWDRL_EFF_WDRL_DATE) if one exists for termotherwise the date from the enrollment record (SFBETRM_ESTS_DATE) will be used. Enter N to select the date from the enrollment record (SFBETRM_ESTS_DATE). The default is N.


August 2014

f

s to

in

is

Y Summary for Run Modes 2 and 3

N No summary report

n

r n o e ill

Values


Branch Code No Enter the two digit numeric branch code to be associated with the header record and individual records when transmitted in the file to third party agencies. If left blank, 00 will default.

Create Summary Report Yes This parameter allows you to produce a summary othe data being transmitted.

Enter Y to create a Summary Report for Run Mode2 (EDI TS190) and 3 (EDI.Smart TS190). Enter N not create a summary report. The default is Y.

This summary output shows all students included the EDI output file and has a suffix of .lis.

Run Mode 1 will produce the Report of Missing/Invalid Data, regardless of the value selected for thparameter.

FICE Code No Enter the institutional FICE code to be associated with the header record and individual records whetransmitted in the file to third party agencies. If nocode is entered, the institutional FICE code from SHACTRL will be used. If no code exists on SHACTRL, 000000 will default.

Note: When the Run Mode parameter is set to 2 o3, the FICE code must exist on SHACTRL wheSFRNSLC is run, or it must be entered here. If nFICE code is provided for Run Modes 2 or 3, thvalue will default to 000000, and the process wterminate with an error.

Major 1 and CIP Code No This parameter is no longer used.

Major 2 and CIP Code No This parameter is no longer used.


August 2014

. s

Y Include email address

Null - Do not include

Y Include gender


Y Include race


s

g

Y Include class level


Values


Email Address No Enter Y to include the email address in the extractLeave blank to not include this data. The default iNull.

The email address reported is determined by the following criteria:

• If one email address exists, it is reported.

• If multiple email addresses exist, the preferred email address is reported. (The Preferred checkbox is checked on SPAIDEN.)

• If multiple email addresses exist, and none are designated as preferred, no email address is reported.

Used with Run Mode 2 or 3.

Gender No Enter Y to include the gender in the extract. Leaveblank to not include this data. The default is Null.


Race No Enter Y to include the race in the extract. Leave blank to not include this data. The default is Null.


Class Level No Enter Y to include the class level in the extract. Leave blank to not include this data. The default iNull.

An NSC class level translation equivalent must beset up for each class level code on STVCLAS usinthe NSC Class Level Translation field.



August 2014

s Y Include Banner ID


r

Y Include SSN


s e

e

Y Report enrollment dates

Null - Do not report dates

Values


Banner ID No Enter Y to include the Banner ID in the extract. Leave blank to not include this data. The default iNull.


SSN No Enter Y to include the SSN in the extract. Leave blank to not include this data. The default is Y.

Note: The SSN data is required by the NSC for federal compliance reporting. Questions concerning whether the SSN is required by youinstitution should be submitted to the NSC.


Report Start and End Dates

No Enter Y to report the enrollment start and end dateby student for the term. Leave blank to not includthis data. The default is Null.

The process looks at the registration record for thestudent and reports the minimum start date and thmaximum end date from all enrolled courses.

Courses must have the Count in Enrollment indicator checked on STVRSTS for the course registration status code, and the student cannot bewithdrawn.



August 2014

t

Y Use student centric period

N Do not use student centric period

Values


Process by Student Period

Yes Enter Y to process enrollment by a student centricperiod for the extract or N to not process enrollmenby a student centric period. The default is N.

OPEID Yes Enter the number for the OPEID where the enrollment is certified. This is the six-digit schoolcode.

The two-digit school location code (branch or campus) should be entered in the Branch Code parameter.


August 2014

Report Sample—Clearinghouse Extract Report (SFRNSLC)

PAGE 1 SFRNSLC

roll Start/End Grad Date

-------------- ---------

120815 - 20121215 20171231

PAGE 2 SFRNSLC


This sample shows the report output.01-AUG-2014 17:57:35 Ellucian University 201310 Clearinghouse Extract Report

BANNER ID Name SSN DOB EB Status EB Change En Status Date --------- ------------------------------- --- --- --------- ------------- --

A00193023 Time, F12 333111123 00000000 EB6 - F 20

01-AUG-2014 17:57:35 Ellucian University 201310 Clearinghouse Extract Report

* * * REPORT CONTROL INFORMATION - SFRNSLC - Release 8.6.6 * * *

TERM: 201310STUDENT EXCLUDE ATTRIBUTES: None entered. REPORT FLAG: Y REPORT DATE: 01-AUG-2014 ADDRESS HIERARCHY: 1AA RUN MODE: 2 CODE FOR GRAD LEVEL: APPLICATION CODE: STUDENT SELECTION IDENTIFIER: TEST CREATOR ID: MNUNGESTER USER ID: MNUNGESTER BRANCH: 00 FICE: 001234 EFFECTIVE WITHDRAWAL DATE: Y CREATE SUMMARY REPORT: Y EMAIL ADDRESS: Y GENDER: RACE: CLASS LEVEL: BANNER ID: SSN: YREPORT START AND END DATES: PROCESS BY STUDENT CENTRIC PERIOD: N OPEID: 12345600 RECORD COUNT: 1Please see .txt file for NSC flat file.

August 2014

This sample shows the flat file.P|:


This sample shows the log file.

ISA|00| |00| |ZZ|SCT001234000000|ZZ|CLEARINGHOUSE00|140801|1757|U|00300|000000000|0|GS|SV|SCT001234000000|CLEARINGHOUSE00|20140801|1757|000000000|X|005010ST|190|000000001BGN|11|000000001|20140801|1757|ESENR|EB6|UN|D8|20171231||||||N|Y|D8|20140801DTP|382|RD8|20120815-20121215SUM|||YN1|ZZ|SB|PER|SB||EM|[email protected]|01|S2|34|333111123IN2|02|F12IN2|05|TimeN3|6785 House St.N4|Lima|OH|45976|ENT|02|M8|DS|00123400||||U2|Fall Term 2013 (201310)ENT|05|M8|DS|12345600SES|20140801|||||||||BDENR|EB6||D8|20120815||||||||D8|20140630|FOS|M|81|060201FOS|M|81|060201||Y|004500|SE|19|000000001GE|1|000000000IEA|1|000000000

Username: Connected.

RUN SEQUENCE NUMBER: sfrnslc completed successfully19 lines written to /home/mnungester/jobsub/sfrnslc_411437.txtConnected.Connected.

August 2014

) Roster and Error e, then Create flat many times as ved, no errors will ding on the report o your institution de to produce the

or any errors that

e should be ccepted without should be used to

in Create flat file

the data and/or

mmand line (host)

The name of the ), regardless of rol information ile is processed in


NSLDS SSCR Process (SFRSSCR)

Description This process is used to read and process the NSLDS Student Status Confirmation Report (SSCRNotification Files. The Roster File is the first file that is received, and should be run in Audit modfile mode. All errors identified in Audit mode must be corrected, and Audit mode may be run asneeded, to diagnose and resolve problems with the data. When all data problems have been resolappear under either the Matched Records heading or the New Students Added to SSCR File heaoutput. Any records listed under the Unmatched Records heading will be reported as unknown twhen the process is run in Create flat file mode. The process should be run in Create flat file moSubmittal File that is returned to NSLDS. The Create flat file mode report should be reviewed fwould cause invalid or missing data to be submitted.

After NSLDS processes the Submittal File, and Error Notification File will be returned. That filprocessed in Error listing mode. The report information will indicate if the Submittal File was aerrors, or if errors exist that need correction. If errors exist, both Audit and Create flat file modesreview the data and create an Error Correction File that is submitted to NSLDS.

The following output files are created when the Roster file or Error Notification file is processedmode.

• report output and control information listing, which includes appropriate messages aboutprocessing of the file

• log file

• flat data file with updates that would be transmitted back to NSLDS

The name of the report listing conforms to existing standards for job submission processing or coexecution.

The name of the data file produced from the Roster file will be sfrsubm.dat (Submittal file). data file produced from the Error Notification file will be sfrserrc.dat (Error Correction filewhether the process was executed from job submission or the command line. Only a report contlisting is produced when the Roster file is processed in Audit mode, and the Error Notification fAudit or Error listing mode.

August 2014

This process uses the Third Party Withdrawal Indicator on STVESTS to report students as withdrawn to the wn and will report

ce codes for the orted as valid

Values

d d.

Term Code Validation Form (STVTERM)

r d

R Roster file

E Error Notification file

e, id

A Audit

C Create flat file

E Error listing

.

e.

Address Type Code Validation Form (STVATYP)


NSLDS. When the indicator is not checked, the process will not consider the student as withdrathe last time status for the student.

The process also uses the Third Party Report Indicator on STVLEAV to select leave of absenstudent. The process will select leave of absence codes from the general student record to be repleaves when the indicator is checked.


Term Code Yes Enter the registration enrollment term for processing.

Time status for enrolled students for this term is useto update enrollment status, if a change has occurre

SSCR File to Process Yes Enter the path and file name for the SSCR Roster oError file to process. The path and file name enteremust not exceed 30 characters. If no extension forthe file name is supplied, an extension of .dat is assumed.

SSCR File Type Yes Enter R for a Roster File or E for an Error Notification File.

Run Mode Yes Enter A to create an audit file, C to create a flat filor E to create an error listing. Only A and C are valrun modes for processing a Roster File. If E is entered, Audit mode will default. A, C, and E are valid modes for processing an Error Notification File.

Address Hierarchy Yes Enter the address type and hierarchy for reportingpermanent address information. For example, 1MAMultiple values may be entered.

This parameter will not be used when the Error Notification File is processed in Error listing mod

August 2014

th

ar

a

e.

Aid Year Inquiry Form (ROIAIDY)

r

Level Code Validation Form (STVLEVL)

w r

College Code Validation Form (STVCOLL)

w r

Campus Code Validation Form (STVCAMP)

n Y Match on ID/SSN

N Match on ID/SSN and last name

,

Y Use date from SFRWDRL

N Use date from SFBETRM

Values


Aid Year Code(s) No Enter the aid year code(s) to select the students winew loans.

This parameter allows you to run the process in Audit mode and provide a report for matched andunmatched students only. When one or more aid yecodes are entered in both Audit and Create flat filemodes, the report control information will includelisting of the new students that are reported.

This parameter will not be used when the Error Notification File is processed in Error listing mod

Level Code for New Students

No Enter the level code(s) to select students with newloans. The default value for this parameter is % foall levels.

College Code for New Students

No Enter the college code(s) to select students with neloans. The default value for this parameter is % foall colleges.

Campus Code for New Students

No Enter the campus code(s) to select students with neloans. The default value for this parameter is % foall campuses.

Match on ID Only No Enter Y to match on ID/SSN only or N to match oID/SSN and last name. The default is N.

Effective Withdrawal Date

Yes Enter Y to select the effective withdrawal date fromthe student withdrawal record (SFRWDRL_EFF_WDRL_DATE) if one exists for termotherwise the date from the enrollment record (SFBETRM_ESTS_DATE) will be used. Enter N to select the date from the enrollment record (SFBETRM_ESTS_DATE). The default is N.


August 2014

s

Telephone Type Validation Form (STVTELE)

h d

E-mail Address Type Validation Form (GTVEMAL)

Values


Telephone Hierarchy No Enter the telephone priority and type code, such a1HM, for reporting phone information for enrolledstudents.

Email Hierarchy No Enter the email address priority and type code, sucas 1EM, for reporting email information for enrollestudents.


August 2014

Report Sample—NSLDS SSCR Process (SFRSSCR)

PAGE 1 SFRSSCR

------------------------------

PAGE 2 SFRSSCR

------------------------------

PAGE 3 SFRSSCR

------------------------------

al level missingissingype missing


This sample shows the roster file.01-AUG-2014 Ellucian University 201310 NSLDS SSCR Process

Roster File Records with Missing or Invalid Data

Matched Records

BANNER ID Last Name First Name MI Birth Date %Error Message ------------------------------------------------------------------------------------------------------

Matched records in the file contained no errors

01-AUG-2014 Ellucian University 201310 NSLDS SSCR Process


Unmatched Records

SSCR SSN Last Name First Name MI Birth Date % Address------------------------------------------------------------------------------------------------------

No unmatched records were contained in the file



New Students Added to SSCR File

BANNER ID Last Name First Name MI Birth Date %Error Message ------------------------------------------------------------------------------------------------------179-40-0805 Wood Ellucius 08-DEC-1986 FA--01-@ FA_Test Karl Y 10-JAN-1900 CIPC:060201:Credenti CIPC:060201:Length m CIPC:060201:Length t

August 2014

PAGE 5 SFRSSCR



* * * REPORT CONTROL INFORMATION - SFRSSCR - Release 8.6.6 * * *

RPTNAME: SFRSSCRTERM: 201310SSCR FILE NAME: /home/mnungester/MindyT1.txtSSCR FILE TYPE: RRUN MODE: CADDRESS HIERARCHY: 1AA 2PR 3MA AID YEAR: 1314 LEVEL CODE FOR NEW STUDENTS: COLLEGE CODE FOR NEW STUDENTS: CAMPUS CODE FOR NEW STUDENTS: MATCH ON ID ONLY: NEFFECTIVE WITHDRAWAL DATE: Y

TELEPHONE HIERARCHY: 1CELL EMAIL HIERARCHY: 1MA Total Records Processed: 161 SSCR Matched Records: 1 SSCR Unmatched Records: 0 SSCR New Records: 44

August 2014

This sample shows the submittal flat file (sfrsubm.dat) 19871222 Columbus


This sample shows the log file.

000 12345678NSLDS ENRL SUBMITTAL V2 20140719R 00133311112312345678RF12 Time 2014071920140701F20171231201401012014123120140704Y18 N. Main St. OHU245854 ON0016109991234 Y 00233311112312345678060201201003004500Y 20120815NF20140630 00233311112312345678230101201003004500Y 20120815NF20140630 [email protected] 999 12345678000000010000000100000000

Username: Connected.

RUN SEQUENCE NUMBER: sfrsscr completed successfully138 lines written to /home/mnungester/jobsub/sfrsscr_411440.lis

Connected.Connected.

August

Column

SFRSCTL_TERM

SFRSCTL_PROC

SFRSCTL_SUBM

SFRSCTL_SSCR

SFRSCTL_USER

SFRSCTL_ACTI

SFRSCTL_DATA

SFRSCTL_SURR

3 150 Percent Regulatory Updates Phase 3 - Technical

This section contains the technical changes for Phase 3 of the 150 Percent Subsidized Stafford Usage Limit Regulatory Updates.

New table

The following table is new for this enhancement.

SFRSSCR Process Control Table (SFRSCTL)

This table is used to store the date of the last submission for the SFRSSCR process.

The following columns are in this table.

Attribute Null Comment

_CODE VARCHAR2(6) No TERM CODE: The SFRSSCR registration term code used for processing.

ESS_NAME VARCHAR2(30) No PROCESS NAME: The SFRSSCR process name.

ITTAL_DATE DATE No SUBMITTAL DATE: The SFRSSCR submittal date.

_VERSION VARCHAR2(30) No SFRSSCR VERSION: SFRSSCR version.

_ID VARCHAR2(30) No USER ID: The user ID of the person who inserted or last updated this record.

VITY_DATE DATE No ACTIVITY DATE: The date that information in this record was entered or last updated.

_ORIGIN VARCHAR2(30) Yes DATA ORIGIN: The latest source for the data contained in this record.

OGATE_ID NUMBER(19) Yes SURROGATE ID: The surrogate ID for this record.


150 Percent Regulatory Updates Phase 3 - Technical

58

SFRSCTL_VERS

SFRSCTL_VPDI

Column

Changed table

The following table has been modified for this enhancement.

National Student Loan Clearinghouse Data Extract Process Control Table (SFRTCTL)

A new column has been added for storing the version of SFRNSLC from the last time the process was run. This data can be used to compare status changes.

SFRTCTL_NSLC_VERSION NULL VARCHAR2(30)

The column comment is: SFRNSLC VERSION: SFRNSLC last run version.

Changed package

The following package has been modified for this enhancement.

Program Duration Calculation Package (SFKCPLR/SFKCPL1)

The package specification and package body have been modified in support of regulatory requirements that were received from the Clearinghouse after Release 8.6.4 was delivered. Corrections were made to the package body that were discovered while testing both the revised Clearinghouse Extract Report (SFRNSLC) and the revised NSLDS SSCR Process (SFRSSCR). The changes that were made have no impact on Financial Aid processing.

A change request was delivered for this package. Refer to the Banner Student Resolutions Report 8.6.4 for more information.

ION NUMBER(19) Yes VERSION: The optimistic lock token for this record.

_CODE VARCHAR2(6) Yes VPDI CODE: The code representing the entity to which this record belong to for Multi-entity Processing support.

Attribute Null Comment

Banner Student 8.6.6 August 2014Release Guide150 Percent Regulatory Updates Phase 3 - Technical

August

New scripts

The following scripts are delivered with this enhancement.

NoteUnless otherwise noted, new scripts are run as part of the upgrade process for a release.

Script Result

sfrsctl_080606_01.sql Creates tablesfrsctl_080606_02.sql Adds column commentssfrtctl_080606_01.sql Adds columnsfrtctl_080606_02.sql Adds column comment


150 Percent Regulatory Updates Phase 3 - Technical

60
Banner Student 8.6.6 August 2014Release Guide150 Percent Regulatory Updates Phase 3 - Technical

banner student / release guide / 8.6erpbanner.nmsu.edu/files/2014/08/stu866rg.pdf · please refer...

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