Financial Aid – Algorithmic Packaging

Presenter: John Nickless, Senior Banner Financial Aid Consultant

AUTO PACKAGING OVERVIEW

Funds awarded to groups based on

fund priority

fund limits

need calculation

Multiple packaging groups needed based on

Student level

Level of need

Application priority dates

ALGORITHM CONCEPT

Funds are awarded and calculated based on

Student characteristics at the point of packaging

Eliminates the need for a large number of packaging groups

DECIDING WHICH FUNDS NEED AN

ALGORITHM

Federal funds generally do not, federal limits are established and delivered via RPIFEDR

Campus Federal based funds generally do

Institutional funds certainly will

SIMPLE AWARDING RULE: RORRULE OR

RPRALGR

Pass/fail awards can be controlled in either RORRULE or RPRALGR

More complex awarding philosophies and calculations are not really possible on RORRULE

Examples

MORE COMPLEX COMPUTATIONS IN THE

SQL SELECT STATEMENT

Calculations in the select statement

Sequencing award levels

ACTIVATING THE ALGO RULES

ACTIVATING THE ALGO RULES

CONT.

ACTIVATING THE ALGO RULES

CONT.

PUTTING IT ALL TOGETHER

Prioritize awarding philosophy

Write and test rules in SQL Developer/RPRALGR

Execute RPEPCKG in Simulation mode with a population selection for reality check prior to actual

EXAMPLE OF SAMPLE RULES

Need:

Maximum gift aid set at 8,100

Exception of scholarship up to 2,000 beyond

UMG SEQUENCE 1 SELECT 8100 -( NVL(SUM (RPRAWRD_OFFER_AMT),0) + RPTNEED_EFC_AMT)

FROM RORSTAT, RFRFCAT, RPRAWRD, RPTNEED

WHERE NOT EXISTS

(SELECT * FROM RPRAWRD B, RFRFCAT C

WHERE B.RPRAWRD_FUND_CODE = C.RFRFCAT_FUND_CODE

AND C.RFRFCAT_FCAT_CODE = 'SCHOL'

AND B.RPRAWRD_PIDM = RPRAWRD_PIDM

AND B.RPRAWRD_AIDY_CODE = RPRAWRD_AIDY_CODE)

AND RFRFCAT_FCAT_CODE = 'GIFT'

AND RFRFCAT_FUND_CODE = RPRAWRD_FUND_CODE

AND RORSTAT_APPL_RCVD_DATE <= '01-MAR-2012'

AND RORSTAT_PCKG_REQ_COMP_DATE <= '01-JUN-2012'

AND RPTNEED_EFC_AMT <= '7000'

AND RORSTAT_PIDM = RPRAWRD_PIDM

AND RORSTAT_AIDY_CODE = RPRAWRD_AIDY_CODE

AND RPTNEED_PIDM = RPRAWRD_PIDM

AND RPTNEED_AIDY_CODE = RPRAWRD_AIDY_CODE

AND RPRAWRD_AIDY_CODE = :AIDY

AND RPRAWRD_PIDM = :PIDM

GROUP BY RPTNEED_EFC_AMT

SEQUENCE 2

SELECT 8100 -( NVL(SUM (RPRAWRD_OFFER_AMT),0) + RPTNEED_EFC_AMT)

FROM RORSTAT, RFRFCAT B, RPTNEED, RPRAWRD A

WHERE (SELECT NVL(SUM(RPRAWRD_OFFER_AMT),0)

FROM RPRAWRD Z, RFRFCAT W

WHERE Z.RPRAWRD_FUND_CODE = W.RFRFCAT_FUND_CODE

AND W.RFRFCAT_FCAT_CODE = 'SCHOL'

AND Z.RPRAWRD_PIDM = :PIDM

AND Z.RPRAWRD_AIDY_CODE = :AIDY) <= 2000

AND A.RPRAWRD_PIDM = RPRAWRD_PIDM

AND A.RPRAWRD_AIDY_CODE = RPRAWRD_AIDY_CODE

AND B.RFRFCAT_FCAT_CODE = 'GIFT'

AND B.RFRFCAT_FUND_CODE = A.RPRAWRD_FUND_CODE

AND RORSTAT_APPL_RCVD_DATE <= '01-MAR-2012'

AND RORSTAT_PCKG_REQ_COMP_DATE <= '01-JUN-2012'

AND RPTNEED_EFC_AMT <= '7000'

AND RORSTAT_PIDM = A.RPRAWRD_PIDM

AND RORSTAT_AIDY_CODE = A.RPRAWRD_AIDY_CODE

AND RPTNEED_PIDM = A.RPRAWRD_PIDM

AND RPTNEED_AIDY_CODE = A.RPRAWRD_AIDY_CODE

AND A.RPRAWRD_AIDY_CODE = :AIDY

AND A.RPRAWRD_PIDM = :PIDM

GROUP BY RPTNEED_EFC_AMT

SEQUENCE 3 SELECT 10100 -( NVL(SUM (RPRAWRD_OFFER_AMT),0) + RPTNEED_EFC_AMT)

FROM RORSTAT, RFRFCAT B, RPTNEED, RPRAWRD A

WHERE (SELECT NVL(SUM(RPRAWRD_OFFER_AMT),0)

FROM RPRAWRD Z, RFRFCAT W

WHERE Z.RPRAWRD_FUND_CODE = W.RFRFCAT_FUND_CODE

AND W.RFRFCAT_FCAT_CODE = 'SCHOL'

AND Z.RPRAWRD_PIDM = :PIDM

AND Z.RPRAWRD_AIDY_CODE = :AIDY

) > 2000

AND A.RPRAWRD_PIDM = RPRAWRD_PIDM

AND A.RPRAWRD_AIDY_CODE = RPRAWRD_AIDY_CODE

AND B.RFRFCAT_FCAT_CODE IN ('GIFT','SCHOL')

AND B.RFRFCAT_FUND_CODE = A.RPRAWRD_FUND_CODE

AND RORSTAT_APPL_RCVD_DATE <= '01-MAR-2012'

AND RORSTAT_PCKG_REQ_COMP_DATE <= '01-JUN-2012'

AND RPTNEED_EFC_AMT <= '7000'

AND RORSTAT_PIDM = A.RPRAWRD_PIDM

AND RORSTAT_AIDY_CODE = A.RPRAWRD_AIDY_CODE

AND RPTNEED_PIDM = A.RPRAWRD_PIDM

AND RPTNEED_AIDY_CODE = A.RPRAWRD_AIDY_CODE

AND A.RPRAWRD_AIDY_CODE = :AIDY

AND A.RPRAWRD_PIDM = :PIDM

GROUP BY RPTNEED_EFC_AMT

SEQUENCE 4

SELECT 8100 - RPTNEED_EFC_AMT

FROM RORSTAT, RPTNEED

WHERE RORSTAT_APPL_RCVD_DATE <= '01-MAR-2012'

AND RORSTAT_PCKG_REQ_COMP_DATE <= '01-JUN-2012'

AND RPTNEED_EFC_AMT <= '7000'

AND RORSTAT_PIDM = RPTNEED_PIDM

AND RORSTAT_AIDY_CODE = RPTNEED_AIDY_CODE

AND RPTNEED_AIDY_CODE = :AIDY

AND RPTNEED_PIDM = :PIDM

SCHOLARSHIP SELECTION

Need

Select scholarship level based on admissions rating

SEQUENCE 1 PRESIDENTIAL

SCHOLARSHIP

SELECT 3500 FROM SARRRAT, SARADAP WHERE SARRRAT_RATING >= '95' AND SARRRAT_RATP_CODE = 'INRA' AND SARRRAT_TERM_CODE = SARADAP_TERM_CODE_ENTRY AND SARADAP_APPL_NO = (SELECT MIN(A.SARADAP_APPL_NO) FROM SARADAP A WHERE A.SARADAP_PIDM = SARADAP_PIDM) AND SARRRAT_PIDM = SARADAP_PIDM AND SARADAP_PIDM = :PIDM

SEQUENCE 2 GOLD SCHOLARSHIP

SELECT 3000 FROM SARRRAT, SARADAP WHERE SARRRAT_RATING <= '94' AND SARRRAT_RATING > '91' AND SARRRAT_RATP_CODE = 'INRA' AND SARRRAT_TERM_CODE =

SARADAP_TERM_CODE_ENTRY AND SARADAP_APPL_NO = (SELECT MIN(A.SARADAP_APPL_NO) FROM SARADAP A WHERE A.SARADAP_PIDM =

SARADAP_PIDM) AND SARRRAT_PIDM = SARADAP_PIDM AND SARADAP_PIDM = :PIDM

RORALGS

RORALGS CONT.

Delivered with Algorithmic budgeting

Greatly simplifies the rule writing process

Much more efficient to update award amounts in future years

RULES USING RORALGS

Sequence 1

SELECT 0

FROM SGRVETN

WHERE SGRVETN_VETC_CODE = '3'

AND SGRVETN_PIDM = :PIDM

SEQUENCE 2

select roralgs_amt

from roralgs,

(select NVL(sum(tbraccd_amount),0) AMT,tbraccd_pidm

from tbraccd

where tbraccd_detail_code = 'H200'

and tbraccd_pidm = :PIDM

and tbraccd_term_code in ('201320','201330','201410')

group by tbraccd_pidm) HOUSING

where roralgs_key_1 = 'ROOM'

and roralgs_key_2 = '2'

and HOUSING.AMT > 0

SEQUENCE 3

select roralgs_amt

from roralgs, rcrapp1

where

roralgs_key_1 = 'ROOM'

and roralgs_key_2 = rcrapp1_inst_hous_cde

and roralgs_aidy_code = rcrapp1_aidy_code

and rcrapp1_curr_rec_ind = 'Y'

and rcrapp1_pidm = :PIDM

and rcrapp1_aidy_code = :AIDY

SEQUENCE 4

select roralgs_amt

from roralgs, rcrapp1

where

rcrapp1_inst_hous_cde is null

and rcrapp1_curr_rec_ind = 'Y'

and roralgs_key_1 = 'ROOM'

and roralgs_key_2 = '1'

and rcrapp1_pidm = :PIDM

and rcrapp1_aidy_code = :AIDY

Questions???

Thank you!!!