12061

120611 © 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID
Banner Financial Aid: Direct Loan
Redesign and Streamlining
Mark Kichline – Product Owner and Business Analyst
Ellucian
April 14, 2015
Session ID: 12061

Session rules of etiquette
• Please put electronic devices on silent during the session
• If you must leave the session early, please do so as discreetly as possible
• Please avoid side conversation during the session
Thank you for your cooperation!

Introduction
• Review of DL Redesign
• New tables and columns
• Review of DL Streamlining
• Auto keeping Origination and Award in syncmagically

Polling Question
How many full or part time staff do you currently have that are
manually making changes to the Direct Loan origination and
Award data to keep them in sync?
• 1 – 2
• 2 – 3
• 3 or more
• We don't. Our students rarely have changes to the loan and award
data

1 Direct Loan Redesign and Streamlining
Agenda

DL Redesign and Streamlining

DL Redesign and Streamlining
Separate
• DL Tables and Logic from Electronic and Manual loans
• DL specific tables from COD Common tables
• MPN related data from Origination data
• Borrower related data from Individual Origination data
Streamlining
• Originations and Awards stay in sync
BBAY
• Can create Originations based on BBAY

DL Setup forms – New and Updated
Updated
• RFRMGMT/ROAMGMT – Fund(s) Management
• RPRLOPT – Loan Options
• RORSAYR – Scheduled Academic Year Rules
• RORTPRD – Aid Period Rules
New
• RLRDFEE – Direct Loan Origination Fee Rules
• RORBBAY – Borrower-Based Academic Year Data

RFRMGMT/ROAMGMT – Fund(s) Management

RFRMGMT/ROAMGMT – Fund Management
Packaging Tab
• Allow Processing by Period
• Now permitted for Direct Loans
Loan Rules Subtab
• Allow Processing by BBAY
• Loan Fee and Rebate Fee Percentages are No Longer Used
• Create Promissory Note Requirements when Accepted No Longer Used
Web Processing Rules Subtab
• Allow Web Accept/Decline by Options
• Promissory Note information no longer used on form starting in 15-16
• Moved to ROAUSIO

RPRLOPT – Loan Options

Origination Options
• Single Origination Indicator – NEW
• Determines if Increases in Awards Updates Existing Origination or Creates a
New Origination
• Automatically Update Award Indicator – NEW
• Determines if Updates to Period Amount on the Origination Automatically Update
the Award or if the User is Prompted

• Origination Required for Memo
• Valid MPN Required for Memo – NEW
• Requires a Valid MPN for the Student and Loan Type before Memo
• Authorize Loan
• Accepted Origination Required for Disbursement
• Linked MPN Required for Disbursement – CHANGED
• Requires the MPN Linked Indicator = ‘Y’ (checked) before Disbursement
• Reschedule Disbursement Date – NEW
• Allows Disbursements on the Origination to be Rescheduled to the Student’s
Class Start Date for the Period

RORSAYR – Scheduled Academic Year Rules

Define the SAY Rules
• Academic Year Start/End Dates
• Used on Origination
• Periods for the SAY
• Crossover Indicator
• Determines if Period is Outside Regular Scheduled Academic Year
• Must be checked for at least one period for a C type SAY

• Disbursement Schedule
• +/- Days
• Number of days prior to (-) or after (+) the student’s earliest course start date
to schedule disbursement
• Period Multi-Disbursement Indicator
• Determines if you want multiple disbursements for a single period loan
origination
• Standard SAY Code Cross-Reference – 8.23
• Used by RLPDLOC when fund code does not have an award > 0

RORTPRD – Aid Period Rules

RORTPRD – Aid Period Rules
Displays Assigned SAY Code
• SAY Start and End Dates as Defined on RORSAYR
Defaults Period Start and End Dates from RORPRDS
• Dates Can be Updated
• Used for Loan Period Start and End Dates on SAY Originations

RLRDFEE – Direct Loan Origination Fee Rules

RLRDFEE – Direct Loan Origination Fee Rules
New Form to Define Direct Loan Rebate and Fee Percent by
Effective Date
• Defined by Direct Loan Type
• Delivered Fee Percent Records Effective 12/01/2013 and 10/01/2014
• Future Percent Changes Must be Entered by Institution
• Used by the Direct Loan Processes to Automatically Determine the
Correct Percent for the Origination
• Based on the Earliest Scheduled Disbursement Date for the Origination
RPEDISB will Prevent Disbursement if the Percent is Incorrect
• Disbursement Reject 083 – Origination fee percent invalid for
disbursement date

RORBBAY – Borrower-Based Academic Year Data

RORBBAY – Borrower-Based Academic Year Data
New Form to Define the BBAY Rules
• Academic Year Start/End Dates
• Used on the Origination
• Periods for the BBAY
• Start and End Dates for the Loan Period
• Payment Period Start Date
• Disbursement Schedule
• +/- Days
• Number of days prior to (-) or after (+) the student’s earliest course start date
to schedule disbursement
• Period Multi-Disbursement Indicator
• Determines if you want multiple disbursements for a single period loan
origination

Direct Loan Processing Updates
New Origination Process RLPDLOC Replaces RPRLORC
• Can be Run Online or in Batch
• Creates New Origination Records
• Updates Existing Originations for Changes to Amount and SAY or
BBAY Codes

Updates to Functionality
• Year in College
• Determined based on Last Period of the Origination
• Loan Period Dates
• Determined Based on the Periods Included on the Origination
• Only Periods with an Accepted Award > 0
• Academic Year Dates
• Determined Based on the SAY or BBAY for the Origination

• BBAY vs SAY
• BBAY Code Assigned to the Period Award
• SAY Code Assigned to the Aid Period
• Exception:
If Summer Crossover Period for the SAY does not have an Award > 0 and the SAY
Code Assigned to the Aid Period is a ‘C’ Type SAY Code
• Scheduled Disbursement Dates
• Defined on RORSAYR and RORBBAY
• If Date Calculated is < SYSDATE, use SYSDATE
• Period Multi-Disbursement Indicator Used for Single Period Originations Only

• First-Year First-Time Borrower Logic
• If Date Calculated is < Defined Disbursement Date on RORSAYR or RORBBAY, and >
SYSDATE, use Defined Disbursement Date
• Prevents 30-day Delay Disbursements Prior to Regular Scheduled Disbursements
• If Multiple Disbursements are Defined for Period, all Defined Disbursements <
calculated 30-day Delay Date will be set to 30-day Delay
• Prevents Additional Period Disbursements from being Scheduled Prior to 30-day
Delay

• Fee % Logic
• Dynamically Determined from RLRDFEE based on Disbursement 1 of Origination
• Creates COD Student Identifier, Student Data and Student Address
Records when Origination Created

• Will Select Records from the new RLVALIN View to Update
• Amount Difference between the Period Award and the Originations
OR
• Difference between the SAY or BBAY Code for the Student and the Originations
• Differences are Displayed on the Direct Loan Interface Tab of RPAAWRD
• When Process is Run, updates the Originations for the Difference
Indicated

Direct Loan Processing Forms – New and Updated
Updated
• RPAAWRD – Award Maintenance
New
• RLADLOR – Direct Loan Origination
• REACODS – COD Student Information
• RLADBOR – Direct Loan PLUS Borrower
• RLADMPN – Applicant Direct Loan MPN

RPAAWRD – Award Maintenance

RPAAWRD – Award Maintenance
Award Schedule Tab
• BBAY Code Assigned for the Period
Direct Loan Interface Tab
• Displays Differences in Amounts, SAY Codes or BBAY Codes
between the Period Awards and the Originations
• Differences are Calculated by new RLVALIN View
• Differences Determine if Period Award will be Selected by RLPDLOC for
Origination Update Processing
• Displays Number of Originations that Exist for Each Period
• Displays Origination Data in Bottom Block for Period Award Selected
in Top Block

RLADLOR – Direct Loan Origination – New Origination form

RLADLOR – Direct Loan Origination – Origination Tab
Loan Summary Block
• Displays above all tabs so that you know which loan record is
displayed
• Award Discrepancy Indicator
• If checked, indicates there is a discrepancy between award and originations for
fund code
BBAY/SAY Code Fields
• Only one of these can be populated

RLADLOR – Direct Loan Origination – Origination Tab
Year In College
• Will be updateable in 8.23
MPN Linked Indicator
• Only updated when <MPNLinkIndicator> is true in RS or PN files
received from COD
• Cannot be updated manually
• Once linked, MPN is good for entire loan

RLADLOR – Direct Loan Origination – Disbursement Tab

New Disbursement Summary Block
• Majority of updates can and should be made in this block
• Changes made automatically create/update sequences in
Disbursement Details Block
Disbursement Detail Block
• Displays sequences for disbursement selected in Summary Block
• Updates can be made in this block and changes will feed back to
Summary Block
Disbursement Statement of Account Details Window – 8.23
• Displays the data received in the Loan Level Disbursement Detail
Statement of Account records received from COD

RLADLOR – Direct Loan Origination – New Origination form
Disbursement Tab
Changes to Earliest Disbursement Date
• Automatically Updates Direct Loan Fee Percentage
Changes to Period Disbursements Assigned
• Automatically Updates Loan Period Start and End Dates
• Automatically Updates Year in College

Rescheduling Disbursement Dates
Automatically Update Award Option – RPRLOPT
• If Y, will receive a message that award has been updated
• If N, will receive a prompt asking if they want to update
• Any changes must clear API and award validation edits or will not be
saved

RLADLOR – Direct Loan Origination – Logged Changes
Tab – 8.23

RLADMPN – Applicant Direct Loan MPN

RLADMPN – Applicant Direct Loan MPN
Non-Aid Year Specific
Non-Loan Specific
Created when an MPN Document (PN) or a Response Document
(RS) is Imported through RERIM16 – 8.23
• Cannot be Created Manually
Can be Assigned to an Origination on RLADLOR Form – 8.23
• Manually
• When Origination is Created
• When Origination Response or MPN Document is Imported

RLADLOR – Direct Loan Origination – MPN Tab

RLADLOR – Direct Loan Origination – MPN Tab
Displays MPN information if matched to an MPN ID
MPN is matched
• When origination is created
• When a PN or RS file is imported from COD
MPN Linked Indicator
LOV for the MPN ID will only display:
• MPNs for student that are Accepted
and
• Match loan type for origination

REACODS – COD Student Information

New Form to Capture the COD Student Level Data Common to All
COD Records
• Replaces REASTID for Student Identifiers
• Student Identifier
• Student Demographic Data
• Student Address Data
• Functionality for Updating Records is same as REASTID

When RLPDLOC or REROR16 (8.23) are Run
• Data Created and Updated
Reject/Edit messages button – 8.23
• Will display edit message that apply to student identifier record
Edit Block
• Will display edit message that apply to student data or address
record

RLADLOR – Direct Loan Origination – Student Data Tab

RLADLOR – Direct Loan Origination – Student Data Tab
Displays the Data from the REACODS Form
• Student Identifier
• Student Data
• Student Address

RLADBOR – Direct Loan PLUS Borrower

Define a Student’s Direct Loan Parent PLUS Borrower(s)
Non-Aid Year Specific
Non-Loan Specific
Can be Assigned to Multiple Loans for Student Across Aid Years
• Eliminates the Need to Re-Enter Borrower Data for Every PLUS Loan
Can be Created Manually on Form and then Assigned to Loans
on RLADLOR

Can also be Created when PLUS Applications or MPNs are
Imported – 8.23
Edit Block – 8.23
• Displays edit messages when Borrower Identifier changes exist in
file import

RLADLOR – Direct Loan Origination – PLUS Data Tab

RLADLOR – Direct Loan Origination – PLUS Data Tab
Displays Credit Data Specific to the PLUS Loan
• Assign PLUS Borrower to Loan on this Tab – Borrower ID Field
Displays PLUS Application Data if Attached to the Origination –
8.23
• Can Assign a PLUS Application Manually on this Tab – PLUS
Application ID Field
Displays the Data from RLADBOR Form
• Borrower Identifier
• Borrower Data

RLADLOR – Direct Loan Origination – SULA Tab – Same
as RPALORG

RLADLOR – Direct Loan Origination –
Additional Information Tab

RLADLOR – Direct Loan Origination –
Additional Information Tab
Loan Schedule
Booking Information
Servicer Refund Data
Account Statement Loan Detail
Disclosure Statement Options removed
• Disclosure Statement Print Request on Origination Tab
• Allows COD disclosure statement print or reprint

DL Disbursement Processing Updates
Memos will calculate a Net Amount based on RLRDFEE when
Origination does not exist
Valid MPN Required for Memo
• Requires a Valid MPN to exist on RLADMPN for the Loan Type
Linked MPN Required for Disbursement Option on RPRLOPT
• MPN Linked Indicator must be Checked on Origination

DL Disbursement Processing Updates
Rescheduling Disbursement Date
• Based on +/- on Disbursement Record
• Reschedule Disbursement Date Indicator at Fund Code Level on
RPRLOPT
Will Prevent Disbursement if Fee Percent is Incorrect
• Disbursement Reject 083 – Origination fee percent invalid for
disbursement date

Questions & Answers

Thank you!
Mark Kichline
Mark.kichline@ellucian.com
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Session ID 12061

12061

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12061