This document discusses how to automate financial aid packaging using equations in Oracle Campus Solutions. It covers preparing for packaging by completing verification and clearing mismatches. Packaging plans are prioritized and selection criteria equations are used to determine eligible students for each plan. Award amounts can be set using minimum/maximum equations. Packaging variables provide flexibility to override dynamic logic in equations. Restricted aid tables also allow award amounts and eligibility to vary by term.

1. EQUATIONS THAT LAST
THE DEPARTMENT OF
EDUCATION
REGULATORY
REQUIREMENTS
SESSION #35643
Wed., March 9, 2016

2. PRESENTERS
Bridget Curl
Associate Director of
Financial Aid
Illinois State University
kbcurl@ilstu.edu
George Salas
Oracle Financial
Aid/Technical Consultant
Oracle
George.salas@oracle.com

3. ILLINOIS STATE
UNIVERSITY
ISU is a four year
public institution
serving over 20,000
undergraduate and
graduate students.

4. ISU & ORACLE
ISU is currently on
Campus Solutions 9.0
and PeopleTools
version 8.53.24.
Services are hosted by
Oracle Cloud.

5. MASS
PACKAGING/AUTOMATIO
N WITH EQUATIONS
OVERVIEW
1. Keeping your house in order:
Complete verification, checklists,
communications, and any other
preparations.
2. Prioritize packaging plans; determine eligible
students and assign packaging plan order.
3. Create and assign equations to specific
awards within packaging plans.
4. Build dynamic equations to provide you an
easy transition from year to year.

6. KEEPING YOUR
HOUSE IN ORDER
Complete verification,
checklists,
communications, and
any other
preparations.

7. PREPARING FOR
PACKAGING
1. Use 3 C’s to communicate with students and assign
appropriate checklists
2. Use CS work queues to identify and review students
3. Complete verification for students who are selected
and have provided documentation
4. Clear database mismatches

8. WORK QUEUE

9. PRIORITIZE
PACKAGING
PLANS
Determine eligible
students and assign
packaging plan order.

10. PACKAGING PLAN
ORDER
Identify students for consideration.
Pop Select
Determine order in which the system will
consider all configured packaging plans.
Processing Order Field
Use of equations in the Selection Criteria field
allow a school to determine eligible students for
each packaging plan.

11. SELECTION CRITERIA
EQUATIONS
FA Term Info
 Career
 FA Load
SAP Term Table
Non-eligible academic plans

12. Using existing structure to establish processing rules

13. CREATE AND ASSIGN
EQUATIONS TO SPECIFIC
AWARDS WITHIN PACKAGING
PLANS.
• Award selection
criteria equations
• Minimum/Maximu
m award amount
equations

14. PACKAGING PLAN
AWARD EQUATION FLOW
Provide to equation
from calling program
 Institution
 Aid Year
 Emplid

15. DETAILED
EQUATION
FLOW
The following illustrates how
to go about obtaining setup
information and student
information to determine
eligibility for all awards.
Institution
Aid Year
Emplid
Aid Year
Results
Term Values:
Fall, Spring or
Summer
Student FA
Term
Year/Term
Information
Fall Info
Spring Info
Summer Info
Award
Information
Does it exist?
Was it
declined?
Amount
Eligibility
Regulations
Requirements
Limits
Fed Info
State Info
Institution

16. BUILD DYNAMIC EQUATIONS TO
PROVIDE YOU AN EASY
TRANSITION FROM YEAR TO
YEAR.
Keeping it vanilla;
how to use packaging
variables and other
set up tables to your
benefit.

17. USE OF PACKAGING
VARIABLES
Packaging Variables
Ability to override
dynamic logic in
equations
•Restricting Aid
•Determining an amount of
award
•Blocking the logic
completely

18. RESTRICTED AID
TABLES
Creative use of restricted aid tables
Allows flexibility per
term
Use application
deadline for date
reference
Use of tables in
equations to determine
award amounts

19. QUESTIONS?

20. PRESENTERS
Bridget Curl
Associate Director of
Financial Aid
Illinois State University
kbcurl@ilstu.edu
(309) 438-2236
George Salas
Oracle Financial
Aid/Technical Consultant
Oracle
George.salas@oracle.com
(818) 652-3838
ALL ALLIANCE PRESENTATIONS
WILL BE AVAILABLE FOR
DOWNLOAD FROM THE
CONFERENCE SITE

21. THANK YOU!