Regent 8 Release Notes

8.16 RELEASE 3.5.0.1 NOTES

October 12, 2016 1. CONTENTS

This document is the intellectual property of Regent Education Confidential. Page 2 COMMON ACRONYMS

Accounts Receivable (AR) Ability to Benefit (ATB) Academic Year (AY) Adjusted Gross Income (AGI) Central Processing Services (CPS) Common Origination and Disbursement (COD) Cost of Attendance (COA) Data Retrieval Tool (DRT) Date of Withdrawal (DoW) Department of Defense (DOD) Department of Education (DoE) Disbursement Release Indicator (DRI) Document Management System (DMS) Expected Family Contribution (EFC) Export Student Transaction (EST) Free Application for Federal Student Aid (FAFSA) Federal Academic Year (FAY) Fiscal Year (FY) Identifier (ID) Institutional Student Information Records (ISIRs) Internal Revenue Service (IRS) Post Withdrawal Disbursement (PWD) Prior Prior Year (PPY) Regent Enterprise 8 Financial Aid Management System (R8) Regent Enterprise Management (REM) Regent Needs Analysis (RNA) Return Title IV Funds (R2T4) Student Aid Internet Gateway (SAIG) Student Aid Report (SAR) Student Batch Load (SBL) Student Information System (SIS) Student Needs Analysis Portal (SNAP) Supplemental Security Income (SSI) Teacher Education Assistance for College and Higher Education (TEACH) User Interface (UI)

This document is the intellectual property of Regent Education Confidential. Page 3 EXECUTIVE SUMMARY

Regent Education is pleased to announce Release 3.5.0.1 of the Regent Enterprise 8 Financial Aid Management System (R8). This document highlights new enhancements and provides additional guidance on using the Disbursement Overrides functionality.

This document is the intellectual property of Regent Education Confidential. Page 4 RELEASE NOTE ENHANCEMENT FUNCTIONALITY DESCRIPTIONS

PRODUCT REVISIONS

REPORTS

Back to Contents

Title Use "View Students" permission to control access to student data in R8 reports

Description: In order to accommodate a school’s need to limit access to student data to only certain users/roles within a given institution, R8 reports were enhanced with the ability to restrict the data to be selected and returned in reports based upon role privileges. Within R8 setup, Enterprise, Institution, Campus and Site level “View Students” permissions will be used to control the end user's access to the student population returned by the report by using the permissions to control the availability of values in the Enterprise, Institution, Campus and Site drop down fields on the report parameters UI. Enterprises, Institutions, Campuses and Sites that the user does not have access to via the "View Student" permission will be inactivate so that they cannot be selected when running the report. The following reports were enhanced:  ISIR - Conflicting Information  ISIR - Corrections  ISIR - Identity / High School Verification Results  ISIR - Student Listing  ISIR – Unmatched (Note: This report has only the Institution parameter; thus, it should display only those Institutions for which the user has the "View Student" permission at the Institution level.)

 ISIR - Unusual Enrollment History  ISIR - Verification/DRT  Loan - Aggregate Limit Monitoring  Pell LEU  Pell Verification Status  Ready to Package  Student - Activity  Student - Batch Load  Student - Communication Data  Student - Dependency Verification  Student - Documents  Student - Email Opt Out  Student - SIS and ISIR Discrepancies  Students - With Missing Documents  System - SBL Validation Errors  Task - Status

This document is the intellectual property of Regent Education Confidential. Page 5  Tasks - User Productivity

This document is the intellectual property of Regent Education Confidential. Page 6 USABILITY IMPROVEMENTS Regent modified the following:

 Changes to the permissions on the “Bypass COD and Run EST for AR button.

The permission to show the "Bypass COD and Run EST for AR" button on both the EST tab and the Active EST Overrides tab are controlled by these two permissions: o Run EST for AR o Override COD validations  Add security permission to lock down the Identity Verification Results Wizard

A new permission “Perform Identity Verification” under ISIR tab was added. This permission controls whether or not the user has access to Identity Verification Wizard on the ISIR tab

EST VALIDATION MESSAGES

These are the codes and validation messages that will appear on the Process Log and Disbursement Details UI when running the EST for DRI and EST for AR processes. Users will be able to override these validation messages in order to disburse an award. The codes and messages will also display in the activity log as a record of the validations that were triggered and overridden for a given EST process.

Process code processMessageCode overridable exampleMessage Message CategoryCode CodeId 1 EST-0001 $0Transactions TRUE A disbursement status of [disbursementStatusCode] only supports negative disbursements - Disbursement transaction amount would be $[transactionAmount] and is therefore invalid 2 EST-0002 COD TRUE A valid MPN is not on file and is required for the [codExportCode] award 3 EST-0003 FAY TRUE Academic Year's#0 [{0}] Federal Award Year [{1}] was not found. 4 EST-0004 FAY TRUE Academic Year's#0 [{0}] Federal Award Year#{1} was not found. 5 EST-0005 Other TRUE An undefined error occurred in RNA for this process/student 6 EST-0006 COD TRUE Award [{0}] can not be exported due to a Pell COA of 0. 7 EST-0007 COD TRUE Award [{0}] has an incorrect origination fee of [{1}]. 8 EST-0008 ISIR TRUE Award [{0}] has no ISIR reference. 9 EST-0009 ISIR TRUE Award [{0}] is blocked due to ISIR [{1}] correction had been exported and no response has been received. 10 EST-0010 ISIR TRUE Award [{0}] is blocked due to ISIR [{1}] restricts packaging until correction is received. 11 EST-0011 ISIR TRUE Award [{0}] is blocked due to ISIR without verification.

This document is the intellectual property of Regent Education Confidential. Page 7 12 EST-0012 Fund TRUE Award [{0}] is blocked due to no associated fund 13 EST-0013 Other TRUE Award [{0}] is blocked due to non-managed flag. 14 EST-0014 Document TRUE Award [{0}] is restricted by Document Requirement(s) [{1}]. 15 EST-0015 Task TRUE Award [{0}] is restricted by Task(s) [{1}]. 16 EST-0016 ImportAward TRUE Award [{0}] is restricted by unprocessed import award(s) [{1}]. 17 EST-0017 ISIR TRUE Award [{0}] references a non-active ISIR/Corrected ISIR [{1}]; this award must be repackaged prior to EST. 18 EST-0018 Other TRUE Award Disbursement [{0}] disbursements have net amount equal to paid amount. 19 EST-0019 DisbursementSchedule TRUE Award Disbursement [{0}] is blocked due to missing Disbursement Schedule [{1}] reference. 20 EST-0020 Document TRUE Award Disbursement [{0}] is restricted by Document Requirement(s) [{1}]. 21 EST-0021 Document TRUE Award Disbursement [{0}] is restricted by Document Requirement(s) [{1}]. 22 EST-0022 DisbursementSchedule TRUE Award Disbursement [{0}] is restricted by lack of attendance in starting payment period. 23 EST-0023 Other TRUE Award Disbursement [{0}] is restricted by prior payment period not hard closed, or current payment period does not have attendance. 24 EST-0024 Task TRUE Award Disbursement [{0}] is restricted by Task(s) [{1}]. 25 EST-0025 AcademicPlan TRUE Award Disbursement's [{0}] Payment Period [{1}] was not found in Academic Plan [{2}]. 26 EST-0026 COD TRUE Award has never been sent to COD or the intial response is pending 27 EST-0027 FAY TRUE Award Period's [{0}] Federal Award Year [{1}] was not found. 28 EST-0028 FAY TRUE Award Period's [{0}] Federal Award Year#{1} was not found. 29 EST-0029 AcademicPlan TRUE AwardPeriod's [{0}] Academic Year [{1}] was not found in the plan. 30 EST-0030 Other TRUE Award's [{0}] disbursements have net amount equal to paid amount. 31 EST-0031 Other TRUE Award's [{0}] Fund [{1}] belongs to a campus [{2}] not included in this batch package process. 32 EST-0032 Other TRUE Award's [{0}] Fund [{1}] was not found in Location [{2}] or institution. 33 EST-0033 Other TRUE Blocked due to ineligibility for the Award [{0}] on the payment period [{1}]. 34 EST-0034 COD TRUE Credit Requirements were not met for Award [codExportCode] for [awardYear] FAY, Academic Year [year] due to a valid credit decision not being related to this award 35 EST-0035 Other TRUE Disbursement [{0}] for Fund [{1}] is blocked due to {2} break starting {3} ending {4}. 36 EST-0036 ISIR TRUE Disbursement [{0}] is restricted due to ISIR without verification. 37 EST-0037 Other TRUE Disbursement could not be verified for EST {:

This document is the intellectual property of Regent Education Confidential. Page 8 [verifiedForESTMessage]} 38 EST-0038 COD TRUE Disbursement has never been sent to COD or the intial response is pending 39 EST-0039 DisbursementSchedule TRUE Disbursement schedule [{0}] has invalid setup; at least one item must enabled. 40 EST-0040 DisbursementSchedule TRUE Disbursement schedule is non-disbursable. 41 EST-0041 DisbursementSchedule TRUE Disbursement schedule requires attendance, but there is no attendence in payment period. 42 EST-0042 DisbursementSchedule TRUE Effective disbursement Schedule has changed. 43 EST-0043 Other TRUE Enrollment [{0}] has no registered or anticipated units therefore the Award [{1}] is ineligible on payment period [{2}]. 44 EST-0044 Other TRUE Enrollment [{0}] is after program completion and therefore the Award [{1}] is ineligible on payment period [{2}]. 45 EST-0045 DisbursementSchedule TRUE Failed to lookup disbursement schedule. 46 EST-0046 Other TRUE Fund [{0}] is blocked at the award period level by a estimated EFC settings. 47 EST-0047 DisbursementSchedule TRUE Insufficient progression units for release. 48 EST-0048 DisbursementSchedule TRUE Insufficient progression weeks for release. 49 EST-0049 DisbursementSchedule TRUE Insufficient units ({0}) for release. 50 EST-0050 DisbursementSchedule TRUE Insufficient weeks ({0}) for release. 51 EST-0051 DisbursementSchedule TRUE No disbursement schedule has been setup for Fund [{0}] / Program [{1}] / Site [{2}]. 52 EST-0052 DisbursementSchedule TRUE No disbursement schedule has been setup for Fund [{0}] / Program [{1}] / Site [{2}]. 53 EST-0053 Other TRUE One or more required parameters is missing or incorrect for this export - the process was cancelled 54 EST-0054 R2T4 TRUE Open R2T4 with 'Block Disbursements' exists for academic plan. 55 EST-0055 COD TRUE Per setup, this partial payment of $ [transactionAmount] is not allowed because the COD Last Accepted amount of $ [lastAcceptedCODDisbursementNetAmount] is less than the current Net Amount of $ [disbursementNetAmount] for this disbursement 56 EST-0056 SAP TRUE SAP status has not been calculated, which prevents release. 57 EST-0057 SAP TRUE SAP status prevents release. 58 EST-0058 Packaging TRUE Student is currently undergoing packaging and disbursements cannot be determined at this time 59 EST-0059 Packaging TRUE Student is queued for packaging and disbursements cannot be determined at this time 60 EST-0060 COD TRUE The latest COD response for the Award was not accepted 61 EST-0061 COD TRUE The latest COD response for the Disbursement was not accepted 62 EST-0062 Other TRUE The Site at the Disbursement level does not belong to the Campus at the same level 63 EST-0063 StateGrants TRUE The transaction amount for this State Grant IL

This document is the intellectual property of Regent Education Confidential. Page 9 disbursement is not negative for the '{PaymentPeriod.name, 'N/A'}' term and cannot be disbursed/exported at this time 64 EST-0064 $0Transactions TRUE The transaction amount would be $0 in this case and the option was chosen to not include it for EST 65 EST-0065 Document TRUE These documents restrict this EST export because they do not have a status of either Satisfied or Waived: [documentName] 66 EST-0066 Packaging TRUE This award cannot be exported for EST. The award is not associated to a disbursement schedule. Please package the student. 67 EST-0067 Packaging TRUE This Disbursement is not mapped to a fund at the Disbursement level 68 EST-0068 StateGrants TRUE This State Grant IL award does not have a valid payment authorization code on file for the '{PaymentPeriod.name, 'N/A'}' term and cannot be disbursed/exported at this time 69 EST-0069 NSLDS TRUE This student has an uncleared NSLDS Alert and cannot be disbursed/exported at this time 70 EST-0070 ImportAward TRUE This student has unprocessed Import Award data and cannot be disbursed/exported at this time 71 EST-0071 Other TRUE This student is blocked from processing and cannot be disbursed/exported at this time {[message]} 72 EST-0072 Other TRUE This student is currently undergoing EST for this same fund (fundName) and cannot be processed again at the same time 73 EST-0073 NSLDS TRUE This student was added to the NSLDS TSM monitoring list within the past 7 days and cannot be disbursed/exported at this time 74 EST-0074 DisbursementSchedule TRUE Payment Period missing: SAP status can not be determined which prevents release 75 EST-0075 DisbursementSchedule TRUE Unable to verify; unable to load fund model rulesets 76 EST-0076 EST COD Acceptance TRUE This disbursement has not been Accepted at COD with check on Disbursement the Disbursement Release Indicator = True

APPENDIX A

The following table contains the list of defects resolved in this release.

Correction: The fix to Multiple scope selection boxes when adding a document was not included in Release 3.5.0.1. It will be resolved in Release 3.5.0.2.

Summary Packaging Error: Enrollment manually changed by term-based BBAY Modification has no term reference. Kaplan Award Communication Filters - Update to include only OFFERED or ACCEPTED Awards Initialize Application Answers using Latest Application Make Loans User-editable that were Cancelled/Recreated after R2T4 Student with Open R2T4 is not blocked for Disbursements via Overrides RNA Error when attempting to EST for DRI a student with overrides

This document is the intellectual property of Regent Education Confidential. Page 10 Summary Disbursement Override Functionality Unavailable for Certain Learners Packaging Error: Unable to package student (RNA.PackageStudent): Failed to Process. Error Msg: Object reference not set to an instance of an object. CE Rollup: CourseData is not updated for CE Rollup called from REM Multiple scope selection boxes when adding a document Ready to Package Report is not respecting parameters chosen when displaying results

This document is the intellectual property of Regent Education Confidential. Page 11