Application Data Export

Process Tab

Use the Process tab to specify the selection criteria for manually queued export jobs. For automated exports, use the Schedule tab to specify the export options.

1. The File Type is ISIR Corrections.

2. The EDE path for the user's default campus is displayed in the Campus EDE Path (TG) The introduction of the FTI-SAIG Mailbox and FT Numbers for 2024-25 and later required a new Campus EDE path to import ISIR files. The system uses the Campus EDE Path (TG) path for all award years for the import/export of COD files, export of correction files, etc. field.

   The introduction of the FTI-SAIG Mailbox and FT Numbers for 2024-25 and later required a new Campus EDE path in Anthology Student to import ISIR files. The system now provides separate directory paths.

   • Import/Export of COD files, export of correction files, etc. for all award years will continue to use the Campus EDE (TG folder)

   • Import of ISIR Files for award years 2024-25 and later will use the Application Data EDE Path (FT folder)

3. Select a School Code or accept the session default.

4. Select an Award Year or accept the session default.

5. Select the Queue Export button.

6. A message indicates the number of correction records that will be extracted. For example, if 10 correction records are extracted, there can be 10 ISIR corrections on 1 student or 1 correction on 10 students.

   Select Yes to continue.

7. This starts the job of processing the data and creating batches asynchronously from the selection criteria.

   The exported file CORRxxIN (where xx indicates the award year) is placed into the local Campus EDE path and copied to the System EDE Path.

   The batch is displayed on the History tab so that you can review the job results.

   Continue with the History tab.

History Tab

The History tab displays the results of manually queued jobs and scheduled jobs.

Batches

1. Review the grid listing the final batches for the Application Data export.

   Award Year The financial aid award year. Batch ID The batch ID of the transmission file. Campus EDE Path The UNC-compliant file path used for file transfers between Anthology Student and the CPS/FPS system. The Campus EDE path is used for campus-specific file transfers. Date Exported The date and time when the batch job succeeded. Date Queued The date and time when the batch job was queued Duration The duration of the background job (hours minutes seconds). Exported By The name of the staff member who submitted the background job or batch for processing.

   Export File Name File name of the generated file. Name The name or description of the batch. Number of Records The number of records in the batch. Results Indicates the processing result for job. If it was successfully processed, it displays Passed or Succeeded. Otherwise, it displays the reason why it was not processed. School Code The 6-digit school code is the Federal School Code listed on the school's ECAR (Eligibility and Certification Approval Report). It is also called the Pell ID. Started The start time of the background job. Status A status of Preparing indicates that the jobs in the batch are still being created or are waiting on the system resources required to create them. Started indicates that the batch has been started. (At least one job in the batch is Enqueued, Processing, Succeeded, or Deleted.) Succeeded indicates all jobs in the batch have been executed and ALL job states are Succeeded. Completed indicates all jobs in the batch have been executed and some jobs may be in Succeeded state, but at least one of the jobs is in Deleted state. Awaiting indicates the batch is awaiting the completion of a dependent job or batch. Deleted indicates that the batch has been canceled.

2. Select the refresh icon () in the footer of the grid to retrieve the current status of the background jobs.

3. If the job status is "Completed" and there is a "Details" link in the Results column indicating that the job did not succeed, you can select the Retry Batch button in the grid toolbar to resubmit the job.

   This option can be useful if an error occurred after the job was submitted (e.g., network issues, SQL cannot be reached).

4. If the job status is Succeeded, you can select Regenerate Batch in the grid toolbar to create a new batch and file out of an existing batch. A message will indicate the number of records that will be included in the batch file.

   The regenerated file will have a new Batch ID. A message will indicate the location of the regenerated batch file.

5. To remove a batch, select the Cancel Batch button in the grid toolbar.

6. For a job with a status of Succeeded, select the link in the Batch ID column to review the records contained in the batch.

   The ISIR Export Report section is displayed.

ISIR Export Report

1. The fields above the ISIR Export Report grid display the following information about the batch:

   Award Year The financial aid award year. Batch ID The batch number. Based on the selection criteria, the job processes data and creates batches asynchronously in the background. File Name File name of the generated file.

   Process Date The date and time when the job was processed School Code Unique codes assigned by the Department of Education for schools participating in the Title IV federal student aid programs. Students can enter these codes on the FAFSA to indicate which schools they want to receive their financial application results. The School Codes are configured in Anthology Student under Campus Setup > Locations. A Federal School Code is always six characters: 0 (zero), G, B, or E, and a 5-digit number. Anthology Student supports only numeric school codes. If the Federal School Code for your institution contains the letter G, B, or E, replace the letter with a zero (0). User Name The last and first name of the staff member or process that added or created the item.

2. The ISIR Export Review grid has the following fields:

   CPS Pushed ISIR Flag Identifies transactions that were sent automatically to the institution. Blank indicates that the transaction was not automatically sent. Y indicates that the transaction was automatically sent. PEFC Primary Estimated Family Contribution (PEFC) is the EFC calculated by taking the income information provided by the student, based on his/her dependency model and whether he or she meets Simplified Needs, and applying it to the formula written by Congress. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI). Process Date The date and time when the job was processed Reject Codes Reject Codes can be alphabetic or numeric. Some reject reasons are verifiable—that is, the student can confirm the questionable data by reentering the same value or correcting it to a different value. Other reject reasons are not verifiable; the questioned data must be changed or provided. In all reject situations, the questioned information is highlighted on the SAR, and an EFC is not calculated.

   SAR C Change Flag This field will be populated if the SAR C Flag is set or removed from the previous transaction. Blank indicates that the SAR C Flag has not changed; Y indicates that SAR C Flag has changed. SSN The person's Social Security Number (SSN). You must be authorized to work with SSNs. Student Name The last and first name of the student. Verification Indicates whether the student’s ISIR is selected for verification. After the student is selected, he or she will remain selected for the current processing year. This data comes from the 'Student Is Selected for Verification' field on the ISIR record layout. Y = selected for verification N = Not selected for verification * = Selected for verification on a subsequent transaction

3. To view the Student Profile for a record, select the link on the student name. The Student Profile page for the selected record is displayed in a new browser tab if you have permission to view student data.

You can also view the ISIR Export Report in the Regulatory Process Results.

Schedule Tab

Use this tab to create, edit, activate, deactivate, delete schedules, and specify export options (i.e., selection criteria). You can also view detailed information on the last 5 runs of a scheduled export process and manually trigger the execution of an export process.

1. Review the grid listing the previously created schedules for the Application Data export.

   Active Indicates whether the schedule is active or not. Frequency Indicates the frequency with which the schedule is run. Selecting from Daily, Specific Date, or Monthly will update the frequency details to be defined. Last Run Indicates the date and time when the schedule was last run.

   Name The name or description of the schedule. Next Run Indicates the date and time when the schedule is expected to run again.

2. To remove a schedule, select the schedule and select Delete.

3. To activate an inactive schedule, select the schedule and select Activate.

4. To prevent an active schedule from running, select the schedule and select Deactivate.

5. To trigger a scheduled export process to run immediately, select an active schedule and select Run Now.

6. To view details of a previously scheduled job, select the expand icon () in the left column. The following details are displayed:

   Completed The date when the item was completed. Job Triggered The start time of the background job.

   Result Indicates the processing result for job. If it was successfully processed, it displays Passed or Succeeded. Otherwise, it displays the reason why it was not processed. Status The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors.

7. To edit a schedule, select the link in the Name column. The Edit Schedule - <Name> form is displayed below the grid.

8. To create a schedule, select the New button in the grid toolbar. The New Schedule form is displayed below the grid.

9. Specify or edit the following Schedule properties:

   Name The name or description of the schedule. Active Indicates whether the schedule is active or not. Frequency Indicates the frequency with which the schedule is run. Selecting from Daily, Specific Date, or Monthly will update the frequency details to be defined. Days The days of the week. Specific Date Month/Day/Year or Year-Month-Day Monthly The schedule is run every month.

   Recurrence Select the recurrence pattern of the schedule, either "Occurs every" (Hour) or "Occurs once at" (H:MM:TT). Start Date The date that an item starts or the first day it can be used. Not applicable if Specific Date is set as the Frequency. End Date The date when an item ends or the last day it can be used. Time Zone A region that observes a uniform standard time for legal, commercial, and social purposes. Notify Staff Optionally, select staff members to be notified when the schedule is executed.

   Application Data Export Options

   Award Year The financial aid award year. Campus The campus(es) for which the schedule is associated. Campus EDE Path (TG) The introduction of the FTI-SAIG Mailbox and FT Numbers for 2024-25 and later required a new Campus EDE path to import ISIR files. The system uses the Campus EDE Path (TG) path for all award years for the import/export of COD files, export of correction files, etc.

   Created By The last and first name of the staff member or process that added or created the item. School Code The 6-digit school code is the Federal School Code listed on the school's ECAR (Eligibility and Certification Approval Report). It is also called the Pell ID.

10. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button

11. To close the New Schedule or Edit Schedule form, select Cancel.