ISIR Matching

Process Tab

Use the Process tab to specify the selection criteria for manually queued jobs. For background jobs, use the Schedule tab to specify the ISIR matching options.

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

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

3. Select whether you want to view Previously Matched ISIRs and unmatched ISIRs.

   • If you select No (default), the grid will display only unmatched ISIR records (i.e., the Matches column = 0).

   • If you select Yes, the grid will display all unmatched and previously matched records.

4. In the Last Name: From and To fields, you can specify single alphabetical characters to use as a search filter.

   Examples:

   • To search for last names starting with "A" and "B", specify a in the From field and b in the To field.

   • To search for last names starting with "C", specify c in the From field and c in the To field.

5. Select the Apply Filters button.

   Make sure that any customizations and filters have been removed from the grid. See the section on removing customizations for lists and grids in the topic Work with Lists and Grids.

6. The grid is populated with records matching the search filter.

   Matches Indicates whether the ISIR was matched to a student record in Anthology Student. Student The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization. Social Security Number The person's Social Security Number (SSN). You must be authorized to work with SSNs. Orig Social Security Number The Original SSN field on the ISIR Verification form contains the Social Security Number submitted with the FAFSA form. Transaction ID Transaction Identifier of the ISIR record. Address Address information for the student.

   City The name of the city. State If within the United States, the name of the state. Zip Code The postal code for the address. Date of Birth The date of birth (DOB) in the format MM/DD/YYYY. Phone Number The phone number. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens). Date App Completed The date when the institution accepted the documents submitted by the student, or by persons and organizations connected with the student.

7. Review the records in the grid. The Matches column indicates whether 0, 1, or more matching ISIRs were found for a student. A match count greater than 1 typically indicates that the ISIR was submitted against more than one school code.

8. Depending on the results you want to achieve, select one of the following options in the grid toolbar:

   Option	Select this option to...	If you select this option	Database Impacts
   Auto Match	Evaluate all students in the grid (all pages) and match the ISIR records to the students.	1.  All ISIR records are checked regardless of the Matches count on the current records. 2.  The process will update the ISIR records. A message displays the number of updated ISIRs. 3.  The grid is refreshed and the Matches count is updated to indicate the additional matches.	•   A record is created in the FAISIRStudentMatch table. •   The FAStudentPell record is updated. •   The ISIR will be visible on the ISIR Received form. •   The student will be added to the Verification and or C code groups if configured on the campus and the ISIR record will contain the applicable criteria. Note: When a C-Code has already been resolved (that is, the student was removed from the C-Code Hold Group), Anthology Student recognizes that the new ISIR contains an already resolved C-Code and will not add the student to the C-Code Hold Group again. You can configure this option under Settings > System > General > No SAR C-Codes reapplied to Hold. The default for this setting is No/False. •   Documents will be added to the student if the ISIR record meets the criteria configured under the Document Scheduler. •   The housing status on the Academic Year will be updated with the matching award year as the ISIR if configured.
   Manual Match	Manually match a single ISIR record to a student.	1.  The Select Student dialog is displayed. 2.  Search for the student record and select the Select button. 3.  The ISIR is matched to the student record and the Matches count in the grid is updated.
   Update Match	Update the ISIR match for a single record. This option is disabled if the Matches count on the record is 0.	1.  The Update Match dialog is displayed. 2.  Review the student information matched to the ISIR record and select the Save button. 3.  The ISIR is matched to the student record and the Matches count in the grid is updated.
   Unmatch	Unmatch/delete students matched to the selected ISIR record. This option is disabled if the Matches count on the record is 0.	1.  The Matches count in the grid is updated to zero. 2.  Select Save in the grid toolbar to commit any Unmatch actions. 3.  Select Cancel to reset all Unmatch changes.	•   The record is deleted from the FAISIRStudentMatch table. •   The record is deleted from the ISIR Received folder.   •   This option does not back out all the other database updates that may have occurred when the ISIR record was initially matched.
   Search Social Security Number	Determine the Student, Transaction ID, and School Code for a specific SSN.	1.  The Search Social Security Number dialog is displayed. 2.  Select an Award Year or accept the session default. 3.  Specify the SSN (xxx-xx-xxxx) and select Apply Filters. 4.  If the SSN is found, the Student, Transaction ID, and School Code are displayed.

Schedule Tab

Use this tab to create, edit, activate, deactivate, delete schedules, and specify ISIR matching options. You can also view detailed information on the last 5 runs of a scheduled process and manually trigger the execution of an ISIR matching process.

1. Review the grid listing the previously created schedules for ISIR Matching.

   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.

   Next Run Indicates the date and time when the schedule is expected to run again. Last Run Indicates the date and time when the schedule was last run.

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 ISIR matching 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:

   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. 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.

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

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.

   ISIR Matching Options

   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). Award Year The financial aid award year.

   Previously Matched Select whether you want to view Previously Matched ISIRs and unmatched ISIRs. If you select No (default), the grid will display only unmatched ISIR records (i.e., the Matches column = 0). If you select Yes, the grid will display all unmatched and previously matched records. Last Name: From and To Specify single alphabetical characters to use as a search filter. Examples: To search for last names starting with "A" and "B", specify a in the From field and b in the To field. To search for last names starting with "C", specify c in the From field and c in the To field.

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.