Override COD Originations

You can use the Override COD Originations page to change awards so that the information matches the information at Common Origination and Disbursement (COD). You can change Direct loans, Pell grants, and TEACH grants.

For example:

• If there are origination changes for Direct loans that have not been sent, you can also change the status to Accepted or Rejected to match their status at COD.

• If a student's record has an incorrect Master Promissory Note (MPN) status associated with a packaged Direct loan, you can adjust the MPN status to Accepted so that the record can be exported to COD.

• If disbursements were applied to the ledger card before a formal release from COD, Anthology Student creates a record in the Disbursements at COD section of the award to report that the disbursement was applied to the ledger card on a specific date. When exporting adjustments, these disbursements are gathered to be sent as well since they must be reported and released. If these disbursements should not have been applied to the ledger card, a user must void them on the ledger card.

Anthology Student does not create origination changes for the changes you make here because you are synchronizing the information in Anthology Student for the award so that it matches the information at COD.

The specific values you can change will depend on the type of grant or loan.

Prerequisites

You must have:

• Common - Processes - View authorization

• Financial Aid - Processes – Override Cod Origination authorization

Your user ID must be configured for financial aid to allow you to override COD change status.

Access Method

Select the Processes tile > expand Financial Aid > select Override COD Originations.

Procedure to Synchronize Award Information

1. Select a value in the following field.

   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.

2. Select the Apply Filters button. Anthology Student displays the grants and loans that have been or must be originated for the student.

3. Review the values in the list.

   Amount The amount in dollars. Award ID ID assigned to the specific award by Common Origination and Disbursement (COD). Award Year The financial aid award year.

   Fund Source The source of this fund. If your institution is using fund source security, you must have permission to work with the fund source. Status Origination status of the award. The values are Accepted (A), Batched to Send (B), Error/Rejected (E), Not Ready to Send or Not Ready to Send, No ISIR (N), Ready to Send (R), and Blank (not on file). This field cannot always be edited.

4. Select the record for the fund source in the list that you want to change.

5. Specify or change the values to match what is at COD. The values you can change depend on the type of grant or loan.

   Fund Source	Values You Can Change
   Direct loan	Amount The amount in dollars. Credit Decision The credit decision. This field is only displayed for loans configured to be Direct PLUS loans. When Financial Aid Automation is being used, for the disbursements to be exported, the value must be A, C, or E. MPN Link Indicator Displays the value from the loan origination acknowledgment file that was imported. The values are Y and N. When Financial Aid Automation is being used, for a disbursement to be exported for a Stafford loan (DL SUB/DL UNSUB), it must have a value of Y or N. When Financial Aid Automation is being used, for a disbursement to be exported for a Direct PLUS loan, it must have a value of Y. MPN Type Displays the type of promissory note for the selected loan from the imported acknowledgment file. The values are Electronic, Paper, or Web. Origination Date The date the loan or grant was originated. Prom Note Status The status of the promissory note for the loan. The values are Not ready to print (default for a new loan), Ready to print, Signed, Printed (automatic), Pending (automatic), Accepted by COD (automatic), Rejected by COD (automatic), Inactive, Inactive Endorser Linked or inactive due to the linking of a PLUS loan with an endorser, and Closed. The field is editable if the loan is new or the status of the promissory note is Not ready to print, Ready to print, or blank. If you are adding a loan and print the promissory note while adding the loan, and the Prom Note Status is changed to Printed once it was printed successfully, the field is disabled even though the loan is still being added. For a loan disbursement export to COD, the MPN status must be Accepted. Status Origination status of the award. The values are Accepted (A), Batched to Send (B), Error/Rejected (E), Not Ready to Send or Not Ready to Send, No ISIR (N), Ready to Send (R), and Blank (not on file). This field cannot always be edited.
   Pell grant	Amount The amount in dollars. Origination Date The date the loan or grant was originated. Status Origination status of the award. The values are Accepted (A), Batched to Send (B), Error/Rejected (E), Not Ready to Send or Not Ready to Send, No ISIR (N), Ready to Send (R), and Blank (not on file). This field cannot always be edited.
   TEACH grant	Amount The amount in dollars. ATS Electronic Indicator Indicates the status of the electronic signature for the agreement to serve (ATS) document associated with this grant. ATS Link Indicator Displays confirmation that the agreement to serve (ATS) has been linked to the award. ATS Status Code The status of the agreement to serve (ATS) as recorded at COD. Origination Date The date the loan or grant was originated. Status Origination status of the award. The values are Accepted (A), Batched to Send (B), Error/Rejected (E), Not Ready to Send or Not Ready to Send, No ISIR (N), Ready to Send (R), and Blank (not on file). This field cannot always be edited.

6. If there are origination changes for a Direct loan that have not been sent to COD, review the list of changes in the Origination Changes list.

   Change Num The number assigned to the change by Anthology Student. Change Type The field in the Anthology Student database that was changed.

   Date Sent The date when the transaction was sent to COD. Sent Indicates whether or not the change has been sent to Common Origination and Disbursement (COD).

7. If the changes are already accepted, rejected, or pending at COD, change the Status column to match the status at COD.

8. If you want to save and: 

• Continue making changes, select the Save button

• Close, select the Save & Close button

If you changed the status of one or more changes in the Origination Changes list for Direct loan, Anthology Student also updates the origination changes displayed when you select the View Originations button on the Awards tab for the Direct Loan (Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile > Awards tab.)