Regulatory US 24.5.0

Application Processing

Recalculated EFC/SAI Will Not be Used to Award Students in 2024-25

On July 30, 2024, the Department of Education announced that batch institutional corrections via the Electronic Data Exchange (EDE) will not be available in the 2024-25 FAFSA cycle. Any ISIR corrections saved and exported to the EDE system using Anthology Student will not be accepted by the Department of Education.

The correction functionality will still be available in Anthology Student, however, if an institution chooses to make ISIR corrections in the system, financial aid will not be awarded to students based on a recalculated EFC/SAI value. Regardless of whether the “Award Students with Recalculated EFC/SAI” option is selected or not in Settings > System > Campuses > Campus > Financial Aid, an SAI will NOT be recalculated for 2024-25 to display in Financial Aid > Awarding > Awards.

Location - Settings > System > Campuses > Campus > Financial Aid > Award Students with Recalculated EFC/SAI

Enhanced ISIR Viewing

Regulatory US 24.5.0 (with Anthology Student 24.3.0 or later) enables staff members to view the ISIR in an inline frame that can be:

  • Resized
  • Maximized and returned to its original state via button or double-click on the title bar
  • Dragged anywhere on the screen
  • Docked to the left or right side of the screen
  • Closed via the X button

The icon in the title bar opens the ISIR PDF in a new browser tab.

The inline frame remains open if staff members can navigate to other pages in the web app.

Location - Student Profile > Financial Aid > ISIRs Received > View/Print

Correction Record Layout Update 6/26/2024

The system has been updated to handle the updates to fields "7 - Student Middle Name" and "9 - Student Suffix" specified in the Correction Record Layout published by the Department of Education on June 26, 2024.

Locations -

Verification Form - Add Contributor Identifiers

The header of the Verification form in the Student web app now displays the First Name, Last Name, and Middle Name of the Parent, Parent Spouse, and Student Spouse contributors as applicable.

The data for the new columns is retrieved from the specific name fields on the ISIR. If there are no additional contributors, the fields will be blank.

Location - Student Profile > Financial Aid > ISIRs Received > Verify ISIRs

View ISIR Codes Without Selecting a Hyperlink

The ISIRs Received page has been updated to immediately display ISIR data, including ISIR C Codes, Reject Codes, Comment Codes, and School Code details, upon selecting a record in the grid. There is no need to click a separate link to view this information. Additionally, the latest transaction is automatically highlighted when the page is first loaded, and its details are displayed.

Location - Student Profile > Financial Aid > ISIRs Received

Views Updated with 2024-25 ISIR Properties

The Views workspace in the Student Web App has been updated to include all of the 2024-25 ISIR Data Values. Staff members can create dynamic views using the latest ISIR Data Values properties. The "ISIR Data Values" object includes:

  • ISIR Record Layout Fields 1-581 (Excluding Fillers)
  • ISIR Record Layout Fields 860-946 (Excluding Fillers)

Location - Views > Create a View

Note: While 2024-25 ISIR data in the data views have been provided in this release, we are still working to enhance the overall experience by providing future updates to rename Primary EFC to SAI, add sorting and filtering for numeric fields, better naming to differentiate between the different contributors and properties, etc. in an upcoming release. ISIR Data views will be limited until Student 24.2.2 Patch is released.

Updated Views for ISIR Objects and Properties

The Views workspace in the Student web app enables staff members to select new properties under the following Financial Aid objects:

  • ISIR Verifications w/ID
  • ISIR Corrections w/ID
  • ISIR Summary w/ID

Staff members can use these objects and properties when building ISIR Summary reports for award years (2023-24 and prior or 2024-25 and beyond), with or without Student ID or Student Number.

Location - Views > Create a View

Campus-Based COD

Campus-Based COD Annual Update for Calendar Year 2023

The web application now supports the processing of Campus-Based COD Common Record and response files using the new 1.0b schema for the calendar year 2023.

Campus-Based Programs Form Updates

  • Default Calendar Year: The calendar year 2023 is now the default when a student has an FWS award from or awarded in 2023. If no Federal Work-Study (FWS) award exists for 2023, the system defaults to the highest year with an FWS award.

  • FPS Transaction Number: All references to the CPS transaction number have been updated to FPS transaction number for 2023, while 2022 will continue to show CPS transaction numbers. The History tab will display FPS transaction numbers for all years.

Schema Changes for 1.0b

  • New and Updated Tags:

    • New fields added to 1.0b schema for 2023:

      • <Suffix> tag
      • <SSN> tag in person identifier block
      • <Birth> block containing <Birthdate>

    • Schema changes:

      • <Middleinitial> changed to <Middlename>
      • <Firstname> now allows up to 35 characters
      • <Postalcode> allows maximum of 10 characters
      • <Phonenumber> allows maximum of 15 characters

  • Identifier Changes: New fields like <SSN> and <Birthdate> support identifier changes when a student's SSN, date of birth, or last name changes during the year.

    Note: The ability to process identifier changes, including Social Security Number (SSN), date of birth, and last name on web and legacy application, will be available in the next release.

Importing Response Files for new Calendar Year (Campus-Based COD Import):

  • The system can import Campus-Based COD response files for calendar year 2023 using the 1.0b schema. Calendar year 2022 will continue to process, export, and import response files in 1.0a schema

  • Campus-based web response file (CBWB24OP) for calendar year 2023 in 1.0b schema

  • Campus-based web response files for calendar year 2022 will be imported in 1.0b schema. Calendar year 2022 files in 1.0b schema will include the same tags as last year, with CPS transaction number updated to FPS transaction number.

Reject Edit Codes

  • New and Updated Codes:

    • New reject edit codes 011 and 012 have been added for the calendar years 2022 and 2023.

    • Reject edit 024 has been updated to replace CPS with FPS in the message return.

  • Support: These edits are supported in both Campus-Based COD response files and web response files for both years.

Legacy Client Support

  • Current Status: The legacy client does not support calendar year 2023 in this release.

  • Future Updates: Support for processing files for the new calendar year on the legacy application will be delivered in the next regulatory release.

Strong Validation

  • The system now includes enhanced validation for new fields introduced in the 1.0b schema, ensuring that data integrity is maintained when exporting records to COD.

COD

Location - Processes > Financial Aid > COD Export and COD Import

Note: All changes to support the new requirements for award year 2024-25 have been implemented exclusively in the web application. These reports will not be available in the legacy application for the award year 2024-25.

Updates to Comma-Delimited Message Classes - Pell (SAS)

The following comma-delimited message classes have been updated for the 2024-25 award year:

  • Pell Grant School Account Statement (SAS)

    • Pell Grant School Account Statement (Monthly Disbursement Level Detail): PGSM25OP
    • Pell Grant School Account Statement (Year-to-Date Disbursement Level Detail): PGSY25OP
    • Pell Grant School Account Statement (Year-to-Date Award Level Disbursement Summary: PGSA25OP

  • Pell Grant School Account Statement Disbursement Detail on Demand

    • Pell Grant School Account Statement Disbursement Detail on Demand (Month-to-Date): PSOM25OP
    • Pell Grant School Account Statement Disbursement Detail on Demand (Year-to-Date): PSOY25OP
    • Pell Grant School Account Statement Disbursement Detail on Demand (Date Range): PSOR25OP

Key Changes:

  • The system now supports the import of these message classes for the 2024-2025 award year.

  • Changes do not impact import and processing for prior award years.

  • Field Changes:

    • Removed: IASG Flag
    • Added: Student's Name Suffix
    • Modified: "Student's Middle Initial" changed to "Student's Middle Name"
    • Reordered: Student's name fields now appear as First, Middle, Last, Suffix

  • SAS Cash Summary:

    • No changes to content
    • SAS comma-delimited column headings aligned to match files

  • Process Results Display:

    • Upon import, the system displays information from the file on the Process Results tab
    • Increased field lengths for applicable fields are supported in the display
    • Record Types (unchanged):
    • T: Cash Summary
    • C: Cash Detail
    • D: Disbursement Detail
    • A: Award Level Disbursement Summary

Updates to Fixed Length Message Classes - Pell Reconciliation - Reports Validation

The following fixed-length message class has been updated for the 2024-25 award year:

  • Pell Grant Reconciliation Report - PGRC25OP

The following fields have been added to Process Results and display the value imported against those fields in the file specific for the award year 2024-25:

  • IAS Grant
  • CFH Indicator
  • Minimum Pell Indicator
  • Max Pell Indicator
  • SAI (for all award years)

Beginning in the 2024-2025 award year, the Pell Reconciliation Report in fixed-length format includes the following formatting changes:

  • Removed fields:

    • Expected Family Contribution (EFC)
    • Post 9-11 Deceased Veteran Dependent Indicator

  • Added fields:

    • Student’s Name Suffix
    • Student Aid Index (SAI)
    • IAS Grant
    • CFH Indicator
    • Minimum Pell Indicator
    • Max Pell Indicator

  • Modified fields:

    • Student’s Middle Initial - modified to Student’s Middle Name
    • Student’s Middle Name - modified max length
    • Student’s First Name - modified max length
    • Student’s Last Name - modified max length

The field length updates impact field positions in subsequent fields in Fixed Length files. The Total Record Length has been updated from 120 to 171 characters.

Updates to Comma-Delimited Message Classes - TEACH (SAS)

The following comma-delimited message classes have been updated for the 2024-25 award year:

  • TEACH Grant School Account Statement (SAS):

    • TEACH School Account Statement (Month-to-Date, Comma Delimited): THSM25OP
    • TEACH School Account Statement (Year-to-Date, Comma Delimited): THSY25OP

Import Functionality:

  • The system now supports the import of these message classes for the 2024-2025 award year.

  • Changes do not impact import and processing for prior award years.

TEACH SAS Year-To-Date and Monthly Cash Summary, Detail Record:

  • No changes to Record Types T (Cash Summary) and C (Cash Detail)

TEACH Grant SAS Year-to-Date or Monthly Disbursement Detail (Record Type D):

  • Added fields:

    • Student's Middle Name
    • Student's Name Suffix

  • Modified fields:

    • "Run Date" changed to "Process Date" (applies to all award years)
    • Student's name fields reordered to: First, Middle, Last, Suffix (in file only)

Display:

  • Upon import, the system displays information from the file on the Process Results tab

  • Increased field lengths for applicable fields are supported in the display

Updates to Fixed Length Message Classes - PGRA Report

The following fixed-length message class has been updated for the 2024-25 award year:

  • Grant Data Acknowledgement Request: PGRA25OP

Beginning in the 2024-2025 award year, the Grant Data Request Acknowledgement in fixed-length format includes the following formatting changes:

Added fields:

  • Student’s Name Suffix

Modified fields:

  • Student’s Middle Initial - modified to Student’s Middle Name
  • Student’s Middle Name - modified max length
  • Student’s First Name - modified max length
  • Student’s Last Name - modified max length

The field length updates impact field positions in subsequent fields in Fixed Length files. The Total Record Length has been updated from 150 to 206 characters.

Updates to Fixed Length Message Classes - Pell Reconciliation - File Import

The following fixed-length message class has been updated for the 2024-25 award year:

  • Pell Grant Reconciliation Report - PGRC25OP

The Pell Reconciliation Report includes the following formatting changes:

  • Removed fields:

    • Expected Family Contribution (EFC)
    • Post 9-11 Deceased Veteran Dependent Indicator

  • Added fields:

    • Student’s Name Suffix
    • Student Aid Index (SAI)
    • IAS Grant
    • CFH Indicator
    • Minimum Pell Indicator
    • Max Pell Indicator

  • Modified fields:

    • Student’s Middle Initial - modified to Student’s Middle Name
    • Student’s Middle Name- modified max length
    • Student’s First Name - modified max length
    • Student’s Last Name - modified max length

The field length updates impact field positions in subsequent fields in Fixed Length files. The Total Record Length has been updated from 120 to 171 characters.

2024-25 Changes to Direct Loan Rebuild File

For the 2024-25 award year, the CODRBF file has a new format with specific changes compared to previous years. The system can import and process the CODRBF file in this new format for the 2024-25 award year.

The format changes do not apply to previous award years. The system continues supporting import and processing the CODRBF file in the existing format for award years before 2024-25.

  1. New Format for 2024-2025:

    • CODRBF file has a new format specific to the 2024-25 award year.
    • System supports import and processing of the new format for 2024-25.
    • Previous award years continue to use the existing format.
    • Message class name (CODRBF) remains unchanged for 2024-25.
    • System supports two formats under the same message class name.

  2. Award Year Determination:

    • Each CODRBF file contains data for a single award year.

    • System implements a mechanism to determine the associated award year and process the non-award year-specific file based on the award year in the file.

  3. Direct Loan Rebuild Origination Detail Record Updates:

    • Removed: CPS Transaction Number

    • Added:

      • Borrower's Name Suffix
      • Student's Name Suffix (PLUS)
      • FPS Transaction Number

    • Modified:

      • Middle Initial changed to Middle Name for Borrower and Student
      • Increased max length for First, Middle, and Last Name fields to 35 characters
      • Person's Permanent Zip Code and Student's Temporary Postal Code max length increased to 10 characters
      • Borrower's Telephone Number max length increased to 15 characters

  4. Direct Loan Rebuild Disbursement Detail Record Updates:

    • Added:

      • Program CIP Code 2
      • Program CIP Code 3

    • Modified:

      • "Program CIP Code" changed to "Program CIP Code 1"

  5. Record Length:

    • Total Record Length remains 1200 characters for both Origination and Disbursement Detail Records.

  6. Imports and stores new fields as required.

    • Handles increased field lengths appropriately.

    • No changes to Process Results and End-of-Process Reports, except for validating the correct display of imported fields.

Updates to Fixed Length Message Classes - Pell and TEACH MMR

The following fixed-length message classes have been updated for the 2024-25 award year:

  • Pell Grant Multiple Reporting Record (MRR) - PGMR25OP

    Key Changes:

    • New format for 2024-25 award year, maintaining backward compatibility
    • Total Record Length increased from 458 to 520 characters

    Fields Removed:

    • MR Student ID
    • Student Original SSN
    • Original Name Code
    • Expected Family Contribution
    • Post 9-11 Deceased Veteran Dependent Indicator

    Fields Added:

    • Student Aid Index (SAI)
    • Student's Name Suffix
    • IAS Grant
    • CFH Indicator
    • Minimum Pell Indicator
    • Max Pell Indicator

    Fields Modified:

    • Student's Middle Initial changed to Student's Middle Name
    • Increased max length for Student's First, Middle, and Last Name

    Process Results Updates:

    • New fields added to display for the 2024-25 award year:

      • IAS Grant
      • CFH Indicator
      • Minimum Pell Indicator
      • Max Pell Indicator
      • SAI

  • TEACH Grant MRR (Message Class: THMR25OP)

    Key Changes:

    • New format for 2024-25 award year, maintaining backward compatibility
    • Total Record Length increased from 476 to 509 characters

    Fields Removed:

    • MR Student ID
    • Student Original SSN
    • Original Name Code

    Fields Added:

    • Student's Name Suffix

    Fields Modified:

    • Student's Middle Initial changed to Student's Middle Name

    Note: No changes are required on the Process Results tab for TEACH Grant MRR.

For both Pell and TEACH Grant MRRs:

  • System supports import and processing of new formats for 2024-25

  • Previous award year formats remain unchanged

  • Increased field lengths are supported in display and processing

Updates to Comma-Delimited Message Classes - PGLE Report

The following comma-delimited message classes have been updated for the 2024-25 award year:

  • Pell Lifetime Eligibility Used 2024-2025 report– PGLE25OP

Backward compatibility maintained for prior award years

  • Process Results Tab Updates: New fields added for 2024-25:

    • Student Aid Index (SAI)
    • FPS Transaction Processed Date
    • Applicant Name: Last Name, First Name, Middle Name

  • File Format Changes: Removed fields:

    • Original SSN
    • Original Name Code
    • CPS Date Processed
    • Primary Expected Family Contribution

  • Added fields:

    • FPS Transaction Processed Date
    • Student Aid Index (SAI)
    • Applicant Name Suffix

  • Modified fields:

    • Applicant Middle Initial changed to Applicant Middle Name

Supports import and processing of new format for 2024-25 and displays imported information on Process Results, including increased field lengths

  • Pell Lifetime Eligibility displayed on the Web for 2024-25

  • Pell/POP Verification hidden on Legacy for award year 2024-25

Note: These changes apply only to the 2024-25 award year. Prior year versions of the report remain unchanged.

2024-25 COD Import Reject Edit Codes

The COD Import functionality successfully processes, imports, stores, and updates necessary information upon importing updated reject/warning edits for the 2024-25 award year in the 1.0b schema.

  • New Edits (All Award Years):

    • Warning Edit 131 (Disbursement Level): Flags duplicate CIP codes within a disbursement (all programs, fund sources).

  • Updated Edits for Award Year 2024-25:

    • Warning Edit 199 (Award): Enhanced message regarding student eligibility code on FPS transaction.
    • Reject Edit 204 (Disbursement): Clearer notification for incorrect program CIP code submissions.

  • Modified Edit (Applies to Award Year 2023-24 and Prior):

    • Warning Edit 224 (Award): Limited applicability to award year 2023-24 and earlier.

EFC Changed to SAI

For all forms/pages that are not award year specific, EFC verbiage is changed to EFC/SAI. For all areas that are award year specific, EFC verbiage is changed to SAI for the 2024/25 award year and later.

COD Export displays the EFC/SAI value from applicable EFC/SAI fields for all award years and beyond. For 2024-25, this field pulls and displays the SAI. For prior award years, EFC, and EFC values are displayed.

Student Experience - Financial Aid

Configuration of Logo and Color Bars Printed on Summary and Detailed Reports

Staff members can now configure their institution's logo to be printed on the Summary and Detailed reports generated from the Financial Aid Overview page. The Document tab on the Financial Aid Overview configuration page in Anthology Student enables staff members to choose a campus and select whether to upload a logo file or use a URL to point to the logo file. The maximum size of the logo should be 256 KB. The recommended dimensions are 300 x 80 pixels. Supported file formats are BMP, GIF, JPG, JPEG, and PNG. Staff members can also select the color of the horizontal bars that summarize the sections in the Summary and Detailed reports.

Location– Configuration - Student Experience > Financial Aid Overview.

Financial Aid Overview Configuration - Student Notifications

Staff members can use the Notifications tab on the Financial Aid Overview page to configure Contact Manager notifications for staff members and students when specific events are triggered from the Financial Aid Overview in the Student Portal.

Note: The Notifications tab will not be visible unless the SyRegistry key value"FssHideFinancialAidOverviewNotificationsPage" is set to 0. In Student Experience version 24.5.0, this key is set to 0 by default.

The configuration options for staff member notifications have been moved from the "Internal Administrative Notifications" section on the Financial Aid Overview tab to the Notifications tab.

The configuration options for student notifications are based on newly added system templates in Contact Manager (see System Templates for Financial Aid Overview Notifications).

On the Notifications tab, staff members have the options to:

  • Enable or disable notifications for students
  • Select packaging statuses that trigger notifications
  • Select student Email and SMS task templates
  • Enable or disable passive acceptance
  • Specify the number of days, frequency, and maximum number of notifications when passive acceptance is disabled. If students don't respond within the specified time, the funds will be automatically accepted.

Location - Configuration > Student Experience > Financial Aid Overview

FISAP

FISAP - 2024-25 Annual Updates

The 2024-2025 Award Year has been added to the drop-down list when running the FISAP reports.

The word "Draft" has been removed from the 2023-2024 reports and added to the 2024-2025 reports.

Along with the updates to the FISAP reports, the following changes were made to the FISAP Data Correction dialog.

  • The 2024-2025 award year was added to the Award Year drop-down list.
  • The 2022-2023 award year was removed from the Award Year drop-down list.

Locations:

Gainful Employment

2024 Gainful Employment/FVT - Configuration

The Student Web App enables staff members to configure programs/program versions for gainful employment reporting purposes based on the Financial Value Transparency (FVT) and Gainful Employment (GE) Final Rule published by the Department of Education (ED) on October 10, 2023.

Configurable Program Version attributes:

  • GE (program)
  • Qualifying Graduate
  • Programmatically Accredited
  • Accrediting Agency
  • CTP Program
  • Prison Program
  • Teacher Certification
  • 2-Years Credits Fully Accepted toward Bachelor's degree
  • Total Licensure Exam
  • Total Passed Licensure Exam
  • Liberal Arts Degree/Proprietary Institution
  • State of Main Campus
  • Program Prepares Students for Licensure in State of Main Campus
  • Edit Other States (up to four in MSA and whether they prepare students for licensure in those states)

Programs subject to the Gainful Employment Rule include:

  • All non-degree programs
  • Most programs at proprietary institutions

The final rule is effective July 1, 2024, with the requirement for institutions to report program and student information needed to calculate Debt to Earnings (D/E) rates to the Department by October 1, 2024. For subsequent award years, institutions must report the required data elements by October 1 following the end of the award year.

Location – Configuration > Financial Aid > Gainful Employment

Note: When selecting the paging controls at the bottom of the grid, users will be prompted to save their changes on the current page. If an entry in a required field is missing, the user will be navigated to that field. If the user selects a different School Code, the changes will NOT be saved.

2024 Gainful Employment/FVT - Configuration - NSA Permissions

The NSA permissions for the Gainful Employment configuration page have been revised. The page is now associated with the following permissions:

  • Financial Aid – Configuration - Gainful Employment - Edit
  • Financial Aid – Configuration - Gainful Employment - View

Location - Security Console