Review Origination Changes

You can use the Awards tab on the Awarding page to review the origination changes for a Direct loan. For example, changing the US citizenship status, loan period sequence, loan amount, or grade level requires an origination change to be sent to COD.

Origination changes are created automatically only for Direct loans that have an origination status of either: 

  • Accepted

  • Batched to Send

Anthology Student can be configured to automatically create origination changes for non-term program versions when any of the following fields are updated for a Direct loan by academic-related activities (such as adding or removing transfer credits and the Student Pace Evaluation (SPE) tool).

  • Start or end dates for academic years or loan periods (For the start and end dates for academic years to be enabled during the origination change process, the student must be in a Permanent Out school status.)

  • Dates on the disbursements

When the file containing origination changes is sent to COD and approved, these changes are included. If the file is rejected, the changes are rolled back by the COD Import feature, except for the academic year dates and loan dates for loans with loan period sequences. The loan will have to be modified again for any other changes.

Prerequisites

You must have:

  • Common - Student - View authorization

  • Financial Aid - Student Award - View authorization

If your institution has configured permissions for fund sources, you must be in a staff group that has permission to view the fund source.

The loan must have an origination status of Accepted or Batched to Send.

Access Method

Awarding lists (Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile.)

Procedure to Review the Changes

  1. Verify that the program version is correct. If not, select the specific program version in the Program Version drop-down list.

  2. Select the Academic Year.

  3. Select the record for the Direct loan in the list.

  4. Click the View Originations button. Anthology Student displays: 

    • Origination changes that will be sent in the first list

    • Origination changes that have already been sent in the second list

  5. Review the values in the lists. The fields in the list vary depending on the list.

    ActionClosed The action for the record (such as created for change).

    Batch ID Closed The batch ID of the transmission file.

    Date Added Closed The date when the item or person was added or the status change was entered.

    Date Sent Closed The date when the transaction was sent to COD.

    Field Description Closed The field in the Anthology Student database that was changed.

    New ValueClosed Field value after making changes.

    Old Value Closed The value in the field before it was changed.

    Status Closed The status of the origination change at COD. The statuses are Created, Updated, or Deleted.

  6. If you want to: 

    • Save the changes in the list, click the Next button

    • Return to the loan to revert any of your changes to their original values, click the Cancel button