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Financial Aid Services (FAS) Using the Direct Loan Processing System: Managing Data 1

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Financial Aid Services (FAS). Using the Direct Loan Processing System: Managing Data. 1. T OPIC A GENDA. Reviewing Data Submitted via the FAS System Adjusting Processed Award and Disbursement Records Recent Enhancements. 2. R EVIEWING D ATA. 3. R EVIEWING D ATA. Award Records - PowerPoint PPT Presentation

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Page 1: Financial Aid Services (FAS)

Financial Aid Services (FAS)Using the Direct Loan Processing System:

Managing Data

1

Page 2: Financial Aid Services (FAS)

TOPIC AGENDA

Reviewing Data Submitted via the FAS System

Adjusting Processed Award and Disbursement Records

Recent Enhancements

2

Page 3: Financial Aid Services (FAS)

REVIEWING DATA

3

Page 4: Financial Aid Services (FAS)

REVIEWING DATA

Award Records Direct Loan Award List (‘DAWD’) Direct Loan Award Detail

Disbursement Records Direct Loan Disbursement List

(‘PDSB’) Direct Loan Disbursement Detail

Document (Batch) Level Data Document List Display (‘DOCL’) Document Detail Display

Errors and Warnings Error and Warning List Display Error and Warning Detail Display 4

Page 5: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award Data Direct Loan Award List (‘DAWD’)

5

Direct Loan Master Promissory Note (MPN) Status

A = AcceptedP = PendingR = Rejected or no valid MPN on CODC = Closed

Page 6: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award Data Direct Loan Award List (‘DAWD’)

6

Page 7: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award Data Direct Loan Award Detail Display

7

Page 8: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award Data Direct Loan Award List (‘DAWD’)

8

Page 9: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award Data Direct Loan Award List (‘DAWD’)

9

Page 10: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award Data Direct Loan ‘Comments’ Display

10

Page 11: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement List

(‘PDSB’)

11

Page 12: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement List

(‘PDSB’)

12

Page 13: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement List

(‘PDSB’)

13

Page 14: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement Detail

Display

14

Page 15: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement List

(‘PDSB’)

15

Page 16: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement List

(‘PDSB’)

16

Page 17: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan ‘Comments’ Display

17

Page 18: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award Data Direct Loan Award List (‘DAWD’)

18

Page 19: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement List

(‘PDSB’)

19

Page 20: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement List

(‘PDSB’)

20

Page 21: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement List

(‘PDSB’)

21

Page 22: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan Disbursement List

(‘PDSB’)

22

Page 23: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Document List (‘DOCL’)

23

Page 24: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Document List (‘DOCL’)

24

Page 25: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Document List (‘DOCL’)

25

Page 26: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Document Detail Display

26

Page 27: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Document Detail Display

27

Page 28: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan ‘Comments’ Display

28

Page 29: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Document Detail Display

29

Page 30: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Document Detail Display

30

Page 31: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Error Menu and List Display (‘ERRL’)

31

Page 32: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Error Menu and List Display (‘ERRL’)

32

Page 33: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Error Menu and List Display (‘ERRL’)

33

Page 34: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Award and Disbursement Data Error Menu and List Display (‘ERRL’)

34

Page 35: Financial Aid Services (FAS)

REVIEWING DATAPROCESSED/RETURNED

Disbursement Data Direct Loan ‘Comments’ Display

35

Page 36: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTS

36

Page 37: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTS

Adjustments of Award Records Accepted Awards Rejected Awards

Adjustments of Disbursement Records Accepted, Anticipated Disbursements Accepted, Actual Disbursements Rejected Disbursements

37

Page 38: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSAWARD RECORDS

Accepted Awards Direct Loan Award List Display

(‘DAWD’)

38

Page 39: Financial Aid Services (FAS)

Accepted Awards Direct Loan Award Detail Display

39

PERFORMING ADJUSTMENTSAWARD RECORDS

Page 40: Financial Aid Services (FAS)

Accepted Awards Direct Loan Award Detail Display

40

PERFORMING ADJUSTMENTSAWARD RECORDS

Page 41: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSAWARD RECORDS

Rejected Awards Direct Loan Award List Display

(‘DAWD’)

41

Page 42: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSAWARD RECORDS

Rejected Awards Direct Loan Award Detail Display

42

Page 43: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSAWARD RECORDS

Rejected Awards Direct Loan Award Detail Display

43

Page 44: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSAWARD RECORDS

Rejected Awards Direct Loan Award Detail Display

44

Page 45: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Accepted Actual Disbursements Direct Loan Disbursement List

Display (‘PDSB’)

45

Page 46: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Accepted Actual Disbursements Direct Loan Disbursement Detail

Display

46

Page 47: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Accepted Actual Disbursements Direct Loan Disbursement Detail

Display

47

Page 48: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Accepted Actual Disbursements Direct Loan Disbursement Detail

Display

48

Page 49: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Accepted Actual Disbursements Direct Loan Disbursement Detail

Display

49

Page 50: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Accepted Anticipated Disbursements Direct Loan Disbursement List

Display (‘PDSB’)

50

Page 51: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Accepted Anticipated Disbursements Direct Loan Disbursement Detail

Display

51

Page 52: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Accepted Anticipated Disbursements - EXCEPTION

52

Page 53: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Accepted Anticipated Disbursements - EXCEPTION

53

Page 54: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Rejected Disbursements Direct Loan Disbursement List

(‘PDSB’)

54

Page 55: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Rejected Disbursements Direct Loan Disbursement List

(‘PDSB’)

55

Page 56: Financial Aid Services (FAS)

PERFORMING ADJUSTMENTSDISBURSEMENT RECORDS

Rejected Disbursements Direct Loan Disbursement List

(‘PDSB’)

56

Page 57: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

57

Page 58: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Direct Loan ISIR List Display (‘DLIM’)

Entrance Counseling

Disbursement List Display (‘PDSB’)

Student Award Summary (‘DLAS’)

Master Promissory Note List (‘MPNL’)

58

Page 59: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Direct Loan ISIR List Display (‘DLIM’) Selected for Verification Indicator

(‘*’)

59

Page 60: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Entrance Counseling Completion Code Direct Loan ISIR List (‘DLIM’)

60

Entrance Counseling Indicator

S = Subsidized/UnsubsidizedP = Parent/Graduate PLUS

Page 61: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Entrance Counseling Completion Code Master Promissory Note List

(‘MPNL’)

61

Page 62: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Entrance Counseling Completion Code Direct Loan Award Detail Display

62

Page 63: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Direct Loan Disbursement List (‘PDSB’) Mass Update of ‘Send’ Indicator

63

1 = Update All Matching Records

2 = Update Matching Records on This Page Only

Page 64: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Direct Loan Disbursement List (‘PDSB’) Mass Update of ‘Send’ Indicator

64

Page 65: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Direct Loan Disbursement List (‘PDSB’) Mass Update of ‘Send’ Indicator

65

Page 66: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Direct Loan Student Award Summary Display (‘DLAS’)

66

Page 67: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Direct Loan Student Award Summary Display (‘DLAS’)

67

Page 68: Financial Aid Services (FAS)

RECENT ENHANCEMENTS

Master Promissory Note List (‘MPNL’) Print List Options

68

P = Print Entire List Immediately

Q = Send Entire List to PageCenter

Page 69: Financial Aid Services (FAS)

QUESTIONS & ANSWERS

69

Page 70: Financial Aid Services (FAS)

Financial Aid Services Staff 1-800-443-0646 Option 4, 2

Jan Napiltonia - AVP (717-720-2077)

Mike Byers – Manager, FAS

Lisa Humphrey Cathy Machamer

Development Lead Customer Support Lead

John Aunkst Skip HetrickSteve Angle Laura HolmesJanice Contino Andy MartinPamela Easley Marie PellishKara Marshall

Jodi Feagley – Agreements & Administrative Support

Brad Fisher – SAS Support for FAS & ALS

70

Page 71: Financial Aid Services (FAS)