sept. 21, 2014 peoplesoft 9.0 campus solutions features and enhancements bundle #37 kickoff webinar...

Sept. 21, 2014

Peoplesoft 9.0Campus

Solutions

Features and Enhancements

Bundle #37Kickoff Webinar

Thursday, May 21, 2pm

Purpose

To inform.

To provide a high level overview. To give you time to

prepare (training, communication).

What is a Bundle?

PeopleSoft delivers application software packages called “bundles” four times per year (quarterly). A bundle release contains four elements:

New software features

Capability enhancements

Fixes for known issues

Regulatory compliance items

Delivery

• Sequential application on an ongoing basis• Implement new functionality to meet immediate needs• Institutions no longer have to rely on costly, disruptive major

upgrades• CDM customers must be on the same software release• All updates must be applied in sequential order• Bundle 37 is a prerequisite for Bundle 38

Continuous Delivery Model (CDM)

Success Criteria/Benefits

Campus Solutions will be up to date on releases, features, and enhanced capabilities 64 various software fixes corrected across the modules

Financial Aid will be within regulatory compliance

Campus Solutions will be ready for the application of Bundle 38

Assumptions

PeopleSoft will continue to deliver software updates each quarter

Enterprise Applications will continue to install the bundles

End users will participate in the Bundle install projects to ensure the software fixes and new capabilities meet LSC standards and business processes

Business owners will communicate changes to staff and constituents

Refresh CS90SND from CS90DMO

DBAs Prep CS90DMO

Scan COBOL Program and SQR for LSC

Mods

Refresh CS90FAD from CS90STGOracle

deliversCS Bundle

DBAs Prep CS90FAD OMS Performs Bundle Retrofit

OMS Performs Bundle Retrofit



DBAs Refresh CS90TST from CS90STG

DBAs Apply CS 9 Bundle and OMS Retrofit Project

to CS90TST CS Team Preliminary Testing CS90TST

Bundle 37 Kickoff Webinar

CS Team Submits Security

Requests for UAT

End Users Perform UAT in CS90TST




DBAs Refresh CS90TST from CS90STG

DBAs Apply CS 9 Bundle and OMS Retrofit Project

to CS90TST

CS Prep for Go Live Week



Refresh CS90STG from

CS90PRD

DBAs Prep CS90PRD Pre Go

Live Tasks

Go Live-DBAs Apply CS Bundle

and Retrofit

Go Live-DBAs Apply CS Bundle

and Retrofit

Bundle 37 Go Live

DBAs Refresh CS90DEV from CS90STG

Bundle 37Highlights

Targeted Regulatory Updates

Planned 2015-2016 Aid Year Updates For Direct Lending COD and 2015-2016 Aid YearUpdates for DLSAS• New Schema Version 4.0b• Student Eligibility Code (formerly Ability to Benefit) changes• PLUS Loans with Adverse Credit History support, including Credit Status (CS) System• Generated Response (replacing CO System Response) and PLUS Credit Counseling results• Changes to COD Edits• DLSAS Disbursement On Demand load

Planned 2015-2016 Aid Year Updates for INAS Federal Methodology (FM)• Annual update for computational support to the 2015-2016 INAS Federal Methodology (FM) and

continued support for the Institutional Methodology and Estimated Federal Methodology (IM/EFM). Modifications are planned for FM, IM, and EFM INAS processing to account for changes in processing logic to support 2015-2016.

Planned 2015-2016 Aid Year Updates for Pell COD• Annual changes to enable Pell COD processing for 2015-2016 including incorporation of• new ATB values and functionality to associate Student Eligibility/ATB Code by Aid Year.Planned 2015-

2016 Verification Updates Post Campus Solutions 9.0 Bundle #36

Bundle 37Highlights

Targeted Regulatory Updates

Planned 2015-2016 Aid Year Updates for Pell Schedules• On January 29, 2015, the US Department of Education (ED) published the Regular Payment and

Disbursement schedules [Dear Colleague Letter (DCL) GEN-15-02] for determining Federal Pell Grant awards for the 2015-2016 Aid Year; July 1, 2015 to June 30, 2016, which was posted on February 11, 2015. We plan to post this regulatory update in Additional Features Q2 2015.

Planned 2015-2016 Verification Updates Post Campus Solutions 9.0 Bundle #36• The ability to apply aid year 2015-2016 tax data to ISIR and changes to the Tax, Credits, and Payments

page.• Subsequent changes to Tax, Credits, and Payments to identify and use the correct Income Tax Amount

required by FAFSA.

Document Overviewby Module

Oracle’s PeopleSoft 9.0Campus Solutions

Bundle 37

Document Overviewby Module

Financial AidUpdates

Bundle 37 ChangesHere is a list of the Bundle 37 changes and the chapters that contain documentation about those changes. Chapters are in the PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.

• 2015 - 2016 Aid Year Verification UpdatesAssessing Eligibility for Financial Aid.pdf (documentation update only)

• 2015 – 2016 Aid Year FM INAS and Verification Tax Form UpdatesProcessing Federal Financial Aid Applications.pdf (documentation update only)

• Student Eligibility Code (Ability to Benefit) UpdatesAssessing Eligibility for Financial Aid.pdf

• 2015-2016 COD DL and PELL UpdateProcessing Direct Loans.pdf (documentation update only)

• Student Loans Company Updates(GBR) Using Student Loans Company.pdf

PDF versions can be downloaded at LoneStar.edu/campus-solutions




NOTE: The PeopleBook updates for Verification, INAS, Student Eligibility Code (Ability to Benefit),and DLSAS are based on the following critical system updates made since Bundle 36 and beforethe release of Bundle 37:

• Patch ID 11611860/Product Update ID 917320 released on February 17, 2015.

• Patch ID 19033014/Product Update ID 918958 released on March 9, 2015.

2015 – 2016 Pell Grant SchedulesOn January 29, 2015, the United States Department of Education published the Regular Paymentand Disbursement schedules [Dear Colleague Letter (DCL) GEN-15-02] for determining FederalPell Grant awards for the 2015-2016 Aid Year, July 1, 2015 to June 30, 2016. On February 11,2015, Oracle posted Patch ID 19032869/Product Update ID 915103 to My Oracle Support forcustomers to update the system with the schedules announced in DCL GEN-15-02.




Assessing Eligibility for Financial Aid.pdf

Viewing Financial Aid Administrator InformationBundle 37Documentation Only Update

If a student or parent has an IRS Request Flag value of “02”, meaning the IRS data was transferred from the IRS and was not changed by the user prior to submission of an application or correction, then the following message appears at the bottom of the FAA Information, Household Info, and Tax Form Data pages: “One or more IRS Request values equals 02. Performing Get Fed Data is optional. You may enter information directly in the component. Updating IRS AGI data elements required for Verification may result in an AGI no longer supported by the information retrieved from the IRS.”.





Filing Information: Special CircumstancesBundle 37Documentation Only Update-Updated Description

Select this checkbox to indicate special circumstances may exist for the

student.





Entering Tax, Credits, and PaymentsBundle 37Documentation Only Update-Updated Description of this section

Tax Credits and Payments allows entry of pertinent data from forms 1040, 1040A, and 1040EZ. It captures Line xx Income Tax Amount and uses that value to update U.S. Tax Paid on the Tax Form Data entry page for use in the compare process. Other fields used in compare available in Tax, Credits, and Payments are Schedule A itemized Deductions (1040 only), Education Credits, Additional Medicare Form 8959, Earned Income Credit, and Additional Child Tax Credit.





Creating and Managing Ability to BenefitBundle 37Added Aid Year field to record.

Renamed “Ability to Benefit Code to “Stdnt Eligibility Code”

Creating Ability to Benefit Data in BatchBundle 37Documentation Only Update

Renamed “Ability to Benefit Code” to “Stdnt Eligibility Code”




Processing Direct Loans.pdf

Processing and Reviewing Miscellaneous Borrower DataBundle 37Documentation Update OnlyRenamed “Loan Credit Information” group box to “PLUS Loan Credit Information”.





PLUS Loan Credit InformationBundle 37Documentation Update OnlyRenamed “Loan Credit Override” to “Credit Decision Override” and updated the field description.

Renamed “Ln Endorser Amount” to “Loan Endorser Amount” and updated the field description.

Added the following new fields:• Credit Decision Status• Credit Decision Expiration Dt• Credit Action Choice• Credit Action Status• Endorser Approved• Credit Requirements Met• Original Credit Decision

• Reconsideration Eligible• Credit Appeal Status• Counseling Completed• Counseling Complete Dt• Counseling Expiration Dt• Counseling Exception• Credit Balance Option





Importing School Account Statement DataBundle 37Added Disbursement Detail On Demand File Types (DSRFnnOP, DSMFnnOP and/or DSYFnnOP).




Processing Federal Financial Aid Applications.pdf

Viewing EFC Status and Database MatchesBundle 37Documentation Only UpdateAdded FM Assumptions link at the upper left of the EFC Information region.




Using Common and Disbursement.pdf

Using Common Origination Message ClassesBundle 37Documentation Only UpdateAdded the CRCSnnOP message class.

Student FinancialsUpdates


• Documentation Only Update: Clarification on description of term and transaction washSetting Up Tuition Controls Criteria Equations and Waivers.pdf

• Updates to HECS Help Account Type Information (AUS) Setting Up and Using Australian Loan Processing.pdf




Setting Up Tuition Controls Criteria Equations and Waivers.pdfBundle 37Documentation-only update.Clarified description of term and transaction wash.

Specifying Tuition Calculation PercentagesBundle 37Added sentence.The wash functionality contains three levels: session, term, and transaction, and are mutually exclusive.




Setting Up Tuition Controls Criteria Equations and Waivers.pdfBundle 37Documentation-only update.Clarified description of term and transaction wash.

Term ControlsBundle 37Added Sentence.

Term wash is not based on class or class cost, but is based on billing units of the class.

Session Wash PeriodBundle 37Added sentence.

Session wash is not based on class or class cost, but is based on billing units of the class.


Establishing Tuition Calculation ControlsBundle 37Documentation-only update:

Clarified description of term and transaction wash.

Student Records Updates

Bundle 37 ChangesHere is a list of the Bundle 37 changes and the chapters that contain documentation about those changes.

(GBR) HESA Field Derivation


Campus Community Updates

Bundle 37 ChangesHere is a list of the Bundle 37 changes and the chapters that contain documentation about those changes.


Changes affecting Constituent Services and Frameworks only.

Software Issues Resolved

Your Adventure Guides

Sam Chau Financial AidCindy Seale Student Records, Texas State Reporting, Advising, CEBrenda Jackson Campus Community, Advising, Admissions,

CEJames Silva Student FinancialsJim Mathews Tech Information ManagerBob Lawson Director Enterprise Applications - Campus SolutionsRenata Tyree Campus Solutions Information Manager

We Are Here

You can always findup-to-date bundle communications at:

www.lonestar.edu/campus-solutions

Questions

WHO INVENTED PEANUTBUTTER AND JELLY? DOES P=NP? WHAT HAPPENED BEFORE THE BIG BANG? WHATS INSIDE A BLACK HOLE? ARE THERE LIMITS TO HUMAN KNOWLEDGE? WHAT IS MATHMATICS, REALLY? WHAT IS GRAVITY REALLY? WHAT IS SOY SAUCE REALLY? IS PHYSICAL ACHIEVABILITY A PROPER SUBSET OF ABSTRACT CONCEIVABILITY? WHY DID THE CHICKEN REALLY CROSS THE ROAD? WHO IS JOHN GALT? WHO IS PIZZLER? WHO KILLED KENNEDY? WHY DID CAP'N CRUNCH TASTE SO MUCH BETTER WHEN i WAS 10? WHY DO PIGS HAVE CURLY TAILS? FOR CONVEX SURFACES OF FIXED INTRINSIC DIAMETER, IS THE DOUBLED DISK THE ONE WITH THE GREATEST AREA? DID GALOKA THINK THAT THE ULUS WERE TOO UGLY TO SAVE? WHY WAS MATHMATICS INVENTED OR DISCOVERED? CAN EVERY EVEN INTEGER GREATER THAN 2 BE WRITTEN AS THE SUM OF TWO PRIMES? WHY WON'T HEATHER LET ME LOOK INSIDE HER PURSE? WHY IS GRAPE NUTS CEREAL CALLED THAT, WHEN IT CONTAINS NEITHER GRAPES OR NUTS? WHY IS THE #2 PENCIL THE MOST POPULAR? WHAT DO PEOPLE IN CHINA CALL THEIR GOOD PLATES? WHY IS IT OKAY TO SELL YOUR BLOOD BUT NOT YOUR KIDNEY? WHY DO WE STILL HAVE APES IF PEOPLE EVOLVED FROM APES? WHY ARE THE NUMBERS ON A PHONE AND A CALCULATOR REVERSED? WHY IS SCIENCE DEFINED AS A PROCESS AND A PRODUCT? DO SOUNDWAVES TRAVEL FOREVER? WHO INVENTED THE BOOK LIGHT? WHAT HAPPENS AS THE UNIVERSE EXPANDS? IS NEW TECHNOLOGY ALTERING THE STRUCTURE OF OUR BRAINS? ….

sept. 21, 2014 peoplesoft 9.0 campus solutions features and enhancements bundle #37 kickoff webinar...

Documents

retrofit bundle

bundle retrofit slide

bundle retrofit dbas

application of bundle

enhancements bundle

bundle release

cs90tst slide

live dbas