42
Michelle Saigh, Director Product Management What’s New with Banner Financial Aid
Michelle Saigh, Director Product Management
What’s New with Banner Financial Aid
© 2018 Ellucian 2
Statements about Ellucian products and services are confidential and
proprietary to Ellucian. This presentation is not a commitment, promise or
other obligation to deliver any material code or functionality, and it should
not be relied upon in making any purchase decision. Development and
release of Ellucian products and services may change, without prior notice,
at Ellucian’s discretion.
Disclaimer
© 2018 Ellucian 3
Agenda
3
1 Roadmap
2 March Release
3 Self Service
4 Customer Center
5 Questions
© 2018 Ellucian 4
Details• Feature Releases
• Includes major enhancements and
defect corrections
• 6 week preview window for SaaS
• Maintenance releases
• Limited to defect corrections and non-
invasive enhancements
• 3-4 week preview window for SaaS
• Regulatory as needed
• Released during normal windows
based on regulations
• Ad Hoc releases
• Ad-hoc releases when needed for
critical issue resolution
Banner Release Cadence
Jan Jun DecMar Aug
Feature
Release
(March 7th)
Feature
Release
(August 29th) Maintenance
Release
(December 5th)
Maintenance
Release
(June 6th)
© 2018 Ellucian 5
Banner Financial Aid 2019Roadmap summary
Q1 2019• 2019/20 Pell Schedule
• Federal Shopping Sheet for 2019/20
• COD processing for 2019/20
• Quarterly Customer-Focused Updates
Q2 2019• California FA Regulations
• FISAP Report for 2018/19
• Student Loans Company Regulations (UK)
• Quarterly Customer-Focused Updates
Q3 2019• Financial Aid Self-Service
• College Scholarship Service early decision and data load for 2020/21
• EDE processing for 2020/21
• Pell Formula 3 Calculation
• IM/FM Calculations
Q4 2019• California Dream Act data load
• Transfer Monitoring
• Quarterly Customer-Focused Updates
• Student Universal Support Ireland (SUSI)The information in this document is not a commitment, promise or other obligation to deliver any material,
code or functionality. The document and its contents are subject to change, without prior notice, at the
sole discretion of Ellucian.
© 2018 Ellucian 6
March 2019 Release
© 2018 Ellucian 7
March 2019 Releases
Dependencies
Banner Admin Common 9.3.15 General 8.10.4
9.3.13
Dependencies
Banner Financial Aid 8.34
General 8.10.1 Student 8.7Accounts
Receivable 8.4
8.35/8.25.0.2
© 2018 Ellucian 8
8.34.1.3- February 2019
• 2019-2020 Maximum scheduled award: $6,195
• $100 increase from 1819
2019/20 Pell Schedule
© 2018 Ellucian 9
1920 COD Updated Forms/Page/Processes
Process/Page Name
RERIM20 COD File Import
RERFI20 Grant File Import
RLRDU20 DL Flat File Import
REROR20 Grant Orig Creation
READI20 Grant Disbursement/Acknowledgement
REAOR20 Grant Origination/Acknowledgement
RERCD20 COD Print Process
REREX20 COD Extract Process
© 2018 Ellucian 10
Form Name UpdatesROAUSIO US Specific Institution
Financial Aid Options
Added Exit Counseling Requirement and Exit
Counseling Satisfied Status under TEACH section.
Matches will now show on REREXIM for TEACH
Exit Counseling.
Parameters 09 and 10 are optional on RERIMxx, if
left blank, Banner will pull from ROAUSIO
TEACH Grant Updates
© 2018 Ellucian 11
ROAUSIO
© 2018 Ellucian 12
Form Provision UpdatesRPAAWRD –
Award Maintenance
Allows the student to receive
additional Pell
Must have a Pell eligible EFC
For students whose parent
died in line of duty as active
police, fire, or other public
safety officer
Must be certified on COD website by saying “Yes”
to CFH Indicator
All Pell awarding rules apply,
ex: LEU, 150%
Children of Fallen Heroes (CFH) Scholarship Act
© 2018 Ellucian 13
Award based on EFC Originate Pell
Go to COD, change CFH Indicator =
Yes
COD will send Warning Edit
224: Pell award
submitted with CFH Indicator
= true
Go to RPAAWRD/RPAAPMT and
check Children of
Fallen Heroes Indicator on Pell sub tab
Manually change Pell
Award to maximum scheduled
award
Lock award
Children of Fallen Heroes Scholarship ActRecommended Processing
© 2018 Ellucian 14
CFH Indicator- RPAAWRD Award Maintenance
© 2018 Ellucian 15
Form Name Updates
REIRECN COD Grant Reconciliation CFH Indicator Added
REIRMRR Multiple Reporting Record Inquiry CFH Indicator Added
REIYTDO COD Year to Date Grant Origination CFH Indicator Added
Children of Fallen Heroes Scholarship Act
© 2018 Ellucian 16
New page to view and maintain temporary Direct Loan logging record created when
reducing or canceling a loan
Able to delete temporary logging records if you don’t want Pending records sent to COD
If deleted, status on RLADLOR will update from Pending to NULL, if you want to send to COD,
update the Send indicator
Able to update loan information on page before sending to COD
RLRTLOG- Temporary Direct Loan Logging
NEW Functionality
© 2018 Ellucian 17
RLRTLOG- Temporary Direct Loan Logging
© 2018 Ellucian 18
• Billable indicator added:
• RBIPBCT- Period Budget Category Indicator
• RBRPBYR- Period Budgeting Aid Year Rules
• RTVCOMP- Budget Component Validation
• Aid year and period based budgeting will allow segregation of budget components
as billable or non-billable in COA section
Banner Admin changes for 9x Self Service
© 2018 Ellucian 19
RTVCOMP- Budget Component Validation
© 2018 Ellucian 20
• Federal Shopping Sheet is now called “College Financing Plan”
• Additional updates will be made as they become available
Shopping Sheet
Banner Financial Aid Self Service
© 2018 Ellucian 22
Feature Highlights
• Consolidated view
• Guided actions
• Highly configurable
• Redesigned award offer
Financial Aid Self-Service Re-Design
© 2018 Ellucian 23
Need quick, visual
status of tasks
Clear
explanation of
awards
Students preferred
visual chunking
and organization
of content
Confirmation
of completion
needs to be
presented
Students liked
having a clear set
of steps defined
3
User Research Findings in Financial Aid
Jargon and
terminology is
often confusing
and not relevant
© 2018 Ellucian 24
Award Letter Consolidated Tabs
Home
Page
Ordering of
ContentIntuitive Flow Alerts
Color Coded Status
Visual CluesHelp Text
Mobile Design
Modernization Extensible
New Features of Banner Financial Aid Self Service
© 2018 Ellucian 25
Home Page
All Action Items
1. Holds
2. Mandatory
Questions
3. Special Messages
4. Requirements
© 2018 Ellucian 26
Award Letter
1. Accept/Decline/Modify
Awards
2. Acknowledge Terms &
Conditions
3. Payment Schedule
4. Simulates the Shopping
Sheet, aka The College
Financing Plan
© 2018 Ellucian 27
Award Letter
© 2018 Ellucian 28
Award Letter
Work Study
1. Optional display
2. Configurable text
3. Option to display in
overall calculation
© 2018 Ellucian 29
Award Letter
© 2018 Ellucian 30
Financial Aid History
© 2018 Ellucian 31
Resources
© 2018 Ellucian 32
Notifications
ROAMESG
Withdrawal Calculation
© 2018 Ellucian 33
SAP
© 2018 Ellucian 34
College Financing Plan
© 2018 Ellucian 35
Customer Center
© 2018 Ellucian 36
New Ellucian Customer Center
36
https://www.ellucian.com/newcustomercenter
© 2018 Ellucian 37
Introducing the Ellucian Customer Center
37
A new personalized experience combining the functions of the former Ellucian Hub and all
of your support resources together
© 2018 Ellucian 38
New look
38
© 2018 Ellucian 39
Product Calendar Dashboard with Real-Time Access
Available via the Ellucian Customer Center
© 2018 Ellucian 40
Stay Connected through Communities
Follow Banner
communities in
your inbox or Daily
Digest
© 2018 Ellucian 41
Questions?
