2015 16th Annual PABUG Conference
Automating PLUS loans
How to do itWhat not to do
2015 16th Annual PABUG Conference
General Announcements:• Please turn off all cell phones/pagers• If you must leave the session early,
please do so as discreetly as possible • Please avoid side conversations
during the session• Questions will be answered when you
ask them
Thank you for your cooperation
2015 16th Annual PABUG Conference
To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website
http://pabug.org/pennsylvania-banner-users-group-annual-conference/cpe-credits/
or via the PABUG conference app.
For additional questions please contact
Kim Fremont CPE - Coordinator http://pabug.org/contact-us/
CPE Credits - We’ve gone electronic!
2015 16th Annual PABUG Conference
Messiah College
2800 Undergraduate students600 Graduate studentsBanner school since 2007
2015 16th Annual PABUG Conference
2015 16th Annual PABUG Conference
Why Automate PLUS Loans?
• Saves time – processing them individually is a multi-step process
• Accuracy• We can concentrate on students whose credit
status is not ‘A’ – approved, or who are enrolled less than half time.
• We process about 300 PLUS loans per year
2015 16th Annual PABUG Conference
On REAUCOD there are students who applied for PLUS loans but haven’t been processed yet. REAUCOD is a new form for 1516. (This is from the RPTUAPP table)
2015 16th Annual PABUG Conference
Steps to automation
1. Find students who are ready to process2. Calculate and post PLUS loan fee budget
components 3. Calculate and post PLUS awards4. Create PLUS loan originations
2015 16th Annual PABUG Conference
Steps to automation1. Find a popsel of students with PLUS loans to
process GLBDATA, GLRSLCT, GRLVRBL, GLIVRBL
2. Use batch posting to calculate and post the loan fees as a budget component for the popsel. RTVABRC, RBRABRC, RORPOST
3. Use batch posting to automatically calculate and process the PLUS loans for the popsel. RTVALGR, RPRALGR, RORPOST(etc)
4. Create PLUS Loan Originations
2015 16th Annual PABUG Conference
The popsel
Find a popsel of students with PLUS loans to process
o GLBDATA – Name the popsel o GLRSLCT – Rules for the popselo GLIVRBL – Name the variableo GRLVRBL – Rules for the variable
2015 16th Annual PABUG Conference
GLBDATA select the popsel of students with PLUS loan apps
2015 16th Annual PABUG Conference
• On the REAUCOD form / RPTUAPP table• Match all the aid years• Type (of loan) = P (PLUS)• Credit status = A (Accepted)• There is a Fed loan (FDUL, FDSL) of more that $0.00.• At least 6 credits (If they are only half time, their
budget will be half so their loan will be half.)• They don’t already have a PLUS loan for the year. • The start date of the loan is within the dates for the aid
year.
Who to select
2015 16th Annual PABUG Conference
GLRSLCT -Select the Students with Plus loans
2015 16th Annual PABUG Conference
Mistake!
• You can only have 1 GLRVRBL variable sub-select list in GLRSLECT
2015 16th Annual PABUG Conference
GLRSLCT RulesRPTUAPP_AIDY_CODE = &aidy ANDRPRAWRD_AIDY_CODE = &aidy ANDROBINST_AIDY_CODE = &aidy ANDRPTUAPP_TYPE = 'P' ANDRPTUAPP_CREDIT_STATUS = 'A' ANDRPRAWRD_FUND_CODE IN ('FDUL','FDSL') ANDRPRAWRD_OFFER_AMT > 0 ANDRPTUAPP_REQ_AWARD_START_DATE >= ROBINST_AIDY_START_DATE ANDRPTUAPP_REQ_AWARD_START_DATE <= ROBINST_AIDY_END_DATE ANDRPTUAPP_PIDM NOT IN (*SUB *PLUS_EXISTS_FOR_AID_YEAR
We have a view that contains # of credit hours per termRZVPBGP_AIDY_CODE = &aidy ANDRZVPBGP_BILLING_HRS >= 6 AND
If not:Add SFRSTCR to the from statementSFRSTCR_TERM_CODE = &term ANDSFRSTCR_RSTS_CODE in ('RE','RW') ANDSFRSTCR_CREDIT_HR >= 6 AND
2015 16th Annual PABUG Conference
Check: Do they have a PLUS loan for the year?Create a variable (which is a list of pidms) on GLIVRBL and GLRVRBL
2015 16th Annual PABUG Conference
Create the variable on GLRVRBLlike a popsel – except you must match everything
2015 16th Annual PABUG Conference
Budget Component
Use batch posting to calculate and post the loan fees as a budget component for the popsel.
o RTVABRC – name the ruleo RBRABRC – define the ruleo RORPOST – set parameters for the batch post
More on batch posting 2:40 in the Congressional Suite
2015 16th Annual PABUG Conference
My biggest mistakeYou must post a budget item for the PLUS loan fee first.(Even if you run budgeting on everyone, every night.)
2015 16th Annual PABUG Conference
Budget Component• The loan fee will be different for different
students (because it is based on a percentage of the loan), so a fixed amount will not work
• Make a budget component rule to calculate the loan fees for each student
• Period budgets – Make 2 fees, 1 for spring and 1 for fall
• Year budgets – Make 1 fee for the year
2015 16th Annual PABUG Conference
RTVABRC - add rule codes for algorithmic rules
2015 16th Annual PABUG Conference
Save your work
RTVABRC - add rule codes for algorithmic rules
2015 16th Annual PABUG Conference
RBRABRC
2015 16th Annual PABUG Conference
RBRABRC – testing the rule
2015 16th Annual PABUG Conference
SELECT Case WHEN RPTUAPP_APP_LOAN_AMT > ((BUDGET - AWARDS) + ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0)) THEN ROUND(plus_loan_percent *((BUDGET - AWARDS) + (plus_loan_percent * (BUDGET - AWARDS)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2)),0) WHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL THEN ROUND(((plus_loan_percent * RPTUAPP_APP_LOAN_AMT)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0) ELSE ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0) END as "loan fee amt" FROM RPTUAPP, SPBPERS, (select RLRDFEE_FEE_PCT/100 AS plus_loan_percent from RLRDFEE WHERE RLRDFEE_LOAN_TYPE = 'P' And RLRDFEE_EFFECTIVE_DATE = (select MAX(RLRDFEE_EFFECTIVE_DATE) from RLRDFEE where sysdate > RLRDFEE_EFFECTIVE_DATE and RLRDFEE_LOAN_TYPE = 'P')), (SELECT NVL(SUM(RPRATRM_OFFER_AMT),0) AS "AWARDS"FROM RPRATRMWHERE RPRATRM_AIDY_CODE = :aidyAND RPRATRM_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = :aidy and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL') AND RPRATRM_PIDM = :pidm), (SELECT SUM(RBRAPBC_AMT) AS "BUDGET"FROM RBRAPBCWHERE RBRAPBC_AIDY_CODE = :aidyAND RBRAPBC_PBTP_CODE = 'CAMP'AND RBRAPBC_PIDM = :pidmAND RBRAPBC_PBCP_CODE <> 'LFEE'AND RBRAPBC_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = :aidy and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL') ) WHERE RPTUAPP_AIDY_CODE = :aidy AND RPTUAPP_PIDM = :pidm AND RPTUAPP_PIDM = SPBPERS_PIDM AND RPTUAPP_SSN = SPBPERS_SSN AND (Select ROBPRDS_start_date + 30 from ROBPRDS where ROBPRDS_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = 1516 and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL')) between RPTUAPP_REQ_AWARD_START_DATE and RPTUAPP_REQ_AWARD_END_DATE
2015 16th Annual PABUG Conference
Tips on the rule – loan amountSELECT Case
Case 1 – Loan amount on the record is greater than need + fees (error)WHEN RPTUAPP_APP_LOAN_AMT > ((BUDGET - AWARDS) + ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0)) THEN ROUND(plus_loan_percent *((BUDGET - AWARDS) + (plus_loan_percent * (BUDGET - AWARDS)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2)),0)
Case 2 – Loan amount on the record is NOT greater than need + feesWHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL THEN ROUND(((plus_loan_percent * RPTUAPP_APP_LOAN_AMT)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0)
Case 3 – There is no loan amount on the record ELSE ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0) END as "loan fee amt“
Divide loan amount by 2 if you are using period budgeting
2015 16th Annual PABUG Conference
Tips on the rule – loan amountloan amount = ((BUDGET - AWARDS) + ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0))
BUDGET – AWARDS Need
plus_loan_percent *(BUDGET - AWARDS) loan fee on a PLUS loan that covers all the need
baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL') FDSL and FDUL fee
SELECT roralgs_amt INTO fed_fees FROM roralgs WHERE roralgs_aidy_code = aidy_in AND roralgs_key_1 = 'BUDG' AND roralgs_key_2 = 'LOAN_FEES' AND roralgs_key_3 = btyp_in;
‘PELL’ = $76 (estimate)
2015 16th Annual PABUG Conference
Tips on the rule – loan amountSELECT Case
Case 1 – Loan amount on the record is greater than need + fees (error)WHEN RPTUAPP_APP_LOAN_AMT > ((BUDGET - AWARDS) + ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0))
so use max eligible loan amount * PLUS % + FDUL/SL fee THEN ROUND(plus_loan_percent *((BUDGET - AWARDS) + (plus_loan_percent * (BUDGET - AWARDS)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2)),0)
Case 2 – Loan amount on the record is NOT greater than need + feesWHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL
so use RPTUAPP_APP_LOAN_AMT * PLUS % + FDUL/SL fee THEN ROUND(((plus_loan_percent * RPTUAPP_APP_LOAN_AMT)+baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0)
Case 3 – There is no loan amount on the record use max eligible loan amount * PLUS % + FDUL/SL fee
ELSE ROUND((plus_loan_percent *(BUDGET - AWARDS) + baninst1.mc_fa_budget.get_loan_fees(:pidm, :aidy, 'PELL')/2),0)
END as "loan fee amt"
2015 16th Annual PABUG Conference
Tips on the rule – sub-selectsplus_loan_percent = (select RLRDFEE_FEE_PCT/100 AS plus_loan_percent from RLRDFEE WHERE RLRDFEE_LOAN_TYPE = 'P' And RLRDFEE_EFFECTIVE_DATE = (select MAX(RLRDFEE_EFFECTIVE_DATE) from RLRDFEE where sysdate > RLRDFEE_EFFECTIVE_DATE and RLRDFEE_LOAN_TYPE = 'P')),
2015 16th Annual PABUG Conference
Tips on the rule – sub-selectsAWARDS = (SELECT NVL(SUM(RPRATRM_OFFER_AMT),0) AS "AWARDS"FROM RPRATRMWHERE RPRATRM_AIDY_CODE = :aidyAND RPRATRM_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = :aidy and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL') AND RPRATRM_PIDM = :pidm),
2015 16th Annual PABUG Conference
Tips on the rule – sub-selectsBUDGET = (SELECT SUM(RBRAPBC_AMT) AS "BUDGET"FROM RBRAPBCWHERE RBRAPBC_AIDY_CODE = :aidyAND RBRAPBC_PBTP_CODE = 'CAMP'AND RBRAPBC_PIDM = :pidmAND RBRAPBC_PBCP_CODE <> 'LFEE'AND RBRAPBC_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = :aidy and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL') )
2015 16th Annual PABUG Conference
Tips on the rule – where clauseWHERE RPTUAPP_AIDY_CODE = :aidy AND RPTUAPP_PIDM = :pidm AND RPTUAPP_PIDM = SPBPERS_PIDM AND RPTUAPP_SSN = SPBPERS_SSN AND (Select ROBPRDS_start_date + 30 from ROBPRDS where ROBPRDS_PERIOD = (select RORPOST_PERIOD from RORPOST where RORPOST_AIDY_CODE = 1516 and RORPOST_AMT_RULE_CODE = 'PLUS_LFEE_FALL')) between RPTUAPP_REQ_AWARD_START_DATE and
RPTUAPP_REQ_AWARD_END_DATE
Match on Aid Year, PIDM, SSN and Date
2015 16th Annual PABUG Conference
Tip – check the SSNs RPTUAPP_SSN = SPBPERS_SSN
2015 16th Annual PABUG Conference
Note: with all the rounding the rule does, the budget amounts can very by a dollar.
2015 16th Annual PABUG Conference
Rules are defined
Time to batch post the budget components
2015 16th Annual PABUG Conference
RORPOST – batch post the budget componentCategory – PLUS_FEE (your define this name)Creator ID and User ID– DARYL is our super userApplication Code – FINAIDSelection ID – 1516_PLUS_LOAN
(Name of the Pop Sel from GLRSLCT of the students with ready to process PLUS loans)Type Code
• PBSS - Comp-One Type/One Period (Period Budgeting)• B - Budget Component/Amount (Aid year budgeting)
Code to Post – LFEE – our loan fee componentAmount Algorithmic Rule – PLUS_LFEE_FALL, PLUS_LFEE_SPRING
2015 16th Annual PABUG Conference
RBAPBUD
2015 16th Annual PABUG Conference
Awarding the PLUS LoanUse batch posting to automatically calculate and process the PLUS loans for the popsel. We need a rule to calculate the amount of the loan.
o RTVALGR – Name the ruleo RPRALGR – Define the ruleo RORPOST – Batch post the PLUS loans
2015 16th Annual PABUG Conference
RTVALGO – Create a rule for the PLUS loan
2015 16th Annual PABUG Conference
RTVALGO – Create a rule for the PLUS loan
2015 16th Annual PABUG Conference
The ruleSELECT Case WHEN RPTUAPP_APP_LOAN_AMT > (BUDGET - AWARDS) THEN ROUND((BUDGET - AWARDS) ,0) WHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL THEN RPTUAPP_APP_LOAN_AMT ELSE ROUND((BUDGET - AWARDS) ,0) END as "loan amt"
FROM RPTUAPP, SPBPERS,
(SELECT NVL(SUM(RPRAWRD_OFFER_AMT),0) AS "AWARDS"FROM RPRAWRDWHERE RPRAWRD_AIDY_CODE = :aidyAND RPRAWRD_PIDM = :pidm),
(SELECT SUM(RBRAPBC_AMT) AS "BUDGET"FROM RBRAPBCWHERE RBRAPBC_AIDY_CODE = :aidyAND RBRAPBC_PBTP_CODE = 'CAMP'AND RBRAPBC_PIDM = :pidm)
WHERE RPTUAPP_AIDY_CODE = :aidy AND RPTUAPP_PIDM = :pidm AND RPTUAPP_PIDM = SPBPERS_PIDM AND RPTUAPP_SSN = SPBPERS_SSN
2015 16th Annual PABUG Conference
The rule - AmountSELECT Case WHEN RPTUAPP_APP_LOAN_AMT > (BUDGET - AWARDS) THEN ROUND((BUDGET - AWARDS) ,0)Loan amount more than need –> award need WHEN RPTUAPP_APP_LOAN_AMT IS NOT NULL THEN RPTUAPP_APP_LOAN_AMT Loan amount <= need –> award that amount ELSE ROUND((BUDGET - AWARDS) ,0)No loan amount –> award need END as "loan amt"
2015 16th Annual PABUG Conference
The rule - subselects FROM RPTUAPP, SPBPERS,
(SELECT NVL(SUM(RPRAWRD_OFFER_AMT),0) AS "AWARDS"FROM RPRAWRDWHERE RPRAWRD_AIDY_CODE = :aidyAND RPRAWRD_PIDM = :pidm),
(SELECT SUM(RBRAPBC_AMT) AS "BUDGET"FROM RBRAPBCWHERE RBRAPBC_AIDY_CODE = :aidyAND RBRAPBC_PBTP_CODE = 'CAMP'AND RBRAPBC_PIDM = :pidm)
WHERE RPTUAPP_AIDY_CODE = :aidy AND RPTUAPP_PIDM = :pidm AND RPTUAPP_PIDM = SPBPERS_PIDM AND RPTUAPP_SSN = SPBPERS_SSN
Same as the budget components (without the loan percent)
2015 16th Annual PABUG Conference
RORPOST – batch post the loanCategory – PLUS_LN (your define this name)Creator ID and User ID – DARYL is our super userApplication Code – FINAIDSelection ID – 1516_PLUS_LOAN – (Name of the Pop Sel from GLBDATA)Type Code – FCode to Post – FDPL – Fund Code for Parent PLUSAmount Algorithmic Rule – PLUS_LOANStatus – ACPT (award status - Accepted)
2015 16th Annual PABUG Conference
2015 16th Annual PABUG Conference
Run Loan Origination
2015 16th Annual PABUG Conference
Open to the Floor
• Questions• Comments
2015 16th Annual PABUG Conference
Please take time to complete our Conference and Session
evaluations.
YOUR INPUT MATTERS!!!