��<!DOCTYPE HTML> <html> <head> <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"> <title>Product Release Index</title> <link rel="stylesheet" type="text/css" href="../../corp.css"> </head> <body> <h3 align="center">Release Notes: Item 1504-01</h3> <h5 align="center">XML Schema 4.0b</h5> <hr width="80%" align= "center"> <p>This release upgrades FINANCIER for 2015-16 COD reporting:<ul> <li>Incorporates XML Schema 4.0b</li> <li>Adds the Direct Loan Export efficiency changes that were recently released for 2015 processing (item 1503-01)</li> <li>For both 2014-15 and 2015-16, removes the COD-mandated workaround for COD Reject Edit 205 (Payment Period Start Date is outside the Award Begin and End dates) from the Direct Loan Export, as COD has now corrected its handling of edit 205</li></ul> </p> <p>For the <b>Direct Loan Export</b> and the <b>Federal Grant Export</b>, the &lt;AbilityToBenefitCode&gt; tag is renamed in Schema 4.0b to &lt;StudentEligibilityCode&gt;. There are three new values added to the Dictionary. (The field label on the Student Demographic screen remains ATB Cd, and the field name is unchanged in the Student file.) </p> <p>Schema 4.0b changes to the <b>Direct Loan Import</b> affect only PLUS loans. These include:<ul> <li>Ability to import the new Credit Status system-generated response file (CS)</li> <li>Removal of logic pertaining to the obsolete SG document type</li></ul></p> <p>The CS response document replaces the CO (credit override) response document, which is discontinued as of the end of March. Information in the CS document pertains to COD's PLUS borrower credit status monitoring. On import (via WFDLI16B, which translates the incoming XML, and WFDLA16B, which loads the data into FINANCIER), certain of the credit-related fields are stored in the Loan Application file (WFLOAPPD) and displayed in the new PLUS Credit window, accessible by expanding (PF9) on the yellow Credit label on the PLUS loan screen. Fields relating to PLUS credit are used in FINANCIER as follows:<pre> <u>XML Tag</u> <u>XML source</u> <u>FINANCIER Field Name</u> <u>Processing</u> &lt;CreditDecisionStatus&gt; RS not stored Updates acknowledgment status (WF-LA-A-ACK); D (Denied) value is printed on report output by WFDLAIMB &lt;EndorserAmount&gt; CS (prev in CO) not stored Printed on output report &lt;CreditActionStatus&gt; CS (new field) WF-LA-PC-CR-ACTION Displayed in Credit window; updates WF-LA-A-ACK; printed on output report; generates an event &lt;PLUSCounselingCompleteDate&gt; CS (new field) WF-LA-PC-COMP-DT Displayed in Credit window &lt;EndorserApproved&gt; CS (new field) WF-LA-PC-END-APP Displayed in Credit window &lt;CreditRequirementsMet&gt; CS (new field) WF-LA-PC-CR-REQ-MET Displayed in Credit window</pre></p> <p>Values for the new fields are defined in the Dictionary per the COD documentation. <p>Regarding &lt;CreditRequirementsMet&gt;, COD is requiring a value of True (WF-LA-PC-CR-REQ-MET value of Y in FINANCIER) in order to disburse a PLUS loan. This release does NOT include logic to prevent a 2016 PLUS loan from disbursing if the Credit Requirements Met tag is False. Clients should manage this requirement manually.</p> <p>The &lt;CreditOverrideCode&gt; tag, which was formerly imported from the CO document, displayed on the output report and used to update WF-LA-A-ACK, has been retired by COD as of 2016. Its function is subsumed into the new &lt;CreditActionStatus&gt; tag. Values for &lt;CreditOverrideCode&gt; were C, E, D, L and N; &lt;CreditActionStatus&gt; retains the D/L/N values, revising their descriptions as follows:<pre> &lt;CreditOverrideCode&gt; D credit denied as a result of endorser's denial former values L endorsed for a lesser amount N credit denied after pending &lt;CreditActionStatus&gt; current values D endorser denied L endorser approved for lesser amount N credit decision changed from pending to denied or accepted</pre></p> <h4>Implementation Notes</h4> <ul> <li>This item is required at all client sites.</li> <li>Modify the PREDICT definition for the WF-LOANAPP file/userview to reflect the new PLUS credit-related fields: <pre> .... GR 1 WF-ACADEMIC-YEAR DT 2 WF-LA-ACD-START-DATE D DQ N 2 WF-LA-ACD-END-DATE D DR N 1 WF-LA-DATES-LOCK A 1.0 DS N add-> GR 1 WF-LOAN-PLUS-CREDIT DU add-> 2 WF-LA-PC-CR-ACTION A 1.0 DV N add-> 2 WF-LA-PC-CR-REQ-MET A 1.0 DW N add-> 2 WF-LA-PC-COMP-DT D DX N add-> 2 WF-LA-PC-END-APP A 1.0 DY N SP 1 WF-LOANAPP-KEY A 17.0 D DP ....</pre></li> <li>Modify the ADABAS file definition for the WF-LOANAPP file:<ul> <li class="list">Add the Group field<pre> WF-LOAN-PLUS-CREDIT</pre></li> <li class="list">Add the new fields<pre> WF-LA-PC-CR-ACTION (A1) WF-LA-PC-CR-REQ-MET (A1) WF-LA-PC-COMP-DT(D) WF-LA-PC-END-APP (A1)</pre></li></ul></li> <li>Regenerate the WF-LOANAPP ADABAS file.</li> <li>Regenerate the DDM for the WF-LOANAPP userview.</li> <li>Load the new and updated modules from the SYSOBJH input file (sy150401.txt) in the <a href="http://www.wolffpack.com/clientservices/client_zip_files/2015/1504-01.zip">attached zip file</a>. Or, you may apply source changes manually for the updated modules. Click on the "mods" link next to the module name for the Differences Report, which shows the previous and current versions of the module side by side. For a further description of the Differences features, click the "Help" link at the top right when the report is displayed. <ul class="list"> <li>WFDLA16B (<a href="./1504_01/wfdla16b.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFDLE15B (<a href="./1504_01/wfdle15b.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFDLE16B (<a href="./1504_01/wfdle16b.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFDLI16B (<a href="./1504_01/wfdli16b.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFDLI16D (<a href="./1504_01/wfdli16d.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFDLN16B (<a href="./1504_01/wfdln16b.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFFLE16B (<a href="./1504_01/wffle16b.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFLNCRDM (new)</li> <li>WFLNCRDN (new)</li> <li>WFLNCRDZ (new)</li> <li>WFLNEDTM (<a href="./1504_01/wflnedtm.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFLNEDTP (<a href="./1504_01/wflnedtp.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFLOAPPB (<a href="./1504_01/wfloappb.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFLOAPPD (<a href="./1504_01/wfloappd.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFLOAPPO (<a href="./1504_01/wfloappo.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFLOAPPS (<a href="./1504_01/wfloapps.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFLOAPPT (<a href="./1504_01/wfloappt.htm" target="rlsmods" class="mods">mods</a>)</li> <li>WFLOAPPV (<a href="./1504_01/wfloappv.htm" target="rlsmods" class="mods">mods</a>)</li> </ul></li> <li>Perform a CATALL.</li> <LI>Using the Dictionary Import program (WCDICIMB), load the Dictionary input file in the <A onMouseOver="window.status='Download zip file'; return true;" onMouseOut="window.status=' '; return true;" href="http://174.143.42.114/clientservices/client_zip_files/2015/1504-01.zip">attached zip file</A>.</li> <li>Manually update Dictionary as follows:<ul> <li>For WWSTDNTD.WW-ST-ATB-CODE (Student Eligibility Code for Ability to Benefit) add the new values: <pre> <u>Value</u> <u>Description</u> 8 HS Equiv Certif 9 Transcript cr for BA 10 Assoc pgm, HS, adm [limited space for complicated translation - if you can come up with a better abbreviation for "Program Leads to at least an Assoc. Degree, Excelled in H.S. and met the Admissions Requirements," go for it]</pre> Values 3 and 5, which were deleted by COD a few years ago, should be marked in FINANCIER to indicate that they are not used:<pre> 3 State process -ret 5 Other -ret</pre></li> <li>For WFLOAPPD.WF-LA-A-ACK (Acknowledgment Action), add:<pre> <u>Value</u> <u>Description</u> L Endorser-less amt D</pre> (This is not a new value, but has not previously been translated in FINANCIER.)</li></ul></li> <li>Modify JCL in the Direct Loan import jobs (WFDLIMPJ and WFDLAIMJ) for 2015-16 to accommodate increased record length of 6009 (Work File 2).</li> </ul> <hr width="80%" align= "center"> </body> </html>