Student Lifecycle › Finance
Financial Aid (US)
ISIRs, cost of attendance, need and packaging — for institutions in the United States.
In Student Lifecycle → Finance · 10 screens
RecordsAid ApplicationsOne per student per award year, from the ISIR: SAI, cost of attendance, need, verification and C-code status. Propose a package, offer it, and the student answers in the portal.OpenRecordsAid TasksWhat must be cleared before federal aid is paid: verification, ISIR comment codes, ISIRs that matched nobody, over-awards.OpenRecordsISIR ImportsISIR files loaded: how many records, how many matched a student, what could not be read.OpenRecordsISIR RecordsEach ISIR transaction received, the student it matched (by SSN, else date of birth and name) and what it says: SAI, dependency, Pell eligibility, verification, C-codes. The SSN shows as its last four.OpenWorkspaceAward LettersThe financial aid offer each student was sent: cost of attendance, need and every award, as a letter.OpenRecordsCost of AttendanceBudgets per award year by enrolment intensity and housing, each a list of components: tuition and fees, housing and food, books and supplies, transportation, personal, loan fees, dependent care. The seeded amounts are illustrative.OpenRecordsPell ScheduleAnnual Pell by Student Aid Index and enrolment intensity. The seeded schedule is ILLUSTRATIVE: replace it with the schedule the Department of Education publishes for the award year.OpenRecordsDirect Loan LimitsAnnual Direct Subsidized and combined limits by grade level and dependency. Check them against the FSA Handbook for the award year.OpenRecordsAward YearsFederal award years (July to June) with the maximum and minimum Pell and the institutional grant limit.OpenRecordsISIR LayoutsWhere each ISIR field sits, per award year, as data. Check every position against the ED ISIR Guide for the year before importing a real file; a new award year is a new layout.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Aid Applications | List | One per student per award year, from the ISIR: SAI, cost of attendance, need, verification and C-code status. Propose a package, offer it, and the student answers in the portal. | 13 | 7 | 4 |
| Aid Tasks | List | What must be cleared before federal aid is paid: verification, ISIR comment codes, ISIRs that matched nobody, over-awards. | 8 | 6 | 1 |
| ISIR Imports | List | ISIR files loaded: how many records, how many matched a student, what could not be read. | 10 | 0 | 1 |
| ISIR Records | List | Each ISIR transaction received, the student it matched (by SSN, else date of birth and name) and what it says: SAI, dependency, Pell eligibility, verification, C-codes. The SSN shows as its last four. | 13 | 0 | 1 |
| Award Letters | Workspace | The financial aid offer each student was sent: cost of attendance, need and every award, as a letter. | 0 | 0 | 0 |
| Cost of Attendance | List | Budgets per award year by enrolment intensity and housing, each a list of components: tuition and fees, housing and food, books and supplies, transportation, personal, loan fees, dependent care. The seeded amounts are illustrative. | 8 | 9 | 0 |
| Pell Schedule | List | Annual Pell by Student Aid Index and enrolment intensity. The seeded schedule is ILLUSTRATIVE: replace it with the schedule the Department of Education publishes for the award year. | 6 | 6 | 0 |
| Direct Loan Limits | List | Annual Direct Subsidized and combined limits by grade level and dependency. Check them against the FSA Handbook for the award year. | 5 | 6 | 0 |
| Award Years | List | Federal award years (July to June) with the maximum and minimum Pell and the institutional grant limit. | 8 | 9 | 0 |
| ISIR Layouts | List | Where each ISIR field sits, per award year, as data. Check every position against the ED ISIR Guide for the year before importing a real file; a new award year is a new layout. | 6 | 6 | 0 |