Thursday, April 19, 2007

Peoplesoft Financial Aid: BYU Institutional Application

For about the past 4 months I've been working on BYU customizations to the PeopleSoft-delivered financial aid module. Most of the time has been spent on what we call the Institutional Application. I'm not sure why Peoplesoft doesn't already have something like this!

Students will be able to apply online for various forms of Financial Aid. The Institutional App displays different options based on whether the student is an undergraduate, law student, etc. Based on the various options the student selects on the page, various To-Do List items are created.

Many To-Do list items contain a message that says something like 'Please take a copy of your 2006 Federal tax forms to the Financial Aid Office.' However, in certain cases, the information can be provided online; therefore, some of the To-Do list items are custom pages as well. A custom cross-reference table identifies the custom pages and, with the help of about 10 lines of code, which checklist item codes will transfer to the appropriate custom page. Some of the information a student can provide online include other schools attended, other sources of financial aid, or whether the student served an LDS mission.

The greatest complication to the Institutional Application is the fact that a student can make an additional request for financial aid if any of the loans or grants for his or her initial request has already been originated.

I spent most of the day working on this functionality, and I think it's ready to go--but what do I know? We'll see what the users think.

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