Campus Solutions Financial Aid Projects

Introduction

The Financial Aid technology portfolio supports the campus by turning aid processing, student communication, file handling, reconciliation, and security work into repeatable PeopleSoft-supported processes. These projects help staff manage financial aid data at scale, connect applicant and student communications with Campus Solutions data, and maintain the technical controls needed for responsible aid administration.

Much of this work is built around timely visibility and operational accuracy. Extracts and reports support ISIR review, FAFSA renewal analysis, aid fast facts, and fiscal award/disbursement reconciliation. Batch processes place service indicators, support portal communication, manage conditional admissions holds, and automate pieces of loan and proration processing that would otherwise require manual review or intervention.

The portfolio also includes operational utilities that support file movement and lifecycle management. Directory-listing and archive/rename processes help Financial Aid manage incoming and processed federal and private loan files in a controlled way. Together, these projects support student service, staff efficiency, auditability, and cross-system communication.

Improving Aid Visibility and Analysis

Financial Aid reporting and extract projects provide staff with structured information about aid applications, renewal activity, and overall financial aid indicators. These tools help the office understand populations, support reporting needs, and make financial aid information easier to review and use.

Representative projects:

  • POMFA200 Student ISIR Data Extract
  • POMFA201 FAFSA Renewal Analysis Extract
  • POMFA202 Financial Aid Fast Facts
  • POMFA203 Fiscal Award Disbursement Reconciliation

Supporting Student Communication and Portal Integration

Several projects help connect financial aid information with applicant-facing communication channels. These processes use PeopleSoft data and service indicators to help students reach financial aid information through campus systems and the Slate CRM ecosystem.

Representative projects:

  • POMFA209 Bronco Applicant Portal Informational Holds Placement
  • POMFA210 PBAC Conditional Admissions Hold Placement - AXP
  • POMFA211 PBAC Conditional Admissions Hold Placement - FCA

Automating Aid Operations

The portfolio includes automation for loan processing, proration fixes, conditional hold management, and file lifecycle tasks. These projects reduce repeated manual handling and support consistent execution through PeopleSoft processes, SQRs, App Designer objects, Data Mover scripts, and documented migration artifacts.

Representative projects:

  • POMFA207 Create Directory
  • POMFA208 Archive and Rename
  • POMFA501 Parent Plus Loan Process
  • POMFA502 Proration Fix

Maintaining Security and Control

Financial Aid projects include security artifacts and processes that write to sensitive PeopleSoft structures such as service indicators and financial aid processing tables. The repository shows a pattern of project exports, migration documentation, and reporting output that supports controlled change and review.

Representative projects:

  • POMFA000 Security
  • POMFA203 Fiscal Award Disbursement Reconciliation
  • POMFA209 Bronco Applicant Portal Informational Holds Placement
  • POMFA210 PBAC Conditional Admissions Hold Placement - AXP
  • POMFA211 PBAC Conditional Admissions Hold Placement - FCA