Generate Direct Loan Data

Purpose:  Use this document as a reference to generate direct loan data using ctcLink.

Audience:  Financial Aid staff

Generate Direct Loan Data

Navigation:  Main Menu > Financial Aid > File Management > COD Full Participant > Generate Direct Loan Data

  1. Enter New or Existing Run Control ID.
  2. Select Search.
  1. Enter the Institution.
  2. Enter the Aid Year.
  3. Enter the Academic Career.
  4. Enter the Attended School Routing ID (COD Entity ID).
  5. Select Schema Version (Ver 4.0b) for 16/17, (Ver. 4.0c) for 17/18.
  6. Enter File Path and Name /u01/app/psrepo/Interface/CSTRANSFER/WAXXX/DirectLoans20xx/CRDLxxIN.xml where XXX = Academic Institution code and where xx = Aid Year.
  7. Select the Originations, Origination Changes and Disbursements check boxes (this will allow the Validate Only checkbox to display).
  8. Select the Validate Only checkbox for simulation (simulation mode - does not generate XML file).
  9. Select Run button.
  1. Select OK button.
  1. Select Process Monitor link.
  2. Select Refresh until Run Status reads ‘Success’ and Distribution Status reads ‘Posted'.
  3. From the Process Monitor page select the DLOUT link.
  1. Review both the FADLOUT and SFA_COD_OUT processing links.
Process Detail

A best practice is to run DL Loan Outbound in ‘Validate Only’ mode.

Work the Message Log errors and rerun in ‘Validate Only’ mode again.

Check the View Loan Processing Actions page to see that the changes are ready to submit to COD.  Lastly run the process in a Final mode by un-checking the ‘Validate Only’ box.

Always check the Message Log for FAPDLOUT and SFA_COD_OUT.  Many times students' records that encounter an error will be here.

SFA_COD_OUT message

You have successfully run the process to generate direct loan data.

End of procedure.