CS 9.2 Student Financials Security Roles

This Security Documentation is currently UNDER DEVELOPMENT.

Check back later for a complete set of information...

Purpose:  Use this document as a reference for all menu navigation paths related to processing Student Financials and the security roles that grant access to them.

Audience:  Managers approving security access for staff and College IT Security needing clarity on the access requested.

Tuition Calculation
  • Tuition Calculation is influenced by the assignment of Student Equation Variables and Student Groups (view access recommended)
  • Calculate/View Individual Student Tuition Calculation
    • BAS International student, BAS International Contract student, BAS Non-Resident student, BAS Resident student, International student, International Contract student, Non-Resident student, Resident student
  • Batch Tuition Calculation (ERP Runs these Processes)
  • Review Tuition and Fees in Customer Account

Assign Optional Fees:

Assign Student Waiver:

Calculate Batch Tuition: Calculate After Cancellation, Mass Assign Student Waivers, Review Fees After Calculation, Tuition Calc Error Report, View Fee Calculation Messages

Cancellation: Cancel Enrollment, Report Cancellation, Review Cancellation Messages, Review Enrollment Cancellation

Equation Variables:

Override Optional Fees:

Review Calculation Messages:

Review Fees After Calculation:

Review Fees Prior to Posting:

Tuition Calculation:

Cashier Processes

These pages/components allow Cashiers to perform the following business functions:

  • Open and close cashier offices and registers
  • Process daily cashiering transactions
  • Post payments and receipts
  • Generate a student statement on request

The following Student Financials Menus access pages & components for Cashiering Processes.

Balance by Business Day: Enables cashiers to manage cashiering receipts.
ROLENAME: ZZ SF Cashiering

  • NavBar>Navigator>Student Financials>Cashiering>Balance by Business Day>Receipts By Business Date> Receipts by Business Date
  • NavBar>Navigator>Student Financials>Cashiering>Balance by Business Day>Receipts By Number Summary> Receipt By Number
  • NavBar>Navigator>Student Financials>Cashiering>Balance by Business Day>Review Receipt Tender Flow> Receipt by Business Date
  • NavBar>Navigator>Student Financials>Cashiering>Balance by Business Day>Review Receipts By Date> Review Receipts by Date

Cash Management: Enables cashiers to open and close the cashiers office and registers.
ROLENAME: ZZ SF Head Cashier

  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Close Offices> Close Cashier
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Close Offices> Close Offices
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Close Offices> Close Registers
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Open Offices> Open Cashiers
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Open Offices> Open Cashier Offices
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Open Offices> Open Registers
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Reopen Offices> Open Cashiers
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Reopen Offices> Open Registers
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Reopen Offices> Reopen Office
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Void Receipts - Cashier> Void Receipts
  • NavBar> Navigator> Student Financials> Cashiering> Cash Management> Void Receipts- All> Void Receipts

Post Payments and Receipts: Enables cashiers to post corporate (third party) or student payments and post or review receipts.
ROLENAME: ZZ SF Cashiering

  • NavBar> Navigator> Student Financials> Cashiering> Corporate Cashier Payments
  • NavBar> Navigator> Student Financials> Cashiering> Post Student Payments> Student Cashier Payments
  • NavBar> Navigator> Student Financials> Cashiering> Post Student Payments> Tuition Calc Required
  • NavBar> Navigator> Student Financials> Cashiering> Post Receipts> Void Receipts
  • NavBar> Navigator> Student Financials> Cashiering> Review Corporate Receipts> External Org Receipts
  • NavBar> Navigator> Student Financials> Cashiering> Review Student Receipts> Student Receipts

Student Statement: Enables cashiers to generate a custom (not delivered PeopleSoft) student statement when a student asks for one at the cashier winow.
ROLENAME: ZZ SF Student Stmnt

  • NavBar> Navigator>Student Financials> CTC Custom> CTC SF Reports> Generate Student Statement
SF Transaction Posting Processes

The following Student Financials Menus access pages & components for Student Financial Transaction Posting Processes, where 'Corporate' transactions relate to third party sponsor type transactions and regular transactions are for student, employee and general public (e.g. parking, etc.) transactions.

Group Processing: Enables SF processor to correct corporate transactions, create group corporate data entries, correct regular transactions, create group regular data entries, as well as group process external transactions manage group detail and group post.  Also included is the ability to view a group summary, mass select transactions, post transactions, purge posting table, reverse groups, review posting information, review suspended transactions, and review transactions.
ROLENAME: ZZ Group Processing

  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Correct Corporate Transactions> Group Data Entry
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Correct Corporate Transactions> Corporate Group Line
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Correct Transactions> Group Data Entry
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Correct Transactions> Group Line Entry
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Create Group Corp Data Entries> Group Data Entry
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Create Group Corp Data Entries> Corporate Group Line
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Create Group Data Entries> Group Data Entry
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Create Group Data Entries> Group Line Entry
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> External Files> Load External File
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Group Detail> Group Summary Report
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Group Post - Suspended> Group Post -Susoended
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Group Summary> Group Summary Report
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Mass Select Transactions> Pop Select Group Post
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Post Transactions> Posting Groups
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Purge Posting Table> Purge Quick Post
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Reverse Groups> Group Reversal
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Review Posting Information> Posting Information
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Review Suspended Transactions> Group Post Summary - Suspended
  • NavBar> Navigator> Student Financials> Charges and Payments> Group Processing> Review Transactions> Posting Group


Posting Processes: Enables SF processor to post corporation and student transactions.
ROLENAME: ZZ SF Charges and Payments

  • NavBar> Navigator> Student Financials> Charges and Payments> Post Corporation Transaction> Corporate Post
  • NavBar> Navigator> Student Financials> Charges and Payments> Post Student Transaction> Student Post
Reversal Processing

The following Student Financials Menus access pages & components for managing corporate (third party) and student transaction reversals.

Reversals: Reverse Charge, Reverse Corporate Charge, Reverse Payment

ROLENAME: ZZ SF Charge Reversals

  • NavBar> Navigator> Student Financials> Charges and Payments> Reversals> Reverse Charge> Customer Accounts
  • NavBar> Navigator> Student Financials> Charges and Payments> Reversals> Reverse Corporate Charge> External Org Accounts

ROLENAME: ZZ SF  Payment Reversals

  • NavBar> Navigator> Student Financials> Charges and Payments> Reversals> Reverse Payment> Payment Reversal

Reallocate Restricted Payments: Reallocate Corp Payment, Reallocate Student Payment

  • NavBar> Navigator> Student Financials> Charges and Payments> Reallocate Restricted Payments> Reallocate Corp Payment> Reallocate Payment
  • NavBar> Navigator> Student Financials> Charges and Payments> Reallocate Restricted Payments> Reallocate Student Payment> Reallocate Payment

Reverse and Cancel Refunds: Cancel Student Refund, Student Refunds by Date

  • NavBar> Navigator> Student Financials> Refunds> Reverse and Cancel Refunds> Student Refunds by Date> Refund Reversal by Date
  • NavBar> Navigator> Student Financials> Refunds> Reverse and Cancel Refunds> Cancel Student Refund> Refund Cancellation
Refund Processing

The following Student Financials Menus access pages & components for managing refunds.

Refunds - Accounts Payable

Process Batch Refunds: Create Refunds, Review Batch Refunds

Student Refund:

Reverse and Cancel Refunds: Cancel Student Refund, Student Refunds by Date

Refund with Extra Amount:

AP Direct Deposit: Create Refund Vouchers, Direct Deposit - Corporate, Direct Deposit - Student, Review Vouchers, Revoke Direct Deposit

AP Refunding: Create Vendors and Vouchers, Review Corporate Vendors, Review Student Vendors, Review Voucher Data

Review Student by Date:

Refunds - Bank Mobile

Process Batch Refunds: Create Refunds, Review Batch Refunds

Student Refund:

Reverse and Cancel Refunds: Cancel Student Refund, Student Refunds by Date

CTC Interfaces: Higher One Refund Interface, Higher One Student Data

Review Student by Date:

Refunds - Cybersource

Process Batch Refunds: Create Refunds, Review Batch Refunds

Student Refund:

Reverse and Cancel Refunds: Cancel Student Refund, Student Refunds by Date

Electronic Payment Refunds: Process ePayment Refunds, Review Refund Messages

Refunds - Sponsors (Third Party Payors or Plus Loans)

Process Batch Refunds: Create Refunds, Review Batch Refunds

Student Refund:

Reverse and Cancel Refunds: Cancel Student Refund, Student Refunds by Date

Review Corporate Refunds by ID:

View Corporate Refunds by Date:

Student Bill Processing

The following Student Financials Menus access pages & components for managing student bills (invoices).

Student Bills: Create Billing Request, Review Invoice, Student Invoice Summary

<Student Statement>

<find PRINT navigation>

Payment Plans Processing

The following Student Financials Menus access pages & components for managing payment plans (e.g. NelNet).

Payment Plan Processing

Payment Plan: Assign, Assign Deferral Contract, Create, Create Deferral Contract, Inquire Contract Assignments, Review Results by Contract

Mass Contract Select:

Third Pay Contract Processing

The following Student Financials Menus access pages & components for managing Third Party Contracts (sponsors), which lives in Payment Plans menu.

Third Party Contracts: Assign, Assign and ReCalc, Contract Groups, Contract Node Change Request, Create, Process Node Change Request, Review Results by Contract, Rollover Contracts, Third Party Contract Report

Mass Contract Select

Corporate Bills: Create Billing Request, Generate Invoice, Review Invoice, <find PRINT navigation>

View Third Party Sponsor information: View Corporate Accounts, View Corporate Item, View Corporate Item Due, View Corporate Item Line

Staff Access to View SF Information

The following Student Financials Menus access pages & components for granting staff access to view Student Financials information.

View Customer Accounts

View Item

View Item Due

View Item Line

View Payments

Student Fluid View to Student Financials Information

Account Balance

Charges Due

Charges Due

Direct Deposit

Direct Deposit

Direct Deposit

Financial Account

Make a Payment

Payment History

General Ledger Interface

CTC Custom: Custom interface developed to establish a 2nd Journal Set for posting Financial Aid transactions, performed on a monthly basis.
ROLENAME: ZZ SF Processing

  • NavBar> Navigator> Student Financials> CTC Custom> CTC Interfaces> 2nd Journal Set Process> Custom 2nd Jrnl Set run page

Review Accounting Lines

Reporting (1098T, Month End Reconcilation, GL)

CTC SF Reports

Credit Balance Report

Third Party Report

Trend Report

Waiver Report

Tax Reporting - 1098T

Edit 1098-T Data

Generate 1098-T

Review 1098-T Data

Review 1098-T Messages

Revoke 1098-T Consent

Tax Reports

1098-T Audit Report

1098-T Form Print

Batch Message Inq/Print

Create 1098-T PDF Forms

Update 1098-T TIN Request

Student Financials Setup (Term Rollover)

The following Student Financials Menus access pages & components for managing term rollover.

Student Financials Term Rollover:

  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Charges and Payments> SF Term Default
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Tuition and Fees> Adjustment Calendars
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Tuition and Fees> Billing and Due Calendars
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Tuition and Fees> Tuition Calculation Controls
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Tuition and Fees> Copy Term Fees
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Tuition and Fees> Minimum / Maximum Fees
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Tuition and Fees> Transaction Fees
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Course and Class Fees> Class / Course Fees Rollover
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Optional Fees> Optional Fees per term
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> General Ledger Interface> Copy Term
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Taxes> 1098-T TIN Table
  • NavBar> Navigator> Setup SACR> Product Related> Student Financials> Tuition and Fees> CTC Custom> Total Tuition Schedule
Cashier Access to Other Modules
  • NavBar > Navigator >
  • NavBar > Navigator >

CTC_ Security Roles Converting to 'Z' Roles with Security Re-Design

CTC_HEAD_CASHIER

The following 'ZZ' Processing Roles replace the access granted by the CTC_HEAD_CASHIER role.

  • ZZ CC Personal Info Student
  • ZZ SF Payment Reversals
  • ZZ SR Student Program
  • ZZ CS Student Groups
  • ZZ SF Refunds
  • ZZ SF Collections
  • ZZ SF Accounting Entries
  • ZZ SF Taxes
  • ZZ SF Customer Accounts
  • ZZ SF Corporate Accounts
  • ZZ SF Views
  • ZZ SF Cashiering
  • ZZ SF Charge Reversals
  • ZZ SF Bill Customers
  • ZZ SF Processing Inquiry
  • ZZ SF Processing
  • ZZ SF Tuition Cancellation
  • ZZ SF Tution and Fees
  • ZZ SF Group Processing
  • ZZ SF Electronic Transactions
  • ZZ SF Charges and Payments
  • ZZ SF Head Cashier
  • ZZ SACR User Defaults
  • ZZ SF Payment Plan
  • ZZ SF Third Party Contracts
  • ZZ CC Personal Information
  • ZZ CC Funct Analyst
  • ZZ SS Advisor
  • ZZ CC 3Cs User
  • ZZ CC 3Cs Mass Change
  • ZZ CC Service Indicators
  • ZZ PT File Parser
  • ZZ CC Service Indicate Student

The following 'ZC' Correct History Roles replace the access granted to specific pages where Correct History can be invoked for pages/components accessible in the CTC_HEAD_CASHIER role.

  • ZC CC Personal Info Student
  • ZC SR Student Program
  • ZC CS Student Groups
  • ZC SF Tuition and Fees
  • ZC SF Student Perm Update
  • ZC SACR Config
  • ZC CC Personal Information
  • ZC CC 3Cs User
  • ZC CC 3Cs Mass Change
  • ZC CC 3Cs Config

The following 'ZD' Read Only Roles provide View Only access accessible previously in the CTC_HEAD_CASHIER role.

  • ZD CC Super user
  • ZD SR Student Program
  • ZD CS Student Groups
  • ZD SF Student Permissions
  • ZD CC Personal Information
  • ZD CC 3Cs User
  • ZD CC 3Cs Mass Change
  • ZD CC 3Cs Config
  • ZD CC Service Indicators
  • ZD CC Service Indicate Student
CTC_CASHIER

The following 'ZZ' Processing Roles replace the access granted by the CTC_CASHIER role.

  • ZZ SF Cashier

The following 'ZC' Correct History Roles replace the access granted to specific pages where Correct History can be invoked for pages/components accessible in the CTC_CASHIER role.

  • ZC SF Cashier

The following 'ZD' Read Only Roles provide View Only access accessible previously in the CTC_CASHIER role.

  • ZD SF Cashier

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