9.2 BankMobile Processing

Purpose: Use this document as a reference for processing BankMobile (Higher One) refunds in ctcLink

Audience: Student Financials Staff

Two different files are sent to Bank Mobile.  One sends the students bio demo data. This process is run by SBCTC and gets sent  to Bank Mobile at 9am, 10am, 11am, 12pm, 5pm, and 10pm.  The other file contains the dollar amount and is run by the colleges by following the steps below.  This file gets sent to Bank Mobile at 9am, 10am, 12pm, and 5pm. Please keep these times in mind when you process Bank Mobile refunds.

Run the BankMobile Checklist

Navigation:  Navigator > Student Financials > CTC Custom > CTC Interfaces > Higher One Student Data

  1. Search for an existing Run Control ID or click the Add a New Value tab and create a new one.
  1. Enter the Institution and Checklist item (ask the Financial Aid Office to confirm the Checklist item)
  1. Select Run and then OK to run the process.
  2. Select the Process Monitor link.
  3. Select the Details link on the process. Select the View/Log Trace link to review the file created from this process.

Validate the student checklists are now in the Completed status.

Navigate to:  Campus Community > Checklists > Person Checklists > Checklist Management-Person

  1. Enter a sample Student ID and select Search. The status should be Completed for the Higher One Biographical Extract Checklist.

Process BankMobile Refunds

Navigation:  Navigator > Student Financials Refunds > Process Batch Refunds > Create Refunds

  1. Search for an existing Run Control ID or Click the Add a New Value tab and create a new one.
  2. On the Batch Refund tab, enter the Business Unit and Address Usage.
    1. For Refund Method: O (Other)
    2. For Run Option 1: Individual Only
    3. For Run Option 2: Financial Aid Only
    4. Sponsor Refund Option: No Sponsor
    5. Refund Item Type: Higher One Refund Item Type
Batch Refund tab
  1. On the Academic Programs tab enter the Academic Program. For multiple programs, select the button to add a new row for each additional program. To refund all programs, click the All Programs check box.
  2. On the Accounts/Terms tab enter the following:
    1. To include all accounts, select the All Accounts check box.
    2. To specify individual accounts, click the arrow next to the Account heading and enter individual account(s). For multiple accounts, click the button to add a new row for each additional account.
    3. To include all terms, click the All Terms check box.
    4. To specify specific terms, click the arrow next to the Terms heading and enter individual term(s). For multiple terms, click the button to add a new row for each additional term.
  3. Enter the item types on the Item Types tab.
  4. Select the Run button and then the OK button to run the process.

Sending Refund Information to BankMobile

Navigation:  Navigator > Student Financials > CTC Custom > CTC Interfaces > Higher One Refund Interface

  1. Search for an existing Run Control ID or Click the Add a New Value tab and create a new one.
  2. Enter the Business Unit and Item Type.
  3. Select Run and then OK to run the process.
  4. Select the Process Monitor link. Click the Details link for the completed run control.
  5. Select the View/log Trace link. Click .ref file link to review the file created by this process.
Higher One Refund Interface

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