9.2 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:  NavBar > Navigator > Financial Aid > File Management > COD Full Participant > Generate Direct Loan Data

  1. The COD Direct Loan Outbound search page displays.
  2. Enter a New or Existing Run Control ID.
  3. Select the Search button.  
run control ID search
  1. The Direct Loan Outbound page displays.
  2. Enter the Academic Institution.
  3. Enter the Aid Year.
  4. Enter the Academic Career.
  5. Enter the Attended School Routing ID (COD Entity ID).
  6. Select Schema Version (Ver 4.0c) for 17/18 - 19/20, (Ver. 4.0d) for 20-21.
  7. Enter File Path and Name.  Example:  /CSTRANSFER/WAXXX/DirectLoans20xx/CRDLxxIN.xml where xxx = Academic Institution code and where xx = Aid Year.  *Note, if this QRG is being used in a test environment, that the file path could be longer.
  8. Select the Originations, Origination Changes and Disbursements check boxes (this will allow the Validate Only checkbox to display).
  9. Select the Validate Only checkbox for simulation (simulation mode - does not generate XML file).
  10. Select the Run button.
direct loan outbound page
  1. The Process Scheduler Request page displays - the COD DL Outbound checkbox is selected by default.
  2. Select the OK button.
dl out process scheduler request page with ok button annotated with red box
  1. The Direct Loan Outbound page displays.
  2. Make note of the Process Instance number.
  3. Select Process Monitor link.
  4. The Process Monitor page displays.
  5. From the Process List tab, select the Refresh button until Run Status reads ‘Successand Distribution Status reads Posted'.
  6. From the Process Monitor page select the DLOUT link.
  7. Review both the FAPDLOUT and SFA_COD_OUT processing links.

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.

  1. You have successfully run the process to generate direct loan data.
  2. End of procedure.