9.2 Process NSLDS Request

Purpose:  Use this document as a reference on how to run the NSLDS Request process using ctcLink.

Audience:  Financial Aid staff

The National Student Loan Data System (NSLDS) is a centralized source for a student's federal financial aid history. Schools can request NSLDS data and incorporate key elements into the awarding and packaging routines. NSLDS data is sent to schools on the ISIR, on a financial aid history request, or based on a transfer- monitoring request. You can view NSLDS data loaded using the NSLDS Inquiry components, designed to match the NSLDS file structure.

This QRG demonstrates the three steps for processing a NSLDS request.

  • Assign Checklist
  • Validate Checklist
  • Process NSLDS

You must have at least one of these local college managed security roles:

  • ZC CC 3Cs User
  • ZZ CC 3Cs User

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Process NSLDS Request

Assigning Checklist

*Please Note  

The checklist assignment and Transfer Monitoring request must be run on the same day.  

The subsequent processing requires a Monitor Start date that coincides with the checklist assign date.

Assign checklist using 3C engine for students requiring transfer monitoring.  Begin by navigating to the Run 3C Engine page.

Navigation:  NavBar > Navigator > Campus Community > 3C Engine > Run 3C Engine 

  1. The 3C Engine search page displays.
  2. Enter a new or existing Run Control ID.
  3. Select the Add or Search button.
3C Engine run control ID
  1. The Run 3C Engine page displays.
  2. On the 3C Engine Parameters, complete the following steps:
    1. In the Process 3C’s section, select Population Selection checkbox.
    2. In the Event Selection section, select values from the following fields:
      • Academic Institution = Desired Institution.
      • Administrative Function = FINA.
      • Event ID = (Description) "I-Transfer Alert Process Compl"  *Note  Event ID will differ between institutions.
  3. In the Population Selection section, select values from the following drop-down menus:
    • Selection Tool = PS Query
    • Query Name = CTC_FA_SB_PS_NSLDS_TM_CHKL_REQ

The query criteria is a student is not enrolled in Summer or Fall term, has a Federal Item Type in an offered status of greater than zero, and does not already have the checklist assigned.

  • OR  CTC_FA_NSLDS_TM_CHKL_REQ_2

The query criteria is a student not enrolled for the prompted term, has a Federal Item Type in an offered status of greater than zero, and does not already have a checklist assigned.

  1. Select the Edit Prompts link.
3C Engine Parameters tab
  1. A Query Prompts pagelet displays.
  2. Select values for the following fields:
    • Institution
    • Aid Year
    • Checklist Item
  3. Select the OK button.  
Query Prompts pagelet
  1. The 3C Engine Parameters page displays.
  2. Select Preview Selection Results and choose a student listed to validate in later section.
  3. Select the Return button.  
Preview Selection Results page
  1. The 3C Engine Parameters tab displays.
  2. Select the Manage Duplicate Assignment Tab.
  3. Select the Check Duplicate Checklist checkbox from the Duplicate Checklist Check section.
  4. Select Match from the Variable Data drop-down menu in the Additional Conditions to Prevent Duplicate Checklist subsection.
  5. Select the Run button.  
Manage Duplicate Assignment tab
  1. The Process Scheduler Request page displays.
  2. Select the OK button.  
Process Scheduler Request page
  1. The Manage Duplicate Assignment tab displays.
  2. Make note of the assigned Process Instance number.
  3. Select the Process Monitor link.
  4. The Process Monitor page displays.
  5. On the Process List tab, select Refresh until Run Status = Success and Distribution Status = Posted.
Process List
  1. The process of assigning the checklist is now complete.
  2. Next, the checklist will be validated.
Validate Checklist Assigned

You must have at least one of these local college managed security roles:

  • ZD FA Director
  • ZD FA Student Aid Info
  • ZZ FA Student Aid Info

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Navigation:  NavBar > Navigator > Financial Aid > View Financial Aid Status

  1. The Financial Aid Status search page displays.
  2. Enter the ID from the Preview Selection Results step in previous section.
  3. Enter the Academic Institution.
  4. Enter the Aid Year.
  5. Select the Search button.  
Financial Aid Status search page
  1. The Financial Aid Status page displays.
  2. Ensure the checklist has been added to the student checklist.
Financial Aid Status
  1. The validation is now complete.
  2. Next the final step:  process NSLDS.
Process NSLDS

You must have at least one of these local college managed security roles:

  • ZD FA NSLDS Prcs
  • ZZ FA NSLDS Prcs

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Navigation:  NavBar > Navigator > Financial Aid > File Management > NSLDS > Process NSLDS Request

  1. The NSLDS Request search page displays.
  2. Enter a New or existing Run Control ID.
  3. Select the Add or Search button.  
NSLDS Request search page run control id
  1. The NSLDS Request page displays.
  2. Create the transfer monitoring request by entering the following information in the Parameters section:
    • Institution
    • School Code
    • Aid Year
    • Branch Code
    • File Path
  3. Complete the following steps in the Population Selection:
    • Check the Population Selection checkbox.
    • Select PS Query from the Selection Tool drop-down menu.
    • Select the Query Name:  CTC_FA_SB_PS_NSLDS_REQ.
  4. Select Edit Prompts link.
NSLDS Request page
  1. The Query Prompts pagelet displays.
  2. Enter the following:
    • Institution
    • Aid Year
    • Checklist  (The first three letters of the code are institution specific.  Example: ETC062)
  3. Select the OK button.
Query Prompts pagelet
  1. The NSLDS Request page displays.
  2. Select the Transfer Monitor only radio button.
  3. In the Transfer Monitoring Parameters section, enter the following data:
    • Enrollment Date = 1/5/20xx (Term Start Date)
    • Monitor Begin Date = Current Date (same date as checklist assignment)
  4. Select the Preview Selection Results link.
  5. The Preview Selection Results page displays.
  6. Select the Return button.
  7. Select the Run button.  
NSLDS Request page Run
  1. The Process Scheduler Request page displays.
  2. Select the OK button.
  3. The NSLDS Request page displays.
  4. Make note of the newly assigned Process Instance number.
  5. Select the Process Monitor link.  
  6. The Process Monitor page displays.
  7. On the Process List tab, select the Refresh button until the Run Status = Success and the Distribution Status = Posted.
  8. Select the Details link.  
  9. The Message Log page displays.
  10. Verify that the details in the Message Log file states that the NSLDS Request file <file path name used above> TRNINFIN.## successfully created.
  11. Sample message:   NSLDS Request file  /u01/app/psrepo/Interface/CSTRANSFER/WA171/NSLDS2016/ TRNINFIN.01
  12. Note the TRNINFIN.xx file created to use during the Upload/Download process.
  13. You have successfully processed a NSLDS Request.
  14. End of procedure.