Generate Direct Loan Data

Purpose:  Use this document as a reference on how to run direct loan data into a staging table as part of the Direct Loan Outbound process.

Audience:  Financial Aid staff.

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

  • ZD FA COD Prcs
  • ZZ FA COD Prcs
  • ZZ FA Direct Loan Processor
  • ZZ FA Pell Processor

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

Generate Direct Loan Data

Navigation:  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.  
  4. The Direct Loan Outbound page displays.
  5. Enter the Academic Institution.
  6. Enter the Aid Year.
  7. Enter the Academic Career.
  8. Enter the Attended School Routing ID (COD Entity ID).
  9. Select Schema Version (Ver 5.0a) for 23/24 Aid Year.
  10. Enter File Path and Name.  Example:  /CSTRANSFER/WAXXX/DirectLoans20xx/CRDLxxIN.xml where xxx = Academic Institution code and where xx = Aid Year.
  11. Select the Originations, Origination Changes and Disbursements check boxes (this will allow the Validate Only checkbox to display).
  12. Select the Validate Only checkbox for simulation (note that simulation mode does not generate XML file, but will display in the Message Log detail loans that do not pass validation).
  13. Select the Run button.
  14. The Process Scheduler Request page displays - the COD DL Outbound checkbox is selected by default.
  15. Select the OK button.
  16. The Direct Loan Outbound page displays.
  17. Make note of the Process Instance number.
  18. Select Process Monitor link.
  19. The Process Monitor page displays.
  20. From the Process List tab, select the Refresh button until Run Status reads ‘Success’ and Distribution Status reads ‘Posted'.
  21. From the Process Monitor page select the DLOUT link.
  22. Review both the FAPDLOUT and SFA_COD_OUT processing links.

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

Work the Message Log errors and re-run 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.

Video Tutorial

The video below demonstrates the process actions described in the steps  listed above.  There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

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