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Sub and Unsub Direct Loans Reduced with Edits 9410, 9405, or 9129 When NSLDS Amounts Include Current Aid Year Internal Award Amounts (Doc ID 2373306.1)

Last updated on JANUARY 25, 2024

Applies to:

PeopleSoft Enterprise CS Financial Aid - Version 9 and later
Information in this document applies to any platform.

Symptoms

During Award Validation, Subsidized or Unsubsidized Loans are reduced or cancelled with edits 9129, 9405, or 9410, in cases where students are close to the lifetime loan limits. The system determines the student is over their lifetime limit(s), because the NSLDS Total pushed to Aggregates is double-counting the amount(s) awarded for the current year.

The expected behavior is either for the NSLDS push process to reduce the amount pushed to aggregates - factoring out the amount awarded internally for the aid year; or for award validation to make a similar determination when evaluating whether or not the student is truly at the career limit. Either way, the system should not be reducing the amount when the student is truly eligible for the full amount.  

The issue can be reproduced at will with the following steps:

  1. Navigate to Financial Aid > Awards > Award Processing > Assign Awards to a Student > Student Aid Package, for a student known to be close to the lifetime limit for Direct Loan Subsidized or Unsubsidized, after awarding in the aid year.
  2. Click Validate button.
  3. Note pop up message indicating validation reduced one or more awards; then click through message to verify the Sub or Unsub item type has been adjusted, with a 'Message' link to the right of the item type.
  4. Click the 'Message' link to verify the validation edit detail, and message 9129, 9405, or 9410.
  5. Navigate to Financial Aid > Awards > Aggregates > Update Incoming Aggregates > Aggregate Aid Data for the same student.
  6. Choose the aid year and then scroll to the aggregate area row corresponding to the item type that was reduced.
  7. Note the 'NSLDS Total' amount, which includes the amount awarded for the current year.

Cause

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In this Document
Symptoms
Cause
Solution
References


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