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Financial Aid FLUID Accept Awards Sub/Unsub Edit Allows Accept of Unsub With Zero Amount (Doc ID 2627438.1)

Last updated on NOVEMBER 20, 2020

Applies to:

PeopleSoft Enterprise CS Financial Aid - Version 9.2 and later
Information in this document applies to any platform.


When using the accept/decline functionality in FLUID, if a student has both a subsidized and unsubsidized loan, and they try to accept the unsubsidized loan prior to accepting the unsubsidized loan, they will receive the expected 'The Subsidized Loan has not been accepted' message. But unlike in Classic Self Service, if they click through the edit they are allowed to take further actions without seeing the edit a subsequent time(s), including at the time of 'Submit', with the Unsubsidized item type left in an accepted status, but zero amount. The resulting transaction gets processed just that way, with the Unsub accepted at a 0 amount, and so the system adjusts the amount to the Minimum Transaction amount for the item type, defined on the Item Type setup in Student Financials. If this amount is set up as 0,  the student goes into 'needs review' status with the Unsub loan remaining in offered status. In the needs review status, the ability to further edit the individual item types is disabled,  but they are able to choose 'accept all' and submit again, with the result being a different error, 'Data being added conflicts with existing data'.

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

  1. Offer student a subsidized and unsubsidized Direct Loan (DL) item type.
  2. Navigate to FA FLUID, accept/decline
  3. Accept unsub and Click through message
  4. Accept sub OR take no action on sub at all
  5. Submit the transaction
  6. If the resulting self service status is 'Needs Review', Click 'accept all' and submit again.

Also, if Self Service activity is reviewed for the 'Needs Review' transaction, the detail will show a 9126 edit on the Unsub, similar to what is described in <Note 2579525.1>.


 The Design of Financial Aid FLUID is fundamentally different from the equivalent Classic Self Service pages.


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