After Updating Both the FM and IM Extension Records to use Undergrad/Graduate Rule Set and Calculating INAS, STUDENT_AID is Updated to use the BASE Rule Set Causing the Need Summary to be Wrong. (Doc ID 3014678.1)

Last updated on JUNE 27, 2024

Applies to:

Symptoms

After defining the Global Options Rule Set and the IM and FM Extension records to use the Rule Set of Undergrad/Graduate, the Calc Type to Both FM & IM, and the Data Source to Both Federal & Institutional, then performing an INAS Calculation, the Rule Set updates STUDENT_AID to BASE and the Need Summary is incorrectly showing the Federal Rule Set and the Institutional Rule Set to be CSS and note Undergrad/Graduate.

The issue can be reproduced at will with the following steps:
1. Identify a student who has both an ISIR and a Profile application for the 2024-25 aid year.
2. Set Up Global Rules to Undergrad/Graduate and calc type = Both IM & FM
3. Navigate to Institutional Application -> Maintain Application 2024-25 and set the IM and FM Extension Record to Option = Undergrad/Graduate and Calc Type = Both FM & IM
4. Back on the main page, make a data element change to see a change in the IM and FM EFC/SAI
5. Click the Calc INAS button.
6. When the process returns, click on the Need Summary link.
7. Note the Federal Rule Set = CSS and the Institutional Rule Set = CSS
 

Changes

Applied the following PRPs 35043037 - Post-Regs 1 PRP3, 36206052 - Post-Regs 2 PRP1, 35069540 - Post-Regs 2 PRP2, 36159970 - Post Regs 2 PRP3

Cause

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