Using Common Origination and Disbursement

This chapter provides an overview of Common Origination and Disbursement (COD) and discusses how to:

Set up COD for Pell and Direct Loans.
Process COD files.
Send Pell and Direct Loan COD files.
Review COD data.
Load COD files.
Map PeopleSoft fields to COD field numbers and names.
Submit documents.
Use common origination message class table.

Understanding Common Origination and Disbursement

This section provides an overview of COD setup, the common record and XML, and COD processing. It contains changes to support the Office of Federal Student Aid's Common Origination and Disbursement (COD) process.

The COD process uses a single record, called the Common Record, to report origination and disbursement for both Pell and Direct Lending. To keep the size of the Common Record to a minimum, Common Record data is sent in XML format. Each XML file contains one or more Common Records.

Note. Based on the Department of Education COD implementation plan and PeopleSoft support policy, all institutions must be approved and process files as COD Full Participants beginning with 2004 - 2005.

See Also

The Common Origination and Disbursement System (COD) Technical Reference

Setting Up COD for Pell and Direct Loans

To use the COD process for Pell payment processing, you must:

Select the COD Full Participant check box on the Pell Payment Setup page (PELL_PMT_OPTION) and enter your SFA Common School ID.
Enter the corresponding Common School ID for each Attended Pell ID on the Pell Attending page (PELL_ATTENDING).

To use the COD process for Direct Loans processing, you must select the COD Full Participant check box on the Loan Institution Table (LOAN_INST_TABLE) and enter your SFA Common School ID.

See Also

Defining Pell Payment Setup

Setting Up Loan Institution Table for Direct Lending COD

Processing COD Files

Processing Pell payment and Direct Loan outbound occurs as a single step. When you run PELLOUT for Pell and DLOUT for Direct Loans, the system populates COD inquiry pages and creates the XML file for exporting to Student Aid Internet Gateway (SAIG).

This section discusses how to:

Process Pell origination and disbursement records.
Process direct loan origination, change, and disbursement records.
Process direct loan COD name usage and addresses.

See Also

Understanding Direct Lending

Processing Pell Origination and Disbursement Records

To send Pell origination and disbursement records, you must:

Run the Pell Origination process (FAPPLBLO).

This process populates the Pell origination tables.
Run the Pell Outbound process (PELLOUT).

This process is an all inclusive process that moves student records into inquiry tables, updates Pell origination tables, and creates an XML file that contains Common Records from the data in that inquiry table.

To load Pell origination and disbursement acknowledgement records, you must run the COD Inbound process (CODIN).

This process loads Common Records from the XML file into inquiry tables and updates Pell origination tables.

Processing Direct Loan Origination, Change, and Disbursement Records

To send Direct Loan origination and origination change, you must:

Run the Direct Loan Origination process (FAPLBOG1). Select the Adjustment check box to ensure that the origination changes are processed. This process populates the Direct Loan application tables.
Run the COD Direct Loan Outbound process (DLOUT). Select the Originations Outbound or Origination Changes Outbound check box. This process populates the Direct Loan staging tables using data from the Direct Loan application tables. If you select both Originations and Validation Only check boxes, the system runs your origination in simulation mode. This feature allows you to check your originated data on the View Direct Loan Loan Processing Actions component for statuses and errors. After you verify your data, clear the Validation Only check box and run your process again. This process is an inclusive process that moves student records into a staging table and creates an XML file that contains Common Records from the data in that staging table.

To send Direct Loan disbursement records, you must:

Run the Direct Loan Out - Outbound Driver process (FAPLDOD0). This process populates the Direct Loan staging tables using data from the Direct Loan application tables.
Run the COD Direct Loan outbound process (DLOUT). Select the Disbursement Outbound check box. This process is an inclusive process that moves student records into a staging table and creates an XML file that contains Common Records from the data in that staging table.

To load Direct Loan origination, change and disbursement acknowledgement records, you must:

Run the COD Inbound process (CODIN). This process loads Common Records from the XML file into staging tables. This is an all inclusive process that populates the Direct Loan origination tables using data from the COD staging table. The Pell and Direct Loan outbound and inbound Application Engine processes replace EDI Manager and function much the same way as the FA EC OUTBOUND and FA EC INBOUND introduced for the 2002-2003 award year.

Processing Direct Loan COD Name Usage and Addresses

Direct loan COD name usage coincides with Pell COD processes. The system retrieves direct loan student name information that is submitted to the COD for processing from ISIR tables and Campus Community. If you want to process a name change for direct loans, you must change the name on the Campus Community Bio/Demographic pages and process an ISIR correction through the FAFSA Information component (Financial Aid, Federal Application Data, Correct 2005-2006 ISIR Records, FAFSA Information).

Additionally, beginning in 2005-2006, COD returns a warning edit (Edit 120) when a complete student address does not exist on the incoming record. Therefore, to accommodate this requirement for both direct lending and Pell COD processing, addresses must come from the same sources: Campus Community (Managing Biographical Information, Managing Addresses and Phone, Addresses) and the Address Usage page that is based on your ISIR Address Usage parameters and the owning School Code that you select. Because you can no longer override the address using the Direct Loan Address page (Financial Aid, Loans, Direct Lending Management, Override Loan Application Data, Direct Loan Address), you must process any changes to the student’s address in Campus Community using the override or correction functionality in ISIR address.

See Also

Reviewing FAFSA Information

Sending Pell and Direct Loan COD Files

Run the Pell Outbound process (PELLOUT) and Direct Loan Outbound process (DLOUT) to create Common Records in XML.

This section discusses how to:

Create an XML file for Pell.
Create an XML file for Direct Loans.

Page Used to Send COD Files

Page Name	Object Name	Navigation	Usage
Pell Outbound	SFA_RUNCTL_PL_OUT	Financial Aid, File Management, COD Full Participant, Generate Pell Data, Pell Outbound	Update Pell COD inquiry tables, update Pell origination tables, and create an XML file containing Common Records to send to the COD processing center.
Direct Loan Outbound	SFA_RUNCTL_DL_OUT	Financial Aid, File Management, COD Full Participant, Generate Direct Loan Data, Direct Loan Outbound	Create an XML file containing Common Records to send to the COD processing center.

Creating an XML File for Pell

Access the Pell Outbound page.

The Pell Outbound process (PELLOUT) is an inclusive process that updates Pell origination tables, moves student records into the COD inquiry table, and creates an XML file that contains Common Records from the data in the inquiry table. You can run this process for multiple attending school IDs by inserting a row.

Academic Institution	Select the institution for which you want to create an XML file.
Aid Year	Enter aid year 2007 for 2006-2007 processing. Do not leave this field blank.
SFA Common School ID (student financial assistance common school identification)	Select your institution's identification number.
Schema Version	Select Version 2.0, not Version 1.0. Selecting Version 2.0 will include all incremental versions.
File Path	Enter the file path for which the process should create the XML file in and the name of the XML file.
Pell Origination Outbound	Select to process Pell origination outbound records.
Pell Disbursement Outbound	Select to process Pell disbursement outbound records. When you select Pell disbursement, the system automatically activates Pell origination outbound PS.
Send Disb if Verification “W” (send disbursement if verification “W”)	Select to send the disbursement if the verification status code is W (without documentation). This value is used only for disbursement.

Creating an XML File for Direct Loans

Access the Direct Loan Outbound page.

Enter data in the fields and select the appropriate check box to move records to staging tables.

Reviewing COD Data

This section discusses how to:

View COD document information.
View document response information.
View COD school information.
View reporting school summary information.
View reporting school response.
View attended school response.
View student biographical and demographic information.
View student address information.
View student phone number information.
View student response data.
View a student's award information.
View responses to award rejections and corrections.
View additional loan information.
View loan response information.
View borrower information.
View borrower address information.
View borrower phone number information.
View borrower response data.
View disbursement information.
View responses to disbursement rejections and corrections.

Common Elements Used in This Section

Document ID	Displays the date and time stamp with the Source Entity ID.
Document Type	Displays the type of document being returned from COD. Values are: BN: Booking Notification CO: Credit Decision Override ND: Negative Disbursement PS: Payment to Servicing PN: Promissory Note RC: Receipt RS: Response SG: System Generated WB: Web Initiated
Processing Status	Displays the status of the batch: Outbound and Generated for outbound files Processed and Loaded for inbound files
Reset	Displays when you outbound a file. Permits you to regenerate the XML file. When you select Reset, the system opens the File Path and Name field and updates the processing status from Generated to Outbound. You can correct and update the path if necessary. You must save the page before exiting to save the status change. Then when you rerun PELLOUT or DLOUT, the system regenerates an XML file using the same Document ID. Running this process only calls the Application Engine section of the outbound process (PELLOUT/DLOUT). The system creates an XML file only for records with the same Document ID associated with the reset process. You can elect to update the File and Name path in the run control if you know for sure that these are the only records to be picked up by the PELLOUT/DLOUT process. If you know or question whether additional unprocessed records will be picked up in the process, then THE FILE PATH NAME IN VIEW COD DATA AND THE FILE PATH NAME IN THE RUN CONTROL MUST BE UNIQUE. If they are not unique, the new records overwrite the reprocessed records in XML file creation.
Receipt Date	Displays the date and time stamp indicating receipt of the document at COD.
Document Status	Displays the status of the processed document on COD. Values are: A: Accepted R: Rejected D: Duplicate
Process Date	Displays the date the document information was processed at COD.
ID	Displays the student's unique identification.
Reporting School ID	Displays an identification that provides a logical grouping of elements related to Reporting School Entity Information.
Attending School ID	Displays an identification that provides a logical grouping of elements related to Attending School Entity Information.
Response Indicator	Displays the result of processing the COD. Values are: A: Accepted R: Rejected D: Duplicate C: Corrected
Address Sequence	Identifies the order in which address updates occurred. Values are 1 and 2.
Phone Sequence	Identifies the order in which phone number updates occurred. Values are 1, 2, and 3.
Error Code Seq (error code sequence)	Identifies the order in which error codes were received. Values are 1 through 999.

Pages Used to Review COD Data

Page Name	Object Name	Navigation	Usage
COD Document	SFA_COD_DOCUMENT	Financial Aid, File Management, COD Full Participant, View COD Data, COD Document	View information at the COD document level on your outbound and inbound XML record transmissions.
Document Response	SFA_COD_DOC_RSP	Click the Response Information link on the COD Document page.	View document level response rejection or correction information from COD.
COD School Information	SFA_COD_SCHOOL_INF	Financial Aid, File Management, COD Full Participant, View COD Data, COD School Information	View summary and response information at the reporting and attending school level.
Reporting School Summary	COD_RPRTSCHL_SUM	Click the Reporting School Summarylink on the COD School Information page.	View document summary totals by award type.
Reporting School Response	SFA_COD_REPORT_RSP	Click the Response Information link on the COD School Information page.	View reporting school level response rejection or correction information.
Attended School Response	SFA_COD_ATTEND_RSP	Click the Response Information link on the COD School Information page.	View attending school level response rejection or correction information.
COD Student	SFA_COD_STUDENT	Financial Aid, File Management, COD Full Participant, View COD Data, COD Student	View a student's biographical and demographic information.
Student Address	SFA_COD_ADDRESS	Click the Address Information link on the COD Student page.	View student address information.
Student Phone	SFA_COD_PHONE	Click the Phone Number Information link on the COD Student page.	View student phone number information.
Student Response	SFA_COD_STU_RSP	Click the Response Information link on the COD Student page.	View response data for rejections or corrections.
COD Award	SFA_COD_AWARD	Financial Aid, File Management, COD Full Participant, View COD Data, COD Award	View a student's award information.
Award Response	SFA_COD_AWARD_RSP	Click the Response Information link on the COD Award page.	View responses to award rejections and corrections.
Loan Information	FA_COD_LOANINFO	Click the Additional Loan Information link on the COD Award page.	View additional loan information.
Loan Response	SFA_COD_LN_RSP	Click the Response Information link on the Loan Information page.	View loan level response rejection or correction information.
Borrower Information	SFA_COD_BORROWER	Click the Borrower Information link on the COD Award page.	View borrower information.
Borrower Address	SFA_COD_BORR_ADDR	Click the Address link on the Borrower Information page.	View borrower address information.
Borrower Phone	SFA_COD_BORR_PHONE	Click the Phone Number Information link on the Borrower Information page.	View borrower phone information.
Borrower Response	SFA_COD_BORR_RSP	Click the Response Information link on the Borrower Information page.	View borrower level response rejection or correction information.
COD Disbursement	SFA_COD_DISB	Financial Aid, File Management, COD Full Participant, View COD Data, COD Disbursement	View disbursement information, including disbursement amount and disbursement date.
Disbursement Response	SFA_COD_DSB_RSP	Click the Response Information link on the COD Disbursement page.	View responses to disbursement rejections and corrections.

Viewing COD Document Information

Access the COD Document page.

This page displays information at the COD document level on your outbound and inbound XML record transmissions. Refer to your COD Full Participant technical reference for field definitions not described below.

Inbound Date Time	Indicates the date and time that the file was received from COD into your system.
Outbound Date Time	Indicates the date and time that the file was created for outbound transmission to the COD system.
Response Information	Click to access the Document Response page to review document level response rejection or correction information.

Viewing Document Response Information

Access the Document Response page.

This page displays rejection or correction information from COD.

Viewing COD School Information

Access the COD School Information page.

This page displays summary and response information at the reporting and attending school level.

Reporting School Summary	Click to access the Reporting School Summary page to review document summary totals.
Response Information	Click to access the Attended School Response page to review attending school level response rejection or correction information.
Response Information	Click to access the Reporting School Response page to review reporting school level response rejection or correction information.

Viewing Reporting School Summary Information

Access the Reporting School Summary page.

This page displays document summary totals by award type.

Viewing Reporting School Response

Access the Reporting School Response page.

This page displays reporting school level response rejection or correction information.

Viewing Attended School Response

Access the Attended School Response page.

This page displays attended school level response rejection or correction information.

Viewing Student Biographical and Demographic Information

Access the COD Student page.

Address Information

Click to access the Student Address page to review student address information.

Phone Number Information

Click to access the Student Phone page to review student phone number information.

Response Information

Click to access the Student Response page to review response data for rejections or corrections.

Viewing Student Address Information

Access the Student Address page.

This page displays changes to address information that you report for the student.

Viewing Student Phone Number Information

Access the Student Phone page.

This page displays changes to phone number information that you report for the student.

Viewing Student Response Data

Access the Student Response page.

This page displays student level response rejection or correction information.

Viewing a Student's Award Information

Access the COD Award page.

This page displays information about the student's Pell Grant or Direct Loans.

Additional Loan Information	Click to access the Loan Information page to review additional loan information.
Borrower Information	Click to access the Borrower Information page to review borrower information.

Viewing Responses to Award Rejections and Corrections

Access the Award Response page.

This page displays student award level response rejection or correction information.

Viewing Additional Loan Information

Access the Loan Information page.

Response Information

Click to access the Loan Information Response page to review rejection or correction information.

Viewing Loan Response Information

Access the Loan Response page.

This page displays student loan award level response rejection or correction information.

Viewing Borrower Information

Access the Borrower Information page.

This page displays borrower information and provides access to the borrower's address, telephone number, and response.

Address Information	Click to access the Borrower Address page to view the borrower's address.
Response Information	Click to access the Borrower Response page to view the borrower's response information.
Phone Number Information	Click to access the Borrower Phone Number page to view the borrower's telephone number.

Viewing Borrower Address Information

Access the Borrower Address page.

This page displays the borrower's address information.

Viewing Borrower Phone Number Information

Access the Borrower Phone page.

This page displays the borrower's telephone information.

Viewing Borrower Response Data

Access the Borrower Response page.

This page displays the borrower's response to rejection or correction information.

Viewing Disbursement Information

Access the COD Disbursement page.

Response Information

Click to access the Disbursement Response Block page to view responses for disbursement rejections and corrections.

Viewing Responses to Disbursement Rejections and Corrections

Access the Disbursement Response page.

This page displays student disbursement level response rejection or correction information.

Loading COD Files

After receiving a response file from the processor and placing it somewhere convenient for import, load the XML file into your system using the COD In process (CODIN).

This section discusses how to load an XML file.

Page Used to Load COD Files

Page Name	Object Name	Navigation	Usage
Common Origination and Disbursement Inbound	SFA_RUNCTL_COD_INB	Financial Aid, File Management, COD Full Participant, Import COD Response Data, Common Origination and Disbursement Inbound	Load an XML file into your system.

Loading an XML File

Access the Common Origination and Disbursement Inbound page.

Enter the location and name of the XML file to import into your system.

The COD In process (CODIN) loads Common Records from the XML file into inquiry tables and updates Pell and Direct Loan origination tables.

Mapping PeopleSoft Fields to COD Field Numbers and Names

The tables are available on Customer Connection in Documentation Updates.

Submitting Documents

Beginning in the 2003-2004 award year, you can submit common record documents to the COD System using the COD website or by batch processing. All documents submitted using batch processing for the 2003-2004 award year must be submitted using the SAIG Electronic Data Exchange.

Direct Loan processing does not support COD web-initiated response file (document type WB) loads when you do not originate the outbound process through the system. There must be a one to one match between the outbound promissory note record and the inbound acknowledgement record. For Direct Loans, you must create both a promissory note record and an origination, change, and disbursement record so that the system can correctly load and process corresponding inbound acknowledgement records (promissory note, origination, change, and disbursement). If web-initiated acknowledgement response files are generated from self-service transactions and processed through the COD website, the system inbounds and loads the acknowledgement record but does not process it.

Using Common Origination Message Class Table

The Full Participant Message Class table describes the message classes that are to be used by Full Participants for sending and receiving data to and from the COD System for the 2003-2004 processing year.

The following table lists the message class, data description, and destination mailbox.

Message Class	Data Description	Destination Mailbox
COMRECIN	Common Record Documents sent from school to COD system.	To TG71900
COMRECOP	Responses sent from COD system to school including the following system-generated responses.	From TG71900
	Direct Loan System Response Files: Promissory Note Responses Credit Decision Override Response Booking Notifications Payment to Servicing
	Pell Payment Response System Generated Disbursements

Use the COMRECIN Message Class to send COMMON RECORD XML files through the SAIG. The system generates outbound COD files by using the Direct Loan or Pell system.

Use the COMRECOP Message Class to receive COMMON RECORD RESPONSE XML files. To import these response files into the Direct Loan or Pell Payment system.

Note. For award years prior to 2004-2005, schools should continue to send documents in the non-program, non-award year specific message class (COMRECIN, COMRECOP).

Beginning with the 2004-2005 award year, Full Participants will be able to choose the message class in which they send and receive documents to and from the COD system. Message class options will include the following: Non-program specific and non-award year specific. (Example: COMRECIN, COMRECOP), Non-program specific and award year specific (2004-2005), Program specific (Pell or Direct Loan) and non-award year specific, and Program specific (Pell or Direct Loan) and award year specific (2004-2005).

See Also

The Common Origination and Disbursement System (COD) Technical Reference

Address Information	Click to access the Student Address page to review student address information.
Phone Number Information	Click to access the Student Phone page to review student phone number information.
Response Information	Click to access the Student Response page to review response data for rejections or corrections.