Changes:
1- Account Services will need an admin page (effectively replacing central table 30109) which will allow us to set the current term. In order to set dates in advance, multiple rows for effective dates will be required. The current table also allows for Run-Type to be selected; “D” for Direct Deposits, “C” for checks, and “(blank)” for both direct deposits and checks.
2- To determine student account balance as of the current term, use table PS_ACCOUNT_SF and sum the field ACCOUNT_BALANCE where the ACCOUNT_TERM is equal to or less than the current term.
3- The program will look for a semester payment (payment item types ending in ‘107’ or ‘110’) or a service indicator of “CNL” with a reason code of “PAYMT” and the Service Indicator Active Term matches the term selected above. If not, prevent refund request.
4- Check for a refund hold, service indicator “REF” in PS_SRVC_IND_DATA. If found, prevent refund request.
5- Keep system check: if credit balance does not exist, prevent refund request.
6- First paragraph – remove “… and the state in which your bank is located.” In lower section, remove line indicating state selection. Change this function to simulate paybill website where student will input routing number and bank account number. Run same validation process on this information as is done with paybill function. This will be displayed on Next Step.
7- The second and fourth paragraphs indicate that e-mails will be sent. Can we see copies of the e-mails? Where are e-mail addresses currently being pulled?
8- Add fifth paragraph “If you require that a refund check be processed, rather than a direct deposit, please click here. Checks may take up to 10 business days to be sent”. This should take the student to the “Request a Student Refund by Check” page.
9- For “Click here to see your student account for <current term>”, a separate window should open to show student account information as they would see using Self Service (Campus Finances>Account Inquiry). OR, how will the refund self service appear to students – how will they be able to access the Account Inquiry, and then return to the refund page? Will the Refund page be a menu item? Remove “…, then click on the Back button to return to this screen”.
10- Where is contact phone number stored?
11- Continue same check on detail to prevent multiple requests from the same individual.
12- All system validation/checks should be performed nightly. This will ensure that a request for a check that is submitted on Monday, and not processed until end of week, will be a valid request before file is sent for processing. If a condition is not met, the refund should be prevented. See list of system checks in Item 16.
13- Remove “… by direct deposit to your personal bank account” from page title.
14- Change first paragraph “You may request a refund by direct deposit…” to “You may request a refund by direct deposit to your personal bank account…”.
15- Change second paragraph to “Direct deposit refund requests are processed daily.”
16- Report required that captures detail of all web refund requests: Student ID, Student name, Student address (if check), Run Type (D or C), Request Amount, Refund Amount, Credit Balance, Term Balance, Plus Loan, Refund Item Type, Refund Term. Report totals as currently listed through program sipb330. Report includes detailed listing of reasons for refund request denied (# of items
Duplicate SID
ELI Student
No student account
Refund hold
Not FT (to 10th day)
No courses
All courses withdrawn
No fee payment card
CEND 14 day wait period
ACH 14 day wait period
Credit card charge/pay
PLUS loan makes credit balance <=0
No credit balance
Check requests bypassed; Flag =D (Direct Deposit)
Direct deposit requests bypassed; Flag= C (Check)
Summary Totals
# Refund requests read
# Refund requests accepted
# Direct deposits accepted
# Checks accepted
$ Refund requests accepted
$ Direct deposits accepted
$ Checks accepted
# E-mail messages sent
17- Web refund item types: Direct Deposit – 000006100130, Check – 000006100100.
Changes:
1- This page to simulate paybill web page where student will enter routing number and bank account number.
2- Retain re-submittal process. System validation checks should remain running nightly.
Changes:
Changes:
1- This page will continue with plan to simulate paybill web
page.
Changes:
1- Remove “Thanks for using SIS+ Personal Access”.
Changes:
1- Address selection should be changed to “Home”, “Mail”, and “Residence Hall”.
2- Remove “Other” address option.
3- Add “If you need to update the address information shown, please go to the (link to self-service page Campus Personal Information>Addresses), and make the necessary changes before going forward with your refund request. How will student return to this page after updating address?
Changes:
Changes:
1- Remove “To continue, select SIS+ Personal Access”.
Changes:
Changes:
1- Remove “Thanks for
using SIS+ Personal Access”
Changes:
Changes:
1- Real-time?, or external file nightly.
2- Confirmation page to include amount that was transferred. No new account balance mention necessary.