This table is frequently used in UMS reports to pull financial aid data in CSRPT.

The data is from STDNT_AWRD_DISBUM_ITYP_FA_VWSTDNT_AWD_PERISIR_CONTROLISIR_STUDENTISIR_COMPUTED, and PERSONAL_DATA.

Data is refreshed on Tuesday, Thursday, and Saturday by SQR process- UM_FINA (UMFAIDBF.sqr).  Data returned is from AID_YEAR= 2019 to current AID_YEAR. As the data set grows and current AID_YEARs are added, the starting AID_YEAR will be moved ahead to manage the efficiency of the SQR.

Data Dictionary Links

Clicking the linked (blue) fields in any table will take you to the Data Dictionary and provide you with more information about that field as well as field values if they are available.

KeyRecord.FieldnameFormatXLATHeading TextNotes/ source
ACAD_CAREER - Academic CareerChar4NCareerSTDNT_AWRD_DISB
 ACAD_CAREER_DESCR - Academic CareerChar30 CareerPSXLATITEM
 ACCEPT_AMOUNT - Accept AmountNum10.2 AcceptedSTDNT_AWRD_DISB
 AGGREGATE_AREA - Aggregate AreaChar10 Aggr AreaUM_ITYP_FA_VW
 AGI - Adjusted Gross IncomeSNm11.0 AGIISIR_STUDENT
AID_YEAR - Aid YearChar4 Aid YrSTDNT_AWRD_DISB
 APPLICATION_STAT - Application StatusChar1NApp StatISIR_CONTROL
 APP_STAT_DT - Application Status DateDate Ap Stat DtISIR_CONTROL
 AWARD_PERIOD - Award PeriodChar1NAwd PeriodSTDNT_AWD_PER
 BIRTHDATE - Date of BirthDate BirthdatePERSONAL_DATA
 CHARGE_PRIORITY - Charge Priority ListChar8 Charge LstUM_ITYP_FA_VW
 CHILDREN - Have Children you supportChar1NChildrenISIR_STUDENT
 CITIZENSHIP_STATUS - Citizenship StatusChar1 StatusISIR_STUDENT
 DEPENDENTS - Dependents Other Than SpouseChar1NDependentsISIR_STUDENT
 DEPNDNCY_STAT - Dependency StatusChar1NDep StatISIR_STUDENT
 DISBURSED_AMOUNT - Disbursed AmountNum10.2 DisbursedSTDNT_AWRD_DISB
DISBURSEMENT_ID - Disbursement IDChar2 Disb IDSTDNT_AWRD_DISB
 DISBURSE_METHOD - Disbursement MethodChar1NMethodUM_ITYP_FA_VW
 DT_APP_COMPLETED - Date Application CompletedDate App CompISIR_STUDENT
 DT_APP_RECEIVED - Date Application ReceivedDate App DateISIR_CONTROL
 EFC_STATUS - Official/Unofficial IndicatorChar1NEFC StatusISIR_CONTROL
 EFC_STATUS_DESCR - EFC StatusChar10 EFC StatusPSXLATITEM
EMPLID - Empl IDChar11 IDSTDNT_AWRD_DISB
 FA_SOURCE - SourceChar1NSourceUM_ITYP_FA_VW
 FA_SOURCE_DESCR - Fund SourceChar30 SourcePSXLATITEM
 FEDERAL_ID - Federal IDChar4NFederal IDUM_ITYP_FA_VW
 FEDERAL_ID_DESCR - Federal IDChar30 Federal IDPSXLATITEM
 FED_EFC - Federal EFCNum6.0 Fed EFCSTDNT_AWD_PER
 FED_NEED - Fed NeedNum7.2 Fed NeedSTDNT_AWD_PER
 FED_NEED_BASE_AID - N/B Aid (Fed)Num7.2 N/B Aid(F)STDNT_AWD_PER
 FED_OR_INST - Fed/Inst AffectedChar1NApply toUM_ITYP_FA_VW
 FED_OVRAWD_AMT - Overaward (Fed)Num7.2 OverawardSTDNT_AWD_PER
 FED_OVRAWD_COA - COA Overaward(Fed)Num7.2 COA OverawSTDNT_AWD_PER
 FED_PARENT_CONTRB - Parents Contribution - FederalSNm7.0 Federal PCSTDNT_AWD_PER
 FED_SPECIAL_AID - Special Need/Cost Aid (Fed)Num7.2 Special NeSTDNT_AWD_PER
 FED_STDNT_CONTRB - Student Contribution - FederalSNm7.0 Federal SCSTDNT_AWD_PER
 FED_TOTAL_AID - Total Aid (Fed)Num7.2 Total AidSTDNT_AWD_PER
 FED_UNMET_COA - Unmet COA(Fed)Num7.2 Unmet COA(STDNT_AWD_PER
 FED_UNMET_NEED - Unmet Need (Fed)Num7.2 Unmet NeedSTDNT_AWD_PER
 FED_YEAR_COA - Fed Year COANum7.2 Fed COASTDNT_AWD_PER
 FIN_AID_TYPE - Fin Aid TypeChar4NFinaid TypUM_ITYP_FA_VW
 FIRST_BACH_DEGREE - Received First Bachelor DegreeChar1N1st DegreeISIR_STUDENT
 FIRST_NAME - First NameChar30 First NamePERSONAL_DATA
 FISAP_TOT_INC - FISAP Total IncomeSNm9.0 FTIISIR_STUDENT
 GRADUATE - GraduateChar1NGraduateISIR_STUDENT
 GRADUATE_STUDENT - Grad StudentChar1NGrad StdntISIR_STUDENT
 HOLD_IND - Hold From ProcessingChar1NHoldISIR_CONTROL
 HOUSING_CODE_1 - Student's Housing Code Col 1Char1NHousing 1NVL (ISIR_STUDENT.housing_code_1, '2') Has known translate value issues. Click for more information.
 HS_GRAD_DT - HS Graduation DateDate Graduation DateISIR_STUDENT
INSTITUTION - Academic InstitutionChar5 InstitutionSTDNT_AWRD_DISB
 INST_DESCR - Institution Short DescrChar10 Inst Descr
Alias a = PS_STDNT_AWRD_DISB
CASE WHEN a.institution = 'UMS01'THEN 'UMA' WHEN a.institution = 'UMS02'THEN 'UMF' WHEN a.institution = 'UMS03'THEN 'UMFK' WHEN a.institution = 'UMS04'THEN 'UMM' WHEN a.institution = 'UMS07'THEN 'UMPI' WHEN a.institution = 'UMS05'THEN 'UM' WHEN a.institution = 'UMS06'THEN 'USM' ELSE 'Other' END
 ISIR_CALC_EFC - Calculated Family ContributionNum6.0 Calculated EFCSTDNT_AWD_PER
ITEM_TYPE - Item TypeChar12 Item TypeSTDNT_AWRD_DISB
 ITEM_TYPE_CD - Item Type CodeChar1NItem CodeUM_ITYP_FA_VW
 ITEM_TYPE_DESCR - Item Type DescrChar30 DescrPSXLATITEM
 KEYWORD1 - Key WordChar10 Key WordUM_ITYP_FA_VW
 KEYWORD2 - Key Word 2Char10 Key Word 2UM_ITYP_FA_VW
 KEYWORD3 - Key Word 3Char10 Key Word 3UM_ITYP_FA_VW
 LAST_NAME - Last NameChar30 LastPERSONAL_DATA
 LOAN_PROGRAM - Loan ProgramChar1NLoan ProgUM_ITYP_FA_VW
 MARITAL_STATUS - Marital Status FlagChar1 Married?ISIR_STUDENT Has known translate value issues. Click for more information.
 MARRIED - Student MarriedChar1NMarriedISIR_STUDENT
 MIDDLE_INITIAL - Middle InitialChar1 Middle InitialNVL (Substr (PERSONAL_DATA.middle_name, 1 ,1) ,' ')
 NAME_SUFFIX - Name SuffixChar15 SuffixPERSONAL_DATA
 NEED_BASED - Need BasedChar1 Need BasedUM_ITYP_FA_VW
 OFFER_AMOUNT - Offer AmountNum10.2 OfferedSTDNT_AWRD_DISB
 ORPHAN - Orphan or Ward of the CourtChar1NOrphanISIR_STUDENT
 PELL_ELIGIBILITY - Federal PELL EligibilityChar1NPELL EligISIR_CONTROL
 PRIMARY_EFC - Primary EFCNum6.0 Prmry EFCISIR_COMPUTED
 PRORATED_EFC - Prorated EFCNum6.0 Prorated EFCISIR_COMPUTED
 REPORT_CODE - Institution Reporting CdChar4 Rprt CdUM_ITYP_FA_VW
 SCHOOL_CHOICE_1 - Student's 1st Choice SchoolChar6 1st ChoiceISIR_STUDENT
 SEX - GenderChar1NSexPERSONAL_DATA
 STATE_RESIDENCE - State of ResidenceChar6 Res StateISIR_STUDENT
STRM - TermChar4 TermSTDNT_AWRD_DISB
 STU_TOTAL_INC - Students Total IncomeSNm9.0 STIISIR_COMPUTED
 TITLEIV_ELIG - Title IV Fund EligibilityChar1NIV EligISIR_CONTROL
 TITLE_IV - Title IV AidChar1 Title IVUM_ITYP_FA_VW
 TOTAL_INCOME - Total IncomeSNm12.0 TIISIR_COMPUTED
 UM_APPL_STAT_DESCR - Application Status DescriptionChar100 Appl Stat DescrPSXLATITEM
 UM_AWARD_PER_DESCR - Award Period DescriptionChar100 Awrd Period DesPSXLATITEM
 UM_CALC_AID_AMT - UM Calculated Aid AmountNum11.2 UM_CALC_AID_AMT
alias A.=PS_STDNT_AWRD_DISB, B.=PS_UM_ITYP_FA_VW
CASE WHEN B.fin_aid_type  <> 'W' AND B.disburse_method = 'N' AND A.disbursed_balance  = 0 THEN A.accept_balance WHEN B.fin_aid_type  <> 'W' AND &b.disburse_method = ' ' AND A.disbursed_balance  = 0 THEN A.accept_balance ELSE A.disbursed_balance END
 UM_CALC_PAR_TOTINC - Calc Parent Total IncomeNum11.2 Calc Parent TotNVL ((ISIR_STUDENT.fisap_tot_inc - ISIR_COMPUTED.stu_total_inc ), 0)
 UM_DEPN_STAT_DESCR - Depndncy Stat DescriptionChar100 Depn Stat DescrPSXLATITEM
 UM_DISB_METH_DESCR - Disbursement Method DescriptioChar100 Disb Meth DescrPSXLATITEM
 UM_EST_AID_FLG - Estimated Aid FlagChar1 Est_Aid_Flg
Alias B.=PS_UM_ITYP_FA_VW
CASE
WHEN UPPER(B.DESCR) LIKE '%EST.%' THEN 'Y'
WHEN UPPER(B.DESCR) LIKE '%ESTIMATED%' THEN 'Y'
WHEN UPPER(B.DESCR) LIKE 'EST %' THEN 'Y'
WHEN UPPER(B.DESCR) LIKE '%EST''D%' THEN 'Y'
WHEN UPPER(B.DESCR) LIKE 'E-%' THEN 'Y'
ELSE 'N'END
 UM_FINAID_TYP_DESC - Financial AId Type DescriptionChar30 Finaid Typ DescPSXLATITEM
 UM_HOUSE_CD_DESCR - UM Housing Code DescriptionChar15 Housing Cd DescPSXLATITEM
 UM_ITM_TYPCD_DESCR - Item Type Code DescrChar30 Itm Typ Cd DescUM_ITYP_FA_VW
 UM_LOAN_PROG_DESCR - Loan Program DescriptionChar100 Loan Prog DescrPSXLATITEM
 UM_SCRTY_1 - Item Type Security Node 1Char20 Scrty Node 1UM_ITYP_FA_VW
 UM_SCRTY_2 - Item Type Security Node 2Char20 Sctry Node 2UM_ITYP_FA_VW
 UM_SCRTY_3 - Item Type Security Node 3Char20 Scrty Node 3UM_ITYP_FA_VW
 UM_SCRTY_4 - Item Type Security Node 4Char20 Scrty Node 4UM_ITYP_FA_VW
 UM_SCRTY_5 - Item Type Security Node 5Char20 Scrty Node 5UM_ITYP_FA_VW
 UM_SCRTY_6 - Item Type Security Node 6Char20 Sctry Node 6UM_ITYP_FA_VW
 UM_SCRTY_7 - Item Type Security Node 7Char20 Scrty Node 7UM_ITYP_FA_VW
 UM_SCRTY_8 - Item Type Security Node 8Char20 Scrty Node 8UM_ITYP_FA_VW
 VERF_SELECTION_IND - Verification Selection IndChar2 Verf SelctISIR_CONTROL
 VERIFCATION_TYPE - Verfication TypeChar2 Verf TypeISIR_CONTROL
 VERIF_TRK_FLG - Verification Tracking FlagChar4 Verif Track FlgISIR_CONTROL
 VETERAN - VeteranChar1NVeteranISIR_STUDENT
 VET_ED_BENEFIT - Educational ResourcesNum5.0 ED ResoucesSTDNT_AWD_PER
SQR Code for UM_FIN_AID - to view text outside of view, click in the expanded box and use the arrow keys to navigate.
!**********************************************************************
!  UMFINAID: Financial Aid At A Glance Table.                          *
!***********************************************************************
! Created By:	A. Lapierre			  											                 *
! Created on:	October 21, 2011 										  			             *
!***********************************************************************
! Mod #    Programmer        Date             Description              *
! ------   ----------     ----    -------------------------------------*
! 1        PSA            02/2014 Rewrite -mutlti aid year,faster,small*
!                                 no need for xtra sqr,temp_table with *
!                                 fast refresh,new fields - REPORT-148 *
!                                 changes too numerous to mark         *
! UMREPORT-218 PSA 5/15           Change value of ITM_TYPCD_DESCR      *
!***********************************************************************
#include 'setenv.sqc'  		!Set environment
!***********************************************************************
!        Begin Setup                                                   *
!***********************************************************************
Begin-Setup
!begin-sql
!ALTER SESSION SET CURRENT_SCHEMA=SYSADM
!end-sql
Load-Lookup Name=Get_Xlat_Acad_career
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''ACAD_CAREER'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
 
Load-Lookup Name=Get_Xlat_Application_stat
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''APPLICATION_STAT'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
     
Load-Lookup Name=Get_Xlat_Award_period
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''AWARD_PERIOD'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
    
Load-Lookup Name=Get_Xlat_Depndncy_stat
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''DEPNDNCY_STAT'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
     
Load-Lookup Name=Get_Xlat_Disburse_method
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''DISBURSE_METHOD'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
Load-Lookup Name=Get_Xlat_efc_status
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''EFC_STATUS'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
Load-Lookup Name=Get_Xlat_fa_source
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''FA_SOURCE'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
Load-Lookup Name=Get_Xlat_fin_aid_type
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''FIN_AID_TYPE'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
Load-Lookup Name=Get_Xlat_federal_id
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''FEDERAL_ID'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
Load-Lookup Name=Get_Xlat_loan_program
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''LOAN_PROGRAM'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
Load-Lookup Name=Get_Xlat_housing_code_1
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''HOUSING_CODE_1'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
Load-Lookup Name=Get_XLat_item_type_cd                                ! UMREPORT-218 PSA 5/15  
     table='psxlatitem xlt'
     key = fieldvalue
     return_value = xlatlongname
     where='xlt.fieldname= ''ITEM_TYPE_CD'' and xlt.effdt= ( select max(xlt_ed.effdt) from psxlatitem xlt_ed  where xlt_ed.fieldvalue = xlt.fieldvalue and xlt_ed.fieldname = xlt.fieldname and xlt.effdt <= SYSDATE)'
End-Setup
!**********************************************************************
!***********************************************************************
! Process-Main Procedure                                               *
!***********************************************************************
Begin-Program
   Let $Reporttitle = 'Financial Aid Table'
   let $Reportid = 'umfinaid'
   do Stdapi-Init
   if $prcs_process_instance <= ''
   let $prcs_oprid = 'PANDERSEN'
    let $prcs_run_cntl_id = 'BATCH'
   end-if
   let $input_aid_yr = '2012'  
   do Select-Parameters   
   show $input_aid_yr  
   show $input_aid_yr_to
   do delete_rows          
   do List_Employees
   do Blasto_Data
   do Stdapi-Term
End-Program
!**********************************************************************
! Delete_Rows                                    *
!**********************************************************************
Begin-Procedure Delete_Rows
Let $Calling_Procedure = 'Delete_Rows'
BEGIN-SQL 
   TRUNCATE TABLE PS_UM_FIN_AID_BLD
END-SQL
COMMIT
SHOW 'Truncate PS_UM_FIN_AID_BLD.'
End-Procedure Delete_Rows
!***********************************************************************
!  Select Parameters                                       
!***********************************************************************
Begin-Procedure Select-Parameters
begin-select
R.Aid_Year,
R.Aid_Year_to
  Let $input_aid_yr = &R.Aid_Year
  Let $input_aid_yr_to = &R.Aid_Year_To
  let $term1 = substr($input_aid_yr,3,2)||'20'
  let $term2 = substr($input_aid_yr,3,2)||'10'
  
FROM SYSADM.PS_UM_RUN_UMFAIDBF R
WHERE R.OPRID = $prcs_oprid
  AND R.RUN_CNTL_ID = $prcs_run_cntl_id
end-select
End-Procedure
!**********************************************************************
! Process_Employee-Data Procedure                                     *
!**********************************************************************
Begin-Procedure List_Employees
 Let $Calling_Procedure = 'List_Employees'
 Let #Fin_Count = 0
 show 'List Employees'
BEGIN-SELECT  on-error=sql_error
a.emplid, 
a.aid_year,
a.strm,
a.disbursement_ID,
a.institution, 
a.item_type, 
a.acad_career, 
initcap(lower(nvl(d.iwd_std_last_name,' '))) &glast_name,  !
initcap(lower(nvl(d.iwd_std_first_nm02,' '))) &gfirst_name, 
nvl(iwd_stu_mi,' ')   &gmiddle_name, 
' ' &gname_suffix, 
a.accept_balance,
b.aggregate_area,
d.agi,
f.app_stat_dt, 
f.application_stat,
c.award_period, 
NVL((d.fisap_tot_inc - e.stu_total_inc ), 0) &um_calc_par_totinc, 
b.charge_priority, 
d.children,
d.citizenship_status, 
d.dependents, 
d.depndncy_stat, 
b.disburse_method,
a.disbursed_balance, 
f.dt_app_received, 
d.dt_app_completed, 
f.efc_status, 
b.fa_source, 
c.fed_efc, 
c.fed_need, 
c.fed_need_base_aid, 
b.fed_or_inst, 
c.fed_ovrawd_amt, 
c.fed_ovrawd_coa,
c.fed_parent_contrb, 
c.fed_special_aid, 
c.fed_stdnt_contrb, 
c.fed_total_aid, 
c.fed_unmet_coa, 
c.fed_unmet_need, 
c.fed_year_coa, 
b.federal_id, 
b.fin_aid_type, 
d.first_bach_degree, 
d.fisap_tot_inc, 
d.graduate, 
d.graduate_student, 
f.hold_ind, 
NVL(d.housing_code_1,'2') &d.housing_code_1 
d.hs_grad_dt, 
c.isir_calc_efc ,
b.item_type_cd, 
b.descr,                          ! um_itm_typcd_descr 
b.keyword1, 
b.keyword2, 
b.keyword3, 
b.loan_program, 
d.marital_stat, 
d.married, 
b.need_based, 
a.offer_balance, 
d.orphan, 
f.pell_eligibility, 
e.primary_efc, 
e.prorated_efc, 
b.report_code, 
d.school_choice_1, 
d.state_residence, 
e.stu_total_inc, 
b.title_iv, 
f.titleiv_elig, 
e.total_income,
b.um_scrty_1, 
b.um_scrty_2, 
b.um_scrty_3, 
b.um_scrty_4, 
b.um_scrty_5, 
b.um_scrty_6, 
b.um_scrty_7, 
b.um_scrty_8, 
f.verf_selection_ind, 
f.verif_trk_flg, 
f.verifcation_type, 
c.vet_ed_benefit, 
d.veteran,
d.birthdate &gbirthdate,
decode(d.sfa_stdnt_gender,'2','F','1','M',' ') &gsex
  Add 1 to #Fin_count
  Let $housing_code_descr = 'Off-Campus'
  Lookup Get_Xlat_Acad_Career &a.acad_career $acad_career_descr                   
  Lookup Get_Xlat_Application_stat &f.application_stat $application_stat_descr    
  Lookup Get_Xlat_Award_period &c.award_period $award_period_descr                
  Lookup Get_Xlat_Depndncy_stat  &d.depndncy_stat $depndncy_stat_descr            
  Lookup Get_Xlat_Disburse_method  &b.disburse_method $disburse_method_descr      
  Lookup Get_Xlat_efc_status  &f.efc_status $efc_status_descr                     
  Lookup Get_Xlat_fa_source  &b.fa_source $fa_source_descr                        
  Lookup Get_Xlat_fin_aid_type &b.fin_aid_type $fin_aid_type_descr                
  Lookup Get_Xlat_federal_id &b.federal_id $federal_id_descr                      
  Lookup Get_Xlat_loan_program &b.loan_program $loan_program_descr                
  Lookup Get_Xlat_housing_code_1 &d.housing_code_1 $housing_code_descr       
  Lookup Get_Xlat_item_type_cd  &b.item_type_cd  $item_type_cd_descr  ! UMREPORT-218 PSA 5/15  
     
  
  if $acad_career_descr < ' ' 
   Let $acad_career_descr = ' '
  end-if
  if $application_stat_descr < ' ' 
   Let $application_stat_descr = ' '
  end-if
  if $award_period_descr < ' ' 
   Let $award_period_descr = ' '
  end-if
  if $depndncy_stat_descr < ' '
   Let $depndncy_stat_descr = ' '
  end-if
  if $disburse_method_descr < ' '
   Let $disburse_method_descr = ' '
  end-if
  if $efc_status_descr < ' ' 
   Let $efc_status_descr = ' '
  end-if
  if $fa_source_descr < ' ' 
   Let $fa_source_descr = ' '
  end-if
  if $fin_aid_type_descr < ' '
   Let $fin_aid_type_descr = ' '
  end-if
  if $federal_id_descr < ' '
   Let $federal_id_descr = ' '
  end-if
  if $loan_program_descr < ' '
   Let $loan_program_descr = ' '
  end-if
  if $housing_code_descr < ' '
   Let $housing_code_descr = 'Off-Campus'
  end-if
  
  Do Get_Housing_amount(&A.EMPLID, &A.INSTITUTION,&A.STRM,#housing_amt)
  
  Let $housing_code_descr_long = $housing_code_descr
  if ($housing_code_descr = 'On-Campus' or $housing_code_descr = 'Off-Campus')
      if #housing_amt > 0 
       Let $housing_code_descr_long ='On-Campus' 
      else
       Let $housing_code_descr_long  = 'Off-Campus'
      end-if
  end-if
  if $housing_code_descr = 'Parents'  
     if #housing_amt > 0 
      Let $housing_code_descr_long = 'On-Campus'
     else
      Let $housing_code_descr_long = 'Parents'
     end-if
   end-if
   
  
  
  
  if mod(#Fin_count,5000) = 0 
    show 'Records processed:' #Fin_count
    commit
  end-if
  DO Insert_Fin_Aid_Tbl 
  
FROM ps_stdnt_awrd_disb a, 
ps_um_ityp_fa_vw b, 
ps_stdnt_awd_per c, 
ps_isir_control f,
ps_isir_student d, 
ps_isir_computed e 
!ps_personal_data g
     
 WHERE A.AID_YEAR >= $input_aid_yr
   AND A.AID_YEAR <= $input_aid_yr_to
   AND (A.OFFER_balance <> 0  OR A.ACCEPT_balance <> 0 OR A.DISBURSED_balance <> 0)
   AND a.aid_year = b.aid_year(+) 
   AND a.item_type = b.item_type(+)
   AND a.institution = b.setid(+)
   AND a.emplid = c.emplid(+)
   AND a.institution = c.institution(+) 
   AND a.aid_year = c.aid_year(+)
   AND c.award_period(+) = 'A' 
   AND a.emplid = f.emplid (+) 
   AND a.institution = f.institution (+) 
   AND a.aid_year = f.aid_year (+) 
   AND (f.effdt = ( 
 SELECT MAX(f_ed.effdt) 
  FROM ps_isir_control f_ed 
 WHERE f.emplid = f_ed.emplid 
   AND f.institution = f_ed.institution 
   AND f.aid_year = f_ed.aid_year 
   AND f_ed.effdt <= sysdate) 
    OR F.EFFDT IS NULL) 
   AND (f.effseq = ( 
 SELECT MAX(f_es.effseq) 
  FROM ps_isir_control f_es 
 WHERE f.emplid = f_es.emplid 
   AND f.institution = f_es.institution 
   AND f.aid_year = f_es.aid_year 
   AND f.effdt = f_es.effdt) 
    OR F.EFFSEQ IS NULL) 
   AND f.emplid = d.emplid (+) 
   AND f.institution = d.institution(+) 
   AND f.aid_year = d.aid_year (+) 
   AND (d.effdt = ( 
 SELECT MAX(d_ed.effdt) 
  FROM ps_isir_student d_ed 
 WHERE d.emplid = d_ed.emplid 
   AND d.institution = d_ed.institution 
   AND d.aid_year = d_ed.aid_year 
   AND d_ed.effdt <= sysdate) 
    OR D.EFFDT IS NULL) 
   AND (d.effseq = ( 
 SELECT MAX(d_es.effseq) 
  FROM ps_isir_student d_es 
 WHERE d.emplid = d_es.emplid 
   AND d.institution = d_es.institution 
   AND d.aid_year = d_es.aid_year 
   AND d.effdt = d_es.effdt) 
    OR D.EFFSEQ IS NULL) 
   AND f.emplid = e.emplid (+) 
   AND f.institution = e.institution (+) 
   AND f.aid_year = e.aid_year (+) 
   AND (e.effdt = ( 
 SELECT MAX(e_ed.effdt) 
  FROM ps_isir_computed e_ed 
 WHERE e.emplid = e_ed.emplid 
   AND e.institution = e_ed.institution 
   AND e.aid_year = e_ed.aid_year 
   AND e_ed.effdt <= sysdate) 
    OR E.EFFDT IS NULL) 
   AND (e.effseq = ( 
 SELECT MAX(e_es.effseq) 
  FROM ps_isir_computed e_es 
 WHERE e.emplid = e_es.emplid 
   AND e.institution = e_es.institution 
   AND e.aid_year = e_es.aid_year 
   AND e.effdt = e_es.effdt) 
    OR E.EFFSEQ IS NULL) 
!   AND a.emplid = g.emplid
   
END-SELECT
show 'Done List Employees'
End-Procedure Process-Employee-Data
!**********************************************************************
! Get Housing Amount
!**********************************************************************
Begin-procedure Get_housing_amount(($in_emplid, $in_institution,$in_strm ,:#housing_amt)
Let #housing_amt = 0
BEGIN-SELECT 
A1.BUSINESS_UNIT,
A1.EMPLID,
a1.acad_year,
a1.item_term,
SUM(A1.ITEM_AMT) &ITEM_AMOUNT
   Let #housing_amt = &ITEM_AMOUNT
FROM sysadm.PS_ITEM_SF A1, SYSADM.PS_UM_ITYP_FA_VW B1
WHERE  A1.ITEM_TYPE = B1.ITEM_TYPE
AND A1.BUSINESS_UNIT = B1.SETID
AND A1.AID_YEAR = B1.AID_YEAR
AND B1.ITEM_TYPE_CD = 'C'
AND B1.UM_SCRTY_3 = 'RMB'
AND B1.UM_SCRTY_4 = 'RMB_HOUS'
AND SUBSTR(A1.ITEM_TERM,1,2)= SUBSTR(a1.acad_year,3,2)
AND A1.emplid = $in_emplid
AND A1.BUSINESS_UNIT = $in_institution
AND A1.item_term = $in_strm
group by A1.BUSINESS_UNIT, A1.EMPLID, a1.acad_year,a1.item_term
END-SELECT
end-procedure
!**********************************************************************
! Insert_Fin_Aid_Tbl      [Generate PS_UM_FIN_AID_VW Table]       *  
!**********************************************************************
Begin-Procedure  Insert_Fin_Aid_Tbl 
let $Calling_Procedure = 'Insert_Fin_Aid_Tbl'
let $housing = 'Off-Campus'
  
BEGIN-SQL 
INSERT INTO SYSADM.PS_UM_FIN_AID_BLD
VALUES
(
&a.emplid,
NVL(&a.aid_year,' '),
NVL(&a.strm,' '),
NVL(&a.disbursement_id,' '),
NVL(&a.institution,' '),
NVL(&a.item_type,' ') ,
CASE
WHEN UPPER(&b.DESCR) LIKE '%EST.%' THEN 'Y'
WHEN UPPER(&B.DESCR) LIKE '%ESTIMATED%' THEN 'Y'
WHEN UPPER(&B.DESCR) LIKE 'EST %' THEN 'Y'
WHEN UPPER(&B.DESCR) LIKE '%EST''D%' THEN 'Y'
WHEN UPPER(&B.DESCR) LIKE 'E-%' THEN 'Y'
ELSE 'N'END,
NVL(&a.acad_career,' '),
$acad_career_descr,                           ! acad_career_descr
NVL(&glast_name ,' '),
NVL(&gfirst_name,' '),
NVL(Substr(&gmiddle_name, 1 ,1),' '),        ! middle_initial
NVL(&gname_suffix,' '),
NVL(&a.accept_balance, 0),
CASE WHEN &b.fin_aid_type  <> 'W' AND &b.disburse_method = 'N' AND &a.disbursed_balance  = 0 THEN &a.accept_balance WHEN &b.fin_aid_type  <> 'W' AND &b.disburse_method = ' ' AND &a.disbursed_balance  = 0 THEN &a.accept_balance ELSE &a.disbursed_balance END,
NVL(&b.aggregate_area,' '),
NVL(&d.agi, 0),
NVL(&f.app_stat_dt ,'01-JAN-1901'),
NVL(&f.application_stat,' '),
$application_stat_descr ,                      ! application stat description
NVL(&c.award_period,' '),
$award_period_descr,                           ! award_period_descr,
&um_calc_par_totinc,
NVL(&b.charge_priority,' '),
NVL(&d.children,' '),
NVL(&d.citizenship_status,' '),
NVL(&d.dependents,' '),
NVL(&d.depndncy_stat,' '),
$depndncy_stat_descr,                          ! depndncy_stat_descr
NVL(&b.disburse_method,' '),
$disburse_method_descr ,                       ! disburse_method_descr 
NVL(&a.disbursed_balance, 0),
NVL(&f.dt_app_received,'01-JAN-1901'),
NVL(&d.dt_app_completed,'01-JAN-1901'),
NVL(&f.efc_status,' ') ,
$efc_status_descr,                             !  efc_status_descr 
NVL(&b.fa_source,' '),
$fa_source_descr,                              !  fa_SOURCE_DESCR
NVL(&c.fed_efc, 0),
NVL(&c.fed_need, 0),
NVL(&c.fed_need_base_aid, 0),
NVL(&b.fed_or_inst,' '),
NVL(&c.fed_ovrawd_amt, 0),
NVL(&c.fed_ovrawd_coa, 0),
NVL(&c.fed_parent_contrb, 0),
NVL(&c.fed_special_aid, 0),
NVL(&c.fed_stdnt_contrb, 0),
NVL(&c.fed_total_aid, 0),
NVL(&c.fed_unmet_coa, 0),
NVL(&c.fed_unmet_need, 0),
NVL(&c.fed_year_coa, 0),
NVL(&b.federal_id,' '),
$federal_id_descr,                            ! federal_id_descr
NVL(&b.fin_aid_type,' '),
$fin_aid_type_descr,                          ! fin_aid_type_descr
NVL(&d.first_bach_degree,' '),
NVL(&d.fisap_tot_inc, 0),
NVL(&d.graduate,' '),
NVL(&d.graduate_student,' '),
NVL(&f.hold_ind,' '),
$housing_code_descr_long,
NVL(&d.hs_grad_dt ,'01-JAN-1901'),
CASE WHEN &a.institution = 'UMS01'THEN 'UMA' WHEN &a.institution = 'UMS02'THEN 'UMF' WHEN &a.institution = 'UMS03'THEN 'UMFK' WHEN &a.institution = 'UMS04'THEN 'UMM' WHEN &a.institution = 'UMS07'THEN 'UMPI' WHEN &a.institution = 'UMS05'THEN 'UM' WHEN &a.institution = 'UMS06'THEN 'USM' ELSE 'Other' END,
NVL(&c.isir_calc_efc, 0),
NVL(&b.descr,' '),
NVL(&b.item_type_cd,' '),
$item_type_cd_descr  ,                          ! UMREPORT-218 PSA 5/15  
NVL(&b.keyword1,' '),
NVL(&b.keyword2,' '),
NVL(&b.keyword3,' '),
NVL(&b.loan_program,' '),
$loan_program_descr,                          ! loan_program_descr
NVL(&d.marital_stat,' '),
NVL(&d.married,' '),
NVL(&b.need_based,' '),
NVL(&a.offer_balance, 0),
NVL(&d.orphan,' '),
NVL(&f.pell_eligibility,' '),
NVL(&e.primary_efc, 0),
NVL(&e.prorated_efc, 0),
NVL(&b.report_code,' '),
NVL(&d.school_choice_1,' '),
NVL(&d.state_residence,' ') ,
NVL(&e.stu_total_inc, 0),
NVL(&b.title_iv,' '),
NVL(&f.titleiv_elig,' '),
NVL(&e.total_income, 0),
NVL(&b.um_scrty_1,' ') ,
NVL(&b.um_scrty_2,' ') ,
NVL(&b.um_scrty_3,' '),
NVL(&b.um_scrty_4,' ') ,
NVL(&b.um_scrty_5,' ') , 
NVL(&b.um_scrty_6,' ') ,
NVL(&b.um_scrty_7,' ') ,
NVL(&b.um_scrty_8,' ') ,
NVL(&f.verf_selection_ind,' '),
NVL(&f.verif_trk_flg,' '),
NVL(&f.verifcation_type,' '),
NVL(&c.vet_ed_benefit, 0),
NVL(&d.veteran,' '),
NVL(&gsex,' '),
NVL(&gbirthdate,to_date('01-01-1901','MM-DD-YYYY')),
&d.housing_code_1
)
END-SQL
End-Procedure Insert_Fin_Aid_Tbl
begin-procedure Blasto_Data
Begin-select
count(*) &CTR_UM_BLD
FROM SYSADM.PS_UM_FIN_AID_BLD buildies
end-select
if &CTR_UM_BLD > 0	 
    begin-sql 
    DELETE  FROM ps_um_fin_aid dxx where AID_YEAR >= $input_aid_yr AND AID_YEAR <= $input_aid_yr_to
    end-sql
 
   BEGIN-SQL 
   COMMIT
   END-SQL
   show 'Extract trimmed.'
   
   BEGIN-SQL
   INSERT INTO PS_UM_FIN_AID ( SELECT * FROM SYSADM.PS_UM_FIN_AID_BLD)
   END-SQL
   
   BEGIN-SQL
   COMMIT
   END-SQL
   show 'Rows inserted from UM_FIN_AID_BLD.'
 else
   show 'Nothing in the Build Table.'
 end-if
end-procedure
!***********************************************************************
! SQL-Error Procedure
!***********************************************************************
Begin-Procedure SQL_Error
show '$Calling_Procedure => ' $Calling_Procedure
display $SQL-Error
End-Procedure SQL_Error
!***********************************************************************
!SQC Include Files                                                     *
!***********************************************************************
#include 'stdapi.sqc'		!Update Process API
#include 'datetime.sqc'		!Date and Time Functions
#include 'datemath.sqc'		!Date Manipulation Routines
#include 'curdttim.sqc' 	!Get-Current-DateTime procedure
#include 'tranctrl.sqc'		!Transaction Control