Created by Corina C Larsen, last modified by Miki Yanagi on Jul 02, 2020
This table is frequently used in UMS reports to pull financial aid data in CSRPT.
The data is from STDNT_AWRD_DISB, UM_ITYP_FA_VW, STDNT_AWD_PER, ISIR_CONTROL, ISIR_STUDENT, ISIR_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.
| Key | Record.Fieldname | Format | XLAT | Heading Text | Notes/ source |
|---|---|---|---|---|---|
| → | ACAD_CAREER - Academic Career | Char4 | N | Career | STDNT_AWRD_DISB |
| ACAD_CAREER_DESCR - Academic Career | Char30 | Career | PSXLATITEM | ||
| ACCEPT_AMOUNT - Accept Amount | Num10.2 | Accepted | STDNT_AWRD_DISB | ||
| AGGREGATE_AREA - Aggregate Area | Char10 | Aggr Area | UM_ITYP_FA_VW | ||
| AGI - Adjusted Gross Income | SNm11.0 | AGI | ISIR_STUDENT | ||
| → | AID_YEAR - Aid Year | Char4 | Aid Yr | STDNT_AWRD_DISB | |
| APPLICATION_STAT - Application Status | Char1 | N | App Stat | ISIR_CONTROL | |
| APP_STAT_DT - Application Status Date | Date | Ap Stat Dt | ISIR_CONTROL | ||
| AWARD_PERIOD - Award Period | Char1 | N | Awd Period | STDNT_AWD_PER | |
| BIRTHDATE - Date of Birth | Date | Birthdate | PERSONAL_DATA | ||
| CHARGE_PRIORITY - Charge Priority List | Char8 | Charge Lst | UM_ITYP_FA_VW | ||
| CHILDREN - Have Children you support | Char1 | N | Children | ISIR_STUDENT | |
| CITIZENSHIP_STATUS - Citizenship Status | Char1 | Status | ISIR_STUDENT | ||
| DEPENDENTS - Dependents Other Than Spouse | Char1 | N | Dependents | ISIR_STUDENT | |
| DEPNDNCY_STAT - Dependency Status | Char1 | N | Dep Stat | ISIR_STUDENT | |
| DISBURSED_AMOUNT - Disbursed Amount | Num10.2 | Disbursed | STDNT_AWRD_DISB | ||
| → | DISBURSEMENT_ID - Disbursement ID | Char2 | Disb ID | STDNT_AWRD_DISB | |
| DISBURSE_METHOD - Disbursement Method | Char1 | N | Method | UM_ITYP_FA_VW | |
| DT_APP_COMPLETED - Date Application Completed | Date | App Comp | ISIR_STUDENT | ||
| DT_APP_RECEIVED - Date Application Received | Date | App Date | ISIR_CONTROL | ||
| EFC_STATUS - Official/Unofficial Indicator | Char1 | N | EFC Status | ISIR_CONTROL | |
| EFC_STATUS_DESCR - EFC Status | Char10 | EFC Status | PSXLATITEM | ||
| → | EMPLID - Empl ID | Char11 | ID | STDNT_AWRD_DISB | |
| FA_SOURCE - Source | Char1 | N | Source | UM_ITYP_FA_VW | |
| FA_SOURCE_DESCR - Fund Source | Char30 | Source | PSXLATITEM | ||
| FEDERAL_ID - Federal ID | Char4 | N | Federal ID | UM_ITYP_FA_VW | |
| FEDERAL_ID_DESCR - Federal ID | Char30 | Federal ID | PSXLATITEM | ||
| FED_EFC - Federal EFC | Num6.0 | Fed EFC | STDNT_AWD_PER | ||
| FED_NEED - Fed Need | Num7.2 | Fed Need | STDNT_AWD_PER | ||
| FED_NEED_BASE_AID - N/B Aid (Fed) | Num7.2 | N/B Aid(F) | STDNT_AWD_PER | ||
| FED_OR_INST - Fed/Inst Affected | Char1 | N | Apply to | UM_ITYP_FA_VW | |
| FED_OVRAWD_AMT - Overaward (Fed) | Num7.2 | Overaward | STDNT_AWD_PER | ||
| FED_OVRAWD_COA - COA Overaward(Fed) | Num7.2 | COA Overaw | STDNT_AWD_PER | ||
| FED_PARENT_CONTRB - Parents Contribution - Federal | SNm7.0 | Federal PC | STDNT_AWD_PER | ||
| FED_SPECIAL_AID - Special Need/Cost Aid (Fed) | Num7.2 | Special Ne | STDNT_AWD_PER | ||
| FED_STDNT_CONTRB - Student Contribution - Federal | SNm7.0 | Federal SC | STDNT_AWD_PER | ||
| FED_TOTAL_AID - Total Aid (Fed) | Num7.2 | Total Aid | STDNT_AWD_PER | ||
| FED_UNMET_COA - Unmet COA(Fed) | Num7.2 | Unmet COA( | STDNT_AWD_PER | ||
| FED_UNMET_NEED - Unmet Need (Fed) | Num7.2 | Unmet Need | STDNT_AWD_PER | ||
| FED_YEAR_COA - Fed Year COA | Num7.2 | Fed COA | STDNT_AWD_PER | ||
| FIN_AID_TYPE - Fin Aid Type | Char4 | N | Finaid Typ | UM_ITYP_FA_VW | |
| FIRST_BACH_DEGREE - Received First Bachelor Degree | Char1 | N | 1st Degree | ISIR_STUDENT | |
| FIRST_NAME - First Name | Char30 | First Name | PERSONAL_DATA | ||
| FISAP_TOT_INC - FISAP Total Income | SNm9.0 | FTI | ISIR_STUDENT | ||
| GRADUATE - Graduate | Char1 | N | Graduate | ISIR_STUDENT | |
| GRADUATE_STUDENT - Grad Student | Char1 | N | Grad Stdnt | ISIR_STUDENT | |
| HOLD_IND - Hold From Processing | Char1 | N | Hold | ISIR_CONTROL | |
| HOUSING_CODE_1 - Student's Housing Code Col 1 | Char1 | N | Housing 1 | NVL (ISIR_STUDENT.housing_code_1, '2') Has known translate value issues. Click for more information. | |
| HS_GRAD_DT - HS Graduation Date | Date | Graduation Date | ISIR_STUDENT | ||
| → | INSTITUTION - Academic Institution | Char5 | Institution | STDNT_AWRD_DISB | |
| INST_DESCR - Institution Short Descr | Char10 | Inst Descr |
Alias a = PS_STDNT_AWRD_DISB Expand source
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 Contribution | Num6.0 | Calculated EFC | STDNT_AWD_PER | ||
| → | ITEM_TYPE - Item Type | Char12 | Item Type | STDNT_AWRD_DISB | |
| ITEM_TYPE_CD - Item Type Code | Char1 | N | Item Code | UM_ITYP_FA_VW | |
| ITEM_TYPE_DESCR - Item Type Descr | Char30 | Descr | PSXLATITEM | ||
| KEYWORD1 - Key Word | Char10 | Key Word | UM_ITYP_FA_VW | ||
| KEYWORD2 - Key Word 2 | Char10 | Key Word 2 | UM_ITYP_FA_VW | ||
| KEYWORD3 - Key Word 3 | Char10 | Key Word 3 | UM_ITYP_FA_VW | ||
| LAST_NAME - Last Name | Char30 | Last | PERSONAL_DATA | ||
| LOAN_PROGRAM - Loan Program | Char1 | N | Loan Prog | UM_ITYP_FA_VW | |
| MARITAL_STATUS - Marital Status Flag | Char1 | Married? | ISIR_STUDENT Has known translate value issues. Click for more information. | ||
| MARRIED - Student Married | Char1 | N | Married | ISIR_STUDENT | |
| MIDDLE_INITIAL - Middle Initial | Char1 | Middle Initial | NVL (Substr (PERSONAL_DATA.middle_name, 1 ,1) ,' ') | ||
| NAME_SUFFIX - Name Suffix | Char15 | Suffix | PERSONAL_DATA | ||
| NEED_BASED - Need Based | Char1 | Need Based | UM_ITYP_FA_VW | ||
| OFFER_AMOUNT - Offer Amount | Num10.2 | Offered | STDNT_AWRD_DISB | ||
| ORPHAN - Orphan or Ward of the Court | Char1 | N | Orphan | ISIR_STUDENT | |
| PELL_ELIGIBILITY - Federal PELL Eligibility | Char1 | N | PELL Elig | ISIR_CONTROL | |
| PRIMARY_EFC - Primary EFC | Num6.0 | Prmry EFC | ISIR_COMPUTED | ||
| PRORATED_EFC - Prorated EFC | Num6.0 | Prorated EFC | ISIR_COMPUTED | ||
| REPORT_CODE - Institution Reporting Cd | Char4 | Rprt Cd | UM_ITYP_FA_VW | ||
| SCHOOL_CHOICE_1 - Student's 1st Choice School | Char6 | 1st Choice | ISIR_STUDENT | ||
| SEX - Gender | Char1 | N | Sex | PERSONAL_DATA | |
| STATE_RESIDENCE - State of Residence | Char6 | Res State | ISIR_STUDENT | ||
| → | STRM - Term | Char4 | Term | STDNT_AWRD_DISB | |
| STU_TOTAL_INC - Students Total Income | SNm9.0 | STI | ISIR_COMPUTED | ||
| TITLEIV_ELIG - Title IV Fund Eligibility | Char1 | N | IV Elig | ISIR_CONTROL | |
| TITLE_IV - Title IV Aid | Char1 | Title IV | UM_ITYP_FA_VW | ||
| TOTAL_INCOME - Total Income | SNm12.0 | TI | ISIR_COMPUTED | ||
| UM_APPL_STAT_DESCR - Application Status Description | Char100 | Appl Stat Descr | PSXLATITEM | ||
| UM_AWARD_PER_DESCR - Award Period Description | Char100 | Awrd Period Des | PSXLATITEM | ||
| UM_CALC_AID_AMT - UM Calculated Aid Amount | Num11.2 | UM_CALC_AID_AMT |
alias A.=PS_STDNT_AWRD_DISB, B.=PS_UM_ITYP_FA_VW Expand source
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 Income | Num11.2 | Calc Parent Tot | NVL ((ISIR_STUDENT.fisap_tot_inc - ISIR_COMPUTED.stu_total_inc ), 0) | ||
| UM_DEPN_STAT_DESCR - Depndncy Stat Description | Char100 | Depn Stat Descr | PSXLATITEM | ||
| UM_DISB_METH_DESCR - Disbursement Method Descriptio | Char100 | Disb Meth Descr | PSXLATITEM | ||
| UM_EST_AID_FLG - Estimated Aid Flag | Char1 | Est_Aid_Flg |
Alias B.=PS_UM_ITYP_FA_VW Expand source
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 Description | Char30 | Finaid Typ Desc | PSXLATITEM | ||
| UM_HOUSE_CD_DESCR - UM Housing Code Description | Char15 | Housing Cd Desc | PSXLATITEM | ||
| UM_ITM_TYPCD_DESCR - Item Type Code Descr | Char30 | Itm Typ Cd Desc | UM_ITYP_FA_VW | ||
| UM_LOAN_PROG_DESCR - Loan Program Description | Char100 | Loan Prog Descr | PSXLATITEM | ||
| UM_SCRTY_1 - Item Type Security Node 1 | Char20 | Scrty Node 1 | UM_ITYP_FA_VW | ||
| UM_SCRTY_2 - Item Type Security Node 2 | Char20 | Sctry Node 2 | UM_ITYP_FA_VW | ||
| UM_SCRTY_3 - Item Type Security Node 3 | Char20 | Scrty Node 3 | UM_ITYP_FA_VW | ||
| UM_SCRTY_4 - Item Type Security Node 4 | Char20 | Scrty Node 4 | UM_ITYP_FA_VW | ||
| UM_SCRTY_5 - Item Type Security Node 5 | Char20 | Scrty Node 5 | UM_ITYP_FA_VW | ||
| UM_SCRTY_6 - Item Type Security Node 6 | Char20 | Sctry Node 6 | UM_ITYP_FA_VW | ||
| UM_SCRTY_7 - Item Type Security Node 7 | Char20 | Scrty Node 7 | UM_ITYP_FA_VW | ||
| UM_SCRTY_8 - Item Type Security Node 8 | Char20 | Scrty Node 8 | UM_ITYP_FA_VW | ||
| VERF_SELECTION_IND - Verification Selection Ind | Char2 | Verf Selct | ISIR_CONTROL | ||
| VERIFCATION_TYPE - Verfication Type | Char2 | Verf Type | ISIR_CONTROL | ||
| VERIF_TRK_FLG - Verification Tracking Flag | Char4 | Verif Track Flg | ISIR_CONTROL | ||
| VETERAN - Veteran | Char1 | N | Veteran | ISIR_STUDENT | |
| VET_ED_BENEFIT - Educational Resources | Num5.0 | ED Resouces | STDNT_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. Expand source
!**********************************************************************
! 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