This table is used to pull financial aid data by date in CSRPT.

Data is refreshed on Saturdays by SQR process- UM_FINA2 (UMFAIDDT.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 Text
ACAD_CAREER - Academic CareerChar4NCareer
 ACAD_CAREER_DESCR - Academic CareerChar30 Career
 ACCEPT_AMOUNT - Accept AmountNum10.2 Accepted
 ACTION_DATE - Date of actionDate Date of action
ACTION_DTTM - Override Date TimeDateTm Action DateTime
 AGGREGATE_AREA - Aggregate AreaChar10 Aggr Area
 AGI - Adjusted Gross IncomeSNm11.0 AGI
AID_YEAR - Aid YearChar4 Aid Yr
 AUTHORIZED_AMOUNT - Authorized AmountNum10.2 Authorized
 AWARD_DISB_ACTION - Disb ID ActionChar1NAction
 AWARD_PERIOD - Award PeriodChar1NAwd Period
 BIRTHDATE - Date of BirthDate Birthdate
 CHARGE_PRIORITY - Charge Priority ListChar8 Charge Lst
 CHILDREN - Have Children you supportChar1NChildren
 CITIZENSHIP_STATUS - Citizenship StatusChar1 Status
 DEPENDENTS - Dependents Other Than SpouseChar1NDependents
 DEPNDNCY_STAT - Dependency StatusChar1NDep Stat
 DISB_AMOUNT - Disbursed AmountSNm11.2 Disb Amt
 DISB_TO_DATE - Disbursed TotalNum10.2 Disbursed
 DISBURSE_METHOD - Disbursement MethodChar1NMethod
DISBURSEMENT_ID - Disbursement IDChar2 Disbt ID
 DISBURSEMENT_PLAN - Disbursement PlanChar2 Disbt Plan
EMPLID - Empl IDChar11 ID
 FA_SOURCE - SourceChar1NSource
 FA_SOURCE_DESCR - Fund SourceChar30 Source
 FED_EFC - Federal EFCNum6.0 Fed EFC
 FED_NEED - Fed NeedNum7.2 Fed Need
 FED_NEED_BASE_AID - N/B Aid (Fed)Num7.2 N/B Aid(F)
 FED_OR_INST - Fed/Inst AffectedChar1NApply to
 FED_OVRAWD_AMT - Overaward (Fed)Num7.2 Overaward
 FED_OVRAWD_COA - COA Overaward(Fed)Num7.2 COA Overaw
 FED_PARENT_CONTRB - Parents Contribution - FederalSNm7.0 Federal PC
 FED_SPECIAL_AID - Special Need/Cost Aid (Fed)Num7.2 Special Ne
 FED_STDNT_CONTRB - Student Contribution - FederalSNm7.0 Federal SC
 FED_TOTAL_AID - Total Aid (Fed)Num7.2 Total Aid
 FED_UNMET_COA - Unmet COA(Fed)Num7.2 Unmet COA
 FED_UNMET_NEED - Unmet Need (Fed)Num7.2 Unmet Need
 FED_YEAR_COA - Fed Year COANum7.2 Fed COA
 FEDERAL_ID - Federal IDChar4NFederal ID
 FEDERAL_ID_DESCR - Federal IDChar30 Federal ID
 FIN_AID_TYPE - Fin Aid TypeChar4NFinaid Typ
 FIRST_BACH_DEGREE - Received First Bachelor DegreeChar1N1st Degree
 FIRST_NAME - First NameChar30 First Name
 FISAP_TOT_INC - FISAP Total IncomeSNm9.0 FTI
 GRADUATE - GraduateChar1NGraduate
 GRADUATE_STUDENT - Grad StudentChar1NGrad Stdnt
 HOUSING_CODE_1 - Student's Housing Code Col 1Char1NHousing 1
 HS_GRAD_DT - HS Graduation DateDate Graduation Date
 INST_DESCR - Institution Short DescrChar10 Inst Descr
INSTITUTION - Academic InstitutionChar5 Institution
 ISIR_CALC_EFC - Calculated Family ContributionNum6.0 Calculated EFC
ITEM_TYPE - Item TypeChar12 Item Type
 ITEM_TYPE_CD - Item Type CodeChar1NItem Code
 ITEM_TYPE_DESCR - Item Type DescrChar30 Descr
 KEYWORD1 - Key WordChar10 Key Word
 KEYWORD2 - Key Word 2Char10 Key Word 2
 KEYWORD3 - Key Word 3Char10 Key Word 3
 LAST_NAME - Last NameChar30 Last
 LOAN_PROGRAM - Loan ProgramChar1NLoan Prog
 MARITAL_STATUS - Marital Status FlagChar1 Married?
 MARRIED - Student MarriedChar1NMarried
 MIDDLE_INITIAL - Middle InitialChar1 Middle Initial
 NAME_SUFFIX - Name SuffixChar15 Suffix
 NEED_BASED - Need BasedChar1 Need Based
 OFFER_AMOUNT - Offer AmountNum10.2 Offered
 ORPHAN - Orphan or Ward of the CourtChar1NOrphan
 PRIMARY_EFC - Primary EFCNum6.0 Prmry EFC
 PRORATED_EFC - Prorated EFCNum6.0 Prorated EFC
 REPORT_CODE - Institution Reporting CdChar4 Rprt Cd
 SCHOOL_CHOICE_1 - Student's 1st Choice SchoolChar6 1st Choice
 SEX - GenderChar1NSex
 SPLIT_CODE - Split CodeChar2 Split Code
 STATE_RESIDENCE - State of ResidenceChar6 Res State
 STU_TOTAL_INC - Students Total IncomeSNm9.0 STI
 TITLE_IV - Title IV AidChar1 Title IV
 TOTAL_INCOME - Total IncomeSNm12.0 TI
 UM_AWARD_PER_DESCR - Award Period DescriptionChar100 Awrd Period Des
 UM_CALC_AID_AMT - UM Calculated Aid AmountNum11.2 UM_CALC_AID_AMT
 UM_CALC_PAR_TOTINC - Calc Parent Total IncomeNum11.2 Calc Parent Tot
 UM_DEPN_STAT_DESCR - Depndncy Stat DescriptionChar100 Depn Stat Descr
 UM_DISB_DTTM - Disbursed Date/TimeDateTm Disb DTTM
 UM_DISB_METH_DESCR - Disbursement Method DescriptioChar100 Disb Meth Descr
 UM_EST_AID_FLG - Estimated Aid FlagChar1 Est_Aid_Flg
 UM_FINAID_TYP_DESC - Financial AId Type DescriptionChar30 Finaid Typ Desc
 UM_HOUSE_CD_DESCR - UM Housing Code DescriptionChar15 Housing Cd Desc
 UM_ITM_TYPCD_DESCR - Item Type Code DescrChar30 Itm Typ Cd Desc
 UM_LOAN_PROG_DESCR - Loan Program DescriptionChar100 Loan Prog Descr
 UM_ORIG_AMT_DTTM - Original Amount Offered DTTMDateTm Orig Amt Off Dt
 UM_ORIG_OFFER_AMT - Original Offer AmountNum10.2 Orig Offer Amt
 UM_SCRTY_1 - Item Type Security Node 1Char20 Scrty Node 1
 UM_SCRTY_2 - Item Type Security Node 2Char20 Sctry Node 2
 UM_SCRTY_3 - Item Type Security Node 3Char20 Scrty Node 3
 UM_SCRTY_4 - Item Type Security Node 4Char20 Scrty Node 4
 UM_SCRTY_5 - Item Type Security Node 5Char20 Scrty Node 5
 UM_SCRTY_6 - Item Type Security Node 6Char20 Sctry Node 6
 UM_SCRTY_7 - Item Type Security Node 7Char20 Scrty Node 7
 UM_SCRTY_8 - Item Type Security Node 8Char20 Scrty Node 8
 VET_ED_BENEFIT - Educational ResourcesNum5.0 ED Resouces
 VETERAN - VeteranChar1NVeteran
SQL code for UM_FIN_AID_DTVW
SELECT A.EMPLID,
       A.DISBURSEMENT_ID,
       A.AID_YEAR,
       A.INSTITUTION,
       A.ITEM_TYPE,
       A.ACAD_CAREER,
       A.ACTION_DTTM,
       A.ACTION_DT,
       A.UM_DISB_DTTM,
       A.UM_ORIG_AMT_DTTM,
       A.ACAD_CAREER_DESCR,
       A.LAST_NAME,
       A.FIRST_NAME,
       A.MIDDLE_INITIAL,
       A.NAME_SUFFIX,
       A.UM_CALC_AID_AMT,
       A.AGGREGATE_AREA,
       A.AGI,
       A.AWARD_PERIOD,
       A.UM_AWARD_PER_DESCR,
       A.AWARD_DISB_ACTION,
       A.UM_CALC_PAR_TOTINC,
       A.CHARGE_PRIORITY,
       A.CHILDREN,
       A.CITIZENSHIP_STATUS,
       A.DEPENDENTS,
       A.DEPNDNCY_STAT,
       A.UM_DEPN_STAT_DESCR,
       A.DISBURSE_METHOD,
       A.UM_DISB_METH_DESCR,
       A.UM_ORIG_OFFER_AMT,
       A.OFFER_AMT,
       A.ACCEPT_AMOUNT,
       A.AUTHORIZED_AMOUNT,
       A.DISB_AMOUNT,
       A.DISB_TO_DATE,
       A.DISBURSEMENT_PLAN,
       A.FA_SOURCE,
       A.FA_SOURCE_DESCR,
       A.FED_EFC,
       A.FED_NEED,
       A.FED_NEED_BASE_AID,
       A.FED_OR_INST,
       A.FED_OVRAWD_AMT,
       A.FED_OVRAWD_COA,
       A.FED_PARENT_CONTRB,
       A.FED_SPECIAL_AID,
       A.FED_STDNT_CONTRB,
       A.FED_TOTAL_AID,
       A.FED_UNMET_COA,
       A.FED_UNMET_NEED,
       A.FED_YEAR_COA,
       A.FEDERAL_ID,
       A.FEDERAL_ID_DESCR,
       A.UM_EST_AID_FLG,
       A.FIN_AID_TYPE,
       A.UM_FINAID_TYP_DESC,
       A.FIRST_BACH_DEGREE,
       A.FISAP_TOT_INC,
       A.GRADUATE,
       A.GRADUATE_STUDENT,
       A.HOUSING_CODE_1,
       A.UM_HOUSE_CD_DESCR,
       A.HS_GRAD_DT,
       A.INST_DESCR,
       A.ISIR_CALC_EFC,
       A.ITEM_TYPE_DESCR,
       A.ITEM_TYPE_CD,
       A.UM_ITM_TYPCD_DESCR,
       A.KEYWORD1,
       A.KEYWORD2,
       A.KEYWORD3,
       A.LOAN_PROGRAM,
       A.UM_LOAN_PROG_DESCR,
       A.MARITAL_STATUS,
       A.MARRIED,
       A.NEED_BASED,
       A.ORPHAN,
       A.PRIMARY_EFC,
       A.PRORATED_EFC,
       A.REPORT_CODE,
       A.SCHOOL_CHOICE_1,
       A.SPLIT_CODE,
       A.STATE_RESIDENCE,
       A.STU_TOTAL_INC,
       A.TITLE_IV,
       A.TOTAL_INCOME,
       A.UM_SCRTY_1,
       A.UM_SCRTY_2,
       A.UM_SCRTY_3,
       A.UM_SCRTY_4,
       A.UM_SCRTY_5,
       A.UM_SCRTY_6,
       A.UM_SCRTY_7,
       A.UM_SCRTY_8,
       A.VET_ED_BENEFIT,
       A.VETERAN,
       A.BIRTHDATE,
       A.SEX
  FROM PS_UM_FIN_AIDDT A;
UMFAIDDT.SQR (SQR code which creates PS_UM_FIN_AIDDT table.)
 !**********************************************************************
!  UMFAIDDT: Financial Aid DATE Table.                          *
!***********************************************************************
! P.ANDERSEN  						2/26/2014				  			             *
!***********************************************************************
! Mod #    Programmer        Date             Description              *
! ------   ----------     ----    -------------------------------------*
!
!***********************************************************************

#include 'setenv.sqc'  		!Set environment

!***********************************************************************
!        Begin Setup                                                   *
! REPORT-309  P. Andersen                           Tune SQL           *                                
!***********************************************************************
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_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
     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)'
     
Load-Lookup Name=Get_item_type_cd
     table='PS_ITEM_TYPE_TBL D1'
     key = ITEM_TYPE
     return_value = ITEM_TYPE_CD
     where='D1.EFFDT = (SELECT MAX(BEF.EFFDT) FROM PS_ITEM_TYPE_TBL BEF  WHERE D1.SETID = BEF.SETID  AND D1.ITEM_TYPE = BEF.ITEM_TYPE  AND BEF.EFFDT <= SYSDATE) AND D1.ITEM_TYPE_CD = ''C'' '

End-Setup

!**********************************************************************


!***********************************************************************
! Process-Main Procedure                                               *
!***********************************************************************
Begin-Program
   Let $Reporttitle = 'Financial Aid Date Table'
   let $Reportid = 'umfaiddt'
   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_AIDT_BLD
END-SQL

COMMIT

SHOW 'Truncate PS_UM_FIN_AIDDT_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_UMFAIDDT 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
/*+ OPT_PARAM('_OPTIMIZER_COST_BASED_TRANSFORMATION', 'ON') */
a.action_dttm ,
trunc(a.action_dttm) &action_dt,
max(a.action_dttm) over (partition by  a.emplid, a.aid_year, a.institution, a.item_type, a.acad_career) &UM_DISB_DTTM,
min(a.action_dttm) over (partition by  a.emplid, a.aid_year, a.institution, a.item_type, a.acad_career) &UM_ORIG_AMT_DTTM,
a.disbursement_id, 
a.emplid, 
a.aid_year, 
a.institution, 
a.item_type, 
a.acad_career, 
!-- , o.xlatlongname um_acad_career_descr
initcap(lower(nvl(d.iwd_std_last_name,' '))) &g.last_name,  !
initcap(lower(nvl(d.iwd_std_first_nm02,' '))) &g.first_name, 
nvl(iwd_stu_mi,' ')   &middle_initial, 
' ' &g.name_suffix, 
CASE WHEN b.fin_aid_type  <> 'W' AND b.disburse_method = 'N' AND a.disb_amount  = 0 THEN a.accept_amount WHEN b.fin_aid_type  <> 'W' AND b.disburse_method = ' ' AND a.disb_amount  = 0 THEN a.accept_amount ELSE a.disb_amount END &um_calc_aid_amt,
b.aggregate_area, 
d.agi, 
c.award_period, 
!-- , q.xlatlongname UM_AWARD_PER_DESCR
a.award_disb_action, 
( d.fisap_tot_inc - e.stu_total_inc ) &um_calc_par_totinc 
b.charge_priority, 
d.children, 
d.citizenship_status, 
d.dependents, 
d.depndncy_stat, 
!-- , r.xlatlongname um_depn_stat_descr
b.disburse_method, 
!-- , n.xlatlongname um_disb_meth_descr
First_value(a.offer_amount) over (partition by  a.emplid, a.aid_year, a.institution, a.item_type, a.acad_career order by a.action_dttm) &Um_orig_offer_amt
a.offer_amount, 
a.accept_amount, 
a.authorized_amount, 
a.disb_amount, 
a.disb_to_date,
a.disbursement_plan, 
b.fa_source, 
!-- , i.xlatlongname UM_FA_SOURCE_DESCR
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, 
!-- , j.xlatlongname um_federal_id_descr
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_est_aid_flag 
b.fin_aid_type, 
!-- , k.xlatlongname um_fin_aid_type_descr
d.first_bach_degree, 
d.fisap_tot_inc, 
d.graduate, 
d.graduate_student, 
d.housing_code_1, 
!-- , l.xlatlongname UM_HOUSING_CD_DESCR
d.hs_grad_dt, 
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 &um_inst_descr 
c.isir_calc_efc, 
b.descr  &item_type_descr, 
b.item_type_cd, 
!-- , s.xlatlongname as UM_ITM_TYPCD_DESCR
b.keyword1, 
b.keyword2, 
b.keyword3, 
b.loan_program, 
!-- , t.xlatlongname UM_LOAN_PROG_DESCR
d.marital_stat, 
d.married, 
b.need_based, 
d.orphan, 
e.primary_efc, 
e.prorated_efc, 
b.report_code, 
d.school_choice_1, 
a.split_code, 
d.state_residence, 
e.stu_total_inc, 
b.title_iv, 
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, 
c.vet_ed_benefit, 
d.veteran ,
d.birthdate &g.birthdate,
decode(d.sfa_stdnt_gender,'2','F','1','M',' ') &g.sex
  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_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_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
  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 $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,$term2,#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,10000) = 0 
    show 'Records processed:' #Fin_count
    commit
  end-if

  DO Insert_Fin_Aiddt_Tbl 

  
  FROM ps_stdnt_awrd_actv a 
  , 
  ! first part of PS_UM_ITYP_FA_VW
  (
  SELECT a.setid 
 , a.item_type 
 , a.aid_year 
 , a.effdt 
 , a.eff_status 
 , a.descr 
 , a.descrshort 
 , a.fa_source 
 , a.federal_id 
 , a.loan_program 
 , a.title_iv 
 , a.fin_aid_type 
 , a.fed_or_inst 
 , a.need_based 
 , a.aggregate_area 
 , a.report_code 
 , a.disburse_method 
 , b.item_type_cd 
 , b.charge_priority 
 , b.keyword1 
 , b.keyword2 
 , b.keyword3 
 , c.um_scrty_1 
 , c.um_scrty_2 
 , c.um_scrty_3 
 , c.um_scrty_4 
 , c.um_scrty_5 
 , c.um_scrty_6 
 , c.um_scrty_7 
 , c.um_scrty_8 
 , c.um_gasb_1 
 , c.um_gasb_2 
 , c.um_gasb_3 
 , c.um_gasb_4 
 , c.um_gasb_5 
  FROM ps_item_type_fa a 
  , ps_item_type_tbl b 
  , ps_um_ityp_treends c 
 WHERE a.setid = b.setid 
   AND a.item_type = b.item_type 
   AND b.effdt = ( 
 SELECT MAX(bef.effdt) 
  FROM ps_item_type_tbl bef 
 WHERE b.setid = bef.setid 
   AND b.item_type = bef.item_type 
   AND bef.effdt <= sysdate) 
   AND b.eff_status = 'A' 
   AND a.setid = c.setid (+) 
   AND a.item_type = c.item_type(+) 
   AND a.effdt = ( 
 SELECT MAX(aef.effdt) 
  FROM ps_item_type_fa aef 
 WHERE a.setid = aef.setid 
   AND a.item_type = aef.item_type 
   AND a.aid_year = aef.aid_year 
   AND aef.effdt <= sysdate) 
   AND a.eff_status = 'A' ) b

  , ps_stdnt_awd_per c 
  , 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_amount <> 0  OR A.ACCEPT_amount <> 0 OR A.DISB_amount <> 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 = d.emplid(+)
   AND a.institution = d.institution(+)
   AND a.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.effdt IS NULL)
   AND a.emplid = e.emplid(+)                                            
   AND a.institution = e.institution(+)
   AND a.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,
a1.item_type,
SUM(A1.ITEM_AMT) &ITEM_AMOUNT
  Let $item_type = ' '
  Lookup Get_ITEM_TYPE_CD &a1.item_type $item_type
  if $item_type = 'C'
   Let #housing_amt = #housing_amt + &ITEM_AMOUNT
  end-if
      ! REPORT-309 substitute PS_UM_ITYP_TREENDS and PS_ITEM_TYPE_TBL for PS_UM_ITYP_FA_VW
FROM sysadm.PS_ITEM_SF A1, SYSADM.PS_UM_ITYP_TREENDS B1
   !, SYSADM.PS_ITEM_TYPE_TBL D1               
WHERE  A1.ITEM_TYPE = B1.ITEM_TYPE
AND A1.BUSINESS_UNIT = B1.SETID
!AND B1.SETID = D1.SETID
!AND B1.ITEM_TYPE = D1.ITEM_TYPE
!     AND D1.EFFDT = (SELECT MAX(BEF.EFFDT) 
!  FROM PS_ITEM_TYPE_TBL BEF 
! WHERE D1.SETID = BEF.SETID 
!   AND D1.ITEM_TYPE = BEF.ITEM_TYPE 
 !  AND BEF.EFFDT <= SYSDATE) 
!AND D1.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, a1.item_type
END-SELECT
end-procedure

!**********************************************************************
! Insert_Fin_Aid_Tbl      [Generate PS_UM_FIN_AID_VW Table]       *  
!**********************************************************************
Begin-Procedure  Insert_Fin_Aiddt_Tbl 

let $Calling_Procedure = 'Insert_Fin_Aid_Tbl'
let $housing = 'Off-Campus'
BEGIN-SQL on-error=sql_error
INSERT INTO SYSADM.PS_UM_FIN_AIDT_BLD
VALUES(&a.emplid,
NVL(&a.disbursement_id,' '),
NVL(&a.aid_year,' '),
&a.institution, 
&a.item_type, 
&a.acad_career,
&A.ACTION_DTTM,
&ACTION_DT,
&UM_DISB_DTTM,
&UM_ORIG_AMT_DTTM, 
$acad_career_descr,
&g.last_name, 
&g.first_name, 
&middle_initial,  
NVL(&g.name_suffix,' '), 
&um_calc_aid_amt,
nvl(&b.aggregate_area,' '), 
nvl(&d.agi,0), 
&c.award_period, 
$AWARD_PERIOD_DESCR,
&a.award_disb_action,
nvl(&um_calc_par_totinc,0) ,
nvl(&b.charge_priority,' '),
nvl(&d.children,' '), 
nvl(&d.citizenship_status,' '), 
nvl(&d.dependents,' '), 
nvl(&d.depndncy_stat,' '), 
$depndncy_stat_descr,
nvl(&b.disburse_method,' '), 
$disburse_method_descr,
&Um_orig_offer_amt,
&a.offer_amount, 
&a.accept_amount, 
&a.authorized_amount, 
&a.disb_amount, 
&a.disb_to_date,
&a.disbursement_plan, 
nvl(&b.fa_source,' '), 
$fa_source_descr,
&c.fed_efc, 
&c.fed_need,
&c.fed_need_base_aid, 
nvl(&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, 
nvl(&b.federal_id,' '), 
$federal_id_descr,
&um_est_aid_flag, 
nvl(&b.fin_aid_type,' '), 
$fin_aid_type_descr,
nvl(&d.first_bach_degree,' '), 
nvl(&d.fisap_tot_inc,0),
nvl(&d.graduate,' '), 
nvl(&d.graduate_student,' '), 
NVL(&d.housing_code_1,'2'), 
$HOUSING_CODE_DESCR_LONG,
nvl(&d.hs_grad_dt,'01-JAN-1901'), 
&um_inst_descr, 
&c.isir_calc_efc, 
&item_type_descr, 
&b.item_type_cd, 
$item_type_cd_descr,
nvl(&b.keyword1,' '),
nvl(&b.keyword2,' '), 
nvl(&b.keyword3,' '), 
nvl(&b.loan_program,' '), 
$loan_program_descr,
nvl(&d.marital_stat,' '), 
nvl(&d.married,' '), 
nvl(&b.need_based,' '), 
nvl(&d.orphan,' '), 
nvl(&e.primary_efc,0), 
nvl(&e.prorated_efc,0), 
&b.report_code, 
nvl(&d.school_choice_1,' '), 
&a.split_code, 
nvl(&d.state_residence,' '), 
nvl(&e.stu_total_inc,0), 
nvl(&b.title_iv,' '), 
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,' '), 
&c.vet_ed_benefit, 
nvl(&d.veteran,' '), 
&g.birthdate,
&g.sex
)

END-SQL

End-Procedure Insert_Fin_Aiddt_Tbl

begin-procedure Blasto_Data
Begin-select
count(*) &CTR_UM_BLD
FROM SYSADM.PS_UM_FIN_AIDT_BLD buildies
end-select
if &CTR_UM_BLD > 0	 
    begin-sql 
    DELETE  FROM ps_um_fin_aiddt 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_AIDDT ( SELECT * FROM SYSADM.PS_UM_FIN_AIDT_BLD)
   END-SQL
   
   BEGIN-SQL
   COMMIT
   END-SQL
   show 'Rows inserted from UM_FIN_AIDDT_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

show &A.ACTION_DTTM
show &a.disbursement_id
show &a.emplid
show &a.aid_year
show &a.institution 
show &a.item_type 

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