Created by Miki Yanagi, last modified on Jul 02, 2020
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.
| Key | Record.Fieldname | Format | XLAT | Heading Text |
|---|---|---|---|---|
| → | ACAD_CAREER - Academic Career | Char4 | N | Career |
| ACAD_CAREER_DESCR - Academic Career | Char30 | Career | ||
| ACCEPT_AMOUNT - Accept Amount | Num10.2 | Accepted | ||
| ACTION_DATE - Date of action | Date | Date of action | ||
| → | ACTION_DTTM - Override Date Time | DateTm | Action DateTime | |
| AGGREGATE_AREA - Aggregate Area | Char10 | Aggr Area | ||
| AGI - Adjusted Gross Income | SNm11.0 | AGI | ||
| → | AID_YEAR - Aid Year | Char4 | Aid Yr | |
| AUTHORIZED_AMOUNT - Authorized Amount | Num10.2 | Authorized | ||
| AWARD_DISB_ACTION - Disb ID Action | Char1 | N | Action | |
| AWARD_PERIOD - Award Period | Char1 | N | Awd Period | |
| BIRTHDATE - Date of Birth | Date | Birthdate | ||
| CHARGE_PRIORITY - Charge Priority List | Char8 | Charge Lst | ||
| CHILDREN - Have Children you support | Char1 | N | Children | |
| CITIZENSHIP_STATUS - Citizenship Status | Char1 | Status | ||
| DEPENDENTS - Dependents Other Than Spouse | Char1 | N | Dependents | |
| DEPNDNCY_STAT - Dependency Status | Char1 | N | Dep Stat | |
| DISB_AMOUNT - Disbursed Amount | SNm11.2 | Disb Amt | ||
| DISB_TO_DATE - Disbursed Total | Num10.2 | Disbursed | ||
| DISBURSE_METHOD - Disbursement Method | Char1 | N | Method | |
| → | DISBURSEMENT_ID - Disbursement ID | Char2 | Disbt ID | |
| DISBURSEMENT_PLAN - Disbursement Plan | Char2 | Disbt Plan | ||
| → | EMPLID - Empl ID | Char11 | ID | |
| FA_SOURCE - Source | Char1 | N | Source | |
| FA_SOURCE_DESCR - Fund Source | Char30 | Source | ||
| FED_EFC - Federal EFC | Num6.0 | Fed EFC | ||
| FED_NEED - Fed Need | Num7.2 | Fed Need | ||
| FED_NEED_BASE_AID - N/B Aid (Fed) | Num7.2 | N/B Aid(F) | ||
| FED_OR_INST - Fed/Inst Affected | Char1 | N | Apply to | |
| FED_OVRAWD_AMT - Overaward (Fed) | Num7.2 | Overaward | ||
| FED_OVRAWD_COA - COA Overaward(Fed) | Num7.2 | COA Overaw | ||
| FED_PARENT_CONTRB - Parents Contribution - Federal | SNm7.0 | Federal PC | ||
| FED_SPECIAL_AID - Special Need/Cost Aid (Fed) | Num7.2 | Special Ne | ||
| FED_STDNT_CONTRB - Student Contribution - Federal | SNm7.0 | 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 COA | Num7.2 | Fed COA | ||
| FEDERAL_ID - Federal ID | Char4 | N | Federal ID | |
| FEDERAL_ID_DESCR - Federal ID | Char30 | Federal ID | ||
| FIN_AID_TYPE - Fin Aid Type | Char4 | N | Finaid Typ | |
| FIRST_BACH_DEGREE - Received First Bachelor Degree | Char1 | N | 1st Degree | |
| FIRST_NAME - First Name | Char30 | First Name | ||
| FISAP_TOT_INC - FISAP Total Income | SNm9.0 | FTI | ||
| GRADUATE - Graduate | Char1 | N | Graduate | |
| GRADUATE_STUDENT - Grad Student | Char1 | N | Grad Stdnt | |
| HOUSING_CODE_1 - Student's Housing Code Col 1 | Char1 | N | Housing 1 | |
| HS_GRAD_DT - HS Graduation Date | Date | Graduation Date | ||
| INST_DESCR - Institution Short Descr | Char10 | Inst Descr | ||
| → | INSTITUTION - Academic Institution | Char5 | Institution | |
| ISIR_CALC_EFC - Calculated Family Contribution | Num6.0 | Calculated EFC | ||
| → | ITEM_TYPE - Item Type | Char12 | Item Type | |
| ITEM_TYPE_CD - Item Type Code | Char1 | N | Item Code | |
| ITEM_TYPE_DESCR - Item Type Descr | Char30 | Descr | ||
| KEYWORD1 - Key Word | Char10 | Key Word | ||
| KEYWORD2 - Key Word 2 | Char10 | Key Word 2 | ||
| KEYWORD3 - Key Word 3 | Char10 | Key Word 3 | ||
| LAST_NAME - Last Name | Char30 | Last | ||
| LOAN_PROGRAM - Loan Program | Char1 | N | Loan Prog | |
| MARITAL_STATUS - Marital Status Flag | Char1 | Married? | ||
| MARRIED - Student Married | Char1 | N | Married | |
| MIDDLE_INITIAL - Middle Initial | Char1 | Middle Initial | ||
| NAME_SUFFIX - Name Suffix | Char15 | Suffix | ||
| NEED_BASED - Need Based | Char1 | Need Based | ||
| OFFER_AMOUNT - Offer Amount | Num10.2 | Offered | ||
| ORPHAN - Orphan or Ward of the Court | Char1 | N | Orphan | |
| PRIMARY_EFC - Primary EFC | Num6.0 | Prmry EFC | ||
| PRORATED_EFC - Prorated EFC | Num6.0 | Prorated EFC | ||
| REPORT_CODE - Institution Reporting Cd | Char4 | Rprt Cd | ||
| SCHOOL_CHOICE_1 - Student's 1st Choice School | Char6 | 1st Choice | ||
| SEX - Gender | Char1 | N | Sex | |
| SPLIT_CODE - Split Code | Char2 | Split Code | ||
| STATE_RESIDENCE - State of Residence | Char6 | Res State | ||
| STU_TOTAL_INC - Students Total Income | SNm9.0 | STI | ||
| TITLE_IV - Title IV Aid | Char1 | Title IV | ||
| TOTAL_INCOME - Total Income | SNm12.0 | TI | ||
| UM_AWARD_PER_DESCR - Award Period Description | Char100 | Awrd Period Des | ||
| UM_CALC_AID_AMT - UM Calculated Aid Amount | Num11.2 | UM_CALC_AID_AMT | ||
| UM_CALC_PAR_TOTINC - Calc Parent Total Income | Num11.2 | Calc Parent Tot | ||
| UM_DEPN_STAT_DESCR - Depndncy Stat Description | Char100 | Depn Stat Descr | ||
| UM_DISB_DTTM - Disbursed Date/Time | DateTm | Disb DTTM | ||
| UM_DISB_METH_DESCR - Disbursement Method Descriptio | Char100 | Disb Meth Descr | ||
| UM_EST_AID_FLG - Estimated Aid Flag | Char1 | Est_Aid_Flg | ||
| UM_FINAID_TYP_DESC - Financial AId Type Description | Char30 | Finaid Typ Desc | ||
| UM_HOUSE_CD_DESCR - UM Housing Code Description | Char15 | Housing Cd Desc | ||
| UM_ITM_TYPCD_DESCR - Item Type Code Descr | Char30 | Itm Typ Cd Desc | ||
| UM_LOAN_PROG_DESCR - Loan Program Description | Char100 | Loan Prog Descr | ||
| UM_ORIG_AMT_DTTM - Original Amount Offered DTTM | DateTm | Orig Amt Off Dt | ||
| UM_ORIG_OFFER_AMT - Original Offer Amount | Num10.2 | Orig Offer Amt | ||
| UM_SCRTY_1 - Item Type Security Node 1 | Char20 | Scrty Node 1 | ||
| UM_SCRTY_2 - Item Type Security Node 2 | Char20 | Sctry Node 2 | ||
| UM_SCRTY_3 - Item Type Security Node 3 | Char20 | Scrty Node 3 | ||
| UM_SCRTY_4 - Item Type Security Node 4 | Char20 | Scrty Node 4 | ||
| UM_SCRTY_5 - Item Type Security Node 5 | Char20 | Scrty Node 5 | ||
| UM_SCRTY_6 - Item Type Security Node 6 | Char20 | Sctry Node 6 | ||
| UM_SCRTY_7 - Item Type Security Node 7 | Char20 | Scrty Node 7 | ||
| UM_SCRTY_8 - Item Type Security Node 8 | Char20 | Scrty Node 8 | ||
| VET_ED_BENEFIT - Educational Resources | Num5.0 | ED Resouces | ||
| VETERAN - Veteran | Char1 | N | Veteran |
SQL code for UM_FIN_AID_DTVW Expand source
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.) Expand source
!**********************************************************************
! 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