Originating a CommonLine Loan



  1. Begin by navigating to the Loan Origination page.


    Click the Financial Aid link.

    Step 1
  2. Click the Loans link.

    Step 2
  3. Click the Process Loans link.

    Step 3
  4. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

    Step 4
  5. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use.


    Enter the desired information into the Run Control ID field. Enter

     a valid value

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Loan Origination page to originate loan item types that have an accepted award status.

    Step 7
  8. For this topic, we will use the Institution, Aid Year, Career, and CL ORG Options field values that are set up for the Run Control ID FA.

    Step 8
  9. When you select the Adjustments option, the system selects and processes origination adjustments for loans in which information has changed that requires a CommonLine change record to be generated. The system also originates new loans when you select this option.


    Click the Adjustments option.

    Step 9
  10. You select the Student Override check box and enter an individual student ID to originate a loan for a single student. You can also use the Student Override option for a group of students


    Click the Student Override option.

    Step 10
  11. Click in the ID field.

    Step 11
  12. Enter the desired information into the ID field. Enter

     a valid value

    Step 12
  13. Click the Run button.

    Step 13
  14. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

    Step 14
  15. You must select a Server Name to identify the server on which the process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field.


    Click the Server Name list.

    Step 15
  16. Click the PSUNX list item.

    Step 16
  17. Click the OK button.

    Step 17
  18. You can click the Process Monitor link to verify that the process was successful.


    Refer to the Running Reports module for examples of running a process.

    Step 18

You have successfully originated a CommonLine loan for a student.

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