Using Auto Verification



  1. Begin by navigating to the Auto Verification page.


    Click the Financial Aid link.

    Step 1
  2. Click the Perform Auto Verification link.

    Step 2
  3. Enter the desired information into the ID field. Enter

     a valid value

    Step 3
  4. Click in the Aid Year field.

    Step 4
  5. Enter the desired information into the Aid Year field. Enter

     a valid value

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Auto Verification page to perform the online automated verification process. Buttons and links on this page provide several independent routines.


    One routine compares income documents to financial aid applications. You can view comparison results and decide, field by field, whether to update the intended target table with updated information.

    Step 7
  8. The Verification Type field determines whether federal or institutional  tolerance levels will be applied.


    In this topic, federal tolerance levels will be applied.

    Step 8
  9. The Source and Target values determine what data will be compared. 


    In this topic, the data from Verification pages created from the consolidate routine (Tax/Verif) will be compared to ISIR data.

    Step 9
  10. Use the Pass/Fail Option field to select how to set  pass or fail eligibility.


    Click the Pass/Fail Option list.

    Step 10
  11. The Federal value is used with federal selection only and uses the federal total tolerance amount.


    The Field value is used with institutional or federal selection and uses  institutional or federal field level tolerances.


    Click the Field list item.

    Step 11
  12. Use the Perform Compare button to launch the process that compares your target and source values and activates the Field Comparison Detail link when differences are found.


    Click the Perform Compare button.

    Step 12
  13. The system displays the Field Comparison Detail link after the compare routine finds diffferences.


    Click the Field Comparison Detail link.

    Step 13
  14. Use the Verification Compare Results page to view a summary of fields that were compared and for which the system indicated a variance.

    Step 14
  15. Click the Apply option.

    Step 15
  16. Click the OK button.

    Step 16
  17. Click the Edit Status link.

    Step 17
  18. Use the Verification Status page to view or change verification codes or statuses.


    You can update verification-related status fields that reside on the Packaging Status Summary page directly from the Verification Status page. 


    The compare process automatically updates the Verification Flag to Pending if the comparison results exceed tolerance.

    Step 18
  19. If the ISIR Transaction Number is 1 and the verification process passes without tolerances, the verification status changes to Accurate.

    Step 19
  20. Click the OK button.

    Step 20
  21. The Mark Assumptions as Verified field is populated from the Verification run setup and should only be used when the Source value is Tax/Verif and the Target value is ISIR.


    Selecting this option tags fields originally identified as Assumption fields to a field status of Verified.


    Click the Mark Assumptions as Verified option.

    Step 21
  22. When you select the Set to Send ISIR Correction check box, the system sets the Correction Status to Send on ISIR Corrections when you use the Apply Changes button.


    Click the Set to Send ISIR Correction option.

    Step 22
  23. Use the Apply Changes button to launch the process that moves the marked fields on the Field Comparison Detail page to the target tables.


    Click the Apply Changes button.

    Step 23

You have successfully verified a student's information using auto verification.

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