Release Notes

Maintenance, bug fixes and additional data extracts. 


Fixes

  • [SV-2533] - Date check in Verification Group Changes Data Export incorrect. Error mesage was presented that date filter were incorrect.


Enhancements

  • [SV-2421] - Cal ISIR Transaction Report

New data extract report on reporting page for institutions using California ISIR functionality. Report includes information for verification and corrections for entry into Cal ISIR portal. 

  • [SV-2504] - IRA Rollover Confirmation Form

New webforms and automated trigger to have students confirm an IRA Rollover. Student form will be triggered when the student is Selected for Verification AND Student IRS Request Flag = 03 AND (Student IRS IRA Distributions Data Field Flag = 2 OR Student IRS Untaxed Pensions Data Field Flag = 2). 


For Parent rollover confirmation a parent rollover confirmation webform will be triggered when the student is Selected for Verification AND Parent IRS Request Flag = 03 AND (Parent IRS IRA Distributions Data Field Flag = 2 OR Parent IRS Untaxed Pensions Data Field Flag = 2)


Forms can also be manually assigned through additional information request.


  • [SV-2506] - 400/401 Without Tasks Reporting

New data extract added to reporting page for identifiying students who had a 400 or 401 code that does not require documentation. The extract can be used by institutions who do not have integration to identify students who need to be cleared in the SIS because they will not go through verfication file review in StudentForms.