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Thursday, October 24 • 4:00pm - 4:50pm
Using Algorithmic Packaging Rules for Scholarships To Recruit New Students

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Two years ago, the Office of Financial Aid at the University of North Carolina at Charlotte was asked to award two funds; an institutional grant and a scholarship to more than 2,000 students during a relatively busy processing period. The fund amounts were to be offered based on EFC ranges and a Financial Aid Index assigned by the Undergraduate Admissions office and would have relied on tedious, time-consuming manual work. To automate the awarding, the Office of Financial Aid utilized algorithmic rules to calculate, allocate, and award the two funds. The goal of this presentation is to show how to setup a relatively simple process that uses a combination of awarding rules and algorithmic packaging rules. We will show how to set this up in Banner with code examples for rules, Banner forms that need to be populated, and how we tested.


Bruce Blackmon

Director of Financial Aid, UNC Charlotte
Bruce Blackmon has over 27 years of experience in financial aid. Currently, he serves as Director of Financial Aid, at UNC Charlotte.

Robert Green

Associate Director of Financial Aid Systems, UNC Charlotte
Robert Green has seven years of Banner Financial Aid experience. During this time, he has developed Automic Applications Manager process flows to automate the EDE dataload, verification, packaging, and other processes. Robert has developed numerous algorithmic rules for period budgets... Read More →

Thursday October 24, 2019 4:00pm - 4:50pm EDT
Carolina E