Student systems at UF are currently developed, maintained and operated by various offices across campus, including the Office of the University Registrar, University Financial Services, Office of Admissions, Student Financial Affairs, Academic Advising, Office of Institutional Planning & Research, Division of Continuing Education and the Graduate School.
Student systems include admissions, advising, registration, student records, room scheduling, student billing and financial aid for all UF academic programs -- undergraduate, graduate, professional, distance, continuing and executive education.
A project to implement student financial services as an integrated component of the myUFL system is underway. University Financial Services (UFS) fee system is 26 years old. UFS needs the ability to quickly adapt to complex fee structures and billing processes while providing improved services to University students. Integrating student financial services in myUFL allows UFS to continuously improve UF’s fee system so it remains innovative and flexible. The new system is expected to be operational for the Summer A/C term in 2008.
PeopleSoft Student Financials (PS-SF) Project
All student financial information controlled by University Financial Services (UFS) is moving from the University’s legacy main frame systems to PeopleSoft Student Financials (PS-SF). The Project Scope and the Project Brochure provide additional information about the PeopleSoft Student Financials module and the impact of this project on the University’s student systems.
What is PeopleSoft Student Financials?
Student Financials is the engine for managing and calculating student financial information, such as tuition, fees, receivables, billing, payment plans, financial aid disbursements and refunds. Student Financials is one of six modules that make up PeopleSoft’s Campus Solutions product. Other modules included in this product are Admissions, Campus Community, Records and Enrollment, Financial Aid and Contributor Relations.
Why are we implementing PeopleSoft’s Student Financials?
University Financial Services (UFS) current fee system is 26 years old. UFS needs the ability to quickly adapt to complex fee structures and billing processes. PS-SF allows UFS to continuously improve UF’s fee system so it remains innovative and flexible.
Are we going to implement other modules in PeopleSoft Campus Solutions?
In order for Student Financials to function, it must operate in conjunction with Campus Community and access data in the current student records system. Implementing Student Financials includes Campus Community along with interfaces to existing systems, including student records and financial aid. No other modules will be implemented at this time. Campus Community and the interface operate behind the scenes, so Student Financials is the only module to impact end-users.
Download Brochure (PDF 247 KB)
Security Roles
End User Roles
- UF_N_ACCT_SUMM_BROWSE_ACCOUNT Browse UFS accounts. When requesting the role you must include **** in the Authority Area. (P3)
- UF_N_ACCT_SUMM_CHARGE_MAINT
UFS account charge maintenance. When requesting the role you must include a Source Code (e.g., HOUS, JWRU, CHEM) in the Authority Area. This role requires that you also have the UF_N_ACCT_SUMM_BROWSE_ACCOUNT role. (P3) - UF_N_CDS_DISPLAY
Display consolidated debt summary. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_ST_IMAGING_VIEW
View student loan images. User must be affiliated with department using imaging and has IBM Visual Info software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. (P3) - UF_N_STU_APPT_DISPLAY_FIN_AID
Display financial aid appointment. (P3) - UF_N_STU_APPT_MAINTAIN_FIN_AID
Maintain financial aid appointment. (P3)
Core User Roles
- UF_N_SCHOLARSHIP_MASTER_DISP
Display scholarships. (P3) - UF_N_THIRD_PARTY_DONOR
Process third party payments. When requesting the role you must include the following information in the Authority Area: Local Printer=[insert value]; Teller ID=[insert value]; and Branch=[insert value]. (P3) - UF_N_UFS_DISPLAY_FEE_CHRG_FILE
View the fee amounts in the Fee Charge file. (P3) - UF_N_UFS_UPDATE_FEE_CHRG_FILE
Add and modify the fee amounts in the Fee Charge file. For University Financial Services personnel only. (P4) - UF_N_UFS_DISPLAY_AWARD_DISBURS
Display award disbursement. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_INPUT_AWARD_DISBURS
Input award disbursement check encode. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_MAINT_AWARD_DISBURS
Maintain award disbursement. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_INPUT_STUDENT_FIN_DTA
Input student financial data. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_VERIFY_STU_FIN_DATA
Input and verify student financial data. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_DISPLAY_ACH_PARTICIP
Display ACH participants. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_MAINT_ACH_PARTICIP
Add, update and inactivate ACH participants. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_MAINT_REC_DEBITS_ACH
Add and update recurring debits for ACH participants. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_DISPLAY_ACH_TRANS
Display ACH transactions. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_REVERSE_ACH_TRANS
Reverse ACH transactions. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_RETURN_ACH_TRANS
Return ACH transactions. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_VOID_ACH_TRANS
Void ACH transactions. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_DIRECT_BANKING_ADMIN
Direct banking administration. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_OVERNIT_PAY_PROC_SYS
Overnight payment processing system. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_MAINT_BATCH_LOAN_REC
Maintain batch loan records. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_MAINT_COUNSELING_SYS
Browse and maintain loan interview counseling system. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_MAINT_ENCODED CHECK
Browse and maintain encoded check data. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_MAINT_FA_FLAG_OVERRID
Maintain FA flag override record. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_UFS_MAINT_LOAN_HIST
Maintain free form loan history record. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. (P3) - UF_N_STU_APPT_OVERRIDE_FIN_AID
Override financial aid appointment. (P3) - UF_N_BROWSE_STU_CREDIT_HISTORY
Browse student credit history. When requesting the role you must include the following information in the Authority Area: User TKL=[insert value] and User LKL=[insert value]. (P3) - UF_N_UPDATE_STU_CREDIT_HISTORY
Update student credit history. When requesting the role you must include the following information in the Authority Area: User TKL=[insert value] and User LKL=[insert value]. (P3) - UF_N_UPDATE_FIN_AID_HOLD_INFO
Update financial aid hold information. When requesting the role you must include the following information in the Authority Area: User TKL=[insert value] and User LKL=[insert value]. (P3) - UF_N_CASHIERING_CASH_BALANCE
Process cash balance. When requesting the role you must include the following information in the Authority Area: User TKL=[insert value]; User LKL=[insert value]; Branch Location=[insert value](use 01 for University Cashiering or 02 for Housing); Teller ID=[insert value]; Remote Node & ID=[insert value]. (P3) - UF_N_CASHIERING_DAILY_BALANCE
Process daily balance. When requesting the role you must include the following information in the Authority Area: User TKL=[insert value]; User LKL=[insert value]; Branch Location=[insert value](use 01 for University Cashiering or 02 for Housing); Teller ID=[insert value]; Remote Node & ID=[insert value]. (P3) - UF_N_CASHIERING_HEAD_CASHIER
Process head cashier balance summary. When requesting the role you must include the following information in the Authority Area: User TKL=[insert value]; User LKL=[insert value]; Branch Location=[insert value](use ‘01’ for University Cashiering or ‘02’ for Housing); Teller ID=[insert value]; Remote Node & ID=[insert value]. (P3) - UF_N_UFS_INT_CONTROL_BAL_SUMM
Process internal control balance summary. When requesting the role you must include the following information in the Authority Area: User TKL=[insert value]; User LKL=[insert value]; Branch Location=[insert value](use 01 for University Cashiering or 02 for Housing); Teller ID=[insert value]; Remote Node & ID=[insert value]. (P3) - UF_N_DISPLAY_CONSOLIDATED_DEBT
Display consolidated debt. (P3) - UF_N_CDS_DEBT_SUPERVISOR
Consolidated debt supervisor. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_CDS_UPDATE_ADMIN_HOLD
Update administrative hold. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_CDS_UPDATE_EXIT_INTERVIEW
Update exit interview. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_CDS_OVERRIDE_BAD_CHECK
Override bad check. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_CDS_OVERRIDE_CURR_TERM_FE
Override current term fees. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_CDS_OVERRIDE_PROR_TERM_FE
Override prior term fees. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_CDS_OVERRIDE_DELINQ_LOAN
Override delinquent loan. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_CDS_OVERRIDE_DELINQ_AR
Override delinquent accounts receivable. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_CDS_OVERRIDE_DEL_GRAD_AR
Override delinquent grad accounts receivable. When requesting the role you must include the following information in the Authority Area: Account=[insert value]; User TKL=[insert value]; User LKL; Asub Acct=[insert value]; Remote=[insert value]; Remote Node=[insert value]; Local Printer=[insert value]; Teller ID=[insert value]; and Route Module=[insert value]. (P3) - UF_N_INPUT_REVENUE_REFUND
Input TR49 data. (P3) - UF_N_INPUT_REV_REFUND
Input and verify TR49 data. (P3) - UF_N_INTERNAL_CONTROL_FIFO
Internal control FIFO. When requesting the role you must include the following information in the Authority Area: User TKL=[insert value]; User LKL; Teller ID=[insert value]; User Access=[insert value](use ‘1’ for teller or ‘2’ for supervisor); and Branch=[insert value]. (P3) - UF_N_HOUSING_INTERNAL_CONTROL
Process housing internal control. When requesting the role you must include the following information in the Authority Area: Remote Node=[insert value]; Remote=[insert value]; and Teller ID=[insert value]. (P3) - UF_N_ACCT_SUMM_ADD_EVENTS
Add UFS account events. This role requires that you also have the UF_N_ACCT_SUMM_BROWSE_ACCOUNT role. (P3) - UF_N_ACCT_SUMM_DELETE_EVENTS
Delete UFS account events. This role requires that you also have the UF_N_ACCT_SUMM_BROWSE_ACCOUNT role. (P3) - UF_N_ACCT_SUMM_PAYMENT_MAINT
Payment maintenance for UFS account. This role requires that you also have the UF_N_ACCT_SUMM_BROWSE_ACCOUNT role. (P3) - UF_N_BROWSE_PAYMENT_TRANS
Browse online payment transactions. For Finance and Accounting cashiers only. (P3) - UF_N_MANAGE_PAYMENT_SYSTEMS
Manage online payment systems. For Finance and Accounting cashiers only. (P3) - UF_N_ST_IMAGING_CLIENT_VIEW
Student Loan Image Client View. User must be affiliated with department using imaging and has IBM Visual Info software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. (P3) - UF_N_ST_IMAGING_CLIENT_EDIT
Student Loan Image Client Edit. User must be affiliated with department using imaging and has IBM Visual Info software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. (P3) - UF_N_ST_IMAGING_CLIENT_DELETE
Student Loan Image Client Delete. User must be affiliated with department using imaging and has IBM Visual Info software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. (P3) - UF_SF_FEE_ALLOC_UPDT
Provides the Student Financials office with update access to Student Financials student fee revenue allocation pages. This includes setup pages for fee codes, fee components, fee allocation by term and run control pages for batch processes. (P4) - UF_SF_FEE_ALLOC_VIEW
Provides the Student Financials office with view–only access to Student Financials student fee revenue allocation pages. Includes run control page for fee allocation report. (P4)
Assistance
Please contact the University Registrar (392-1374) for questions regarding the use of ISIS.
Please contact the UF Help Desk (392-HELP) for questions regarding the use of myUFL.
