Borrower and Loan Records Review/Update Form Data Entry Guidelines

The following describes the fields represented on the Borrower and Loan Records Review/Update screen.


Field Name

Size/Format

 Required?

Format/Comments

Skip Record Indicator

Checkbox

N

N/A

Social Security Number

9 characters; numeric

Y

9 numeric characters.

Borrower Last Name

20 characters; alphanumeric

N

If present, then name will be used to update the value currently in Borrower record.

Borrower First Name

20 characters; alphanumeric

N

If present, then name will be used to update the value currently in Borrower record.

Borrower Middle Name

15 characters; alphanumeric

N

If present, then name will be used to update the value currently in Borrower record.

Borrower Name Suffix

3 characters; alphanumeric

N

If present, then name will be used to update the value currently in Borrower record.

Maiden Name

20 characters; alphanumeric

N

If present, then name will be used to update the value currently in Borrower record.

Date of Birth

8 numeric characters

N

If entered, value must have a format of "YYYYMMDD".

Sex

1 character; alphabetic

N

If entered, value must be "M" (male) or "F" (female).

Driver's License Number

12 characters; alphanumeric

N

If present, will be used to update the value currently in Borrower record.

Transaction Date

8 numeric characters

Y

Format is "YYYYMMDD".

FAO Loan Name

12 characters; alphanumeric

Y

This is one of the keys used to determine if this record represents a new loan or a subsequent disbursement for an existing loan.

Amount of Loan

9 decimal characters

Y

9 decimal characters with 2 characters to the right of the implied decimal point (positions 33 and 34); right justified. Ex: $2450.50 would be entered as 245050

School Code

6 characters; alphanumeric

Y

Must match to a school code/campus code in the CLM.

Campus Code

2 characters; alphanumeric

Y

Must match to a school code/campus code in the CLM.

Enrollment Begin Date

8 numeric characters

Y

Format is "YYYYMMDD".

Enrollment End Date

8 numeric characters

Y

Format is "YYYYMMDD".

Term

6 numeric characters

Y

Format is "YYYYMM".

Address 1

30 characters; alphanumeric

N

If present, will be used to update the value currently in Borrower Address record.

Address 2

30 characters; alphanumeric

N

If present, will be used to update the value currently in Borrower Address record.

City

18 characters; alphanumeric

N

If present, will be used to update the value currently in Borrower Address record.

State

2 characters; alphanumeric

N

Must match a valid state code. If present, will be used to update the value currently in Borrower Address record.

Zip Code

10 characters; alphanumeric

N

Format is "nnnnn-nnnn". If present, will be used to update the value currently in Borrower Address record.

Country

30 characters; alphanumeric

N

If present, will be used to update the value currently in Borrower Address record.

Daytime Phone

10 numeric characters.

N

If present, will be used to update the value currently in Borrower Address record.

Daytime Extension

4 numeric characters.

N

If present, will be used to update the value currently in Borrower Address record.

Evening Phone

10 numeric characters.

N

If present, will be used to update the value currently in Borrower Address record.

Evening Extension

4 numeric characters.

N

If present, will be used to update the value currently in Borrower Address record.