How to Export Financial Aid PeopleSoft Equations

Overview/Purpose

This Standard Operating Procedure (SOP) outlines the process for exporting Financial Aid equations from PeopleSoft. These equations drive critical awarding, packaging, eligibility, and need analysis calculations within the Financial Aid module. Because they directly impact student aid eligibility and fund distribution, accuracy and version control are essential.

The purpose of this procedure is to ensure exports are performed consistently, securely, and in a manner that preserves data integrity. This documentation supports change management, system migrations, troubleshooting, audits, and disaster recovery efforts. By following a standardized export process, the institution reduces risk, maintains compliance, and ensures continuity of operations across environments (e.g., development, test, and production).

All financial aid equations start with FQ. The third letter will be an F for even year equations (FQF) or a G for odd year equations (FQG). The fourth letter an S for selection equations or an A for amount equations. Selection equations determine if a student should be selected for the aid. Amount equations determine how much a student should receive.

Trigger

This procedure is initiated whenever Financial Aid equations must be exported from PeopleSoft for purposes such as system migration, environment refresh, configuration backup, troubleshooting, audit documentation, vendor support, or implementation of configuration changes. It should also be triggered prior to applying system updates, patches, or modifications that may impact existing equation logic.

Steps

SET LOG \\Client\C$\Temp\FQ_EXPORT.LOG;
SET OUTPUT \\Client\C$\Temp\FQ_EXPORT.DAT;

EXPORT PS_EQUATION_TBL	  WHERE EQUATION_NAME LIKE 'FQ%';
EXPORT PS_EQUATION_DTL	  WHERE EQUATION_NAME LIKE 'FQ%';
EXPORT PS_EQTN_TEST_DATA  WHERE EQUATION_NAME LIKE 'FQ%';
EXPORT PS_EQUATION_PCODE  WHERE EQUATION_NAME LIKE 'FQ%';
EXPORT PS_SCC_APPL_PRMPT  WHERE EQUATION_NAME LIKE 'FQ%';
EXPORT PS_EQTN_ID_NAMAUTH WHERE EQUATION_NAME LIKE 'FQ%';
EXPORT PS_EQTN_SQL_TBL	  WHERE EQTN_OPERAND_SQL LIKE 'FQ%';
EXPORT PS_EQTN_SQL_CHUNKS WHERE EQTN_OPERAND_SQL LIKE 'FQ%';
EXPORT PS_EQTN_SQ_SQLAUTH WHERE EQTN_OPERAND_SQL LIKE 'FQ%';

1. Open Data Mover.
   • This app can be opened by logging into the CMS Citrix server.
   • There is a link on the OIT Tools dashboard under “The CSU” on the https://my.csustan.edu portal.
   • You will need to be logged into the Cisco AnyConnect VPN.
   • Log into Citrix with your CMS Data Center account. You’ll probably need to get your password because the password on these account are reset every day. Go here to get your password: https://myapplications.microsoft.com/
   • Log into Data Mover with a PeopleSoft username and password. Your AD/Shibboleth credentials won’t work.
2. Copy and paste the script above into Data Mover. As it is written, the output will go to the Temp folder on your C drive. Create a Temp folder there if it doesn’t exist. Adjust the SET LOG and SET OUTPUT lines if you want it to go to a different folder.
3. Click the Traffic Light button to export the equations.
4. Save/move the .dat file to a safe location for importing later.

Outputs

You should have a .dat file which contains the data and a .log file of the export.

Here is a screenshot of Data Mover after the equations have been exported: