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A higher-education institution using Ellucian Banner SaaS for Student Aid needed a clearer way for Student Aid administrators and finance users to understand application activity and award candidacy. Here, award candidacy refers to whether an applicant had moved into the award candidate stage for a fund. The operational picture included aid years and periods, students, […]

A higher-education institution needed to transition its HR and payroll operations from ADP (Automatic Data Processing) to Ellucian Banner HR/Payroll SaaS. That migration also required the institution to move its retirement contribution process with TIAA, its retirement recordkeeper, to the new SaaS architecture. Payroll data still had to reach TIAA using the SPARK Data Format, […]

As it moved to the Ellucian SaaS platform, a higher-education institution needed to modernize its existing Banner-to-TeamDynamix integration so it could continue delivering student data without relying on direct Banner database access. The institution used TeamDynamix to support students through its IT help desk. Student identity, academic, and contact information originated in Banner and was […]

A higher-education institution needed to open module registration for the next academic year before its Exam Boards had made final decisions on student progression, including whether students would advance to the next year. The timing created a specific Ellucian Banner SaaS challenge: students needed the future-term academic state required to see the right module choices, […]

A higher-education institution relied on a custom Oracle-based Banner payroll process to update maximum annual 403(b) employee elective-deferral limits for active employees, with Fidelity NetBenefits serving as the plan’s primary administrative service provider. As part of its Banner SaaS modernization, that internal payroll process needed to move into Ellucian Data Connect. The engineering work involved […]

A higher-education institution needed to move a custom Banner-to-Fidelity retirement contribution process into a SaaS-compatible operating model without losing the retirement contribution logic and downstream file requirements the process supported. The existing solution prepared employee and employer contribution data for Fidelity to use in retirement plan administration, but that behavior was embedded in institution-specific Oracle […]

As a higher-education institution prepared to move its on-premises Banner environment to Ellucian SaaS, it needed to modernize a custom retirement benefits process that depended on direct Banner operations and a weekly feedback file from Fidelity Plan Sponsor WebStation® (PSW®), its retirement-plan provider portal. The process updated regular and Roth deferrals under a 403(b) retirement […]

The institution’s planned move from an on-premises Ellucian Banner environment to Ellucian SaaS created a clear modernization requirement for its custom Perceptive Content integration supporting Financial Aid document processing. Perceptive Content, Hyland’s content and workflow platform, handled document ingestion, review and workflow processing, while custom iScripts, JavaScript-based automations within Perceptive Content, performed Banner lookups and […]

A higher-education institution was preparing to move its on-premises Ellucian Banner environment to Ellucian SaaS. As part of that migration, it also needed to modernize a custom enrollment reconciliation process that kept section and cross-list enrollment counts aligned with actual student registrations. The existing process depended heavily on the on-premises Banner database. It read Banner […]

A higher-education institution was preparing to move its on-premises Banner environment to Ellucian SaaS. As part of that transition, it needed to modernize a custom Banner process that identified graduation applications submitted after semester deadlines and prepared those students for downstream degree processing. The workflow was important to Registrar operations, but its implementation depended on […]

As a higher-education institution prepared to move Banner to Ellucian SaaS, it had to determine how to preserve a custom eligibility process that depended heavily on the on-premises Banner database. The process identified which students qualified for a term-based benefit and recorded that eligibility as a student attribute, a Banner record value used here as […]

A higher-education institution relied on a custom Banner process to import student immunization compliance data from Point and Click Solutions and manage registration holds. As Banner moved to SaaS, that workflow could no longer depend on its existing Banner Job Submission (JobSub) process, PL/SQL, Oracle’s procedural extension to SQL, direct database access and the Banner […]

A higher-education institution relied on a custom billing process in Ellucian Banner, its higher-education enterprise and student information platform, to calculate student balances, generate statements and distribute them through TouchNet for electronic billing and DATAMATX for paper billing. The customization existed because the delivered Banner integration with TouchNet did not provide the required prior and […]

A higher-education institution was modernizing a custom third-party sponsor billing process for Banner SaaS and Ellucian Data Connect, Ellucian’s integration platform for building and managing data process flows. One requirement extended beyond the billing calculations themselves: the new pipeline still had to produce the sponsor invoice PDFs required by the business process. Those invoices had […]

A higher-education institution relied on a custom third-party sponsor billing process in Ellucian Banner to calculate charges covered by external sponsors and prepare billing output for its TouchNet third-party billing workflow. Moving this capability to Ellucian SaaS required rebuilding the Banner-side billing engine around Ellucian Data Connect, Ellucian’s integration platform for creating and managing data […]