PROBLEMS/SOLUTIONS: 1) Problem: [CX-54347] & [CX-53975] Students were unable to register for a course that had a prerequisite requirement which contained wildcards even though the students had met the requirements. Solution: The following files were modified to fix this issue: - $CARSPATH/src/Libapp/Libregap/libreg.h - $CARSPATH/src/Libapp/Libregap/requis.cpp 2) Problem: [CX-54950] CRM Student - students are unable to register for concurrent courses outside of their program. Solution: The following file was modified to fix this issue: - $CARSPATH/modules/student/Service/Regist.pm

NEW FEATURES/ENHANCEMENTS: 1) Feature: (CX-23177; CX-23186; CX-53741; CX-53984) A major enhancement was been made in Jenzabar CX to support the international dialing prefix for phone numbers and expand the phone number extension from four characters to 10 characters. To support this feature, the Country table was augmented to include a Country Phone Prefix field, which is associated to the country per the E-164 standard. The E-164 standard specifies a 3-character calling code prefix and a 12-character subscriber phone number for a maximum number of 15 characters. Included in this software update is an unload of the Country table, which includes the following: - The Alpha-3 country code (ctry) - The IRS electronic filing code (ctry_code) - The United States Postal Service Code (usps_code) - The E-164 country dialing prefix (ctry_ph_pfx) Note: Your institution may be using other codes for the countries in this table. You will need to determine if and how you will resolve the differences between the provided data and your existing table entries. Also note that this enhancement impacted numerous libentry programs, including identry, admentry, stuentry, csentry. Other libentry screens were modified to handle this change as well. Benefits/Who: This benefits institutions whose constituents have international phone numbers. 2) Feature: (CX-49076) The Profile record and other Profile-related CX records were enhanced to support constituents' gender association and preferred pronoun. New tables were added to support this enhancement for preferred pronoun (pronoun_table) and gender association (gender_table). Jenzabar CX screens in which current biological sex information exist were updated to include the new augmented profile information. Note: This enhancement impacted numerous libentry programs, including identry, admentry, stuentry, csentry. Other libentry screens were modified to handle this change as well. Benefits/Who: This update provides the ability for your constituents to self-identify. Your institution can now track in CX the identity preferences of your constituents and respond appropriately to new social norms. 3) Feature: (CX-50177; CX-51913) CX8.1 HR/Payroll was enhanced to support the international dialing prefix for phone numbers. Support was also added for gender association and preferred pronoun. Benefits/Who: Institutions who use CX HR/Payroll will now have the ability to store the international phone prefixes for employees, as well as their gender associations and preferred pronouns. 4) Feature: (CX-51207) All references to the ctryphone_table, previously added by SMO 15159, were removed from the menu. This software update normalizes the location of the country dialing prefix as a field in the Country table (ctry_table). Benefits/Who: The use of the Country table provides easier table lookups for international phone prefixes, permitting the lookups to display both the calling prefix and the name of the country. 5) Feature: (CX-52297; CX-23318; CX-50020; CX-51126) The admissions temporary records were enhanced to mirror the enhancements made for the international phone prefix, preferred pronoun and gender association. This maintains continuity between the temporary records and the associated CX records. The following temporary tables were updated: - schema/admission/appaatmp - schema/admissions/appedtmp - schema/admissions/appemptmp - schema/admissions/appidtmp - schema/admissions/appproftmp - schema/admissions/appreltmp Associated to the collection of admissions data, the FormBuilder tables were also enhanced to support the mapping of data on submitted forms and store the data in the appropriate FormBuilder tables. For institutions using FormBuilder forms with JICS, institutional forms can now be modified to include the new fields and map them to the entries which appear in the FormBuilder tables. For institutions using CX FormFlow forms, the templates were updated along with new data sources for the new fields. For more information on the update, refer to the CX FormFlow 1.6 Release Notes. Benefits/Who: Institutions can collect the phone prefix, personal pronoun and gender association from their constituents through JICS. 6) Feature: (CX-33920) The Jenzabar CX10 Client interface now provides the ability to print application result sets to local printers. Benefits/Who: Users can now sort and print application result set(s) for further use. 7) Feature: (CX-31874; CX-49873) Previously in the CX10 interface, pop-up dialogs and result set screens could not be repositioned; therefore, the user could not view data hidden by the pop-up. The Jenzabar CX10 Client interface now allows the user to drag/move these pop-up screens to reveal obscured underlying data. Note: A movable CX10 pop-up screen may be identified as one having a drop-shadow 3-D effect on the bottom and right-hand side of the pop-up screen. Other pop-up screens that do not have this "drop-shadow" effect are not movable. Benefits/Who: Users can now move pop-up screens out of the way to view underlying data. 8) Feature: (CX-48850) The Jenzabar CX10 Client interface now provides the ability to display PDFs and images in the file viewer. Benefits/Who: Users can now view PDFs and images from the CX10 File viewer. 9) Feature: (CX-50011; CX-23327; CX-52053; CX-52062; CX-23327) To support collection of preferred pronouns, gender associations, and international phone numbers, modifications were made to the My Profile and Setting portlets in JICS. A new CX FormFlow form was added to the "Other personal information" section under the "About me" area along with the associated updates to JICS. Changes were also made to the My Info Update option in CX to process the data coming from the JICS portal. For more information about CX FormFlow and JICS configuration, see the CX FormFlow 1.6 Release Notes. Benefits/Who: JICS portal users can update their information on file, including phone information with international phone prefix, preferred pronoun and gender association. Records created from the submitted data can be processed through the JICS My Info Update. 10) Feature: (CX-53300) When using the Jenzabar CX10 interface, table lookup dialogs are now sorted first by the "web_ord" column in the table if it exists, and then by the data in the field. Benefits/Who: Administrators can customize the sort order of lookup tables so that end-users can see commonly used values at the top of the list of lookup values. This should allow end-users to enter data more rapidly. 11) Feature: (CX-50706) The Admissions screens were enhanced to mirror the updates made to support constituents' international phone prefix, preferred pronoun, and gender association. This maintains continuity between all the applications and records associated in CX. Benefits/Who: This benefits Admissions module users who have applications that may include this information. If this information is included, users can store that data in the associated tables. 12) Feature: (CX-52600) The "SELECT BY USER PARAMETERS" screen was enhanced to allow users to select on the preferred pronoun and gender association. This maintains continuity between all the applications and records associated in CX. Benefits/Who: This benefits Admissions module users who have applications that may include this information. If this information is included, users can store that data in the associated tables. 13) Feature: (CX-51216) To mirror the enhancements made to support the preferred pronoun and gender association updates, the lead_rec schema file was expanded to store values in the lead file. This maintains continuity between all the applications and records associated in CX. Benefits/Who: This benefits Admissions module users who use the lead application process. If this information is included, users can store the data in the lead file. 14) Feature: (CX-52120) Numerous Financial Aid module screens were enhanced to support the new preferred pronoun, Int'l phone prefix, and gender association fields. The ID Data Entry, Profile tab, Display Student Data and Contact Entry screen were also updated to maintain continuity between all the applications and records associated in CX. Benefits/Who: This benefits Financial Aid Administrators who want to view this information from other modules. ============================================================================== PROBLEMS/SOLUTIONS: 1) Problem: (CX-51796) In the Jenzabar CX10 Client interface, the application action focus location was uncertain if there was no specific editable data field found after closing program-modal dialog/overlay screens. Solution: The CX10 Client interface was modified to default the action focus to the application's top ring-menu when the focus location is uncertain due to the absence of identifiable and editable screen fields. 2) Problem: (CX-51560) The "alt_name" of the Addressee record (addree_rec) failed to parse the name properly when the middle name was not included. This was due to a problem identified in the "verifyname" stored procedure that is triggered during name updates. Solution: The stored procedure, $CARSPATH/procedures/common/verifyname, has been updated. 3) Problem: (CX-54517) Both $CARSPATH/schema/admissions/adm and $CARSPATH/schema/ admissions/ appadmtmp had an ENABLE macro defined for including, or excluding, the 'jics_candidate' column. ENABLE macros should not be used to define the presence of columns in schema; so, the macro needed to be removed to make 'jics_candidate' a permanent column. Solution: $CARSPATH/schema/admissions/adm and $CARSPATH/schema/admissions/ appadmtmp were updated. 4) Problem: (CX-55992) The alternate ID record should require populating the last name with a value for a valid record. In other words, the last name must not be blank. Solution: The data entry scroll screen for the alternate ID was updated. 5) Problem: Using a Mac OSX machine to run CX8.1, the "Build Reports" screen had an issue with incorrectly handling parameters within the SQL string displayed for the 'Query'. Solution: This problem was found on a single in-house Jenzabar server only; therefore, it may not be duplicated on a client system. Regardless, a general code solution was made to address this rare issue by updating the "Build Reports" screen plugin, $CARSPATH/ CXConnect/src/hr/gui/ frmFormMgtPlugin.java. 6) Problem: (CX-55963) When employing an existing person (i.e., the person already has an ID record) using CX8.1 HR/Payroll "Employee Management", the user is prompted with a question regarding making the person an "employee". When answered affirmatively, the newly added HR Employee record (hremp_rec) should automatically insert the default social security name parts; however, the process was not doing this. Solution: The ID lookup portion of the CX8.1 HR/Payroll "Employee Management" screen was updated.

NEW FEATURES/ENHANCEMENTS: 1) Feature: (CX-53233; CX-53056) An enhancement was made allowing ADR addressing logic to be configured to use the 'legal' name of an individual. The legal name associated to an individual ID in Jenzabar CX is maintained in one of two places: 1) if your institution is using the CX 8.1 HR/Payroll module, the legal name is the social security name in the HR Employee Record; or 2) if using the Alternate ID Record, it is the Alternate ID name for which the 'legal' flag is set. When the legal name for a person is entered using either the HR Employee Record, or the Alternate ID Record, there are schema- triggered stored procedures invoked that record the latest legal name in the Addree Record. The Addree Record now has a read-only 'legal' name field, which the ADR addressing logic can/will use. For ADR addressing, the ADR Record has a 'use_legal' configuration value that, when set to 'Y'es, will direct the ADR addressing logic to look first for the availability of a 'legal' Addree Record name before using the name from the ID Record, or some other specified (not 'legal') Addree Record. A new macro, HR_OFFICE_DEF, was added to $CARSPATH/macros/custom/hr. The default value for this macro is the office code 'PERS'. This new macro is used in the 'proc_hremp_legal' stored procedure, which is triggered from social security name changes in the HR Employee (hremp_rec) record. The other legal name stored procedure, which is triggered when the "legal = Y" names are set in the Alternate ID (altid_rec) record, uses the macro 'DEFAULT_OFFICE_DEF' (default: 'NOFC'). Additionally, if a 'legal' addree record has been added by HR for an employee, which results from the procedure triggered by HR Employee record changes, that record cannot be superseded by any legal name from the Alternate ID record; however, Alternate ID sourced legal names in the addree record may be replaced by those from the HR Employee record. This update includes the ability to place the legal name within the Direct Deposit ACH file using the 'legal' Address Record name via ADR addressing (CX-53056). Benefits/Who: This enhancement benefits those institutions who desire to use the 'legal' name of an individual for payables checks, or any other addressing that may require the person's legal name. 2) Feature: (CX-53242) The individual employee name(s) that are displayed on the payroll registers available in the CX 8.1 HR/Payroll module were updated to use the social security name(s), versus the ID record name(s). For the purpose of such things as the creation of Form W-2, the social security name is already required within the CX 8.1 HR/Payroll module; so, for consistency the name was extended to the payroll register. This update was done to both the "pre" and "post" payroll registers. Benefits/Who: This enhancement benefits the payroll office by providing consistency in the use of the employee's name (social security name). 3) Feature: (CX-53047) For a majority of the CX 8.1 HR/Payroll reports that include the employee's name, those reports now have a new parameter that allows the user to "Use Legal Name" (i.e., social security name). In conjunction with CX-53242, which updated the payroll registers, this update was done to provide consistent use of the legal name from the HR Employee Record (i.e., social security name) for all employee-related reporting. Benefits/Who: This enhancement benefits the payroll office by providing consistency in the use of the employ name (social security name). 4) Feature: (CX-52911) The report ($CARSPATH/modules/stubill/reports/t1098opt) was added to provide information regarding all recipients who have given consent to receive Form 1098-T electronically. This report, titled "1098-T Electronic Delivery", is located under the following menu path: Fiscal Management Student Accounts/Billing Student Billing Menu 1098-T Menu 1098-T Report Menu Benefits/Who: During the pre-production of Form 1098-T, this report helps to determine the usage of electronic delivery, as well as aiding in the planning of how many physical Form 1098-T will be needed for printing/mailing. 5) Feature: (CX-53251) To improve the reporting of Jenzabar CX G/L information in Cognos reporting, the G/L Serial record was updated to generically support all G/L account element setups. Instead of referencing the G/L account element by the defined CX name (e.g., "fund"-"func"-"obj"- "subfund"), any account element can also be generically referenced by its ordinal position within the G/L account string using the alternate element reference name. The alternate names representing the account elements, fitting the previous example, are as follows: "fund" -> "gl_fld_1" "func" -> "gl_fld_2" "obj" -> "gl_fld_3" "subfund" -> "gl_fld_4" The pattern of "gl_fld_#" adapts to your institution's G/L account structure, where "#" represents the physical number of the ordinal position for each defined element of your G/L account. Additionally, the 'glser_no' column, or a prefixed variation of that column name, was added to the schema definitions for most of the CX records and tables that contain the G/L account fields. The 'glser_no' column serves as a link that can be used by Cognos in the reporting of CX accounting information. Also, a separate 'gl_fld' column was added to the G/L account tables related to each of the G/L account elements. This 'gl_fld' column in each of these tables serves as a generic reference to the primary table column. For example, for the fund_table the 'gl_fld' column value is maintained to be the same value as the 'fund' column. Benefits/Who: This update will help in the development of Cognos financial reports that are designed to include Jenzabar CX G/L account information. 6) Feature: (CX-33056) The "Active" and "Inactive" dates, which are associated with each of the individual G/L account element tables (e.g., "fund_table", "obj_table", etc), should be included on the screens for the "General Ledger" tables and also printed on the "General Ledger Report". This update enhances the "General Ledger" and "General Ledger Report" options with the active/inactive dates. Benefits/Who: The addition of the "Active" and "Inactive" dates helps complete the "General Ledger" table screens and the "General Ledger Report" and therefore provides the knowledge worker with a complete view of their G/L data. 7) Feature: (CX-29775) All available address lines for an individual, which is potentially three lines, are now part of the reporting on the following accounting reports: Accounting: Subsidiary Reports Menu --> Subsidiary History Accounts Payable/Receiving: Reports[N-Z] Menu --> Vendor Listing Previously these reports handled only two of the potential three address lines. Benefits/Who: The inclusion of all address lines enhances each report to aid in the usefulness of the demographic information related to the reported individuals. 8) Feature: (CX-54092) For the G/L Serial Tag Table, a table entry screen and a table report were added in this update. The screen and report are available on the Jenzabar CX10 menu under the following: Operations Reporting -> Financial Operations -> Table Maintenance Benefits/Who: The addition of this data entry screen and report will provide designers/creators of CX G/L reports for Cognos to enter and maintain additional custom G/L serial tags. 9) Feature: (CX-56173) The "Direct Deposit Verification" report was enhanced to support ID numbers that are up to 10 digits in length. The previous version of the report, $CARSPATH/modules/hr/reports/verdirdep, only supported displaying ID numbers up to 6 digits in length. Benefit/Who: The report can now handle larger ID numbers. ============================================================================= PROBLEMS/SOLUTIONS: 1) Problem: (CX-51895) When using "Invoice Entry" to create "Direct" invoices, the payment terms entered in the invoice, if different than the default payment terms configured within the subsidiary table, would get reset to the default (subsidiary table) value. Solution: The "Invoice Entry" application, $CARSPATH/src/purchase/acctspay, was updated to properly retain the entered payment terms when entering a "Direct" invoice. All other invoice types were verified to also properly handle the payment terms. 2) Problem: (CX-53421) The "1098-T Detail Report" report option needed to be erased from the "1098-T Reports Menu" sub-menu because the associated report is obsolete. The 1098-T Detail record is also not currently in use. Solution: The menu option, "stubill/reports/t1098dtl", has been erased from the menu source file, $CARSPATH/menusrc/fiscal/stubill/billing/ t1098/reports/menudesc. The actual menu option ($CARSPATH/menuopt/ reports/t1098dtl) and the actual report ($CARSPATH/modules/reports/ t1098dtl) are not being removed at this time. 3) Problem: (CX-47585; CX-49094; CX-49103) Following the move to the Linux SUSE 15 Linux OS, numerous G/L posting problems/issues were reported. The most common symptom of a majority of the issues reported was that the "bgvoucher" (back-ground voucher) application was "hanging"/"freezing". Upon further focused investigation, it was determined that there were application timing issues with respect to the handling of the PTP (process-to-process) flow with "bgvoucher". Solution: The "bgvoucher", $CARSPATH/src/accounting/bgvoucher, was updated. Simply stated, a brief timing delay was added to manage the PTP handling of process flow. 4) Problem: (CX-53165) Following the installation of SMO 15203, issues were discovered regarding the "Amount Codes" (positions 28-45) of the Payer "A" Record in each of the CX electronic filing applications that are related to the specifications in IRS Publication 1220. For Jenzabar CX, Publication 1220 affects the following information returns: 1099-INT, 1099-MISC, 1099-NEC, 1099-R, and 1098-T. The Amounts Codes field string for 2021 was lengthened from 16 characters to 18 characters; however, the string buffers within the applications corresponding to each of the respective information returns were not appropriately updated in SMO 15203. Solution: The applications related the "Prepare Electronic File" for each of the form types for the IRS reporting types (mentioned above) were updated. These updates were also previously addressed for the 2021 EOY reporting in PA997. 5) Problem: (CX-53372) For 2021, the IRS modified the Form 1099-NEC paper form from two forms (per 8 1/2 x 11 page) to three forms per page. Because of the 2021 Form 1099-NEC format change, Copy A of the 1099-NEC form provided no room for multiple address lines; however, the provided single address line proved to not be sufficient for the proper addressing of the form to be mailed to the 1099-NEC recipient (Copy B; Copy C; et al.). Solution: The Form 1099-NEC form and the related "Prepare" application, $CARSPATH/src/acctspay/n1099form, was updated. These updates were also previously addressed for the 2021 reporting in PA998. 6) Problem: (CX-53403) For Jenzabar CX10, the "Reconciliation Parameter" data entry screen was not permitting a $0.00 (zero dollar) "Statement Balance" value. This was because the screen field for this balance had a "required" attribute. Solution: The screen, $CARSPATH/modules/accounting/screens/precon, was updated. The "required" attribute was removed from the "stmtbal" screen field definition. 7) Problem: (CX-53224) The menu option related to "Prepare Forms 1098-T" potentially would not install properly when the ENABLE_OPT_ELECTRONIC_1098_T macro was enabled. This was due to a missing " (quote) character in a comment attribute. Solution: The screen, $CARSPATH/menuopt/stubill/programs/t1098fm, was updated. 8) Problem: (CX-50598) After voiding a zero dollar check, "Invoice Entry" still displayed the check number of the voided check on related header screen. This occurred because the "Invoice Entry" application failed to include the $0 dollar void during the evaluation of possible voided checks. Solution: The "Invoice Entry" application, $CARSPATH/src/purchase/acctspay, was updated to include $0 voided checks within the SQL query performed in the get_voided_chknum() function. 9) Problem: (CX-52477) The Jenzabar CX10 online help URL associated with "Update Invoice Fields" option, under the absolute menu path "Financial > Accounts Payable > Producing Checks" was not correct. Solution: The menu option, $CARSPATH/menuopt/acctspay/screens/upd4chk, was updated with the correct online help URL link. 10) Problem: (CX-56155) The "Adjustment Exceptions" report was repeating the reported employee names. Solution: The report, $CARSPATH/modules/hr/reports/except, was modified to eliminate repeated names.

NEW FEATURES/ENHANCEMENTS: 1) Feature: [CX-53933]      Updated additional 8.1 screens and other missed screens to support international phone prefix, gender association and personal pronoun.     Benefits/Who:      This will benefit users of the Advancement screens. 2) Feature: [CX-54437]      Updated schema files for the Personal Information record, the Personal Information History record, and the Phonathon Master Data record to handle international phone number prefix and      increased the phone extension to 10 characters.     Benefits/Who:      This will benefit users of the Advancement screens. 3) Feature: [CX-52342] Updated the numerous development screens to support international      phone prefix, gender association, and personal pronoun. Benefits/Who: This will benefit users of the Advancement screens.

NEW FEATURES/ENHANCEMENTS: 1) Feature: [CX-53786], [CX-53795], and [CX-53804] CRM Student - Updated the Grade Entry and Class List pages in the Grade Entry and Faculty Course Control portlets to support personal pronouns. Benefits/Who: This will benefit users of the Faculty Course Control and Grade Entry portlets. 2) Feature: [CX-53777] CRM Student - Updated the Advisee Roster portlet's Biographical Details page to support Int'l Phone Prefix, biological sex, and personal pronoun. Benefits/Who: This will benefit users of the Advisee Roster portlet.

The purpose of this SMO is to provide updates and new feature functionality in the Financial Aid Module. Some of the new features and updates include: - COD Reconciliation Reports updates - Enhanced the Package Group decision process to not set the allow_pkg to "Y" if no group is assigned - CX10 Online Help updates - Updates to support the following reports from COD for 2223 award year: - Pell Grant Year-to-Date report - TEACH Rebuild Origination and Disbursement Detail report - Pell Grant Electronic Statement of Account (ESOA) report - The Direct Loan Rebuild File report - 2022-2023 College Finance Plan Updates - Additional bug fixes

NEW FEATURES/ENHANCEMENTS: 1) CX-19499 - Admission reports updated to mask SSN Modified numerous ACE reports to mask the SSN in the Admissions      module. Benefits/Who: Admissions Office. 2) CX-52025 - Modify JICS Admission Officer Application to support sex, gender, preferred pronoun, and Int'l Phone Prefix, Modified the JICS Admission Officer Application portlet to support the new sex, gender, preferred pronoun, and international phone prefix fields available in FormFlow. This modification enables the portlet to save the data and store it in the appropriate fields for later processing in CX.     Benefits/Who:      JICS Admissions Officer 3) CX-54056 - Update Admission module screens to support Int'l Phone Prefix Modified all screens with phone number fields to include the new international phone prefix. New macros were also added to support displaying the ACT, SAT, Referral and Short Application forms if users wish to add these additional forms in Admissions Entry.     Benefits/Who:      Admissions Office. 4) CX-54419 - Add/Update Sex, Gender, Preferred Pronoun, Int'l Phone prefix to reports Modified several ACE reports to include international phone prefix, gender, sex and preferred pronoun to various ACE reports in the Admissions module. Benefits/Who:      JICS Admissions Officer

OVERVIEW: This SMO updates all the IPEDS reports to handle the new "A" biological sex code, and the international phone prefix was added to the IPEDS Student Confirmation screen. This contains several improvements and bug fixes for the National Student Clearinghouse report process as well. NEW FEATURES/ENHANCEMENTS: 1) Feature: [CX-52369]      Updated the numerous IPEDS reports to support biological sex and      added the international phone prefix to the Student Confirmation      screen.     Benefits/Who:      This will benefit any users of IPEDS reporting. NOTE: A macro value has been added to aid this update. Please review your instiution's policies and adjust accordingly. See Implementation Consideration Section for details. 2) Feature: [CX-55643] Modified the existing NSC and NSLCDV reports to check the Alternate ID rec's Inactive Date and Sex value. Benefits/Who: This will benefit any users of the NSC and NSLDV reporting. 3) Feature: [CX-55615] Modified the report messaging on the "Check NSC Status" report when no data was found in the database. Benefits/Who: This will benefit any users of the NSC reporting.

NEW FEATURES/ENHANCEMENTS: 1) Feature: (CX-54029) Online help URLs were updated for the following "common" table reports: Alternate Address Accomplishment Building Table Citizen Table Day Table Degree Table Denomination Table Department Table Benefits/Who: This benefits those using Common table reports by providing the correct URL links in the online help. 2) Feature: (See Jira items below) There are numerous CX10 documentation additions and improvements in this software update: Year End Processing (CX-55983) Running G/L Audit (CX-55899) Running S/L Audit (CX-55936) CX HR/Payroll (CX-55434) CX Financial Reporting with Cognos (CX-55680) Attaching Cognos Reports to Menu (CX-56046) Troubleshooting CX FormFlow Forms (CX-55662) Benefits/Who: These additions and revisions add clarity and depth to their respective topics. 3) Feature: (CX-55380) This SMO includes the URL documentation updates related to SMO 15192 "CX Admissions Updates". Benefits/Who: This benefits those using the CX Admissions module. 4) Feature: There are several improvements to the Jenzabar CX10 desktop client: (CX-55071) - Style sheet update to improve visibility of table lookup triangle. (CX-54615) - Improve messaging when attempt to view zero length file with CX10 file utility. (CX-55597) - Enhance "Force Quit" dialog with user when attempting to shut down Jenzabar CX10 desktop without previously exiting application(s). - Add messaging to communicate ability to sort columns in a result set. - Improve visual indicators for ability to re-size screens, especially the default viewer, by adding a size-grip to the bottom right corner of the screen. Benefits/Who: These improvements benefit users of the Jenzabar CX10 desktop client interface. 5) Feature: Maintenance of the online help files for use with the Jenzabar CX10 desktop client is now automated by using the "updhelp" command. The command will find the latest online help bundle in $CARSPATH/software/JENZABAR, apply it, and optionally remove any previous versions. This mechanism will also prevent older documentation from being applied if SMOs are applied out of order. Benefits/Who: Administrators and SMO installers can now more easily update the online help during SMO installations.

OVERVIEW: This SMO provides the Need Analysis calculations and table values to support FAFSA and ISIR processing and awarding aid for the 2023-2024 award year. This README also contains installation instructions for copying the appropriate 2022-2023 award year tables forward to 2023-2024. On August 2022 The Department of Education released the draft of the 2023-2024 Application Processing System Specifications for Software Developers (August 2022 Draft) (EA ID: APP-22-08). The specifications can be found at the following link: https://fsapartners.ed.gov/knowledge-center/library/system-technical-references/ 2022-08-22/2023-24-application-processing-system-specifications-software- developers-august-2022-draft NEW FEATURES/ENHANCEMENTS: 1) Feature: [CX-55700] - 2023-2024 Need Analysis Updates Installing this SMO allows the Financial Aid office to begin processing awards for the 2324 award year. This process allows schools to process Need Analysis Data for the 2324 award year entry screens to match the draft format. Any changes to the FAFSA form for 2324 will be delivered for the data entry screens after this SMO if needed. The update will allow institutions to enter student awards for the 2324 award year or generate estimated EFC calculations for other methodologies, generate original applications, or make corrections on Federal applications received from the Department of Education. * [CX-55709] - Original Application File Layout - EAPS24in * [CX-55718] - Correction Record File Layout - CORR24in * [CX-55763] - ISIR Import File Specifications - 2324 * [CX-55745] - NAFHIST Record updates for 2324 * [CX-55754] - 2023-2024 Print ISIR Record * [CX-55772] - 2023-2024 Need Analysis Calculations * [CX-55790] - 2023-2024 Assumption Updates * [CX-55799] - 2023-2024 College Finance Plan * [CX-56200] . 2023-2024 Views * [CX-55808] - 2023-2024 FAFSA Form Screen Changes * [CX-55736] - 2023-2024 Reject Codes * [CX-55727] - 2023-2024 Comment Codes * [CX-55817] - 2023-2024 Correction edits * [CX-50503] - 2023-2024 FAFSA/VER/SIM/IM Forms * [CX-55781] - 2022 IRS Tax Updates Benefits/Who: Financial Aid Office 2) Feature: [CX-51153] - Printing ISIRs By Add Date A new menu option was added to the EDE Processing menu that allows users to print ISIR data by the Add Date of when the record was received from the Department of Education. The option also provides a Begin and End Date range in which you can print ISIRs. The ISIRs will be printed in an alpha sort based on the date range selected. Benefits/Who: Financial Aid Office 3) Feature: [CX-55835] - CX10 Online Help URL for Printing ISIR By Add Date Added online help URLs and content for "Print ISIR By Add Date" option. Benefits/Who: Financial Aid