Last Name

SSN The Social Security Number (SSN) or an equivalent value associated with the person. You must be authorized to work with SSNs. If the SSN format is defined for the country selected in the profile, this field will display the appropriate input mask to specify a value. You can specify free-form text values (maximum 30 characters) in this field if there is no SSN format defined for the selected country.

Financial Aid Award ID ID assigned to the specific award by Common Origination and Disbursement (COD).

Response COD file import response message.

Agreement To Serve ID Identifier for the Agreement to Serve (ATS). The ATS is required for TEACH grants.

Electronic ATS Indicator Indicates whether the Agreement to Serve (ATS) is available (true/false).

Remark Area that displays, or that you can use, to specify comments or additional information related to the record or subject.

Birth Date

Trans Type The payment transaction type.

Date Month/Day/Year or Year-Month-Day

Amount The dollar amount associated with the record.

Check # The check number and, if applicable, reference number used for the transaction. This is displayed only if you select Check as the Payment Method.

Beginning Cash Balance The opening balance at the beginning of the cash summary report.

Cash Receipts Indicates the amount of cash received.

Excess Cash Returned The dollar amount associated with the record.

Total Net Cash Receipts The dollar amount associated with the record.

Net Booked Disb. Actual The dollar amount associated with the record.

Net Booked Disb. Adjustments The dollar amount associated with the record.

Total Net Booked Loan Detail The dollar amount associated with the record.

Ending Cash Balance Indicates the cash balance in an account at the end of a reporting period.

Student Name The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link, and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization.

SSN The Social Security Number (SSN) or an equivalent value associated with the person. You must be authorized to work with SSNs. If the SSN format is defined for the country selected in the profile, this field will display the appropriate input mask to specify a value. You can specify free-form text values (maximum 30 characters) in this field if there is no SSN format defined for the selected country.

Fund Source The fund source associated with the award against which the refund is scheduled. If your institution uses fund source security, you must have permission to work with the fund source.

Booked Loan Amt. The total net amount of disbursements accepted and booked at COD.

Booked Loan Date The date the loan was booked at COD.

Disb # The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off.

Negative Pending Amt If the total accepted and posted Disbursement Amounts exceed the Award Amount, the COD System generates a Response that includes a Negative Pending Amount for the student and indicates the Disbursement Number.

Disb Date The date the disbursement was paid.

MPN Status Status of the Master Promissory Note (MPN).

Electronic MPN Displays the type of promissory note for the selected loan from the imported acknowledgment file. The values are Electronic, Paper, or Web.

Response Code Code that explains COD processing results, including data corrections, duplicates, and record rejects, for specific processed records for all award years.

Decision Code Code for the credit decision, e.g., Credit Denied (code F), Credit Denied after Pending (Code N), Credit Denied; Endorser Denial (code D), Credit Accepted (code A), Credit Overridden; Endorser Approval (code E), Credit Overridden; New Info Provided (code C), Endorsed for less Amount (code L), Pending (code P).

Endorsed Amt Total amount of the loan for which the endorser has agreed to co-sign.

Direct Loan ID The ID assigned to the loan by COD.

Disb Num The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off.

Amount The dollar amount associated with the record.

App Loan Amount The total amount of loan requested by a borrower when completing a PLUS Loan Application.

Credit Decision Status The credit decision. This field is displayed only for loans configured to be Direct PLUS loans. When Financial Aid Automation is being used, for the disbursements to be exported, the value must be A, C, or E.

Student Name

SSN

Response Code Code that explains COD processing results, including data corrections, duplicates, and record rejects, for specific processed records for all award years.

Counseling Seq Number Item number in a numeric sequence.

Counseling Complete Date The date when the student completed the FA Awareness Counseling on the https://studentloans.gov/myDirectLoan/index.action website. Note: Financial Awareness Counseling does not satisfy the regulatory requirements for Entrance Counseling and cannot be required as a condition for the disbursement of loan funds.

Birth Date

SSN / Name Code First two characters of the student's Last Name

Status The status of the item specified in the record.

Borrower Name Borrower's last name and first name

Loan ID The ID assigned to the loan by COD.

Student Name

Fund Source The fund source associated with the award against which the refund is scheduled. If your institution uses fund source security, you must have permission to work with the fund source.

Disb # The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off.

Disb Seq A 2-digit number that Anthology Student can assign to a disbursement in the FA Pell Disbursements table.

Trans Type The type of transaction, such as Credit Memo, Debit Memo, Invoice, or Payment.

Trans Date Month/Day/Year or Year-Month-Day

Disb. Booked Date The date the disbursement was officially booked by the Department of Education. Source: COD Response File

Disb. Gross Amount Displays the financial values for the initial disbursement as reported by the Department of Education. Source: COD Response File

Disb. Rebate Amount Displays the financial values for the initial disbursement as reported by the Department of Education. Source: COD Response File

Disb. Loan Fee Displays the financial values for the initial disbursement as reported by the Department of Education. Source: COD Response File

Accounting Schedule Number The ID assigned to the item or institution by Anthology Student when it was added to the system.

Accounting Schedule Date Month/Day/Year or Year-Month-Day

Previous Pell Grant Obligation The dollar amount associated with the record.

Current Pell Grant Obligation The dollar amount associated with the record.

Adjustment (Increase + or Decrease -) The dollar amount associated with the record.

Previous Pell Grant Obligation / Payment The dollar amount associated with the record.

Current Pell Grant Obligation / Payment The dollar amount associated with the record.

Adjustment (Increase + or Decrease -) The dollar amount associated with the record.

G5 Draw-Downs / Payments The dollar amount associated with the record.

Date of Last Activity in G5 Month/Day/Year or Year-Month-Day

Student Name

SSN

Award Year

Type The source of the aid.

Entity ID The Reporting Entity ID is the Routing ID of the institution that reports the Pell and/or Direct Loan data in the COD Common Record format for the campuses or students it serves. The Reporting School Entity ID must be a school and cannot be a third-party servicer.

Response Error Code Code that explains COD processing results, including data corrections, duplicates, and record rejects, for specific processed records for all award years.

Student Name

SSN

Exit Counseling Date Financial Awareness Counseling date.

Updated The date when the item was changed. On some pages, the date also includes the timestamp.

Award Year

Student Name

SSN

Campus

Award ID ID assigned to the specific award by Common Origination and Disbursement (COD).

Award Type The source of the aid.

Award Amount The dollar amount associated with the record.

Neg. Pend Amount When the Award has an "Over Paid" status, and the school has sent a downward Disbursement Amount adjustment for an amount less than the Negative Pending Disbursement Amount, the COD Import report includes the negative pending disbursement amount imported in Document Type RS for Pell and TEACH at the award level.

Award Status The status of the item specified in the record.

Institutional Limit Applied For each Direct Loan fund source for 2026-27 and later award years, this read-only field displays the Institutional Loan Limit specified in Configuration > Financial Aid > Program Version > Institutional Loan Limits (tab). If the FA Program Version specifies a Fund Source Type, Description, and Award Year with an Institutional Loan Limit, loans awarded will display this field as Yes, otherwise as No. For more details, refer to "Common Record XML Schema 5.0d Support" on the Background for COD Processing help page.

Award Response Message COD file import response message.

Disb # The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off.

Gross Amount The gross amount the student is eligible to receive from the fund source before any fees. For Direct loans, this field is read-only if the origination status of the loan is Accepted, Batched to Send, or Pending Approval.

Net Amount The net amount before fees are added.

Disb Status The status of the item specified in the record.

Release Indicates whether the award has been released (Y/N)

Enrollment Status Select the enrollment status to which the academic year applies. The values are Less Than Half Time, Half Time, 3/4 Time, Full Time, and Default. If you select Default, Anthology Student uses the values for any enrollment status that you do not configure as a fallback. For example, if you configure Academic Year 1: Enrollment Status = Full Time and Academic Year 2: Enrollment Status = Default, then Academic Year 1 will apply only to students who are Full Time. Academic Year 2 will apply to students who are not Full Time, i.e., Half Time, ¾ Time, or Less Than Half Time, because those statuses were not explicitly configured elsewhere.

Program CIP Code The Name, Code, and Description of the Classification of Instructional Program (CIP) Code that will be associated with the record. The CIP Code assigned to the program will be automatically assigned to the program version. This option enables institutions to accurately report all program-related activity to COD.

Loan Limit Exception When COD returns the Loan Limit Exception indicator, it applies to the student overall—not just one loan. The flag means the student gets grandfathered limits for all relevant loans (Direct Subsidized, Unsubsidized, and Parent PLUS if dependent) during the exception period. It appears in COD Common Record responses and ISIR updates, and may show in multiple years since it's not linked to a single loan or year. Schools cannot change or partially apply it; if TRUE, the student keeps old limits for all loans until the exception ends (whichever comes first: three years, program length, or time remaining).

Borrower Name Borrower's last name and first name

Loan ID The ID assigned to the loan by COD.

Disb # The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off.

Seq # The sequence number that determines the order in which the disbursement activity is processed at COD.

Type The source of the aid.

Date Month/Day/Year or Year-Month-Day

Gross The gross amount the student is eligible to receive from the fund source before any fees. For Direct loans, this field is read-only if the origination status of the loan is Accepted, Batched to Send, or Pending Approval.

Fee The fee charged by the lender for the individual disbursement. Anthology Student calculated the value for the disbursement. The field is read-only.

Type The source of the aid.

Booked Gross The dollar amount associated with the record.

Booked Fee The dollar amount associated with the record.

Book Interest Rebate The dollar amount associated with the record.

Booked Net The dollar amount associated with the record.

Unbooked Gross The dollar amount associated with the record.

Unbooked Fee The dollar amount associated with the record.

Record Type Indicates the COD record type, i.e., Origination or Disbursement

Req Inst Pell ID The ID that is used when processing Pell Grants for students who are attending a campus. The ID is also used on ISIRs. A campus can also be part of a larger organization that uses a Report Pell ID. The ID cannot be changed without updating all students who had the original ID in Anthology Student.

Student Name

Original SSN The Original SSN field on the ISIR Verification form contains the Social Security Number submitted with the FAFSA form.

Current SSN The Current SSN field on the ISIR Verification form contains the Social Security Number of the Student record in Anthology Student.

Student DOB The person's date of birth.

Name Code First two characters of the student's Last Name

Transaction Number The number of the transaction.

Attending Campus Pell ID The ID that is used when processing Pell Grants for students who are attending a campus. The ID is also used on ISIRs. A campus can also be part of a larger organization that uses a Report Pell ID. The ID cannot be changed without updating all students who had the original ID in Anthology Student.

Institution Info The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file).

Address Line 1 The address of the person, organization, or building associated with the record. If you change the address for a student, Anthology Student displays a dialog that you can use to save the address before your changes to the Related Addresses list for the student (Students > select the student > Contact Manager > Related Addresses). You can also specify the type of address. For example, if your institution has previously configured the address type, you can select the value for any previous addresses.

Address Line 2

City

State

Zip Code

FAA Name Financial aid administrator’s (FAA) name.

FAA Fax The number where a facsimile (fax) can be received.

FAA Phone # Phone number associated with the record. The format depends on how your institution configured phone numbers (such as whether phone numbers use parentheses and hyphens).

FAA Email The email address of the student, person, or organization.

Full Time Pell Award The dollar amount associated with the record.

Enrollment Date The actual date when the student enrolled in the program version.

Origination Create Date Month/Day/Year or Year-Month-Day

Student Name

Error Message Description of the error.

SSN

Campus

Loan ID The ID assigned to the loan by COD.

Field Changed The field in the Anthology Student database that was changed.

Student Name

SSN

Campus

Financial Aid Award ID ID assigned to the specific award by Common Origination and Disbursement (COD).

Award Type The source of the aid.

Award Amount The dollar amount associated with the record.

Bank Fee Specifies the fee charged by the lender for processing the loan. Fees can be configured for the lender by your institution.

Rebate Amount Displays the financial values for the initial disbursement as reported by the Department of Education. Source: COD Response File

Orig Fee % The origination fee is a percentage of the loan amount charged by the lender for the processing of the loan. Federal student loans have an origination fee. The origination fee calculation occurs on the disbursement level.

Rebate % Displays the interest rebate percentage. If there are disbursements for the loan, Anthology Student uses the first disbursement date to determine the percentage. If disbursements are not associated, then it uses the start date for the academic year to determine the percentage to use. The Interest Rebate % field is used to calculate net disbursement amounts and the interest rebate amount for each disbursement. Examples of how the net disbursement amounts and the interest rebate amount are documented in the Direct Loan Technical Reference.

Response Message COD file import response message.

Disb # The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off.

Student Name

SSN

Campus

Borrower Borrower's last name and first name

Borrower SSN The Social Security Number (SSN) associated with the borrower of the loan. You must be authorized to work with SSNs.

Financial Aid Award ID

Credit Reg. Met The status of the item specified in the record.

Orig Credit Dec. Status The status of the item specified in the record.

Credit Dec. Date Month/Day/Year or Year-Month-Day

Credit Dec. Exp. Date Month/Day/Year or Year-Month-Day

Credit Action Status The status of the item specified in the record.

Credit Appeal Status The status of the item specified in the record.

Name

SSN

Campus

Loan ID The ID assigned to the loan by COD.

Rec Type Indicates the COD record type, i.e., Origination or Disbursement

Loan Amount The dollar amount associated with the record.

Name

SSN

Campus

Loan ID The ID assigned to the loan by COD.

Rec Type Indicates the COD record type, i.e., Origination or Disbursement

Loan Amount The dollar amount associated with the record.

Name

SSN

Campus

Loan ID The ID assigned to the loan by COD.

Rec Type Indicates the COD record type, i.e., Origination or Disbursement

Loan Amount The dollar amount associated with the record.

Name

SSN

Campus

Loan ID The ID assigned to the loan by COD.

Rec Type Indicates the COD record type, i.e., Origination or Disbursement

Loan Amount The dollar amount associated with the record.

I. B. Complete? Indicates whether the Informed Borrower acknowledgement has been received.

Disb/Seq Indicates the sequence number for the adjustment if there is more than one adjustment for a disbursement number.

Student Name

Identifier The ID assigned to the student in the Anthology Student database. While your institution can assign student numbers in a format that they choose, this ID is associated with a student in the database. It is displayed at the end of the URL when you are working with a student in the Student Web App and can also be used to search and locate students.

Grade Level The grade level for the student. Grade levels are configured by your institution and do not have to correspond to the option on the FAFSA or Stafford loan forms. The grade level is assigned to a student under Academic Records > Enrollment > Progress section. For a student to qualify for federal financial aid, a college grade level (1st year, 2nd year, etc.) must be assigned. For a Graduate PLUS loan, the grade level must be configured with the Department of Education ID 7 (Graduate/Professional or beyond). For award year 2026-27 and forward, graduate and professional students are reported to COD using new two-character Student Level Codes. The prior codes (6 and 7 for Graduate/Professional) are retired for 2026-27 forward. Undergraduate codes 0 through 5 are unchanged for all award years. Codes 6 and 7 remain valid for prior award years. COD Reject Edit 208 fires for any 2026-27 record submitted with Student Level Code 6 or 7. The new codes are: • 8 (GNP - Graduate Never Professional) • 9 (GwP - Graduate was Professional) • 10 (PNG - Professional Never Graduate) • 11 (PwG - Professional was Graduate) • 12 (GCE - Graduate Concurrent Enrollment) • 13 (PCE - Professional Concurrent Enrollment)

Award ID ID assigned to the specific award by Common Origination and Disbursement (COD).

Disb. Num The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off.

Disb. Seq Indicates the sequence number for the adjustment if there is more than one adjustment for a disbursement number.

Disb. Date Month/Day/Year or Year-Month-Day

Disb. Amount The dollar amount associated with the record.

Student Name

Student Identifier The ID assigned to the student in the Anthology Student database. While your institution can assign student numbers in a format that they choose, this ID is associated with a student in the database. It is displayed at the end of the URL when you are working with a student in the Student Web App and can also be used to search and locate students.

Grade Level The grade level for the student. Grade levels are configured by your institution and do not have to correspond to the option on the FAFSA or Stafford loan forms. The grade level is assigned to a student under Academic Records > Enrollment > Progress section. For a student to qualify for federal financial aid, a college grade level (1st year, 2nd year, etc.) must be assigned. For a Graduate PLUS loan, the grade level must be configured with the Department of Education ID 7 (Graduate/Professional or beyond). For award year 2026-27 and forward, graduate and professional students are reported to COD using new two-character Student Level Codes. The prior codes (6 and 7 for Graduate/Professional) are retired for 2026-27 forward. Undergraduate codes 0 through 5 are unchanged for all award years. Codes 6 and 7 remain valid for prior award years. COD Reject Edit 208 fires for any 2026-27 record submitted with Student Level Code 6 or 7. The new codes are: • 8 (GNP - Graduate Never Professional) • 9 (GwP - Graduate was Professional) • 10 (PNG - Professional Never Graduate) • 11 (PwG - Professional was Graduate) • 12 (GCE - Graduate Concurrent Enrollment) • 13 (PCE - Professional Concurrent Enrollment)

Award ID ID assigned to the specific award by Common Origination and Disbursement (COD).

Origination Status Origination status of the award. The values are Accepted (A), Batched to Send (B), Error/Rejected (E), Not Ready to Send or Not Ready to Send, No ISIR (N), Ready to Send (R), and Blank (not on file). This field cannot always be edited.

Amount Received The amount received from COD.

Enroll Date The actual date when the student enrolled in the program version.

Student Name

SSN

Origination ID Unique identifier created at the time of loan or grant origination.

Life Time Eligibility Used The percentage of the lifetime maximum Pell amount that has been used.

AEI Select this flag if the student has received a Pell amount greater than 100% at another school. You can then populate the prior percentage disbursed for packaging to determine whether the student should be packaged for Additional Eligibility and determine the remaining Pell amount above 100% that can be packaged.

Transaction ID Transaction Identifier of the ISIR record.

EFC The dollar amount in the Expected Family Contribution (EFC) field is based on a formula to determine the financial strength of a student's family and the student's need for Title IV assistance. For award years 2024-25 and later, the EFC is replaced with the Student Aid Index (SAI).

Verification Status This shows if a student's ISIR has been chosen for verification. Once selected, the student stays selected for that processing year. The information is taken from the "Student Is Selected for Verification" field on the ISIR record. Y means the student was chosen for verification. N means the student was not chosen. * means the student was selected during a later transaction.

POP Flag A flag that indicates whether a Potential Overpayment (POP) occurs when more than one attended institution reports disbursements for a student.

Origination Amount The amount sent to COD for the grant. If the origination status of the award is Accepted, this is the amount at COD. When you add or edit grants, the field is editable for cases where there is more than one grant for the same award year. If you change the amount and your institution has configured Anthology Student to automatically update the origination status, the origination status is changed to Ready to Send. If your institution is not automatically updating the origination status, Anthology Student gives you the option to change the status.

Orig Amt in CampusNexus This field indicates the Origination Amount stored in the Anthology Student database for comparison with the amount found in the file.

Amount Received The amount received from COD.

Amt Received in CampusNexus This field indicates the Amount Received stored in the Anthology Student database for comparison with the amount found in the file.

YTD Disbursement Amount The total sum of funds that have been paid out or distributed from the beginning of the current calendar or fiscal year up to the present date.

YTD Disb Amt in CampusNexus This field indicates the YTD Disbursements Amount stored in the Anthology Student database for comparison with the amount found in the file.

Student SSN

First Name

Last Name

Award Funded Date The date when the award was funded.

Award Total YTD Disbursements Total amount of year-to-date disbursements.

IASG Flag Yes/No Flag indicating whether this is an Iraq and Afghanistan Service Grant (IASG).

First Name

Last Name

Award Identifier ID assigned to the specific award by Common Origination and Disbursement (COD).

Award Booked Date The date when the award was booked.

Disb. Booked Date The date the disbursement was officially booked by the Department of Education. Source: COD Response File

Disb. Number The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off.

Disb. Seq. Number Indicates the sequence number for the adjustment if there is more than one adjustment for a disbursement number.

Disb. Amount The dollar amount associated with the record.

Transaction Type Indicates whether the transaction is a charge, payment, credit adjustment, or refund/stipend.

Transaction Date The date on which the transaction occurred.

Transaction Amount The dollar amount associated with the record.

Transaction Payment Control Number Indicates the transaction payment control number.

Trans Type Indicates whether the transaction is a charge, payment, credit adjustment, or refund/stipend.

Date The date on which the transaction occurred.

Amount The dollar amount associated with the record.

Payment Control # Indicates the transaction payment control number.

Cash Summary Type Indicates the cash summary report type, for example, yearly or monthly.

Beginning Cash Balance The opening balance at the beginning of the cash summary report.

Net Payments Indicates the difference between Cash Receipts (drawdowns) and total Refunds of Cash returned within the period.

NAPD Indicates the Net Accepted & Posted Disbursements, that is, the sum of all net disbursements and adjustments that were funded and applied within the period.

Cash over NAPD Indicates the difference between total net drawdowns/payments and total Net Accepted & Posted Disbursements (NAPD).

Beginning Cash Balance The opening balance at the beginning of the cash summary report.

Cash Receipts Indicates the amount of cash received.

Refunds of Cash Indicates the amount of cash refunds.

Net Payments Indicates the difference between Cash Receipts (drawdowns) and total Refunds of Cash returned within the period.

Booked Disb. Indicates the amount of booked disbursements.

Booked Adjustments Indicates the amount of booked adjustments.

Total Net Booked Disb. Indicates the total net amount of booked disbursements.

Ending Cash Balance Indicates the cash balance in an account at the end of a reporting period.

Student SSN

Last Name

First Name

Transaction Type Indicates whether the transaction is a charge, payment, credit adjustment, or refund/stipend.

Award Funded Date The date when the award was funded.

Disb. Number The sequence number for the disbursement. For Pell grants, if there are disbursements from other enrollments, the numbering scheme picks up where the previous disbursements left off.

Disb. Seq. Number Indicates the sequence number for the adjustment if there is more than one adjustment for a disbursement number.

Disb.Funded Date Indicates the date when the disbursement was funded.

Student Name

SSN

Record Type Indicates the COD record type, i.e., Origination or Disbursement

Award Amount The dollar amount associated with the record.

Disb Amount The dollar amount associated with the record.

Status The status of the item specified in the record.

Pell LEU% The percentage of the lifetime maximum Pell amount that has been used.

Total Unduplicated Recipients The number of individual students (unique combination of original Social Security Number and original name code) on this report. The ED uses this number to calculate the school's administrative cost allowance. For single-campus institutions, this should agree with the total number of Pell recipients. If it does not, the school needs to resolve the discrepancy.

Total Originations Total number of originations.

Originations Accepted Number of accepted originations.

Originations Corrected Number of corrected originations.

Originations Rejected Number of rejected originations.

Total Disbursements The total number of disbursements

Disbursements Accepted Number of accepted disbursements.

Disbursements Corrected Number of corrected disbursements.

Type The source of the aid.

Booked Gross The dollar amount associated with the record.

Booked Fee The dollar amount associated with the record.

Book Interest Rebate The dollar amount associated with the record.

Booked Net The dollar amount associated with the record.

Unbooked Gross The dollar amount associated with the record.

Unbooked Fee The dollar amount associated with the record.