Borrower Maintenance Form Data Entry Guidelines

The following table summarizes the data entry and edit requirements for each field on the Borrower Maintenance Update screen.

Field Name

Required?

Size/Format

Edits Performed (or Recommendations)

Social Security Number

Required

9 numeric characters

If entered, format must be "nnn-nn-nnnn" or "nnnnnnnnn".

An SSN change will be propagated through all associated data (loan records, for example).

Student ID

Optional

12 characters; alphanumeric

None.

Title

Optional

Select value from drop-down list

Value must be from drop-down list.

First Name

Required

20 characters; alphanumeric

A value must be entered.

Middle Name

Optional

15 characters; alphanumeric

None.

Last Name

Required

20 characters; alphanumeric

A value must be entered.

Suffix

Optional

Select value from drop-down list

Value must be from drop-down list.

Sex

Required

Radio Button

Select appropriate indicator of customer's sex.

Date of Birth

Required

10 characters

Format must be "mm/dd/yyyy".

Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information.

Maiden Name

Optional

20 characters; alphanumeric

None.

Driver's License Number

Optional

20 characters; alphanumeric

None.

Borrower Since Date

Optional

10 characters

Format must be "mm/dd/yyyy".

Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information.

Enrolled Date

Optional

10 characters

Format must be "mm/dd/yyyy".

Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information.

Closed Since Date

Optional

10 characters

Format must be "mm/dd/yyyy". If entered, must be greater than or equal to Borrower Since Date.

Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information.

Archive Flag

Optional

Select value from drop-down list

Value must be from drop-down list.

This field will be read-only if the record has not been deleted. Once deleted, the field value will be replaced with a drop-down box so that the user can "undelete" the record. This is accomplished by setting the value to "No".

Field Name	Required?	Size/Format	Edits Performed (or Recommendations)
Social Security Number	Required	9 numeric characters	If entered, format must be "nnn-nn-nnnn" or "nnnnnnnnn". An SSN change will be propagated through all associated data (loan records, for example).
Student ID	Optional	12 characters; alphanumeric	None.
Title	Optional	Select value from drop-down list	Value must be from drop-down list.
First Name	Required	20 characters; alphanumeric	A value must be entered.
Middle Name	Optional	15 characters; alphanumeric	None.
Last Name	Required	20 characters; alphanumeric	A value must be entered.
Suffix	Optional	Select value from drop-down list	Value must be from drop-down list.
Sex	Required	Radio Button	Select appropriate indicator of customer's sex.
Date of Birth	Required	10 characters	Format must be "mm/dd/yyyy". Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information.
Maiden Name	Optional	20 characters; alphanumeric	None.
Driver's License Number	Optional	20 characters; alphanumeric	None.
Borrower Since Date	Optional	10 characters	Format must be "mm/dd/yyyy". Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information.
Enrolled Date	Optional	10 characters	Format must be "mm/dd/yyyy". Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information.
Closed Since Date	Optional	10 characters	Format must be "mm/dd/yyyy". If entered, must be greater than or equal to Borrower Since Date. Use the Calendar icon to populate this field with a valid value; see the Calendar Icon link for more information.
Archive Flag	Optional	Select value from drop-down list	Value must be from drop-down list. This field will be read-only if the record has not been deleted. Once deleted, the field value will be replaced with a drop-down box so that the user can "undelete" the record. This is accomplished by setting the value to "No".