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Financial Aid Data Model Objects
Map your external financial aid management system data to the Salesforce financial aid Data Model Objects (DMOs) to model the financial aid lifecycle from application to disbursement.
| Available in: Lightning Experience |
Available in: Enterprise, Performance, Unlimited, and Developer Editions with with these enabled licenses and add-ons:
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For the complete field-level reference for each Financial Aid DMO, including field labels, API names, data types, and descriptions, see the Data 360 DMO and Mapping Guide.
| Data Model Object | Description |
|---|---|
| Learner Financial Aid Application DMO | Represents a student's financial aid application, such as a FAFSA, scholarship, or grant application. |
| Application DMO | A general application object that works with the Learner Financial Aid Application DMO to store core application status data. |
| Benefit DMO | Represents a benefit offering or fund definition such as a Pell Grant. |
| Benefit Assignment DMO | Represents the award offer assigned to a student, tracking offered amounts, accepted amounts, and statuses. |
| Required Document DMO | Represents documentation required for financial aid processing, such as tax forms or verification documents. |
| Benefit Disbursement Period DMO | Represents the payment period or academic interval during which disbursements occur. |
| Benefit Disbursement DMO | Represents an actual disbursement transaction to a student. |
| Benefit Disbursement Hold DMO | Represents a block or hold on a benefit disbursement. |
| Learner Cost Summary DMO | Represents the total estimated cost of attendance for a learner during a specific disbursement period. |
| Learner Cost Item DMO | Represents an individual line item that makes up the total estimated costs. |
| Learner Financial Aid Standing DMO | Represents a learner's academic standing and satisfactory academic progress status. |
DMO Relationships
The financial aid DMOs connect to model a student's aid lifecycle, from application through disbursement. Understanding how they relate helps you map your data correctly.
- The Individual DMO is the center of the model. Every financial aid DMO links to a student
through an
IndividualIdforeign key. - A student's application is stored in the Learner Financial Aid Application DMO. Each application leads to one or more award offers in the Benefit Assignment DMO.
- Each award offer pays out through one or more disbursements in the Benefit Disbursement DMO across the academic year.
- The Benefit Disbursement Period DMO defines each payment period. Disbursements, cost summaries, and academic progress evaluations all tie to a period.
- The Learner Cost Summary DMO holds the total estimated cost for a period. The Learner Cost Item DMO holds the individual line items that make up that total, such as tuition, fees, and housing.
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