dvcrn EduClaw Financial Aid
Federal, state, and institutional financial aid management. Full Title IV lifecycle from ISIR import through disbursement, SAP evaluation, R2T4 return calculations, professional judgment, COD origination, scholarships, work-study, and loan tracking.
Security Model
- Local-only: All data stored in
~/.openclaw/erpclaw/data.sqlite - Fully offline: No external API calls, no telemetry, no cloud dependencies
- No credentials required: Uses erpclaw_lib shared library (installed by erpclaw)
- SQL injection safe: All queries use parameterized statements
- FERPA compliant: Student financial data access is logged
- Title IV compliance: ISIR, SAP, R2T4, and COD records follow federal regulations. COD origination records are generated locally for export.
Quick Start
# 1. Set up aid year
python3 db_query.py --action add-aid-year \
--aid-year-code "2025-2026" --start-date 2025-07-01 --end-date 2026-06-30 \
--pell-max-award 7395 --company-id <id>
python3 db_query.py --action import-pell-schedule --aid-year-id <id> --rows '<json>'
# 2. Import ISIR and create award package
python3 db_query.py --action import-isir --student-id <id> --aid-year-id <id> \
--transaction-number 1 --receipt-date 2025-02-15 --sai -1500
python3 db_query.py --action create-award-package --student-id <id> \
--aid-year-id <id> --isir-id <id> --cost-of-attendance-id <id>
# 3. Add awards and disburse
python3 db_query.py --action add-award --award-package-id <id> \
--aid-type grant --aid-source federal --offered-amount 7395
python3 db_query.py --action submit-award-offer --id <id>
python3 db_query.py --action record-award-disbursement --award-id <id> --amount 3697.50
Tier 1 — Daily Operations
Aid Year & Fund Setup
| Action | Description |
|---|---|
add-aid-year |
Create an aid year with Pell max award |
update-aid-year |
Update aid year dates and parameters |
activate-aid-year |
Activate aid year for packaging |
get-aid-year |
Get aid year details |
list-aid-years |
List all aid years |
import-pell-schedule |
Import Pell disbursement schedule |
list-pell-schedule |
List Pell schedule rows |
add-fund-allocation |
Create fund allocation (Pell, SEOG, etc.) |
update-fund-allocation |
Update allocation amounts |
get-fund-allocation |
Get fund details |
list-fund-allocations |
List fund allocations for aid year |
Cost of Attendance
| Action | Description |
|---|---|
add-cost-of-attendance |
Define COA by enrollment/living status |
update-cost-of-attendance |
Update COA components |
delete-cost-of-attendance |
Remove COA record |
get-cost-of-attendance |
Get COA details |
list-cost-of-attendance |
List COA records for aid year |
ISIR Processing
| Action | Description |
|---|---|
import-isir |
Import ISIR with SAI, dependency, C-flags |
complete-isir-review |
Mark ISIR as reviewed |
update-isir |
Update ISIR fields after correction |
get-isir |
Get ISIR details |
list-isirs |
List ISIRs for student/aid year |
add-isir-cflag |
Add C-flag comment code |
complete-isir-cflag |
Resolve a C-flag |
list-isir-cflags |
List C-flags for an ISIR |
Tier 2 — Award Packaging & Verification
Verification
| Action | Description |
|---|---|
create-verification-request |
Create verification with required docs |
add-verification-document |
Add document to verification request |
update-verification-document |
Update document submission status |
update-verification-request |
Update verification request |
complete-verification |
Mark verification complete |
get-verification-request |
Get verification details |
list-verification-requests |
List verification requests |
list-verification-documents |
List documents for request |
Award Packaging
| Action | Description |
|---|---|
create-award-package |
Create award package for student |
update-award-package |
Update package details |
submit-award-offer |
Offer package to student |
cancel-award-package |
Cancel an award package |
get-award-package |
Get package details with awards |
list-award-packages |
List packages for student/aid year |
add-award |
Add individual award to package |
update-award |
Update award amounts |
accept-award |
Student accepts an award |
deny-award |
Student declines an award |
delete-award |
Remove unapproved award |
get-award |
Get award details |
list-awards |
List awards in package |
Disbursements
| Action | Description |
|---|---|
record-award-disbursement |
Disburse funds for an award |
cancel-disbursement |
Reverse a disbursement |
record-credit-balance-return |
Mark credit balance returned to student |
get-disbursement |
Get disbursement details |
list-disbursements |
List disbursements for package/award |
Tier 3 — SAP, R2T4, COD & Professional Judgment
SAP (Satisfactory Academic Progress)
| Action | Description |
|---|---|
generate-sap-evaluation |
Evaluate SAP for a student |
generate-sap-batch |
Batch SAP evaluation |
apply-sap-override |
Override SAP status |
get-sap-evaluation |
Get SAP evaluation details |
list-sap-evaluations |
List SAP evaluations |
submit-sap-appeal |
Submit SAP appeal with academic plan |
complete-sap-appeal |
Approve or deny SAP appeal |
update-sap-appeal |
Update appeal details |
get-sap-appeal |
Get appeal details |
list-sap-appeals |
List SAP appeals |
R2T4 (Return of Title IV)
| Action | Description |
|---|---|
create-r2t4 |
Create R2T4 calculation for withdrawn student |
generate-r2t4-calculation |
Execute R2T4 calculation |
approve-r2t4 |
Approve R2T4 result |
record-r2t4-return |
Record institutional return |
record-r2t4-return-disbursement |
Record return disbursement |
get-r2t4 |
Get R2T4 calculation details |
list-r2t4s |
List R2T4 calculations |
COD (Common Origination & Disbursement)
| Action | Description |
|---|---|
generate-cod-origination |
Generate COD origination record |
update-cod-origination-status |
Update origination status |
generate-cod-export |
Generate COD export batch |
update-cod-status |
Update COD response status |
Professional Judgment
| Action | Description |
|---|---|
add-professional-judgment |
Create PJ request with documentation |
approve-professional-judgment |
Approve PJ with supervisor review |
get-professional-judgment |
Get PJ details |
list-professional-judgments |
List PJ requests |
Scholarships
| Action | Description |
|---|---|
add-scholarship-program |
Create scholarship program |
update-scholarship-program |
Update program criteria |
terminate-scholarship-program |
Deactivate program |
get-scholarship-program |
Get program details |
list-scholarship-programs |
List scholarship programs |
submit-scholarship-application |
Submit student application |
complete-scholarship-review |
Review application |
approve-scholarship-application |
Award scholarship to applicant |
deny-scholarship-application |
Deny application |
update-scholarship-application |
Update application |
get-scholarship-application |
Get application details |
list-scholarship-applications |
List applications |
generate-scholarship-renewal |
Evaluate renewal eligibility |
list-scholarship-renewals |
List renewal evaluations |
generate-scholarship-matches |
Auto-match students to programs |
Work-Study
| Action | Description |
|---|---|
add-work-study-job |
Create work-study position |
update-work-study-job |
Update job details |
terminate-work-study-job |
Close position |
get-work-study-job |
Get job details |
list-work-study-jobs |
List work-study positions |
assign-student-to-job |
Assign student to position |
update-work-study-assignment |
Update assignment |
terminate-work-study-assignment |
End assignment |
get-work-study-assignment |
Get assignment details |
list-work-study-assignments |
List assignments |
submit-work-study-timesheet |
Submit timesheet |
approve-work-study-timesheet |
Approve timesheet |
deny-work-study-timesheet |
Reject timesheet |
update-work-study-timesheet |
Update timesheet |
get-work-study-timesheet |
Get timesheet details |
list-work-study-timesheets |
List timesheets |
get-work-study-earnings-summary |
Get earnings summary |
generate-payroll-export |
Export payroll data |
Loan Tracking
| Action | Description |
|---|---|
add-loan |
Track a student loan |
update-loan |
Update loan details |
get-loan |
Get loan details |
list-loans |
List student loans |
get-loan-limits-status |
Check aggregate loan limits |
update-mpn-status |
Update MPN status |
update-entrance-counseling |
Update entrance counseling status |
update-exit-counseling |
Update exit counseling status |
generate-cod-origination |
Generate COD loan origination |
update-cod-origination-status |
Update COD origination response |
Compliance
- Title IV: Full ISIR→packaging→disbursement→R2T4 lifecycle
- FAFSA: SAI-based Pell calculation, C-flag resolution, verification
- SAP: Quantitative + qualitative + pace evaluation with appeal workflow
- R2T4: 34 CFR 668.22 compliant percentage-based calculations
- COD: Origination and disbursement record generation
- FERPA: Student financial data access logging