This presentation will give the format of running a stand-alone equation outside of packaging. Examples will be provided (with all code) for the following: -- running budgets and packaging in job sets -- swapping budget amounts in batch budgets -- swapping checklists from F7 to F8 after aidyear rollover -- adding checklists/user edit messages to all federal aid types -- zeroing out weeks for zero amount budgets (dual career) -- what equations we ran when we decided to change Summer from being non-standard to academic in the middle of the year (and it worked!) -- and some examples of using equations in population update and user edit message assignment.If there is time we will open it up for other schools to share how they've thought outside of the box when using Equation Engine to meet Financial Aid's needs.Instructions will be given on how to add security (table and callable SQL).
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Copyright © 2026 Higher Education User Group, Inc.