Welcome to Agentic Disbursement & Refund thatreconciles every fund line before a dollar moves.
Disbursement runs four times a year against a fourteen-day federal deadline. Risely reconciles every fund line, computes each credit balance, and queues the refunds. An officer approves the exceptions.
Disbursement run · spring
reconciling 0/4
Aid posts
$42,447
Pell, state grant, sub and unsub loans
Charges settle
$38,210
tuition, fees, housing
Credit balance
$4,237
this belongs to the student
Refund clears
$4,237
to her bank, day 2 of 14
14-day federal refund clock
queued
Nothing releases until every line balances.
Risely's agents read each fund line, match it against what was awarded, and hold the run if one disagrees. The reconciliation is the gate, not the cleanup afterwards.
Fund reconciliation
0/4
A single misposted line stops the run. The reconciliation is the gate, not the paperwork after.
Charges settle in the order the rules require.
Tuition, then fees, then housing. What survives the charges is the student's money, and the clock on returning it started the day the aid posted.
The aid pays in this order
Whatever survives the charges is the student's money, and the clock on returning it starts the day the aid posts.
The refund clears with twelve days to spare.
Federal rules give the office fourteen days to return a credit balance. Risely queues the refund as soon as the run balances, so the margin is days rather than hours.
14-day federal refund clock
queued
Twelve days of margin is the difference between a refund that pays rent and a finding at the next audit.
The student sees the same pipeline the office does.
Every stage, with dates, on her own screen. The question that filled the phone queue gets answered before she thinks to ask it.
What the student sees
The question that filled the phone queue is answered before it is asked.
One thing moves. The run re-runs.
A late charge, a reversed award, an appeal that lands mid-run. Any of them changes what a student is owed, and every one runs the same way.
A charge posts late
a housing adjustment lands after the run
The balance recomputes
$4,237 becomes $3,890
The refund re-queues
still inside the fourteen days
An officer approves the exception
one row, one review
The student sees the new figure
before they think to ask
Agentic Disbursement & Refund never works alone.
What changes, and how it runs.
Every run balances before it releases
The exception report is four rows instead of a spreadsheet.
Refunds clear inside the federal clock
Days of margin, not hours, on every disbursement.
The phone queue empties itself
The student watched the money move on her own screen.
The technical read
Connects read-only to your SIS, aid system, and bursar ledger to start
An officer approves every exception
Every action lands on an append-only log
Runs alongside what you have. Nothing rips out.