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Casework & judgment

Professional judgment

A sourced income workpaper where every figure links to the document page it came from, the projection runs in versioned code, and a reviewer confirms before anything reaches the SAI and Pell preview.

What starts it

A family's finances changed, and the FAFSA no longer describes the year the student is about to enter.

What Eli does

Eli reads the paystub, the separation notice, the unemployment statement, the W-2 and the tax transcript. Every number carries a document and a page. Assumptions and conflicts are listed, and the projection runs in versioned code rather than in a model.

What a person decides

The estimate does not run until a reviewer confirms the figures, and confirming them is a named person's action. Eli prepares a request. It does not approve one.

Open the income workpaperOpen the demo

More in casework & judgment

  • SAP appeals
  • Verification of income
  • FAFSA fraud & V4/V5 identity

Every demo runs on synthetic data. No real student, IRS, or FAFSA records.

Eli

The Financial Operations Desk for financial aid offices. Software, or our team working it with you. Staff keep every sign-off.

The front door

  • Forms and guided intake
  • The hotline
  • Chat
  • Front desk assistant

Casework & judgment

  • Professional judgment
  • SAP appeals
  • Verification of income
  • FAFSA fraud & V4/V5 identity

Money movement

  • R2T4 returns
  • Schedule of Reductions
  • Fiscal close

Reporting & assurance

  • Annual reporting
  • Assurance
  • Aid dashboard
What we solveHow it worksWhy EliSecurityTrust centerThe 5-minute proofThe 90-day pilotLog in to the demo
Email pat@tryeli.comSynthetic-data demo. No real student, IRS, or FAFSA records. © 2026 Eli.