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<p class="MsoNormal">Good afternoon,<br>
<br>
Today’s recording has been saved to Box: <a href="https://ucla.box.com/s/bsvqwjm05j9sk0ggqxh23gwv0zttn079">
https://ucla.box.com/s/bsvqwjm05j9sk0ggqxh23gwv0zttn079</a><br>
<br>
Meeting 04/15/2025 3pm-4pm: <a href="https://ucmerced.zoom.us/j/82154600662">https://ucmerced.zoom.us/j/82154600662</a><br>
<br>
Thank you,<o:p></o:p></p>
<p class="MsoNormal">Jodie<o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Meeting Summary with AI Companion <no-reply@zoom.us>
<br>
<b>Sent:</b> Monday, April 14, 2025 1:28 PM<br>
<b>To:</b> Jodie Lingenfelter <jlingenfelter@ucmerced.edu><br>
<b>Subject:</b> Meeting Summary for UCPath Focus Group Question/Discussion Session<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#39394D">Meeting summary with AI Companion now supports additional languages in preview.
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<p class="MsoNormal" style="line-height:18.75pt;mso-line-height-rule:exactly"><strong><span style="font-size:14.5pt;font-family:"Arial",sans-serif;color:#39394D">Meeting summary for UCPath Focus Group Question/Discussion Session (04/14/2025)</span></strong><span style="font-size:14.5pt;font-family:"Arial",sans-serif;color:#39394D">
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<p class="MsoNormal" style="line-height:15.0pt"><strong><span style="font-family:"Arial",sans-serif;color:#39394D">Quick recap</span></strong><span style="font-family:"Arial",sans-serif;color:#39394D">
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">Shailvi discussed the challenges and proposed solutions for the work study negative balance change request, seeking advice on how to proceed with the
reapply functionality. The team clarified the handling of negative balances and chart string changes in work study transactions, with Shailvi agreeing to make changes and update the original requirement. The conversation ended with an agreement to reconvene
the following day to review examples and discuss the potential impact of the process.
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<p class="MsoNormal" style="line-height:15.0pt"><strong><span style="font-family:"Arial",sans-serif;color:#39394D">Next steps</span></strong><span style="font-family:"Arial",sans-serif;color:#39394D">
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">• Shailvi and team to prepare examples demonstrating the reapply functionality for work study transactions with negative balances.
<o:p></o:p></span></p>
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">• Jodie to schedule a follow-up meeting for tomorrow to review the examples and clarify the reapply functionality.
<o:p></o:p></span></p>
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">• UCPath team to test the impact of allowing "leave as is" transactions when award amount is 0 and award balance is negative.
<o:p></o:p></span></p>
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">• Shailvi to update the original business requirements based on the discussion and clarifications from the meeting.
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">• UCPath team to send out updated slides with corrected information on allowed transactions for different award amount and balance scenarios.
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<p class="MsoNormal" style="line-height:15.0pt"><strong><span style="font-family:"Arial",sans-serif;color:#39394D">Summary</span></strong><span style="font-family:"Arial",sans-serif;color:#39394D">
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<p class="MsoNormal" style="line-height:15.0pt"><strong><span style="font-family:"Arial",sans-serif;color:#39394D">Jodie and Blanca's Meeting Recording</span></strong><span style="font-family:"Arial",sans-serif;color:#39394D">
<o:p></o:p></span></p>
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">Jodie and Blanca agreed to record the meeting. Shailvi joined the meeting and shared her screen. She expressed gratitude for the attendees' willingness
to assist her with her questions. <o:p></o:p></span></p>
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<p class="MsoNormal" style="line-height:15.0pt"><strong><span style="font-family:"Arial",sans-serif;color:#39394D">Work Study Negative Balance Change</span></strong><span style="font-family:"Arial",sans-serif;color:#39394D">
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">Shailvi discussed the challenges and proposed solutions for the work study negative balance change request. She outlined the original business requirements
and the changes that have been developed. Shailvi sought advice on how to proceed with the reapply functionality, specifically when the award balance is negative and the award amount is greater than 0. Steve from Berkeley agreed with the proposed solution,
suggesting that if the balance is negative, it should only be a temporary situation and the balance should be brought back to 0 before reapplying. Chie clarified that the balance should be brought back to 0 before reapplying.
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<p class="MsoNormal" style="line-height:15.0pt"><strong><span style="font-family:"Arial",sans-serif;color:#39394D">Negative Award Balances Reapplication Process</span></strong><span style="font-family:"Arial",sans-serif;color:#39394D">
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">Shailvi discussed the process of removing negative award balances and reapplying them, with Sergio and Steve providing input. Sergio clarified that the
Financial Aid office could process SCT transactions on behalf of the hiring department, which Steve confirmed. Shailvi added this point to her notes. Annie from Berkeley asked a question, but the content was not specified in the transcript.
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<p class="MsoNormal" style="line-height:15.0pt"><strong><span style="font-family:"Arial",sans-serif;color:#39394D">Negative Balances and Chart String Changes</span></strong><span style="font-family:"Arial",sans-serif;color:#39394D">
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">Annie, Shailvi, Srinivas, and Shashank discussed the handling of negative balances and chart string changes in work study transactions. They clarified
that if a balance is negative, no changes to the chart string or department will be allowed. However, if a department budget is changed, the transaction will still be allowed to pass through, but the work study portion will not be updated. They also noted
that the work study distribution rules will not be applied in such cases. Shailvi suggested getting a report to better understand the operations behind the scenes. Srinivas explained that only changes to the Fau on the department will be redistributed, while
the work study portion will remain unchanged. <o:p></o:p></span></p>
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<p class="MsoNormal" style="line-height:15.0pt"><strong><span style="font-family:"Arial",sans-serif;color:#39394D">Clarification on Award Balance Logic</span></strong><span style="font-family:"Arial",sans-serif;color:#39394D">
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">Catherine and Shailvi clarified that "leave as is" is allowed when the award balance is negative and the award amount is greater than 0. Saravana confirmed
that this means the logic will remain the same as current, with no changes. Magdalena and Saravana further explained that "leave as is" would function the same as it currently does, with no impact on balance. Shailvi agreed to make this change and update the
original requirement. Steve clarified that "reapply" would work similarly to "leave as is" if the balance is greater than 0.
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<p class="MsoNormal" style="line-height:15.0pt"><strong><span style="font-family:"Arial",sans-serif;color:#39394D">Revisiting Process Examples and Testing</span></strong><span style="font-family:"Arial",sans-serif;color:#39394D">
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<p class="MsoNormal" style="line-height:15.0pt"><span style="font-family:"Arial",sans-serif;color:#39394D">In the meeting, Shailvi and Steve discussed the need for examples to better understand a process. They agreed to reconvene the following day to review
these examples. Jodie offered to schedule a meeting and record it. Catherine suggested testing the process to determine if it could cause harm, and Shailvi agreed to reconvene to discuss this further. Chie also had a question, but it was not specified what
it was about. <o:p></o:p></span></p>
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<p class="MsoNormal" style="line-height:15.0pt"><i><span style="font-family:"Arial",sans-serif;color:#39394D">AI-generated content may be inaccurate or misleading. Always check for accuracy.
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<span style="font-family:"Arial",sans-serif;color:#39394D">Please rate the accuracy of this summary.
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<p class="MsoNormal" style="line-height:15.0pt">Best, <o:p></o:p></p>
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<p class="MsoNormal" style="line-height:15.0pt">Zoom <o:p></o:p></p>
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<td style="padding:42.0pt 0in 27.75pt 0in">
<div align="center">
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0">
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<p class="MsoNormal"><a href="https://twitter.com/zoom"><span style="text-decoration:none"><img border="0" width="32" height="32" style="width:.3333in;height:.3333in" id="_x0000_i1027" src="https://click.zoom.us/l/84442/2019-12-26/bfs1bv/84442/140021/Social_Twitter_2020.png" alt="Twitter"></span></a><o:p></o:p></p>
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<td style="padding:0in 12.0pt 0in 12.0pt">
<p class="MsoNormal"><a href="https://www.linkedin.com/company/zoom-video-communications/"><span style="text-decoration:none"><img border="0" width="32" height="32" style="width:.3333in;height:.3333in" id="_x0000_i1026" src="https://click.zoom.us/l/84442/2019-12-26/bfs1bs/84442/140023/Social_LinkedIn_2020.png" alt="LinkedIn"></span></a><o:p></o:p></p>
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<p class="MsoNormal"><a href="https://blog.zoom.us/"><span style="text-decoration:none"><img border="0" width="32" height="32" style="width:.3333in;height:.3333in" id="_x0000_i1025" src="https://click.zoom.us/l/84442/2019-12-26/bfs1bx/84442/140025/Social_Blog_2020.png" alt="Blog"></span></a><o:p></o:p></p>
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<p class="MsoNormal"><span style="display:none"><o:p> </o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center;line-height:12.0pt">
<span style="font-size:9.0pt;color:#6E7680">+1.888.799.9666<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center;line-height:12.0pt">
<span style="font-size:9.0pt;color:#6E7680">©2025 Zoom Communications, Inc. <o:p>
</o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center;line-height:12.0pt">
<span style="font-size:9.0pt;color:#6E7680">Visit <a href="https://zoom.com" target="_blank">
<span style="color:#6E7680">zoom.com</span></a> <o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center;line-height:12.0pt">
<span style="font-size:9.0pt;color:#6E7680"><a href="https://www.google.com/maps/place/55+Almaden+Blvd,+San+Jose,+CA+95113/@37.3328541,-121.897097,17z/data=!3m1!4b1!4m5!3m4!1s0x808fcca40adf3cb7:0x5a2d33d3593e0a33!8m2!3d37.3328541!4d-121.8949083" target="_blank"><span style="color:#969AA1;text-decoration:none">55
Almaden Blvd<br>
San Jose, CA 95113 </span></a><o:p></o:p></span></p>
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