32 Other Party Maintenance

This topic provides the systematic instructions to maintain Other Party in the application.

Using this option, user can view, create, update and delete the Beneficiary/Drawee for the LC/Bills/Guarantee.
Pre-requisites

User must have a valid corporate party Id and login credentials in place.

  1. From the Dashboard, click Menu, then click Trade Finance, and then click Maintenance. Under Maintenance, click Other Party Maintenance.
    The Other Party Maintenance screen appears.

    Other Party Maintenance - Summarized View

    This is a default view; the user is landed on this screen on accessing Other Party Maintenance menu option.

    Using this option, corporate user can search and view the details of any other party maintained. This is a default view; the user is landed on this screen, records of all the other parties maintained in the application are displayed in card format. User can choose to check the complete details of a specific party by clicking on a card.

    Figure 32-1 Other Party Maintenance



    For more information refer to the field description table below:

    Table 32-1 Other Party Maintenance - Field Description

    Field Name Description
    Party Name Displays the name of the applicant.
    Party ID Displays the party Id is displayed in a masked format.
    Search Specify the name of the card to search and view its details.

    Partial search is allowed.

    Other Party Maintenance Card The Other Party Maintenance template card displays the name of the Other Party Maintenance template along with the other details like SWIFT Code, Nickname, and Applicability.
    Other Party Maintenance Details Following details are displayed on each Other Party Maintenance Template card.
    Template Name Displays the name using which other party details is stored.
    Access Type Displays the access type assigned to the other party, that is Private or Public.
    SWIFT Code Displays the SWIFT code of the Beneficiary/Drawee bank.
    Nickname Displays the nickname of the Beneficiary/drawee.
    Applicability Displays the transactions for which the beneficiary recorded are applicable.

    It can be either of them or combination of them, i.e. as selected :

    • Letter of Credit
    • Bills
    • Guarantee
  2. Select and click the Other Party Maintenance template card whose details you want to view.
  3. Specify the name of the specific Other Party Maintenance Template in the Search field whose details you want to view.
    The specific Other Party Maintenance Template detail record appears.
  4. Perform one of the following actions:
    • Click Create Other Party to create a new Other Party Maintenance template.
    • Click Summarized View or Tabular to view the Other Party Maintenance template as Summarized or Tabular view
    • Click Delete to delete the Other Party Maintenance template card.
    Other Party Maintenance Template - Tabular View

    The Other Party Maintenance Template - Tabular View allows the corporate user to view the Other Party Maintenance template in table format.

    To view the Other Party Maintenance in tabular form:

  5. In the Other Party Maintenance - Summary page, click Tabular to view the Other Party Maintenance template as Tabular view.
    The Other Party Maintenance tabular view page appears.

    Figure 32-2 Other Party Maintenance tabular view



    This topic contains following sub-topics: