Trade Finance dashboard provides holistic information to the corporate user about its Trade Finance business in a simplified manner. It provides an overall understanding of the current position with respect to different trade instruments.

1. Specify the User ID and Password, and login to Homepage.
2. On Home screen, click Toggle menu. Under Toggle menu, click Trade Finance and then Overview. The Overview screen is displayed.

Bi-Directional Flow

The corporate user can click the link to request for clarification. Whenever the user submits a trade finance transaction, then the bank's trade finance team sends back the transaction with their comments or reason for rejection to the user, so that he can rectify the transaction and resubmit again.

Trade 360

This widget provides a Trade 360 view of user's all trade instruments of the selected party. The various tabs of trade instruments displays the total active contracts and their sum total.

This widget provides overall status of all of the existing Trade instruments so that one can have a better understanding of Trade Finance instruments and transactions. The user can see the summary of various active records and can download the report of all the contracts in a trade instrument.

Description of the illustration trade360.png

Quick Links

The most commonly used transactions are provided as quick links for quick access to the transactions. Following transactions are provided as quick links:

• Initiate LC Amendment
• Lodge Bill
• Apply Outward Guarantee
• Raise Shipping Guarantee
• Issue Import LC
• Raise Collection
• App Tracker

Trade Instruments

This widget allows the user to view the details of different transactions and filter them as per the need. The different transactions are listed in two tabs that is Import and Export. User can switch between tabs to see the transactions available under each head.

• Transactions: Following are the transactions(conventional/Islamic) that can be selected from the drop-down and can be viewed under this widget:
  • Letter of Credit
    • Import (As internal Tab)
    • Export (As internal Tab)
  • Bills
    • Import (As internal Tab)
    • Export (As internal Tab)
  • Bank Guarantee
    • Inward (As internal Tab)
    • Outward (As internal Tab)
  • Shipping Guarantee
  • Collection
    • Import (As internal Tab)
    • Export (As internal Tab
• Party: There is an option to select the party from the drop-down list.
• Status: The user can filter the transactions by selecting the status from the drop-down list. The status can be: Active, Hold, Reversed, Cancelled, Closed, Liquidated (Bills)
• Frequency: There is an option to select whether the user wants to see the data for all CIFs or choose a specific CIF. There is also an option to select whether it is maturing/expiring in how many days. The values in this field to be reflected based on the value selected in the “Transactions” field. The user can also filter the transaction based on Period - From Date and To Date and clicking ‘Go’ icon.
  • LC (Expiring)
    • Today
    • Tomorrow
    • Next 3 Days
    • Next 4 Days
    • Next 5 Days
    • Next 6 Days
    • Next 7 Days
    • Custom - Period
  • Bills under LC (Maturing)
    • Today
    • Tomorrow
    • Next 3 Days
    • Next 4 Days
    • Next 5 Days
    • Next 6 Days
    • Next 7 Days
    • Overdue – Between 7 to 30 days
    • More than 30 days
    • Last 7 days
    • All
    • Custom - Period
  • Bank Guarantee (Expiring)
    • Today
    • Today
    • Tomorrow
    • Next 3 Days
    • Next 4 Days
    • Next 5 Days
    • Next 7 Days
    • Custom - Period
  • Collections
    • Today
    • Tomorrow
    • Next 3 Days
    • Next 4 Days
    • Next 5 Days
    • Next 6 Days
    • Next 7 Days
    • Overdue – More Than 30 days
    • Overdue – Between 7 to 30 days
    • Last 7 days
    • All
    • Custom - Period
  • Shipping Guarantee
    • Today
    • Today
    • Tomorrow
    • Next 3 Days
    • Next 4 Days
    • Next 5 Days
    • Next 7 Days
    • Custom - Period

Based on the selection, the Total Contracts and its equivalent LCY is also displayed.