This topic provides the systematic instructions to search the bank guarantee for lodging the claim.

1. Perform any one of the following actions:
   • From the Related Party list, select the appropriate option to initiate a search for the warranty related to the specific party.
   • Specify the Guarantee Number/Beneficiary Name/Applicant Name//Issuing Bank/Status/Undertaking Amount/ Equivalent Undertaking Amount/ Outstanding Amount/Equivalent Outstanding Amount/Transaction Type in the Filter field.
   • Click to specify the filter criteria. The Filter overlay screen appears. Based on the defined criteria you can view transactions.

   Figure 24-2 Lodge Claims - Filter

   
   

   
   Description of "Figure 24-2 Lodge Claims - Filter"

   
   

   For more information refer to the field description table below:

   Table 24-1 Lodge Claims - Filter - Field Description

   Field Name	Description
   Guarantee Number	Specify the guarantee number of the guarantee against which the user can lodge a claim.
   Applicant Name	Specify the applicant name.
   Currency	Select the currency of the undertaking amount for the guarantee.
   Amount From -Amount To	Specify the Undertaking amount range used for searching the Inward Guarantee.
   Issue Date From - Issue Date To	Specify the start date and end date of the Issue date range used for searching the Inward Guarantee.
   Expiry Date From - Expiry Date To	Specify the start date and end date range in which the Guarantee expires to fine tune the search results.
   Transaction Type	Specify the transaction type of transaction to filter the claims based on Guarantee and Stand By LC.

2. Click Apply.
   The searched results are displayed based on the parameters provided.

   Figure 24-3 Lodge Claims - Search Results

   
   

   
   Description of "Figure 24-3 Lodge Claims - Search Results"

   
   

   For more information refer to the field description table below:

   Table 24-2 Lodge Claims - Filter Result Field Description

   Field Name	Description
   Related Party	Specify the Related Party name to filter the Inward Guarantee by Party Name.
   Filter	Specify the Guarantee Number/Beneficiary Name/Applicant Name//Issuing Bank/Status/Undertaking Amount/ Equivalent Undertaking Amount/ Outstanding Amount/Equivalent Outstanding Amount/Transaction Type in the Filter field to view the Inward Guarantee.
   Filter Results	This section displays the filter results.
   Guarantee Number	Displays the guarantee number of the guarantee against which the user can lodge a claim. Displays the link to view details of the Claims.
   Beneficiary Name	Displays the name of the beneficiary of the guarantee.
   Applicant Name	Displays the name of the applicant.
   Issue Date	Displays the date on which the Guarantee was issued.
   Date of Expiry	Displays the the date on which the Guarantee will get expired.
   Status	Displays the current status of the Guarantee. The status can be: Active Hold Cancelled Liquidated Closed Reversed
   Undertaking Amount	Displays the undertaking amount for the Inward Guarantee along with the currency.
   Equivalent Undertaking Amount	Displays the equivalent Inward Guarantee amount along with the currency.
   Outstanding Amount	Displays the outstanding amount along with the currency of the issued guarantee.
   Equivalent Outstanding Amount	Displays the equivalent outstanding amount along with the currency of the issued guarantee.
   Claims	Displays the claimed amount.
   Transaction Type	Displays the transaction type of transaction.

3. Perform one of the following actions:
   • Click on the desired Guarantee Number link to view the guarantee claim details. The Claims details screen appears.
   • Click the icon to download the records in CSV & PDF format.
   • Click the icon to setup a column preference by rearranging or removing columns.

   Note:

   If there is a Relationship pricing maintained for the customer, the same would be reflected in the charges instead of the standard pricing.