This topic provides the systematic instructions to search the Inward and Outward Guarantee claim.

1. Navigate to View Claims screen
2. Perform any one of the following actions:
   • From the Related Party list, select the appropriate option to initiate a search for the claim related to the specific party.
   • Specify the Guarantee Number/Beneficiary Name/Applicant Name//Accountee Name/Claim Status/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 25-2 View Claims - Filter

   
   

   
   Description of "Figure 25-2 View Claims - Filter"

   
   

   For more information refer to the field description table below:

   Table 25-1 View Claims - Filter - Field Description

   Field Name	Description
   Bank Guarantee Reference Number	Specify the inward/ outward guarantee reference number against which user has lodged a claim.
   Claim Number	Specify the claim registered under the guarantee.
   Claim Date From - Claim Date To	Specify the start date and end date to select the Claims as per the selected period.
   Claim Status	Specify the status of the lodged claim. The options are: Lodged Rejected Settled Injuction Received Query to Extend or Settle Extended
   Transaction Type	Specify the transaction type of transaction to filter the claims based on Guarantee and Stand By LC.

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

   Figure 25-3 View Claims - Search Results

   
   

   
   Description of "Figure 25-3 View Claims - Search Results"

   
   

   For more information refer to the field description table below:

   Table 25-2 View Claim - Filter Result - Field Description

   Field Name	Description
   Related Party	Specify the Related Party name to filter the Claim by Party Name.
   Filter	Specify the Guarantee Number/Beneficiary Name/Applicant Name//Accountee Name/Claim Status/Transaction Type in the Filter field.
   Filter Results	This section displays the filter results.
   Claim Number	Displays the claim registered under the guarantee.
   Guarantee Number	Displays the inward/ outward guarantee number.
   Customer Name	Displays the customer of the inward/ outward guarantee.
   Applicant Name	Displays the name of the applicant.
   Beneficiary Name	Displays the name of the beneficiary of the guarantee.
   Accountee Name	Displays the name of the accountee.
   Claim Date	Displays the date on which the claim is lodged.
   Claim Amount	Displays the claimed amount.
   Undertaking Amount	Displays the undertaking amount along with the currency for which the guarantee is issued.
   Claim Status	Displays the the transactions based on the selected claim status. The status can be: Active Hold Cancelled Liquidated Closed Reversed
   Transaction Type	Displays the transaction type of transaction.

4. Perform one of the following actions:
   • Click on the desired Claim Number link to view the claim details. The View Claim 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.