2.3 Data Enrichment

This topic provides the systematic instructions to initiate the Data Enrichment stage of Lodge Claim Guarantee Advised request.

At this stage the user can register a request for Lodge Claim Guarantee Advised.

As part of Data Enrichment, user can update the various fields of the claim request. The user can also input the transaction details.

In case of requests received through SWIFT MT765, the task will be created in DE stage directly and the fields will be populated based on the incoming request.

Note:

For expired line of limits, the task moves to “Limit Exception” stage under Free Tasks, on ‘Submit’ of DE Stage with the reason for exception as “Limit Expired”.

Do the following steps to acquire a task which completed the registration and currently at Data enrichment stage.

Specify User ID and Password, and login to Home screen.
  1. On Home screen, click, Tasks.
  2. Under Tasks, click Free Tasks.
    The Free Tasks screen displays.
  3. Select the appropriate task and click Acquire & Edit to edit the task or click Acquire to edit the task from My Tasks.
  4. The acquired task will be available in My Tasks tab. Click Edit to provide input for Data Enrichment stage.
    Let’s look at the details for Data Enrichment stage. User can enter/update the fields in Data Enrichment stage. Some of the fields that are already having value from Registration/online channels may not be editable.

    The Data Enrichment stage has the following hops for data capture:

  • Main Details
    This topic provides the systematic instructions to initiate the Data Enrichment stage of Lodge Claim Guarantee Advised request.
  • Claim Details
    This topic provides the systematic instructions to capture the additional details in Data Enrichment stage of Lodge Claim Guarantee Advised process.
  • Document Details
    This topic provides the systematic instructions to capture the document details in Data Enrichment stage of Lodge Claim Guarantee Advised process.
  • Advices
    This topic provides the systematic instructions to capture the advices details of Lodge Claim Guarantee Advised process.
  • Additional Details
    This topic provides the systematic instructions to capture the additional details in Data Enrichment stage of Lodge Claim Guarantee Advise request.
  • Settlement Details
    This topic provides the systematic instructions to capture the settlement details of Lodge Claim Guarantee Advised request.
  • Summary
    This topic provides the systematic instructions to view the summary of Lodge Claim Guarantee Advised request.

Parent topic: Lodge Claim - Guarantee Advised