This topic provides the systematic instructions to view the summary of Lodge Claim Guarantee Advised request.

1. On Summary screen, click the 3 dots on any tile to view the details.

   Figure 2-17 Summary
   
   Description of the illustration desummary.png
   

   Tiles Displayed in Summary:

   • Main - User can view the application and Guarantee details. User can modify the details if required.
   • Claim Details - User can view the claim details.
   • Documents Details- User can view the Document details.
   • Advices - User can view the advices details.
   • Commission, Charges and Taxes - User can view the charge details.
   • Preview Messages - User can drill down to view the message preview, legal verification and customer draft confirmation details. The message preview screen has the Legal Verification details.
   • Settlement Details - User can view the settlement details.
   • Party Details - User can view the party details like beneficiary, advising bank etc.
   • Compliance - User can view compliance details. The status must be verified for KYC and to be initiated for AML and Sanction Checks.
   • Accounting Details - User can view the accounting entries.

     Note:

     When the Value Date is different from the Transaction Date for one or more accounting entries, system displays an Alert Message “Value Date is different from Transaction Date for one or more Accounting entries.
   • Tracer Details - User can view the tracer details.
   • FX Linkage Details - User can view the FX linkage details.
2. Click Submit.
   The task will move to next logical stage.

   For more information on action buttons, refer to the field description table below.

   Table 2-25 Summary - Action Buttons - Field Description

   Field	Description
   Clarification Details	Clicking the button opens a detailed screen, user can see the clarification details in the window and the status will be ‘Clarification Requested’.
   Documents	Click to View/Upload the required document. Application displays the mandatory and optional documents. The user can view and input/view application details simultaneously. When a user clicks on the uploaded document, Document window get opened and on clicking the view icon of the uploaded document, Application screen should get split into two. The one side of the document allows to view and on the other side allows to input/view the details in the application Note: Not applicable for STP of SWIFT MT 765.
   Remarks	Specify any additional information regarding the Lodge Claim Guarantee Advised. This information can be viewed by other users processing the request. Content from Remarks field should be handed off to Remarks field in Backend application.
   Overrides	Click to view the overrides accepted by the user.
   Customer Instruction	Click to view/ input the following Standard Instructions – In this section, the system will populate the details of Standard Instructions maintained for the customer. User will not be able to edit this. Transaction Level Instructions – In this section, OBTFPM user can input any Customer Instructions received as part of transaction processing. This section will be enabled only for customer initiated transactions.
   Incoming Message	Clicking this button allows the user to see the message in case of STP of incoming MT 765.
   View Undertaking	Clicking this button allows the user to view the undertaking details.
   Signatures	Click the Signature button to verify the signature of the customer/ bank if required. Click the Signature button to verify the signature of the customer/ bank if required. The user can view the Customer Number and Name of the signatory, Signature image and the applicable operation instructions if any available in the back-office system. If more than one signature is required, system should display all the signatures.
   Request Clarification	Clicking this button allows the user to submit the request for clarification to the “Trade Finance Portal” for the transactions that are initiated offline.
   Reject	On click of Reject, user must select a Reject Reason from a list displayed by the system. Reject Codes are: R1- Documents missing R2- Signature Missing R3- Input Error R4- Insufficient Balance/Limits R5 - Others Select a Reject code and give a Reject Description. This reject reason will be available in the remarks window throughout the process.
   Refer	Select a Refer Reason from the values displayed by the system. Refer Codes are: R1- Documents missing R2- Signature Missing R3- Input Error R4- Insufficient Balance/Limits R5 - Others
   Hold	The details provided will be saved and status will be on hold. User must update the remarks on the reason for holding the task. This option is used, if there are any pending information yet to be received from applicant.
   Cancel	Cancel the Data Enrichment stage inputs. The details updated in this stage are not saved. The task will be available in 'My Task' queue.
   Save & Close	Save the details provided and holds the task in ‘My Task’ queue for further update. This option will not submit the request.
   Back	Clicking on Back button, takes the user to the previous screen.
   Submit	Task will get moved to next logical stage of Guarantee Advise Claim. If mandatory fields have not been captured, system will display an error message until the mandatory fields data are provided