2.3 Scrutiny

This topic provides the systematic instructions to initiate the Scrutiny stage of Lodge Claim Guarantee Issued request.

On successful completion of Registration of an Lodge Claim Guarantee Issued, the task moves to Scrutiny stage. At this stage the gathered information during Registration stage and claim request are scrutinized. As part of scrutiny, the bank user can update the various claim fields. The user should also be able to input the transaction details.

Do the following steps to acquire a task currently at Scrutiny stage:

Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Task.
  2. Under Task, click Free Task.
    The Free Task screen appears.
  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 scrutinize the registered task or provide input for Scrutiny stage.
    The Scrutiny stage has the following hops for data capture: Let’s look at the details for scrutiny stage. User can enter/update the following fields as part of claim under Guarantee/SBLC - Scrutiny Stage. Some of the fields that are already having value from registration/ online channels may not be editable.

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

  • Main Details
    This topic provides the systematic instructions to initiate the main details of Scrutiny stage of Lodge Claim Guarantee Issued request.
  • Claim Details
    This topic provides the systematic instructions to capture the additional details in Scrutiny stage of Lodge Claim Guarantee Issued process.
  • Document Details
    This topic provides the systematic instructions to capture the document details in Scrutiny stage of Lodge Claim Guarantee Issued process.
  • Additional Fields
    This topic provides the systematic instructions to capture the additional fields.
  • Additional Details
    This topic provides the systematic instructions to capture the additional details in Scrutiny stage of Lodge Claim Guarantee Issued process.
  • Summary
    This topic provides the systematic instructions to view the summary details in Scrutiny stage of Lodge Claim Guarantee Issued request.

Parent topic: Lodge Claim - Guarantee Issued