2.4.6 Additional Details

This topic provides the systematic instructions to capture the additional details.

  1. On Additional Details screen, click the 3 dots on any Additional Details tile to view the details.
  2. Click Save and Close to save the details and close the screen.

    Limits and Collaterals

    The limits and collateral details are displayed as tile. The tiles displays a list of important fields with values.

    Note:

    For Guarantee Advising MT 760, user can input the values, applicable if Advising bank confirms undertaking.

    On Approval, system should not release the Earmarking against each limit line and system should handoff the “Limit Earmark Reference Number “to the back office. On successful handoff, back office will make use of these “Limit Earmark Reference Number” to release the Limit Earmark done in the mid office (OBTFPMCS) and should Earmark the limit from the Back office.

    In case multiple Lines are applicable, Limit Earmark Reference for all lines to be passed to the back office

    For more information, refer to the field description table of Additional Details in Scrutiny stage.

  3. Click Save and Close to save the details and close the screen.

    Charge Details

    If default charges are available under the product, they should be defaulted here with values. If customer or customer group specific charges are maintained, then the same will be defaulted from back end system.

    For Guarantee Advising MT 760, charge details is simulated from back office, user can change the values.

    For more information, refer to the field description table of Additional Details in Scrutiny stage.

  4. Click Save and Close to save the details and close the screen.
    Preview Mesage

    This screen provides preview of draft guarantee details. If required, the draft can be sent for legal verification to legal team and draft confirmation to customer.

    For Guarantee Advising MT 760, preview message has Debit advice, Instrument Copy, MT 768.Description of preview.png follows
    Description of the illustration preview.png

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

    Table 2-21 Preview Message - Field Description

    Field Description
    Preview SWIFT Message This section displays the Preview SWIFT Message details.
    Language Read only field.

    The language to preview the draft guarantee details.

    English is set as default language for the preview.

    Message Type Select the message type from the drop down.
    Message Status Read only field.

    Display the message status of draft message of guarantee details

    Repair Reason Read only field.

    Display the message repair reason of draft message of guarantee details.

    Preview Message This field displays a preview of the draft message.

    Based on the guarantee text captured in the previous screen, guarantee draft is generated in the back office and is displayed in this screen.

    Preview Mail Device This section displays the Preview Mail Device details.
    Language Read only field.

    The language for the advice message.

    English is set as default language for the preview.

    Advice Type Select the advice type.
    Message Status Read only field.

    Display the message status of advice message of guarantee details

    Repair Reason Read only field.

    Display the message repair reason of advice message of guarantee details.

    Preview Message This field displays a preview of advice.
  5. Click Save and Close to save the details and close the screen.
  6. Next.
    The task will move to next data segment.

    For more information on action buttons, refer Table 2-15 of Scrutiny stage.