This topic helps you quickly get acquainted with the Multi Level Approval process.

1. Log in into OBTFPMCS application and on Home screen, click, Task.
2. Under Task, click Free Tasks.
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 approve the task.
   The Approval Summary screen appears. The user can view the Summary tiles which displays list of important fields with values.
5. Click each tile to drill down from summary tiles into respective data segments to verify the details of all fields under the data segment.

   The user can view a snapshot of the beneficiary consent response to an amendment made to this transaction as read only.

   Note:

   The user can simulate/recalculate charge details and during calling the handoff, if handoff is failed with error the OBTFM displays the Handoff failure error during the Approval of the task.
   Approval Summary
   Description of the illustration approvalsummary.png
   Tiles Displayed in Summary:

   • Main Details - User can view the application details and Guarantee details. User can only view but cannot modify the details.
   • Additional Fields – User can view the User Defined Field maintained.
   • Limits and Collaterals - User can view the limits and collateral details. User can only view but cannot modify the details.
   • Commission Charges and Taxes - User can view the details provided for charges. User can only view but cannot modify the details.
   • Advices - User can view the advice details.
   • Preview Messages - User can have the preview of message.
   • Settlement Details - User can view the Settlement details.
   • Accounting Details - User can view the accounting entries generated by back office system.

     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.
   • Party Details - User can view the party details like beneficiary, advising bank etc. User can only view but cannot modify the details.
   • Compliance Details - User can view compliance details. The status must be verified for KYC and to be initiated for AML and Sanction Checks.

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

   Table 2-25 Approval Summary - Action Buttons - Field Description

   Field	Description
   Documents	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
   Remarks	Specify any additional information regarding the guarantee. 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 Instructions	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, OBTFPMCS user can input any Customer Instructions received as part of transaction processing. This section will be enabled only for customer initiated transactions.
   View Undertaking	Clicking this button allows the user to view the undertaking details.
   View Events	Clicking this button allows the user to view the various events under the Guarantee amendment details.
   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.
   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.
   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
   Approve	On approve, application must validate for all mandatory field values, and task must move to the next logical stage. If there are more approvers, task will move to the next approver for approval. If there are no more approvers, the transaction is handed off to the back end system for posting.

6. Click Approve.