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.

   Figure 2-24 Additional Details
   Description of the illustration deadditionaldetails.png

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 (OBTFPM) 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 Table 2-13 of 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 Table 2-14 of 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 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 Advice	Based on the guarantee amendment captured in the previous screen, the preview message-mail advice is simulated from the back office and the user can view the message.
   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.

   Table 2-22 Additional Details - Action Buttons - Field Description

   Field	Description
   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
   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, OBTFPM user can input any Customer Instructions received as part of transaction processing. This section will be enabled only for customer initiated transactions.
   Common Group Message	Click Common Group Message button, to send MT799 and MT999 messages from within the task.
   Incoming Messages	This button displays the applicable MT761 with MT760. Click to allow parsing of MT 760 along with MT761(up to 7) messages together to create a Guarantee Advise. In case of MT798, the User can click and view the MT798 message(784,760/761). The user can also view the incoming MT765 by clicking the Incoming Message button. In case of MT798-MT726-MT759 request, user can view MT798 message(726-759) in this placeholder in Header of the task. In case of MT798_MT788-MT799 request, user can view MT798 message (788-799) in this placeholder in Header of the process-task.
   Signatures	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 available, system should display all the signatures.
   Save & Close	Save the details provided and holds the task in ‘My Task’ queue for further update. This option will not submit the request.
   Cancel	Cancel the Scrutiny 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
   Next	On click of Next, system validates if all the mandatory fields have been captured. Necessary error and override messages to be displayed. On successful validation, system moves the task to the next data segment.