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 Task.
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 Re-Key pop-up screen appears.

   Figure 2-17 Approval Re-Key
   
   Description of the illustration approvalrekey.png
   

   If rekey authorization set up is available, then on clicking Acquire, the task will land on the rekey authorization screen otherwise the task will land on the summary screen.

   The user can view the details of multilevel approval stage of Guarantee Cancellation request in the Summary screen.

5. Open the task and re-key some of the critical field values from the request in the Approval Re-Key screen.
   Some of the fields below will dynamically be available for re-key.:

   • Currency
   • Contract Amount

   Re-key is applicable to the first approver in case of multiple approvers. All approvers will however be able see the summary tiles and the details in the screen by drill down from tiles.
6. Click Proceed to proceed for the approval.
   The Approval Summary screen appears. The user can view the Summary tiles which displays list of important fields with values.
7. Click each tile to drill down from summary tiles into respective data segments to verify the details of all fields under the data segment.

   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/Standby details.
   • Guarantee Details - User can view the Guarantee Details.
   • Additional Fields - User can view the user defined field details.
   • Advices - User can view the details of advices.
   • Commission, Charges and taxes - User can view the Commission, charges and taxes details.
   • Preview Messages - User can view the preview messages.
   • Limits and Collaterals - User can view the limits and collateral details.
   • Party Details - User can view the party details like beneficiary, advising bank etc.
   • 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.
   • Exception(Approval) - User can view the exception(approval) details.

   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 Cancellation - Islamic. 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.
   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 required, system should display all the signatures.
   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.
   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.
   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
   Cancel	Cancel the Approval stage inputs. The details updated in this stage are not saved. The task will be available in 'My Task' queue.
   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.

8. Click Approve.