This topic provides the systematic instructions to capture the details of the documents received.

1. On Document Details screen, specify the fields.

   Figure 2-9 Data Enrichment - Document Details

   
   

   
   Description of "Figure 2-9 Data Enrichment - Document Details"

   
   

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

   Table 2-7 Document Details - Field Description

   Field	Description
   Document Code The user can click + to add multiple Document Details.
   Document Code	Click Search to search and select the document code based on the document received . User can add or delete the code by deleting the line on the grid.
   Document Type	System dispalys the document type based on the document code.
   Document Description	System dispalys the document description based on the document code. User can edit the description.
   Document Reference	Specify the document reference. On click of ‘Next’ system should validate the value in this field against the transport document/Bill of Lading (MARDOC) against any Outstanding Shipping Guarantees issued for the drawee and is not linked to any Documentary Collection or Import Letter of Credit. System should default the Shipping Guarantee Reference in the next screen.
   Copies Received	Specify the number copies received from the Drawer. User can edit the actual copies received.
   Originals Received	Specify the number of original documents received from the Drawer. User can edit the actual originals received.
   Document Date	User can edit the date on which the document is received. On click of ‘Next’ system should validate the value in this field against the transport document/Bill of Lading (MARDOC) against any Outstanding Shipping Guarantees issued for the drawee and is not linked to any Documentary Collection or Import Letter of Credit. System should default the Shipping Guarantee Reference in the next screen.
   Action	Click Edit icon to edit the document details. Click Delete icon to delete the document details.

2. Click Next.
   The task will move to next data segment. For more information refer Other Details.

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

   Table 2-8 Document Details - 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 collection. 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.
   Checklist	Click to view the list of items that needs to be completed and acknowledge. If mandatory checklist items are not selected, system will display an error on submit.
   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.
   Clarification Details	Click to open a detailed screen, user can see the clarification details in the window and the status will be Clarification Requested.
   Request Clarification	Click the Request Clarification button to request for an Online clarification from customer. Clicking the button opens a detailed screen to capture the clarification details.
   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 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
   Back	On click of Back, system moves the task back to previous data segment.
   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.