This topic provides the systematic instructions to view the summary of Islamic import documentary collection liquidation request.

1. On Summary screen, click the 3 dots on any tile to view the details.

   Figure 2-18 Summary
   
   Description of the illustration desummary.png
   

   Tiles Displayed in Summary

   • Main Details - User can view details about application details and collection details.
   • Documents Details - User can view the document details.
   • Other Details - User can view the other details.
   • Shipment Details - User can view the shipment details.
   • Maturity Details - User can view the maturity details.
   • Additional Fields - User can view the details of additional fields.
   • Advices - User can view the details of advices.
   • Limits and Collaterals - User can view limits and collateral details.
   • Commission, Charges and Taxes - User can view the commission, charges and taxes details.
   • Preview Messages - User can view the preview of the simulated messages to remitting bank.
   • FX Linkage - User can view the details of FX Linkage.
   • Finance Preferences - User can view the details of the finance preferences.
   • Payment Details - User can view the payment details.
   • Settlement Details - User can view settlement details.
   • Parties Details - User can view parties details like remitting bank, drawee, drawer etc.
   • Compliance Details - User can view the compliance details.
   • Profit Details - User can view the profit 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.
2. Click Submit.
   The task will move to next logical stage.

   Table 2-30 Summary - Action Buttons - Field Description

   Field	Description
   Clarification Details	Clicking the button opens a detailed screen, user can see the clarification details in the window and the status will be 'Clarification Requested'.
   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.
   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 Collection	Enables the user to view the latest collection values displayed in the respective fields.
   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.
   Request Clarification	User can specify the clarification details for requests received online.
   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.