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 2-28 Additional Details
   Description of the illustration deadditionaldetails.png

2. Click Save and Close to save the details and close the screen.

   Limits and Collaterals

   
   
   Description of the illustration scrutinylimitdetails.png
   For more information on fields, refer to the field description table Table 2-16 in Scrutiny stage.

3. Click Save and Close to save the details and close the screen.

   Charge Details

   This section displays charge details.
   Description of the illustration scrutinychargedetails.png

   For more information on fields, refer to the field description table Table 2-17 in Scrutiny stage.

4. Click Save and Close to save the details and close the screen.
   Preview Mesage

   User can preview the draft SWIFT message based on message type and the draft mail advice based on the advice type.

   The OBTFPM user can send the draft of the message to the registered email id of the corporate customer as an attachment containing PDF. The PDF sent to the corporate customer is protected by a password. Password to be generated with first four digits of Customer Name and last four digits of Customer Number.

   Note:

   A bank user can share the Draft SWIFT message to the customer through email, before the actual transmission of SWIFT message to the Advising Bank.

   
   Description of the illustration deadditionaldetailspreview.png

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

   Table 2-28 Preview Messages - Field Description

   Field	Description
   Preview SWIFT Message	This section displays the preview of SWIFT Messages fields.
   Language	Read only field. English is set as default language for the preview.
   Message Type	Select the message type.
   Message Status	Read only field. Display the message status of draft message of issuance details.
   Repair Reason	Read only field. Display the message repair reason of draft message of issuance details.
   Preview Message	This field displays a preview of the draft message.
   Preview Mail Advice	This section displays the preview of Mail Advice fields.
   Language	Read only field. 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 draft message of issuance details.
   Repair Reason	Read only field. Display the message repair reason of draft message of issuance details.
   Preview Message	This field displays a preview of the draft message.
   Draft Confirmation	This section displays the draft confirmation fields.
   Draft Confirmation Required	Switch to , if draft confirmation is required.
   Customer Response	Specify the response received from customer. If the response is received online, the response is auto populated in this field by the system.
   Customer Remarks	Read only field. Display the remarks from the customer for the draft.
   Response Date	Read only field. Display the customer response received date.
   Customer Email ID 1	Click Search icon to search and select the Email ID from lookup. The user can select from the Customer Email Address field of the customer maintenance in Back Office and replicated in OBTFPM. By default this field is blank.

5. Click Save and Close to save the details and close the screen.
   Create Template

   This option allows user to create a new template with the already captured details and the data can be reused with the template to reduce the effort. The user can enter the template name and create the template, details pertaining to the subsequent screens in scrutiny and data enrichment screens will be persisted and populated.
   
   Description of the illustration createtempalte.png
   

   For more information on fields, refer to the 'LC Details' field description table in Scrutiny stage.

6. Click Save and Close to save the details and close the screen.
   Insurance Details

   Provide the Insurance details based on the description in the following table.
   
   Description of the illustration scrutinyinsurancedetails.png
   

   For more information on fields, refer to the field description table Table 2-18 in Scrutiny stage..

7. Click Save and Close to save the details and close the screen.
   FX Linkage

   This section enables the user to link the existing FX contract(s) to the Bill. User can link one or more FX deals to a bill. The linked value of an FX deal(s) must not exceed the value of the bill.

   FX contract linkage with the Bill booking can happen only for immediate liquidation of sight payment or for Usance. For manual sight payment, the user needs to link the FX contract on the date of liquidation of the bill.

   Following are the features of FX Linkage in BC.

   • FX linkage cannot be linked at Bills at initial stage.
   • When a bill is drawn under LC, the details of forward contract linked as a part of the LC, will be defaulted at bill.
   • Linked amount will be defaulted against the corresponding FX sequentially.
   • User can delink or modify the defaulted FX details at in the Bill.
   • Bill maturity date should be greater than or equal to FX Value date.
   • Sum of Linked amount will not be greater than Bill contract amount.
   • Linked amount will not be greater than the available amount for linkage.
   • Current Utilized amount will display the liquidated/purchased/discounted/negotiated amount of Bill contract. It cannot go beyond the linked FX amount.
   • When a bill is drawn under LC, delink of FX at BC is allowed only if the linked FX is not utilized by the bill.
   • Multiple forward FX contract could be linked and exchange rate of FX contract vary from each. Hence, effective exchange rate for bill would be arrived using weighted average method and it is utilized during purchase/negotiation/discount or liquidation of the bill. The same will be populated in the Average FX Rate.

   
   Description of the illustration fxlinkagedetails.png

   Figure 2-29 FX Linkage Details

   
   Description of "Figure 2-29 FX Linkage Details"

   For more information on fields, refer to the field description table Table 2-19 in Scrutiny stage.

8. Click Save and Close to save the details and close the screen.
   Tracer Details

   The bank user can capture these tracer details for LC Issuance.
   Description of the illustration detracerdetails.png

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

   Table 2-29 Tracer Details - Field Description

   Field	Description
   Tracers Code	Read only field. System defaults the value for tracer code from the latest LC.
   Description	Read only field. System defaults the value for description of tracer from the latest LC.
   Party Type	Click Search to search and select the party type from the lookup.
   Required	Switch to , if user requires to capture the tracer details. Switch to , if user does not require to capture tracer details.
   Maximum Tracers	Specify the value for maximum number of tracers.
   Number Sent	Specify the value for number of tracers to be sent.
   Start Days	pecify the value for tracer start days.
   Last Sent On	Select the date on which the tracer is last sent.
   Tracer Medium	Select the value for tracer medium. The options are: MAIL SWIFT
   Tracer Frequency	System defaults the days set up at the product level. Value can be 1, 2 etc. which represents daily, once in 2 days etc. The user can change the value.
   Template ID	Click Search to search and select the party type of the template ID from the lookup.

9. Click Save and Close to save the details and close the screen.
10. Next.
    The task will move to next data segment.

    For more information on action buttons, refer to the field description table Table 2-20 in Scrutiny stage.