This topic helps you quickly get acquainted with the Multi Level Approval of Islamic Import LC Update Drawing process.

1. Log in into OBTFPM application and acquire the task available in the approval stage in free task queue. Authorization User can acquire the task for approving.

   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.

   Authorization Re-Key (Non-Online Channel)

   For non online channel, application will request approver for few critical field values as an authorization step. If the values captured match with the values available in the screen, system will allow user to open the transaction screens for further verification. If the re-key values are different from the values captured, then application will display an error message.

2. Open the task and specify (re-key) some of the critical field values from the request in the Re-key screen. Some of the fields below will dynamically be available for re-key.
   • Drawing Currency
   • Drawing 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.
   Description of the illustration approvalrekey.png

   Approval Summary
   
   Description of the illustration approvalsummary.png
   

   Tiles Displayed in Summary:

   • Main Details - User can view details about application details and LC details.
   • Document Details - User can view document details.
   • Shipment Details - User can view shipment details.
   • Additional Conditions - User can view additional conditions of the drawing.
   • Discrepancy Details - User can view the discrepancy details of the drawing.
   • Payment Details - User can view payment details.
   • FX Linkage - User can view the FX linkage details.
   • Finance Preferences - User can view the finance preferences.
   • Maturity Details - User can view the maturity details.
   • Limits and Collaterals - User can view limits and collateral details.
   • Commission Charges and Taxes - User can view charge details.
   • Assignment of Proceeds - User can view assignment of proceeds details.
   • Preview Messages - User can preview the draft message generated if any.
   • Settlement - User can view settlement details.
   • Linked Finance Details - User can view the linked finance details.
   • Parties Details - User can view party details like applicant, advising bank etc.
   • Compliance details - User can view compliance details. The status must be verified for KYC and to be initiated for AML and Sanction Checks.
   • Accounting Details - User can view the accounting entries generated in back office.

     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.
   • Advices - User can view and modify the advice details, if required.
   • Profit Details - User can view profit details.
   • Exception(Approval) - User can view the approval details.

   Table 2-39 Maturity 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 lc drawings. 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 Messages	Click Common Group Message button, to send MT799 and MT999 messages from within the task.
   Incoming Message	Displays the incoming message, if any.
   View Events	Click this button to view all the events under the LC Issued till date.
   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.
   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 Select a Reject code and give a Reject Description. This reject reason will be available in the remarks window throughout the process.
   Cancel	Cancel the Approval stage.
   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.

3. Click Approve to approve the transaction. The transaction is approved and handed off to the back end system for posting.