2.3 Data Enrichment

This topic provides the systematic instructions to initiate the Data Enrichment stage of Shipping Guarantee Issuance request.

On successful completion of Registration of an Shipping Guarantee Issuance request, tthe request moves to Data Enrichment stage. At this stage the bank user would be able to update fields, check the limits and other legal and financial risks the bank is exposed to and either approve or reject or refer the transaction to the customer for changes. The user should also be able to input transaction details.

Requests that are created online (Trade Portal) the task will be created in DE stage directly and the fields will be populated based on the incoming request. Submission mode for online requests will be “Online”.

Note:

For expired line of limits, the task moves to “Limit Exception” stage under Free Tasks, on ‘Submit’ of DE Stage with the reason for exception as “Limit Expired”.

Do the following steps to acquire a task currently at Data Enrichment stage:

Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Task.
  2. Under Task, click Free Task.
    The Free Task screen appears.
  3. Select the appropriate task and click Acquire & Edit to edit the task or click Acquire to acquire the task.
  4. The acquired task will be available in My Tasks tab. Click Edit to scrutinize the registered task or provide input for Data Enrichment stage.
    The Data Enrichment stage has the following hops for data capture: Let’s look at the details for Data Enrichment stage. User can enter/update the following fields as part of Shipping Guarantee Issuance - Data Enrichment Stage.
  • Main Details
    This topic provides the systematic instructions to initiate the main details of Data Enrichment stage of Shipping Guarantee Issuance request.
  • Shipment Details
    This topic provides the systematic instructions to capture the shipment details of Shipping Guarantee Issuance request.
  • Additional Fields
    This topic provides the systematic instructions to capture the additional fields.
  • Advices
    This topic provides the systematic instructions to capture the advices details of Shipping Guarantee Issuance process.
  • Additional Details
    This topic provides the systematic instructions to capture the additional details in Data Enrichment stage of Shipping Guarantee Issuance process.
  • Settlement Details
    This topic provides the systematic instructions to capture the settlement details of Shipping Guarantee Issuance request.
  • Summary
    This topic provides the systematic instructions to view the summary details in Data Enrichment stage of Shipping Guarantee Issuance process.

Parent topic: Shipping Guarantee Issuance