This topic provides the systematic instructions to view the summary details in Data Enrichment stage of Shipping Guarantee Issuance - Islamic process.

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 the application details and Shipping Guarantee/ Standby details. User can modify the details if required.
   • Shipment Details - User can view the shipment details.
   • Additional Fields - User can view the additional fields.
   • Advices - User can view the advices details.
   • Limits and Collaterals - User can view the limits and collateral details. User can modify the details if required.
   • Commission, Charges and Taxes - User can view the details provided for charges. User can modify the details if required.
   • Preview Message - User can drill down to view the message preview, legal verification and customer draft confirmation details. The message preview screen has the Legal Verification details.
   • Accounting Details - User can see the accounting details.

     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.
   • Party Details - User can view party details like beneficiary, advising bank etc.
   • Compliance - User can view compliance details. The status must be verified for KYC and to be initiated for AML and Sanction Checks.
   • Settlement Details – User should be able to view the settlement details.
2. Click Submit.
   The task will move to next logical stage.

   Table 2-24 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	Click to 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 Shipping Guarantee Issuance - Islamic. 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 Instruction	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.
   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.
   Request Clarification	Clicking this button allows the user to submit the request for clarification to the “Trade Finance Portal” for the transactions that are initiated offline.
   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
   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.
   Cancel	Cancel the Scrutiny stage inputs. The details updated in this stage are not saved. The task will be available in 'My Task' queue.
   Save & Close	Save the details provided and holds the task in ‘My Task’ queue for further update. This option will not submit the request.
   Back	Clicking on Back button, takes the user to the previous screen.
   Submit	Task will get moved to next logical stage of Shipping Guarantee Issuance - Islamic. If mandatory fields have not been captured, system will display an error message until the mandatory fields data are provided. n case of duplicate documents' system will terminate the process after handing off the details to back office.