This topic provides the systematic instructions to capture the details of the documents received.

1. On Document Details screen, specify the fields.

   Figure 3-9 Data Enrichment - Document Details
   
   Description of the illustration dedocumentdetails.png
   

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

   Table 3-7 Document Details - Field Description

   Field	Description
   Click ‘+’ plus to add multiple document details.
   Document Code	System defaults the document code. User can add the document code by clicking the Plus icon. Click Search to search and select the document code based on the document received. User can add or delete the code by deleting the line on the grid.
   Document Type	System dispalys the document type based on the document code.
   Document Description	System dispalys the document description based on the document code. User can edit the description. Click the link to view the document description.
   Document Reference	Specify the document reference.
   Copies Received	Specify the number copies received from the Drawer. User can edit the actual copies received.
   Originals Received	Specify the number of original documents received from the Drawer. User can edit the actual originals received.
   Document Date	User can edit the date on which the document is received. On click of ‘Next’ system should validate the value in this field against the transport document/Bill of Lading (MARDOC) against any Outstanding Shipping Guarantees issued for the drawee and is not linked to any Documentary Collection or Import Letter of Credit. System should default the Shipping Guarantee Reference in the next screen.
   Action	Click Edit icon to edit the document code/ document date. Click Delete icon to delete the document code.

2. Click Next.
   The task will move to next data segment.

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

   Table 3-8 Document Details - 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 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, 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.
   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 available, system should display all the signatures.
   Request Clarification	Click the Request Clarification button to submit the request for clarification to the “Trade Finance Portal” User for the transactions 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 Data Enrichment 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	Click the Back button, to go back to the previous screen.
   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.