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

1. On Document Details screen, specify the fields.

   Figure 2-24 Data Enrichment - Document Details

   
   

   
   Description of "Figure 2-24 Data Enrichment - Document Details"

   
   

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

   Table 2-21 Document Details - Field Description

   Field	Description
   Document Details	Online Channel - System will default the details received in the Description column. Based on the details populated, user can pick corresponding values for Document code, originals and copy. Non Online Channel - User can further edit (add or remove) the documents or document description as per requirement. Application will display an alert message, if both Bill Of lading’' and 'Airway Bill' are chosen. Based on the ‘Product’ selected, Application will default the documents required under the LC. User can edit the details, delete an existing document and also add additional documents to the defaulted list. Capture the information based on the description in the following table: Click Plus icon to add multiple document details.
   Document Code	System defaults the document code. User can add the document code by clicking the + icon. Click Search to search and select the document code based on the document received. User can delete the code by deleting the line on the grid.
   Document Description	System dispalys the document description based on the document code. User can edit the description.
   	Click the edit icon to edit the document description.
   Copy	System defaults the number of copy received. User can edit the actual copies received. Specify the number copies received from the Drawer.
   Original	System defaults the number of copy received. User can edit the actual originals received. Specify the number of original documents received from the Drawer.
   Clause Details	System will populate the document Clause based on the document code. User can view and edit the document clause by clicking the link in the ‘Document Clause’ column.
   Original Doc. Required	Switch to , if original document is required. Switch to , if original document is not required.
   Action	Click Edit icon to edit the document code/ document date. Click Delete icon to delete the document details row.
   Additional Conditions	Online Channel - System will default the details received in the description column. System will parse the additional conditions required field into multiple line items based on line de-limitter (+) and shall populate each line item as a separate description. User can read the description and make any changes required to the description, also must be able to add more conditions. Non Online Channel - User can use FFT to capture additional conditions and can edit the description populated from FFT. You should also be able to add additional FFT. Click Plus icon to add multiple additional condition details.
   FFT Code	Online Channel - System will default the details received in the description column. System will parse the additional conditions required field into multiple line items based on line de-limitter (+) and shall populate each line item as a separate description. User can read the description and make any changes required to the description, also must be able to add more conditions. Non Online Channel - Click Search to search and select the FFT code from the look-up and can edit the description populated from FFT. You should also be able to add additional FFT.
   FFT Description	System dispalys the document description based on the document code. User can edit the description.
   Action	Click Edit icon to edit the FFT code. Click Delete icon to delete the FFT 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 2-22 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 export lc Advise. 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.
   Incoming Message	This button displays the multiple messages (MT760 + up to 7 MT761. In case of MT798, the User can click and view the MT798 message(770,700/701). In case of MT798-MT726-MT759 request, user can view MT798 message(726-759) in this placeholder in Header of the task. In case of MT798_MT788-MT799 request, user can view MT798 message (788-799) in this placeholder in Header of the process-task.
   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 required, 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.