| Clarification Details
|
Click to open 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 Guarantee Advise Amendment 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.
|
| Checklist |
Click to view the list of items that needs to
be completed and acknowledge. If mandatory checklist items
are not selected, system will display an error on
submit. |
| 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.
|
| Clarification
Details |
Click to open a detailed screen, user can see
the clarification details in the window and the status will
be Clarification Requested. |
| 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).
|
| View
Undertaking |
Clicking this button allows the user should
to view the undertaking details. |
| View Events |
Click View Events button to view the
snapshot of various events under the Guarantee Advised
Amendment. |
| Signature |
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
request for an Online clarification from customer. Clicking
the button opens a detailed screen to capture the
clarification details. |
| Save &
Close |
Save the details provided and holds the task
in ‘My Task’ queue for further update. This option will not
submit the request. |
| 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. |
| 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
|
| 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. |
