This topic provides the systematic instructions to initiate the main details of Data Enrichment stage of Guarantee Advise Cancellation request.

1. On Main screen, specify the fields that were not entered at Registration stage.

   Figure 2-8 Main
   
   Description of the illustration demainapplicationdetails.png
   

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

   Table 2-6 Main - Application Details - Field Description

   Field	Description
   Advising Bank Reference Number	Read only field. System defaults the value from Registration stage.
   Beneficiary	Read only field. System will default the name of the customer as available in Guarantee Advise.
   Branch	Read only field. System will default the branch from Guarantee Advise.
   Priority	System will default the Priority as Essential/Critical/Low/Medium/High based on maintenance. If no priority is maintained, system defaults the priority as Medium. The user can change the priority.
   Submission Mode	Read only field. Submission mode of Guarantee Cancellation request. By default the submission mode will have the value as ‘Desk’. Desk - Request received through Desk Courier - Request received through Courier
   Amendment Number	Read only field. Unique Amendment sequence number defaults from the back office.
   Process Reference Number	Read only field. Unique OBTFPM task reference number for the transaction. This is auto generated by the system based on process name and branch code.
   Issuing Bank	Read only field. Issuing Bank Name defaults from the Guarantee Advise details.
   Cancellation Date	Read only field. By default, the application will display branch’s current date. User can change the date to back date, future date is not allowed.

   Guarantee Details

   The fields listed under this section are same as the fields listed under the Guarantee Details section in Registration stage. During Registration, if user has not captured input, then user can capture the details in this section.

   Figure 2-9 Guarantee Details
   
   Description of the illustration demainguaranteedetails.png
   

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

   Table 2-7 Main - Guarantee Details - Field Description

   Field	Description
   Form of Undertaking	Read only field. Form of Undertaking defaults from Guarantee Advised.
   Undertaking Number	Read only field. Undertaking number defaults from Guarantee Advised.
   Product Code	Read only field. Product code defaults from Guarantee Advised.
   Product Description	Read only field. This field displays the description of the product as per the product code available in Guarantee Advised.
   Undertaking Amount	Read only field. System defaults the outstanding value available in Guarantee Advised.
   Amount In Local Currency	Read only field. After the tab out of ‘Currency Code, Amount’ field, system populates the Local currency and amount value in this field. System fetches the local currency equivalent value for the transaction amount from back office (with decimal places).
   User Reference Number	Read only field. System defaults the user reference number, depending on the selection of Advising Bank Reference Number.
   Purpose of Message	Purpose of message defaults from Guarantee Advised. The user can change the purpose of message.
   File Identification	Read only field. System defaults the value available in Guarantee Advised.
   Narrative	Read only field. System defaults the value available in Guarantee Advised.
   Applicable Rules	Read only field. This field displays the rules of the Guarantee Advised.
   Narrative	Read only field. System defaults the value available in Guarantee Advised details.
   Type of Undertaking	Read only field. System defaults the value available in Guarantee Advised details.
   Narrative	Read only field. System defaults the value available in Guarantee Advised.
   Date of Issue	Read only field. Application will default the branch’s current date in date of issue. User cannot change the defaulted date. Application will populate the Date of Issue field with branch date on approval if date of approval is later than date of registration.
   Expiry Type	Read only field. System defaults the expiry type available in Guarantee Advised.
   Date of Expiry	Read only field. System defaults the expiry date available in Guarantee Advised.
   Expiry Condition/Event	Read only field. System defaults the condition available in Guarantee Advised.
   Applicant	Read only field. System defaults the applicant name available in Guarantee Advised.
   Obligor/ Instructor Party	Read only field. System defaults the value available in Guarantee Advised.
   Advice Through Bank	Read only field. System defaults the value available in Guarantee Advised.
   Additional Amounts	Read only field. Additional Amount Covered as per the latest LC details is displayed.
   Beneficiary Consent Required	Enable the option, if beneficiary consent required for cancellation. Disable the option, if Abeneficiary consent is not required for cancellation.

   Audit
   

   
   Description of the illustration audit.png

   
   

   This button provides information about user initiated the transaction, initiated date, stage wise detail etc.

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

   Table 2-8 Audit - Field Description

   Field	Description
   Application No.	This field displays the appliation number of the process.
   Branch Code	This field displays the branch code.
   Initiated Date	This field displays the date on which process is initiated.
   Initiated By	This field displays the user ID of the user who had initiated the process.
   Process Name	This field displays the name of the process which is initiated.
   S. No	This field displays the serial number of the audit record.
   Stage Name	This field displays the current stage of the process.
   Completed Time	This field displays the time on which the audit of the current stage is completed.
   Completed By	This field displays the user ID of the user who had completed the audit.
   Outcome	This field displays the outcome of the audit.

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

   Table 2-9 Main - 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 Guarantee Advise Cancellation. 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 Messages	Click this button, the system allows to display the incoming SWIFT MT 767 message received. 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.
   View Undertaking	Click on View Undertaking button enables user to view the details of the undertaking.
   Request Clarification	User can submit the request for clarification to the “Trade Finance Portal” User for the transactions initiated offline
   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.