This topic provides the systematic instructions to view the summary of Guarantee Issuance request.

1. On Summary screen, click on any tile to view the details.

   Figure 2-27 Summary

   
   Description of "Figure 2-27 Summary"
   Tiles Displayed in Summary

   • Main Details - User can view the application and Guarantee details.
   • Guarantee Preferences - User can view the guarantee preferences.
   • Additional Fields - User can view the details of additional fields.
   • Local Guarantee - User can view the local guarantee.
   • Advices - User can view the advices.
   • Limits and Collaterals - User can view limits and collateral details.
   • Commission and Charges and Taxes - User can view the commission, charge and tax details.
   • Accounting Details - User can view the accounting entries generated in back office.

     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.
   • Settlement Details - User can view the settlement details.
   • Parties Details - User can view party details like beneficiary, advising bank etc.
   • Compliance details - User can view the compliance details. The status must be verified for KYC and to be initiated for AML and Sanction Checks.
   • Preview Message - User can view the preview message details.
   • Acknowledgement Details - User can view the acknowledgement details.
   • Documents and Conditions - User can view document details.
2. Click Submit.
   The task will move to next logical stage.

   Table 2-26 Summary - Action Buttons - Field Description

   Field	Description
   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 issuance. 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 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.
   Common Group Messages	Click Common Group Message button, to send MT799 and MT999 messages from within the task.
   Incoming Message	This button displays the multiple messages (MT760 + up to 7 MT761. Click to allow parsing of MT 760 along with MT761(up to 7) messages together to create a Guarantee Issuance. In case of MT798, the User can click and view the MT798 message(784,760/761). 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 available, system should display all the signatures.
   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 Scrutiny 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
   Back	On click of Back, system moves the task back to previous data segment.
   Submit	Task will get moved to next logical stage of Guarantee issuance. 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.
   Checklist	Make sure that the details in the checklist are completed and acknowledge. If mandatory checklist items are not marked, system will display an error on submit.