| 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 Amendment. 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.
|
| Incoming
Messages |
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..
|
| View
Undertaking |
Clicking this button allows the user to view
the undertaking details. |
| 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 |
Clicking this button allows the user to
submit the request for clarification to the “Trade Finance
Portal” for the transactions that are 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 |
Clicking on Back button, takes the user 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. |
