This topic provides the systematic instructions to capture the additional details.

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

   Figure 2-24 Additional Details
   Description of the illustration deadditionaldetails.png

2. Click Save and Close to save the details and close the screen.

   Limits and Collaterals

   For more information, refer to the field description table of Additional Details in Scrutiny stage.

3. Click Save and Close to save the details and close the screen.

   Charge Details

   For more information, refer to the field description table of Additional Details in Scrutiny stage.

4. Click Save and Close to save the details and close the screen.
   Preview Mesage

   This screen provides preview of draft guarantee details. If required, the draft can be sent for legal verification to legal team and draft confirmation to customer.

   The system sends Draft MT760 along with up to seven MT761 messages as attachment to the customer.

   The Transaction Reference Number is masked, before sending the Draft Import LC for Customer approval.

   If the Guarantee Issuance is at Counter Issuing Bank (CIB)/ Local Issuing Bank (LIB), preview message is populated with the outgoing MT760 and all the applicable MT761.
   Description of the illustration depreviewmessage.png

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

   Table 2-22 Preview Message - Field Description

   Field	Description
   Preview SWIFT Message	This section displays the Preview SWIFT Message details.
   Language	Read only field. The language to preview the draft guarantee details. English is set as default language for the preview.
   Message Type	Select the message type from the drop down. User can choose to see preview of different message like MT 700, MT 740 and MT 701.
   Message Status	Read only field. Display the message status of draft message of guarantee details.
   Repair Reason	Read only field. Display the message status of draft message of guarantee details.
   Preview Message	This field displays a preview of the draft message. Based on the guarantee text captured in the previous screen, guarantee draft is generated in the back office and is displayed in this screen.
   Preview - Mail Device	This section displays the Preview - Mail Device details.
   Language	Read only field. The language for the advice message. English is set as default language for the preview.
   Advice Type	Select the advice type.
   Message Status	Read only field. Display the message status of draft message of guarantee details.
   Repair Reason	Read only field. Display the message status of draft message of guarantee details.
   Preview Message	This field displays a preview of advice.
   Draft Confirmation Required	This section displays the Draft Confirmation Required details.
   Draft Confirmation Required	Enable the Draft Confirmation Required toggle, if the guarantee message needs to be approved by customer before issue. Note: A bank user can share the Draft SWIFT message to the customer through email, before the actual transmission of SWIFT message to the Advising Bank.
   Customer Response	Specify the response received from customer. If the response is received online, the response is auto populated in this field by the system
   Customer Remarks	Read only field. Displays the remarks from the customer for the draft.
   Response Date	Read only field. Displays the customer response received date.
   Customer Email ID 1	This field efaults the email address of the customer. System fetches the Email ID from Customer Address maintenance in Back office and auto populates the available Email ID. This field is enabled if Draft Confirmation Required toggle is enabled.
   Customer Email ID 2	Click Search and select the Email ID from lookup from the Customer Email Address field of the customer maintenance in Back Office and replicated in OBTFPM. By default this field is blank. This field is enabled if Draft Confirmation Required toggle is enabled.
   Legal Verification	Specify the Legal Verification details.
   Legal Verification Required	Enable the Legal Verification toggle, if the guarantee message is to be verified and approved by Legal department before issue. The Legal Verification details must be captured in legal verification stage.
   Legal Response	Read only field. Displays the legal response received from customer.
   Legal Remarks	Read only field. Displays the legal remarks from the customer for the draft.
   Verification Date	Read only field. Displays the customer legal response received date.

5. Click Save and Close to save the details and close the screen.
   Create Template

   This option allows user to create a new template with the already captured details and the data can be reused with the template to reduce the effort. The user can enter the template name and create the template, details pertaining to the subsequent screens in scrutiny and data enrichment screens will be persisted and populated.

   Figure 2-25 Create Template

   
   

   
   Description of "Figure 2-25 Create Template"

   
   

   For more information on fields, refer to the field description table in Scrutiny stage.

6. Click Save and Close to save the details and close the screen.
7. Next.
   The task will move to next data segment.

   Table 2-23 Additional Details - 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. 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 Message	Click Common Group Message button, to send MT799 and MT999 messages from within the task.
   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.
   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.
   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
   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.