Customer Response

2.5.1 Customer Response

This topic helps you quickly get acquainted with the Customer Response.

Language - Read only field

Draft Message - Read only field.

Draft Confirmation

Draft Confirmation required - Read only field

Customer Response - This field will be available for you to update any of the below response based on the customer’s reply

Accepted
Changes Required - Change and proceed

For non-online response – User can select customer response from one of the three drop list values mentioned above.

For Online response – Read only

Customer Remarks - Capture the remarks of the customer.

Response Date - Non-Online channel – Update the date on which the customer response has been received.

Online Channel – Read only

Summary

Tiles Displayed in Summary:

Main Details - User can view the application and LC details and modify the details if required.
Availability - User can view and modify availability and shipment details, if required.
Payment - User can view and modify all details related to payments, if required.
Documents and Conditions - User can view and modify the documents required grid and the additional conditions grid, if required.
Additional Fields - User can view the details of additional fields.
Advices - User can view and modify the details of additional fields.
Revolving Details - User can view and modify revolving details on revolving LC, if applicable
Limits and Collaterals - User can view and modify limits and collateral details, if required.
Commission and Charges and Taxes - User can view and modify commission, charge and tax details, if required.
Preview Messages - User can view the preview messages.
Party Details - User can view and modify party details like beneficiary, advising bank etc., if required.
Compliance - User can view compliance details. The status must be verified for KYC and to be initiated for AML and Sanction Checks.
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.
FX Linkage - User can view and modify the details of FX Linkage, if required.
Insurance Details - User can view and modify insurance details, if required.
Settlement Details - User can view and modify settlement details, if required.
Tracer Details - User can view and modify tracer details, if required.

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

Table 2-31 Action Buttons - Field Description

Field	Description
Documents	View/Upload the documents uploaded in the system and upload documents if customer response has been received through non- online channel.
Remarks	Specify the remarks, if required and must be able to view the remarks captured during earlier stages.
Cancel	Cancel the Draft Confirmation.
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
Submit	On submit, task moves to the next logical stage of Import LC Issuance. If mandatory fields have not been captured, system will display an error message until the mandatory fields data are provided.

Parent topic: Customer Response - Draft Confirmation