14. Generic Wires ISO Debit/Credit Confirmation

14.1 Debit/Credit Confirmation

This feature supports SWIFT ISO CBPRPlus Debit/Credit confirmation message generation (camt.054) processing for Inbound and Outbound transactions.

This section contains the following sub-sections:

l Section 14.1.2, "Outbound Debit/Credit Confirmation Processing"

l Section 14.1.3, "Inbound Debit/Credit Confirmation Processing"

l Section 14.1.3, "Inbound Debit/Credit Confirmation Processing"

14.1.1 Cross Border Inbound Bank to Customer Debit Credit Notification View

This screen displays the incoming Debit Credit Notification (camt.054) message.

You can invoke “Cross Border Inbound Bank to Customer Debit Credit Notification View” screen by typing the function ID ‘PSDIDCNV’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

PSDIDCNV.jpg

Specify the following fields:

Host Code

This field displays the Host Code of the user’s logged in branch.

Transaction Branch

This field displays the Transaction Branch of the user’s logged in branch.

Source Code

This field displays Source Code as received in the incoming payment

Sender

This field displays Sender as received in incoming payment.

Entry Detail Reference

This field displays Unique Reference Number generated by System.

Instruction Identification

This field displays Instruction Identification as received in incoming payment.

End To End Identification

This field displays End To End Identification.

UETR

This field displays UETR.

Message Identification

This field displays Message Identification.

Notification Identification

This field displays Notification Identification.

Entry Reference

This field displays Entry Reference.

14.1.1.1 Main Tab

PSDIDCNV_Main.jpg

 

Notification Block

Booking Date

This field is defaulted with current Branch Date and Time.

Notification Account

Account Identification

This field displays Source Code as received in the incoming payment.

IBAN

This field displays the value received in the IBAN.

Account Name

This field displays Account Name received in payment.

Account Currency

This field displays Account Currency received in payment.

Scheme Name Code

This field displays Scheme Name Code received in payment.

Scheme Name Proprietary

This field displays Scheme Name Proprietary received in payment.

Issuer

This field displays Issuer received in payment.

Type Code

This field displays Type Code received in payment.

Type Proprietary

This field displays Type Proprietary received in payment.

Proxy Type Code

This field displays Proxy Type Code received in payment.

Proxy Type Proprietary

This field displays Proxy Type Proprietary received in payment.

Proxy ID

This field displays Proxy ID received in payment.

Entry Block

Credit Debit Indicator

This field displays Credit Debit Indicator as received in the incoming payment.

Status Code

This field displays Status Code as received in the incoming payment.

Amount

This field displays Display Amount as received in incoming payment.

Currency

This field displays Currency received in payment.

Booking Date

This field displays Booking Date received in payment.

Value Date

This field displays Value Date received in payment.

Value Date Time

This field displays Value Date received in payment.

Bank Transaction Code

Domain Code

This field displays Domain Code received in payment.

Domain Family Code

This field displays Domain Family Code received in payment.

Domain Sub Family Code

This field displays Domain Sub Family Code received in payment.

Proprietary Code

This field displays Proprietary Code received in payment.

Proprietary Issuer

This field displays Proprietary Issuer received in payment.

Entry Details

Interbank Settlement Date

This field displays Interbank Settlement Date as received in the incoming payment.

Credit Debit Indicator

This field displays Credit Debit Indicator as received in the incoming payment.

Amount

This field displays Display Amount as received in incoming payment.

Currency

This field displays Currency received in payment.

14.1.1.2 Processing Details Tab

PSDIDCNV_Processing.jpg

 

Status Details

Match Status

Select the Match Status from the following values:

l Matched

l Unmatched

14.1.1.3 Related Parties Tab

PSDIDCNV_R_Parties.jpg

 

Fields values are populated and displayed from the data received in Transaction Details:

Debtor Details - Party

l Debtor Name

l Debtor Account

l Debtor IBAN

l Debtor Account Currency

l Country of Residence

l Other Party Details - Debtor Details sub screen is launched

Debtor Details - Agents

l BICFI

l Clearing System Code

l Member Identification

l Name

l Other Party Details - Debtor Agent Details sub screen is launched

Creditor Details - Party

l Creditor Name

l Creditor Account

l Creditor IBAN

l Creditor Account Currency

l Country of Residence

l Other Party Details - Creditor Details sub screen is launched

Creditor Details - Agents

l BICFI

l Clearing System Code

l Member Identification

l Name

l Other Party Details - Creditor Agent Details sub screen is launched

14.1.1.4 Related Agents Tab

PSDIDCNV_R_Agents.jpg

 

Fields values are populated from the data received in Transaction Details

Instructing Agent

l BICFI

l Clearing System Code

l Member Identification

l Name

l Other Details - Instructing Agent Details sub screen is launched

Instructed Agent

l BICFI

l Clearing System Code

l Member Identification

l Name

l Other Details - Instructed Agent Details sub screen is launched

Debtor Agent

l BICFI

l Clearing System Code

l Member Identification

l Name

l Debtor Agent Details - Debtor Agent Details sub screen is launched

Creditor Agent

l BICFI

l Clearing System Code

l Member Identification

l Name

l Creditor Agent Details - Creditor Agent Details sub screen is launched

 

14.1.1.5 Cross Border Inbound Bank to Customer Debit Credit Notification View Sum­mary

You can invoke “Cross Border Inbound Bank to Customer Debit Credit Notification View Summary” screen by typing ‘PSSIDCNV’ in the field at the top right corner of the Application tool bar and clicking on the adjoining arrow button.

PSSIDCNV.jpg

You can search using one or more of the following parameters:

l Transaction Branch

l End To End Identification

l Message Identification

l Sender

l Currency

l Entry Detail Reference

l UETR

l Notification Identification

l Match Status

l Amount

l Instruction Identification

l Inter Bank Settlement Date

l Entry Reference

l Credit Debit Indicator

Once you have specified the search parameters, click ‘Search’ button. The system displays the records that match the search criteria.

Double click a record or click the ‘Details’ button after selecting a record to view the detailed screen.

14.1.2 Outbound Debit/Credit Confirmation Processing

Debit Confirmations

l Debit confirmation message generates for the Outbound/Pass-through FI to FI Customer Credit transfer (pacs.008) and FI to FI Credit transfer (pacs.009) transactions.

l The debit confirmation is generated in SWIFT CBPRPlus format (camt.054) when the ‘Format Preference’ value is ‘SWIFT CBPRPlus’ in the Bilateral Agreement for Cash Messages” PMDCMAGT screen.

Credit Confirmations

l Credit confirmation message generates for the Inbound FI to FI Customer Credit transfer (pacs.008) and FI to FI Credit transfer (pacs.009) transactions.

l The credit confirmation is generated in SWIFT CBPRPlus format (camt.054) when the ‘Format Preference’ value is ‘SWIFT CBPRPlus’ in the Bilateral Agreement for Cash Messages” PMDCMAGT screen.

The generated debit/credit confirmations are shown in the ‘Messages’ sub-screen of the pacs.008/pacs.009 transaction view screens.

Note

l  If the ‘Credit Confirmation’ flag under ‘Message Suppression Preference’ is checked in the Inbound Transaction input screen, then the Credit Confirmation message is not generated for Inbound transactions.

l If the ‘Debit Confirmation’ flag under ‘Message Suppression Preference’ is checked in the Outbound Transaction input screen, then the Debit Confirmation message is not generated for outbound transactions.

 

14.1.3 Inbound Debit/Credit Confirmation Processing

l Incoming Debit/Credit Confirmation message (i.e. camt.054) is received with TARGET2 business header.

l After receiving the Debit/Credit Confirmation message (i.e. camt.054) the message is created and logged in the incoming message tables.

l The system does format validations for the camt.054 message received based on the schema details maintained for the message in File Parameter Detailed (PMDFLPRM) maintenance if any of the format validations fail, error details are recorded.

l  On completing the format validations, the message is parsed and uploaded. You can view the message status from the Inbound Browser Summary (PMSINBRW) screen.

l After parsing the camt.054 message is matched with the original incoming/outgoing pacs.008/pacs.009 messages using the following matching criteria:

If Instruction Identification (<TxDtls> <Refs> <InstrId>) received in the incoming message is matched with Instruction Identification of outgoing/incoming pacs.008/pacs.009 message.

If End To End Identification (<TxDtls> <Refs> <EndToEndId>) received in the incoming message is matched with End To End Identification of outgoing/incoming pacs.008/pacs.009 message

If UETR (<TxDtls> <Refs> <UETR>) received in the incoming message is matched with UETR of outgoing/incoming pacs.008/pacs.009 message.

l After parsing the camt.054 message is matched with the original outgoing camt.050 message using following matching criteria:

If Instruction Identification (<TxDtls> <Refs> <InstrId>) received in the incoming message is matched with Instruction Identification of outgoing camt.050 message.

If End To End Identification (<TxDtls> <Refs> <EndToEndId>) received in the incoming message is matched with End To End Identification of outgoing camt.050 message.

l If the incoming camt.054 message matching fails, then camt.054 record status is marked as ‘Exception’. The system error code and error details are logged.

l  If the camt.054 message matches with outgoing/incoming pacs.008/pacs.009 and outgoing camt.050 message then:

The status of the uploaded camt.054 is ‘Matched’ in the incoming browser.

Process Status of the uploaded camt.054 is ‘Processed’ in the incoming browser.

The inbound camt.054 message get linked with outgoing/incoming pacs.008/pacs.009 and outgoing camt.050 message and displayed it in the All Message (PSDOCMSG) sub screen of pacs.008/pacs.009/camt.050 messages.

14.2 camt.054 Processing

This section contains the following sub-sections:

l Section 14.2.1, "camt.054 Message Processing"

l Section 14.2.2, "Inbound Messages STP Queue (PQSSTPQU) Processing"

l Section 14.2.3, "Inbound pacs.008 Transaction changes Processing"

14.2.1 camt.054 Message Processing

After receiving the Debit/Credit notification message (i.e., camt.054), Incoming camt.054 Message is logged in the existing incoming message browser as per existing functionality.& parsed and logged in the Cross Border Inbound Bank to Customer Debit Credit Notification View (PSDIDCNV) screen.   

Credit Debit Indicator field value identifies if the incoming camt.054 message is Debit advice or a Credit advice.

l For Debit Advice, the message remains in Cross Border Inbound Bank To Customer Debit Credit Notification View Summary (PSSIDCNV) screen with Credit Debit Indicator as Debit. Match status is updated as “Not Applicable”.

l For Credit Advice, system identifies as a Cover message for an inward FI to FI Customer Credit Transfer (pacs.008) and attempt Cover Matching.

camt.054 message is matched with the Underlying original incoming pacs.008 message.

l If the Cover matching is successful, then Match Status is updated as “Matched” in the Cross Border Inbound Bank To Customer Debit Credit Notification View Summary (PSSIDCNV) screen.

l If the Cover matching is not successful, then Match Status is updated as “Unmatched” in the Cross Border Inbound Bank To Customer Debit Credit Notification View Summary (PSSIDCNV) screen.

 

14.2.2 Inbound Messages STP Queue (PQSSTPQU) Processing

Status Code field value of the incoming camt.054 message is “BOOK” and Credit Debit Indicator field value is “CREDIT”, then you can do manual matching for incoming camt.054.

You can match pacs.008 message with incoming camt.054 message using Manual Match user action.

 

14.2.3 Inbound pacs.008 Transaction changes Processing

Value Date

Value date of the matched pacs.008 transaction is updated with the value date of the camt.054 transaction entry if the pacs.008 Value Date is different from the Value Date of the credit transaction entry.

Settlement Account (or) Debit Account

The debit account (or) settlement account of the matched pacs.008 is updated with the account of the camt.054 credit transaction entry if settlement account of pacs.008 is different from camt.054.