1.3.2 Uploaded Files Inquiry – Search Filters

This topic provides the systematic instructions to corporate users to search and view files uploaded under a specific party.

On clicking the search filters gets enabled on the screen, corporate users can search and view the files that are uploaded under a party with the file identifier, date range, transaction type, transaction reference ID and view the record details under the same.

User is expected to provide at least two search parameters to get the better result.

To search and view the uploaded files:

1. Navigate to the Upload Files Inquiry screen.
2. Enter any two search criteria in the search section.
3. Perform one of the following actions:
   • Click Search.

     The search results appear on the Uploaded File Inquiry screen based on the search parameters.

   • Click Clear to reset the search criteria.
   • Click Cancel to close the search panel.

   Figure 1-5 Uploaded File Inquiry – Search

   
   

   
   Description of "Figure 1-5 Uploaded File Inquiry – Search "

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 1-3 Uploaded File Inquiry – Search - Field Description

   Field Name	Description
   File Identifier	File identifier created earlier in order to identify the file. This will list the file identifiers assigned by the administrator user to the logged in user for handling of file uploads
   Transaction Type	Search with the transaction type associated with the file.
   File Name	Search with the file name of the uploaded file.
   File Reference ID	Search with the file reference number which was generated while uploading the file.
   From Date	From Date to search for an uploaded file, in the specified date range.
   To Date	To Date to search for an uploaded file, in the specified date range.
   File Status	Search with the status of the file uploads. Uploaded Approved Rejected Processing In Progress Error Processed Processed with Exceptions Deleted Verified Expired Under Repair Repaired
   Search Results
   Upload Details	Displays the file upload date.
   Type	Displays the transaction type of file uploaded
   File Identifier	Displays the file identifier selected while uploading the file.
   File Name	Displays the name of the uploaded file.
   File Reference ID	Displays the file reference number generated after the file was uploaded.
   File Status	Displays the status of the uploaded file. The file status could be: Uploaded: File Uploaded and file reference number is generated. Verified: File has been pre-processed and authorization checks done (limit + account access check). File is now Pending Approval. Error: File has been pre-processed and contains error. The end of the life cycle of the file (File Level).The user can download the error file at this stage. Processing in Progress: File is not yet liquidated. Rejected: File has been rejected (File level). The end of the life cycle of the file. Approved: File has been fully approved. Processed: File is completely liquidated. The user can download a response file at this stage. Processed with exception: File is partially liquidated – i.e. while some records are processed, others are not. Expired: File has expired. Deleted: File was deleted.
   Total Amount	Total Transaction amount present in the file.
   Currency	Displays the transaction currency.
   No. of Transactions	Displays the total number of records uploaded as a part of the file.
   Action	The available action icon against the uploaded file. The action is to delete the uploaded file. Only those files with record type of approval, and which are uploaded with a future date can be deleted. Such files are in Processing in Progress status. In the case of approval, upon clicking the icon, the Resolve Workflow window will appear, displaying the rules available for the user to select.