2.3 OBTFPM- OBDX Bidirectional flow

This topic provides the systematic instructions to initiate the OBTFPM- OBDX Bidirectional flow.

As a part of Digital Experience, customers can initiate Trade Finance Transactions from online channels and the respective task will be available in OBTFPM for further handling.

Oracle Banking Trade Finance Process Management (OBTFPM) user, for task received from online channel, raise clarification and receive response from the customer.

1. Customer initiates the Trade Finance transaction in Online channel (OBDX) and upload the necessary documents.
2. The task created will land in the Scrutiny stage of OBTFPM for handling by Trade expert for reviewing and identifying mismatch/incomplete data.
3. In the Scrutiny, Data Enrichment or Approval the bank user may require clarification from customer, OBTFPM user clicks Request Clarification button to request for online clarification from customer.
4. On The Import LC Issuance - Registration - Application Details screen, specify the fields.
5. The Request Clarification detailed screen appears, user enters the information and clicks Save , the information should be sent to customer.
6. OBTFPM user should be able to see the details in the View Clarification window and the status will be Clarification Requested. The user can click Re clarification if required.
7. The task goes to Awaiting Customer Clarification state until the response received from the customer.
8. Click Edit.
9. The user can click Accept Clarification button, if the query raised has been answered by the customer.
   The status should change to Clarification Accepted on next the task moves to the next logical stage.
10. Bank user checks the Clarification and opens the Documents Tab. System displays both the new document uploaded and the metadata for deleted document and the deleted document is displayed in a blurred way. User can open the new document, the deleted document cannot be opened. System should also increment the version number of the documents.