Regions Express Trade LC Enhancement Background Temporary
Transcription
Regions Express Trade LC Enhancement Background Temporary
Regions Express Trade LC Enhancement What to Expect Background Effective Monday, May 23, Regions Express Trade LC will be upgraded with a new look and new functionality. Please note that the way you access Regions Express Trade will not change as a result of the upgrade. Temporary Service Interruption—Enter Transactions by May 19 Express Trade LC will unavailable from 10:30 AM CT/11:30 AM ET on Friday, May 20 until Sunday evening, May 22 while the upgrade is performed. Action Recommended -- Enter transactions by Thursday, May 19: We strongly recommend that all transactions be entered into Express Trade LC by close of business, Thursday, May 19. Doing so will allow time for transaction processing prior to the temporary service interruption. What’s New On Monday, May 23, the following application enhancements will be available: Enhanced user experience: The upgrade will provide a new user interface, as well as a more intuitive user experience through easier navigation. You will now be able to enter all required information on one screen instead of having to navigate and enter information on multiple screens. Real-time processing: Application processing will be expedited. Improved report generation and search options: In addition to .pdf, you now will be able to generate reports in .csv format to enable better searching and filtering capabilities. Search functionality will also be enhanced to allow for searches on any portion of the client reference number. Enhancements and Benefits At-A-Glance Presentation and navigation: Applicable for: Import LC, Standby LC and Direct Collection Top to bottom navigation with scroll bar All sections viewable on one, individual screen Same navigational tabs used today are available to easily navigate to the respective sections Auto-assigned reference numbers Applicable for: Import LC, Standby LC and Direct Collection Users will no longer receive the message that the reference number range is low, requiring the user to contact Regions for a new range of numbers. The process will be automated and will be based on ranges of reference numbers by service. Page 1 of 7 Regions Express Trade LC Enhancement What to Expect Wildcard search functionality Applicable for all Regions Express Trade LC Modules • Search functionality will be enhanced to enable searches on any portion of the client reference number; for example: Reference number ABC123REGIONS can be found by searching for “abc” “123” “REG” “3re”, etc. Report generation in .csv format Applicable for all Regions Express Trade LC Modules • In addition to the .pdf format, an option will be available to generate reports in .csv format, allowing for better searching and filtering capabilities. New Activity page module Applicable for all Regions Express Trade LC Modules • A new module will display transactions recently processed by Regions. The display can be filtered by product, transaction type or user. Auto-save at time out Applicable for: Import LC, Standby LC and Direct Collection • The application will save current data prior to session expiry after the time-out limit has been reached. Trade calendar Applicable for: Import LC, Standby LC and Import Collection • A calendar function will be available to display upcoming maturities and transaction events. Real-time processing Applicable for all Regions Express Trade LC Modules • Regions Express Trade LC will receive a new interface, resulting in a real-time transfer process of transactions between Express Trade users and Regions. Screen Comparisons On the following pages are comparisons of current Regions Express Trade LC screens and new screens to help familiarize you with the application’s new look and feel as well as features. Page 2 of 7 Regions Express Trade LC Enhancement What to Expect IMPORT LETTERS OF CREDIT – WORK IN PROCESS – DEFAULT SCREEN Similar for Standby Letter of Credit and Direct Collection modules. Current Screen: New Screen: Page 3 of 7 IMPORT LETTERS OF CREDIT - Create new transaction Regions Express Trade LC Enhancement What to Expect Single-tab screens vs. continuous scrolling Current Screen: New Screen: Page 4 of 7 IMPORT LETTERS OF CREDIT - Create new transaction Regions Express Trade LC Enhancement What to Expect Single-tab screens vs. continuous scrolling continued Current Screen: New Screen: Page 5 of 7 IMPORT LETTERS OF CREDIT – BALANCE & HISTORY Regions Express Trade LC Enhancement What to Expect Similar for all modules. Current Screen: New Screen: Page 6 of 7 Regions Express Trade LC Enhancement What to Expect IMPORT LETTERS OF CREDIT – BALANCE & HISTORY – DETAIL Similar for all modules. Current Screen: New Screen: Need Help? Have Questions? • EMAIL Jack Gillis, AMLCA, Regions Global Trade Services [email protected] • CALL Jack Gillis at (305) 774-4565 Page 7 of 7