Table of Contents

Structured Infotext and Attachment(s)

Structured Infotext and attachment(s) can be used to add hints and instructions including attachments to a party (both main and additional addresses) in an efficient way.

A Structured Infotext can be structured via categories. Categorization makes it possible to display relevant information only in processing transactions where the content is needed.

A category defines a list of business transactions from one or more business sectors. As many categories as needed as needed can be configured. For more details about categories see Maintaining Categories.

Example: A client requests their banker to always sent physical documents with a special courier service. To ensure that these instructions are followed, the bank using the application can define a category, e.g. “Sending instructions” and link that only to the “Send Documents (xxTSND)” and “Send, Accept and Settle (xxTPAY)” transactions under LC and collection business module.

The Structured Infotext is displayed for all parties connected to the contract, which means that infotexts for parties that may not be visible on the screen are also displayed in subsequent transactions.

Defining Structured Infotext and Attachment(s)

Usage of Structured Infotext in business transactions