IQAX eBL User Interface Explained
IQAX eBL
Iqax
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Log into your IQAX eBL Account with [this link](https://iamfw.shrd.iqax.com/auth/realms/shrd-prd/protocol/openid-connect/auth?client_id=ebl-ui&response_type=code&redirect_uri=https%3A%2F%2Febl.shrd.iqax.com%2Fhome%2Fauth%2Fcallback&response_mode=form_post&scope=openid&state=85779eae-f852-40a1-b513-700c6ca5e4e1&nonce=040136e1-092d-481f-8df1-0f53e7bd7c51&_gl=1*1vcusxj*_ga*MzA2ODQwNzczLjE3MzYxNDg2OTM.*_ga_5DF3G6P464*czE3NTAwNTg3ODkkbzExNiRnMSR0MTc1MDA1OTQyMSRqNTckbDAkaDA.)
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If you are logging in for the first time, you will need to scroll to the bottom of the ***Terms & Conditions*** before you can proceed by clicking ***"Accept"***
Main Dashboard, Organisation Tab, Filter and More
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**Organisation Tabs** The dashboard provides quick organisations **All**: View all eBLs that are relevant to your company **Pending for Action**: View all eBLs awaiting your action **Under Monitoring**: eBLs that have been transferred to your counterparties but have not yet completed their circulation **Completed**: eBLs that have been surrendered and completed their circulation
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**Search** You can also search up to 50 eBLs by their eBL numbers
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Filter You can also use a set of filters on the dashboard, such as eBL Type, Status, Shipper, Carrier, POL (Port of Loading), POD (Port of Discharge), etc.
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Click to select the eBL you wish to view or act on
eBL Information Panel
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Four panes will appear on the left side of your screen, providing all important information at your fingertips Top Left: Key Shipment information Bottom Left: Shipment Milestone History Top Right: Current Title Holder and Custodian Bottom Right: Document Event History
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**Shipment Milestone History** give you updates on the container events such as Loaded at Board, Departure with Vessel etc
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**eBL Current Title Holder:** shows the entity that currently possess the cargo title **eBL Current Custodian:** shows the entity that possess the original eBL
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**Document Event History** shows events such as eBL issuance, transfer and surrender
Optional Actions (View, Download, Upload and More)
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A selection of actions are available within the eBL panel 1. View eBL Image 2. Download eBL PDF 3. Upload Trade Documents 4. Email 5. Share B/L via GSBN 6. Internal Remarks
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**View the eBL Image** The eBL Image includes the front and back of the B/L and the Title Holder Log The Current Custodian will be able to see "Original " whereas other would see "Copy
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**Download eBL Copy** Let you obtain a PDF image of the eBL
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**Upload Documents** Let you add other trade document, which can be sent to your trade partner alongside with the eBL
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**Send Email** Let you share copy of the eBL PDF to other trading partner who does not required to have the original eBL
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Input email address and select the document to be shared along with the eBL Copy An email template is included which you can customize\ \ Click "Confirm" to initiate the email sending
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**Share B/L via GSBN** This functionality is provided by **Global Shipping Business Network (GSBN)** to enable cargo owners to authorize carriers to share Bill of Lading (B/L) information with a designated data recipient specified by the user. \ Currently, this feature supports B/Ls issued by COSCO.\ Both the shipper and consignee (under a straight B/L) can initiate the consent request and begin the data-sharing process. To initiate the consent request, users need to confirm and\ provide\* the following information: - **Data type requested**: Always "Bill of Lading" in IQAX eBL. - **Bill of Lading number:** Select the BL for which the consent is being requested. - **Trade finance applicant:** The entity of the user raising the request. - **Transportation party:** The carrier that issued the selected BL. - **Purpose of usage**: To specify the purpose of the requested data - trade finance drawdown, facility setup/review, or trade verification. - **Data to be shared with**: To select to share B/L data with which Bank - **Consent validity**: To indicate whether the consent is\ valid until revoked, or if it should be a one-time use only.
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Once the consent request is sent, users can view the record through the\ **Historical Data Request Summary** panel. It provides an overview of all data requests made by the user. If the carrier approves the consent, the Data Request status will be updated to **Active** indicating that the bank can access the BL data.
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**Internal Remarks** Let you input information visible only to other users in your account, example use case would be to add invoice reference number or customer ID
Transfer, Surrender and Other Actions
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Transfer, Surrender and other actions Depending on your role in that eBL and whether the eBL is currently under your possession, the relevant actions are shown to you For example, for Straight eBL **Shippers** of that BL will see "Transfer"/ "Escrow"/ "Authorise"/ "Amend" and "Convert to Paper" While the **Consignee** will see "Surrender for Delivery"/ "Amend "and "Convert to Paper"
IQAX eBL User Interface Explained
IQAX eBL
Iqax
1
Log into your IQAX eBL Account with [this link](https://iamfw.shrd.iqax.com/auth/realms/shrd-prd/protocol/openid-connect/auth?client_id=ebl-ui&response_type=code&redirect_uri=https%3A%2F%2Febl.shrd.iqax.com%2Fhome%2Fauth%2Fcallback&response_mode=form_post&scope=openid&state=85779eae-f852-40a1-b513-700c6ca5e4e1&nonce=040136e1-092d-481f-8df1-0f53e7bd7c51&_gl=1*1vcusxj*_ga*MzA2ODQwNzczLjE3MzYxNDg2OTM.*_ga_5DF3G6P464*czE3NTAwNTg3ODkkbzExNiRnMSR0MTc1MDA1OTQyMSRqNTckbDAkaDA.)
2
If you are logging in for the first time, you will need to scroll to the bottom of the ***Terms & Conditions*** before you can proceed by clicking ***"Accept"***
Main Dashboard, Organisation Tab, Filter and More
3
**Organisation Tabs** The dashboard provides quick organisations **All**: View all eBLs that are relevant to your company **Pending for Action**: View all eBLs awaiting your action **Under Monitoring**: eBLs that have been transferred to your counterparties but have not yet completed their circulation **Completed**: eBLs that have been surrendered and completed their circulation
4
**Search** You can also search up to 50 eBLs by their eBL numbers
5
Filter You can also use a set of filters on the dashboard, such as eBL Type, Status, Shipper, Carrier, POL (Port of Loading), POD (Port of Discharge), etc.
6
Click to select the eBL you wish to view or act on
eBL Information Panel
7
Four panes will appear on the left side of your screen, providing all important information at your fingertips Top Left: Key Shipment information Bottom Left: Shipment Milestone History Top Right: Current Title Holder and Custodian Bottom Right: Document Event History
8
**Shipment Milestone History** give you updates on the container events such as Loaded at Board, Departure with Vessel etc
9
**eBL Current Title Holder:** shows the entity that currently possess the cargo title **eBL Current Custodian:** shows the entity that possess the original eBL
10
**Document Event History** shows events such as eBL issuance, transfer and surrender
Optional Actions (View, Download, Upload and More)
11
A selection of actions are available within the eBL panel 1. View eBL Image 2. Download eBL PDF 3. Upload Trade Documents 4. Email 5. Share B/L via GSBN 6. Internal Remarks
12
**View the eBL Image** The eBL Image includes the front and back of the B/L and the Title Holder Log The Current Custodian will be able to see "Original " whereas other would see "Copy
13
**Download eBL Copy** Let you obtain a PDF image of the eBL
14
**Upload Documents** Let you add other trade document, which can be sent to your trade partner alongside with the eBL
15
**Send Email** Let you share copy of the eBL PDF to other trading partner who does not required to have the original eBL
16
Input email address and select the document to be shared along with the eBL Copy An email template is included which you can customize\ \ Click "Confirm" to initiate the email sending
17
**Share B/L via GSBN** This functionality is provided by **Global Shipping Business Network (GSBN)** to enable cargo owners to authorize carriers to share Bill of Lading (B/L) information with a designated data recipient specified by the user. \ Currently, this feature supports B/Ls issued by COSCO.\ Both the shipper and consignee (under a straight B/L) can initiate the consent request and begin the data-sharing process. To initiate the consent request, users need to confirm and\ provide\* the following information: - **Data type requested**: Always "Bill of Lading" in IQAX eBL. - **Bill of Lading number:** Select the BL for which the consent is being requested. - **Trade finance applicant:** The entity of the user raising the request. - **Transportation party:** The carrier that issued the selected BL. - **Purpose of usage**: To specify the purpose of the requested data - trade finance drawdown, facility setup/review, or trade verification. - **Data to be shared with**: To select to share B/L data with which Bank - **Consent validity**: To indicate whether the consent is\ valid until revoked, or if it should be a one-time use only.
18
Once the consent request is sent, users can view the record through the\ **Historical Data Request Summary** panel. It provides an overview of all data requests made by the user. If the carrier approves the consent, the Data Request status will be updated to **Active** indicating that the bank can access the BL data.
19
**Internal Remarks** Let you input information visible only to other users in your account, example use case would be to add invoice reference number or customer ID
Transfer, Surrender and Other Actions
20
Transfer, Surrender and other actions Depending on your role in that eBL and whether the eBL is currently under your possession, the relevant actions are shown to you For example, for Straight eBL **Shippers** of that BL will see "Transfer"/ "Escrow"/ "Authorise"/ "Amend" and "Convert to Paper" While the **Consignee** will see "Surrender for Delivery"/ "Amend "and "Convert to Paper"
