Financial Security Request Form

Instructions

Follow this prompt format:

Update a security with company requester department request-date customer purpose type amount validity [conditional fields] notes approver status comments verified

Keywords (use exactly as shown): Update, security, company, requester, department, request-date, customer, purpose, type, amount, validity, bg-bank, bg-number, lc-bank, lc-number, emd-mode, emd-ref, fd-bank, fd-number, pdc-number, pdc-bank, notes, approver, status, comments, verified

Values:

• company_name: e.g., ABC Corp
• requester_name: e.g., John Doe
• department: e.g., Finance
• request_date: YYYY-MM-DD (e.g., 2025-04-24)
• customer_name: e.g., XYZ Ltd
• purpose: e.g., Tender Bid
• security_type: bg, lc, emd, fd, pdc
• amount: e.g., 500000.00
• validity_date: YYYY-MM-DD (e.g., 2025-10-24)
• Conditional fields (based on type):
  • bg: bg-bank (e.g., HDFC Bank), bg-number (e.g., BG123456)
  • lc: lc-bank (e.g., ICICI Bank), lc-number (e.g., LC789012)
  • emd: emd-mode (dd, online), emd-ref (e.g., DD123456)
  • fd: fd-bank (e.g., SBI), fd-number (e.g., FD987654)
  • pdc: pdc-number (e.g., 123456), pdc-bank (e.g., Axis Bank)
• security_notes: e.g., Required for project tender, or empty
• approver_name: e.g., Jane Smith
• approval_status: approved, pending, rejected
• approval_comments: e.g., Awaiting review, or empty
• verify_details: true, false

Examples:

• Update a security with company ABC Corp requester John Doe department Finance request-date 2025-04-24 customer XYZ Ltd purpose Tender Bid type bg amount 500000.00 validity 2025-10-24 bg-bank HDFC Bank bg-number BG123456 notes Required for project tender approver Jane Smith status pending comments Awaiting review verified true
• Update a security with company TradeCorp requester Alice Brown department Procurement request-date 2025-04-25 customer Global Imports purpose Contract Security type lc amount 750000.00 validity 2025-12-31 lc-bank ICICI Bank lc-number LC789012 notes For international contract approver Bob Johnson status approved comments Approved for issuance verified false
• Update a security with company Mega Ltd requester Carol White department Sales request-date 2025-04-26 customer ImportCo purpose Bid Security type emd amount 100000.00 validity 2025-07-26 emd-mode online emd-ref TRN456789 notes Online transfer completed approver Dave Lee status rejected comments Insufficient funds verified true

Tips for Writing Prompts:

• Use exact keywords as shown above.
• Specify dates in YYYY-MM-DD format.
• Ensure security_type and approval_status match allowed values.
• Include all required fields: company, requester, department, request-date, customer, purpose, type, amount, validity, conditional fields (based on type), approver, status, verified.
• Notes and comments are optional.
• Include conditional fields only for the specified security type (e.g., bg-bank and bg-number for type bg).

Need More Help?

Contact the finance team at finance@example.com or refer to the financial security guidelines.